SB Investment Advisers (uk) Ltd.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), SB Investment Advisers (uk) Ltd. reported 10 stock positions worth $13.3 billion. Its top holding was Coupang (CPNG) at 70.3% of the portfolio, followed by Grab Class A (GRAB, 18.2%) and Roivant Sciences (ROIV, 4.6%). Compared with Q2 2025, it added to 1 and reduced 3. The biggest buy was Full Truck Alliance -SPN ADR (YMM, shares +217%) and the biggest sale Coupang (CPNG, shares −6%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001731509
Portfolio Value
$13.3B (Q3 2025)
SEC Filing
0001493152-25-023521 ↗ 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 Q2 2025 Q3 2025: $13.3B $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 · $13.3B
CPNG Coupang Inc. 70.34% 289,542,259 $9.3B Reduce -6.5%
GRAB Grab Holdings Ltd. Class A 18.25% 401,796,672 $2.4B No change
ROIV Roivant Sciences Ltd. 4.60% 40,315,127 $610.0M Reduce -32.8%
COMP Compass Inc. Class A 2.71% 44,761,137 $359.4M Reduce -6.9%
RLAY Relay Therapeutics Inc. 1.10% 27,904,963 $145.7M No change
YMM Full Truck Alliance -SPN ADR 0.99% 10,125,112 $131.3M Add +216.7%
AUR Aurora Innovation Inc. 0.81% 19,811,760 $106.8M No change
VIR Vir Biotechnology Inc. 0.72% 16,684,041 $95.3M No change
NRGV Energy Vault Holdings Inc. 0.42% 18,535,631 $55.1M No change
DNA Ginkgo Bioworks Holdings Inc. 0.07% 610,729 $8.9M No change

Portfolio Sells Q2 2025 → Q3 2025
CPNG Coupang Inc. Reduce -6.5% 70.34% −3.18
ROIV Roivant Sciences Ltd. Reduce -32.8% 4.60% −0.75
COMP Compass Inc. Class A Reduce -6.9% 2.71% +0.32

Portfolio Buys Q2 2025 → Q3 2025
YMM Full Truck Alliance -SPN ADR Add +216.7% 0.99% +0.69

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