SB Investment Advisers (uk) Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), SB Investment Advisers (uk) Ltd. reported 10 stock positions worth $7.7 billion. Its top holding was Coupang (CPNG) at 70.7% of the portfolio, followed by Grab Class A (GRAB, 19.0%) and Relay Therapeutics (RLAY, 3.6%). Compared with Q4 2025, it reduced 4. The biggest sale was Roivant Sciences (ROIV, shares −84%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001731509
Portfolio Value
$7.7B (Q1 2026)
SEC Filing
0001493152-26-023965 ↗ filed May 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 Q4 2025 Q1 2026: $7.7B $7.7B Q1 2026 Q2 2026: $7.7B Q2 2026

Holdings 10 stocks · $7.7B
CPNG Coupang Inc. 70.74% 289,542,259 $5.5B No change
GRAB Grab Holdings Ltd. Class A 19.03% 401,796,672 $1.5B No change
RLAY Relay Therapeutics Inc. 3.59% 27,904,963 $277.7M No change
COMP Compass Inc. Class A 2.08% 22,004,702 $160.9M Reduce -12.2%
VIR Vir Biotechnology Inc. 1.27% 10,948,093 $98.1M Reduce -16.5%
AUR Aurora Innovation Inc. 1.06% 19,811,760 $81.6M No change
ROIV Roivant Sciences Ltd. 0.96% 2,671,732 $74.0M Reduce -83.7%
NRGV Energy Vault Holdings Inc. 0.66% 15,535,631 $51.3M Reduce -16.2%
YMM Full Truck Alliance -SPN ADR 0.57% 5,272,390 $43.8M No change
DNA Ginkgo Bioworks Holdings Inc. 0.05% 610,729 $3.7M No change

Portfolio Sells Q4 2025 → Q1 2026
ROIV Roivant Sciences Ltd. Reduce -83.7% 0.96% −2.61
COMP Compass Inc. Class A Reduce -12.2% 2.08% −0.57
NRGV Energy Vault Holdings Inc. Reduce -16.2% 0.66% −0.19
VIR Vir Biotechnology Inc. Reduce -16.5% 1.27% +0.48

Portfolio Buys Q4 2025 → Q1 2026
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