SB Investment Advisers (uk) Ltd.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed November 14, 2025), SB Investment Advisers (uk) Ltd. reported 10 stock positions worth $12.6 billion. Its top holding was Coupang (CPNG) at 73.5% of the portfolio, followed by Grab Class A (GRAB, 16.0%) and Roivant Sciences (ROIV, 5.4%). Compared with Q1 2025, it reduced 4. The biggest sale was Aurora Innovation (AUR, shares −12%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001731509
Portfolio Value
$12.6B (Q2 2025)
SEC Filing
0001493152-25-023523 ↗ filed Nov 14, 2025

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $10.1B Q1 2024 Q2 2024: $10.8B Q2 2024 Q3 2024: $12.1B Q3 2024 Q4 2024: $11.4B Q4 2024 Q1 2025: $11.0B Q1 2025 Q2 2025: $12.6B $12.6B Q2 2025 Q3 2025: $13.3B Q3 2025 Q4 2025: $10.0B Q4 2025 Q1 2026: $7.7B Q1 2026 Q2 2026: $7.7B Q2 2026

Holdings 10 stocks · $12.6B
CPNG Coupang Inc. 73.52% 309,542,259 $9.3B Reduce -11.4%
GRAB Grab Holdings Ltd. Class A 16.02% 401,796,672 $2.0B No change
ROIV Roivant Sciences Ltd. 5.36% 59,952,652 $675.7M Reduce -3.1%
COMP Compass Inc. Class A 2.39% 48,070,273 $301.9M No change
AUR Aurora Innovation Inc. 0.82% 19,811,760 $103.8M Reduce -11.6%
RLAY Relay Therapeutics Inc. 0.77% 27,904,963 $96.6M No change
VIR Vir Biotechnology Inc. 0.67% 16,684,041 $84.1M No change
YMM Full Truck Alliance -SPN ADR 0.30% 3,196,951 $37.8M Reduce -54.6%
NRGV Energy Vault Holdings Inc. 0.11% 18,535,631 $13.3M No change
DNA Ginkgo Bioworks Holdings Inc. 0.05% 610,729 $6.9M No change

Portfolio Sells Q1 2025 → Q2 2025
AUR Aurora Innovation Inc. Reduce -11.6% 0.82% −0.55
YMM Full Truck Alliance -SPN ADR Reduce -54.6% 0.30% −0.52
ROIV Roivant Sciences Ltd. Reduce -3.1% 5.36% −0.33
CPNG Coupang Inc. Reduce -11.4% 73.52% +3.62

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 9$7.7BCPNG, GRAB, RLAY, COMP, VIR
Q1 2026 10$7.7BCPNG, GRAB, RLAY, COMP, VIR
Q4 2025 10$10.0BCPNG, GRAB, ROIV, COMP, RLAY
Q3 2025 10$13.3BCPNG, GRAB, ROIV, COMP, RLAY
Q2 2025Amended 10$12.6BCPNG, GRAB, ROIV, COMP, AUR
Q1 2025 10$11.0BCPNG, GRAB, ROIV, COMP, AUR
Q4 2024 10$11.4BCPNG, GRAB, ROIV, COMP, YMM
Q3 2024 11$12.1BCPNG, GRAB, ROIV, COMP, DASH
Q2 2024 12$10.8BCPNG, GRAB, ROIV, DASH, COMP
Q1 2024 13$10.1BCPNG, GRAB, DASH, ROIV, COMP