SB Investment Advisers (uk) Ltd.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), SB Investment Advisers (uk) Ltd. reported 10 stock positions worth $10.0 billion. Its top holding was Coupang (CPNG) at 68.3% of the portfolio, followed by Grab Class A (GRAB, 20.1%) and Roivant Sciences (ROIV, 3.6%). Compared with Q3 2025, it reduced 4. The biggest sale was Roivant Sciences (ROIV, shares −59%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001731509
Portfolio Value
$10.0B (Q4 2025)
SEC Filing
0001493152-26-007221 ↗ filed Feb 18, 2026

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 Q3 2025 Q4 2025: $10.0B $10.0B Q4 2025 Q1 2026: $7.7B Q1 2026 Q2 2026: $7.7B Q2 2026

Holdings 10 stocks · $10.0B
CPNG Coupang Inc. 68.34% 289,542,259 $6.8B No change
GRAB Grab Holdings Ltd. Class A 20.06% 401,796,672 $2.0B No change
ROIV Roivant Sciences Ltd. 3.56% 16,413,603 $356.2M Reduce -59.3%
COMP Compass Inc. Class A 2.65% 25,062,973 $264.9M Reduce -44.0%
RLAY Relay Therapeutics Inc. 2.36% 27,904,963 $236.1M No change
NRGV Energy Vault Holdings Inc. 0.85% 18,535,631 $85.4M No change
VIR Vir Biotechnology Inc. 0.79% 13,116,977 $79.1M Reduce -21.4%
AUR Aurora Innovation Inc. 0.76% 19,811,760 $76.1M No change
YMM Full Truck Alliance -SPN ADR 0.57% 5,272,390 $56.6M Reduce -47.9%
DNA Ginkgo Bioworks Holdings Inc. 0.05% 610,729 $5.1M No change

Portfolio Sells Q3 2025 → Q4 2025
ROIV Roivant Sciences Ltd. Reduce -59.3% 3.56% −1.04
YMM Full Truck Alliance -SPN ADR Reduce -47.9% 0.57% −0.42
COMP Compass Inc. Class A Reduce -44.0% 2.65% −0.06
VIR Vir Biotechnology Inc. Reduce -21.4% 0.79% +0.07

Portfolio Buys Q3 2025 → Q4 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