SB Investment Advisers (UK) Ltd holds a concentrated book of 10 stocks worth $7.7B as of Q1 2026 (disclosed May 18, 2026, a ~48-day 13F lag). This quarter they trimmed Compass Inc - Class A. Their largest long position is Coupang Inc at 71% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as SB Investment Advisers (UK) Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 10 / 10 | $3.9B |
| MORGAN STANLEY | 10 / 10 | $3.9B |
| FMR LLC | 10 / 10 | $3.3B |
| STATE STREET CORP | 10 / 10 | $1.9B |
| VANGUARD CAPITAL MANAGEMENT LLC | 10 / 10 | $1.7B |
| GEODE CAPITAL MANAGEMENT, LLC | 10 / 10 | $1.5B |
| UBS Group AG | 10 / 10 | $963.2M |
| GOLDMAN SACHS GROUP INC | 10 / 10 | $923.5M |
Ranked by the share of each fund's own book sitting in the names it shares with SB Investment Advisers (UK) Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Coupang Inc CL A | $5.5B | 289.54M | 70.7% | —Held | |
| 2 | Grab Holdings Limited CLASS A ORD | $1.5B | 401.80M | 19.0% | —Held | |
| 3 | Relay Therapeutics Inc COM | $277.7M | 27.90M | 3.6% | —Held | |
| 4 | Compass Inc CL A | $160.9M | 22.00M | 2.1% | ▼−12% Reduced · −3.1M sh | |
| 5 | Vir Biotechnology Inc COM | $98.1M | 10.95M | 1.3% | ▼−17% Reduced · −2.2M sh | |
| 6 | Aurora Innovation Inc CLASS A COM | $81.6M | 19.81M | 1.1% | —Held | |
| 7 | Roivant Sciences Ltd SHS | $74.0M | 2.67M | 1.0% | ▼−84% Reduced · −13.7M sh | |
| 8 | Energy Vault Holdings Inc COM | $51.3M | 15.54M | 0.7% | ▼−16% Reduced · −3.0M sh | |
| 9 | Full Truck Alliance Co Ltd SPONSORED ADS | $43.8M | 5.27M | 0.6% | —Held | |
| 10 | Ginkgo Bioworks Holdings Inc CL A NEW | $3.7M | 610.7K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1731509/holdings"
Use Arkolith to show SB INVESTMENT ADVISERS (UK) LTD's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 10 | $7.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 10 | $10.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 10 | $13.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 14, 2025 | 10 | $12.6B | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 10 | $11.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 10 | $11.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 11 | $12.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 12 | $10.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 13 | $10.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 13 | $11.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 14 | $12.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 14 | $13.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 14 | $12.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 14 | $12.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 13 | $13.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 14 | $12.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 15 | $21.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 15 | $34.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 16, 2021 | 11 | $32.3B | 13F-HR/A |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 16 | $51.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 12 | $57.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 8 | $24.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.