Uber Technologies, Inc

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Uber Technologies, Inc reported 6 stock positions worth $5.4 billion. Its top holding was Grab Class A (GRAB) at 59.2% of the portfolio, followed by Aurora Innovation (AUR, 32.2%) and Lucid (LCID, 6.0%). Compared with Q2 2025, it opened 1 new position and reduced 2. The biggest buy was a new position in Lucid (LCID) and the biggest sale Joby Aviation (JOBY, shares −68%).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001543151
Portfolio Value
$5.4B (Q3 2025)
SEC Filing
0001552781-25-000421 ↗ filed Nov 14, 2025

Holdings Value

0$2.0B$4.0B$6.0B Q4 2024: $4.9B Q4 2024 Q1 2025: $4.8B Q1 2025 Q2 2025: $4.7B Q2 2025 Q3 2025: $5.4B $5.4B Q3 2025 Q4 2025: $4.2B Q4 2025 Q1 2026: $3.6B Q1 2026 Q2 2026: $4.5B Q2 2026

Holdings 6 stocks · $5.4B

GRAB Grab Holdings Ltd. Class A 59.20% 535,902,982 $3.2B No change
AUR Aurora Innovation Inc. 32.24% 325,973,411 $1.8B No change
LCID Lucid Group Inc. 5.99% 13,715,121 $326.3M New
JOBY Joby Aviation Inc. 2.11% 7,139,208 $115.2M Reduce -67.5%
SERV Serve Robotics Inc. 0.44% 2,070,629 $24.1M Reduce -56.4%
MQ Marqeta Inc. 0.01% 135,042 $713K No change

Portfolio Sells Q2 2025 → Q3 2025

JOBY Joby Aviation Inc. Reduce -67.5% 2.11% −2.83
SERV Serve Robotics Inc. Reduce -56.4% 0.44% −0.72

Portfolio Buys Q2 2025 → Q3 2025

LCID Lucid Group Inc. New 5.99% +5.99

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$4.5BGRAB, AUR, RIVN, LCID, WRD
Q1 2026 7$3.6BGRAB, AUR, LCID, WRD, JOBY
Q4 2025 6$4.2BGRAB, AUR, LCID, JOBY, SERV
Q3 2025 6$5.4BGRAB, AUR, LCID, JOBY, SERV
Q2 2025 5$4.7BGRAB, AUR, JOBY, SERV, MQ
Q1 2025 4$4.8BGRAB, AUR, JOBY, SERV
Q4 2024 4$4.9BGRAB, AUR, JOBY, SERV