UBER
Uber Technologies Inc
12 super-investors hold UBER worth a combined $4.23B. The largest position: Bill Ackman at 15.7% of their portfolio. This quarter the cohort logged 3 buys and 0 sells on the name. Cohort Conviction Score: 48 — ranked #51 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own UBER
Bill Ackman dominates the cohort's $4.2B combined position, with his $2.2B stake representing 15.7% of his portfolio — the highest concentration in the group by a wide margin. Sentiment is modestly improving after years of attrition: owner count bottomed at four before recovering to the current twelve, and 2026Q1 saw no exits or trims. Pat Dorsey initiated a new position at 6.2% of his portfolio, while David Tepper and John Armitage added to existing stakes. Tepper holds $456M (7.7%) and Armitage $335M (3.7%), suggesting genuine conviction beyond Ackman's anchor position. The slow rebuild in cohort interest — from five owners to seven over the past two quarters — points to stabilizing rather than accelerating enthusiasm.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Uber nears €41 a share deal for Delivery Hero - FTSeeking Alpha ·
- Need A Gaming Console Fast? GameStop Is Now Delivering Through Uber EatsStocktwits ·
- TD Cowen reiterates Uber stock buy rating on delivery strengthInvesting.com ·
- Uber: The Marketplace Wins No Matter Who Builds The Cars (NYSE:UBER)Seeking Alpha ·
- Uber (UBER) Stock May Trade Below Fair Value Despite Robotaxi Rule Fightssimplywall.st ·
- Analysts Offer Insights on Technology Companies: Micron (MU) and Uber Technologies (UBER)The Globe and Mail ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2019Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (12) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Ackman | 15.7% | 5q | $2.15B | 29,958,771 |
| 2 | David Tepper | 7.7% | 20q | $456M | 6,332,720 |
| 3 | William Von Mueffling | 2.5% | 8q | $374M | 5,193,864 |
| 4 | Thomas Russo | 4.4% | 10q | $372M | 5,173,404 |
| 5 | John Armitage | 3.7% | 4q | $335M | 4,652,363 |
| 6 | Polen Capital Management | 1.5% | 4q | $210M | 2,917,928 |
| 7 | Joel Greenblatt | 0.1% | 28q | $155M | 2,151,637 |
| 8 | Pat Dorsey | 6.2% | — 1q | $78M | 1,090,281 |
| 9 | First Pacific Advisors | 1.0% | 18q | $70M | 969,817 |
| 10 | Chase Coleman | <0.1% | 28q | $11M | 151,178 |
| 11 | Thomas Gayner | 0.1% | 12q | $10M | 142,500 |
| 12 | Robert Olstein | 0.8% | 3q | $4M | 53,000 |
- 1Bill Ackmanport15.7%val$2.15B29,958,771 sh·5q held
- 2David Tepperport7.7%val$456M6,332,720 sh·20q held
- 3William Von Muefflingport2.5%val$374M5,193,864 sh·8q held
- 4Thomas Russoport4.4%val$372M5,173,404 sh·10q held
- 5John Armitageport3.7%val$335M4,652,363 sh·4q held
- 6Polen Capital Managementport1.5%val$210M2,917,928 sh·4q held
- 7Joel Greenblattport0.1%val$155M2,151,637 sh·28q held
- 8Pat Dorseyport6.2%val$78M1,090,281 sh·—1q held
- 9First Pacific Advisorsport1.0%val$70M969,817 sh·18q held
- 10Chase Colemanport<0.1%val$11M151,178 sh·28q held
- 11Thomas Gaynerport0.1%val$10M142,500 sh·12q held
- 12Robert Olsteinport0.8%val$4M53,000 sh·3q held
Owners of UBER also hold
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | ADD | 7.7% | +242% | $456M | May 15, 2026 |
| Pat Dorsey | NEW | 6.2% | +100% | $78M | May 15, 2026 |
| John Armitage | ADD | 3.7% | +74% | $335M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 90353T100. Not investment advice.