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13F holdings · Q2 2026

SB Investment Advisers (uk)

London, X0 · files as SB Investment Advisers (uk) Ltd
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1731509

SB Investment Advisers (uk) reported 9 stocks worth $7.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CPNG (65.6%), GRAB (19.8%) and RLAY (6.8%). Compared with Q1 2026, the fund trimmed COMP and AUR and sold out of ROIV.

Reported value$7.7B−0.9% vs last quarter
Stocks held90 new · 1 sold out
Top 5 weight97.1%very concentrated
Turnover2%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
CPNG
Coupang Inc
$5B65.6%290MNo change8 of 8
2
GRAB
Grab Holdings Limited
$1.5B19.8%402MNo change8 of 8
3
RLAY
Relay Therapeutics Inc
$522M6.8%27.9MNo change8 of 8
4
COMP
Compass Inc
$265M3.5%21.5M−500K (−2%)8 of 8
5
VIR
Vir Biotechnology Inc
$112M1.5%10.9MNo change8 of 8
6
AUR
Aurora Innovation Inc
$97.4M1.3%14.3M−5.5M (−28%)8 of 8
7
NRGV
Energy Vault Holdings Inc
$73.2M0.9%15.5MNo change8 of 8
8
YMM
Full Truck Alliance Co Ltd
$42.8M0.6%5.3MNo change8 of 8
9
DNA
Ginkgo Bioworks Holdings Inc
$6.1M0.1%611KNo change8 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
ROIV
Roivant Sciences Ltd
$74M2.7M

Reported value

last 8 quarters
$12.1BQ3 '24
$11.4BQ4 '24
$11BQ1 '25
$12.6BQ2 '25
$13.3BQ3 '25
$10BQ4 '25
$7.7BQ1 '26
$7.7BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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SB Investment Advisers (uk) 13F FAQ

What does SB Investment Advisers (uk) own?

SB Investment Advisers (uk) reported 9 stocks worth $7.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CPNG (65.6%), GRAB (19.8%) and RLAY (6.8%). The table above lists every position in the filing (the top 10 without an account).

What did SB Investment Advisers (uk) buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 0 added to, 2 trimmed and 1 sold out. It sold all of ROIV.

When will SB Investment Advisers (uk) file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is SB Investment Advisers (uk)'s portfolio worth?

The Q2 2026 filing reports $7.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.