#$uber

Kensico Capital Management just filed its Q2 2026 13F. 🐋 Managed by Michael Lowenstein · $5.8B across 25 holdings 🟢 Bought: $TSM, $MCK, $INTC, $TOST +7 more 🔴 Sold: $APP, $UBER, $V, $FICO +6 more

Dorsey Asset Management just filed its Q2 2026 13F. 🐋 Managed by Pat Dorsey · $1.6B across 11 holdings 🟢 Bought: $APP, $BKNG, $UBER, $SPGI +4 more 🔴 Sold: $ASML, $SUNB, $AER

Fundsmith just filed its Q2 2026 13F. 🐋 Managed by Terry Smith · $13.6B across 41 holdings 🟢 Bought: $UBER, $MA, $TSM, $NFLX +13 more 🔴 Sold: $MTD, $ZTS, $PM, $IDXX +23 more

Altimeter Capital Management just filed its Q2 2026 13F. 🐋 Managed by Brad Gerstner · $9.8B across 20 holdings 🟢 Bought: Cerebras Systems INC, $QCOM, $SPCX, $CRWV +11 more 🔴 Sold: $META, $ARM, $AXON, $UBER +2 more

David Tepper’s Appaloosa Q2 Update Top holdings: $AMZN $1.19B $MU $1.13B $TSM $788M $GOOG $654M $UBER $555M Also big in $META $VST $NVDA Holding $AAPL puts @Appaloosa #Tepper #13F #AMZN #MU NOT FINANCIAL ADVICE. DYOR

🤖 Uber $UBER is expanding its autonomous vehicle ambitions through a Pony.ai partnership to deploy 2,000+ robotaxis across Europe, highlighting the importance of scale in commercializing self-driving technology.

Imagine paying Hedge Fund Karen 2&20 to invest in undiscovered gems like $V, $MA, $MSFT, $ICE, $META,$SPGI, $UBER, $NFLX and $AMZN, and still being -3.5% YTD...

Uber Stock Looks Cheap. Here’s Why. (barrons.com)

Barron's tells $UBER investors not to worry (much) about robotaxis. www.barrons.com/articles/buy...