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HoldLens verdict · single −100..+100 scale
BUY
+13
2Q BUYon a signed +100 buy scale · WEAK BUY
3 tracked managers buying with 1 on a 2+ quarter streak. MODERATE signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
+13
Buy component
+27
Dissent penalty
−14
Unanimity bonus
+5
Quality differential
+1
Info density
+17
Buyers / Sellers
3 / 2
ConvictionScore v5 · 9-layer breakdown
13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.
+13
Smart money (13F)
+17
Insider activity (Form 4)
-2
Track record (CAGR)
-2
Trend streak
+5
Concentration
+9
Contrarian bonus
+0
Event signal (8-K)
+0
− Dissent penalty
−14
− Crowding penalty
−0
Owners: 1·Buyers: 22·Sellers: 13·Buyer-CAGR-weighted expected return: +11.8% ±3.2%·How this is computed
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8-quarter activity
Distinct managers buying or selling UBER each quarter — last 2 years.
3 buy moves·0 sell moves·net buying
'24 Q1
'24 Q2
'24 Q3
'24 Q4
'25 Q1
'25 Q2
1
'25 Q3
2
'25 Q4
Buyers (new + add)Sellers (trim + exit)
Ownership breadth · 8 quarters
Breadth flat-1 owners over 8Q
2
1
0
1
1
1
1
1
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25
The number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Multi-quarter conviction
Managers who have been moving the same direction on UBER for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Consecutive-quarter BUYERS
Smart money activity
Every tracked 13F move on UBER — grouped by quarter, ranked by manager quality.
Smart money activity
22 buys · 13 sells across tracked 13F filings
Net signal: STRONG BUY
Q4 2025(5 moves)
| Portfolio manager | % portfolio |
|---|---|
David TepperTier 1 Appaloosa Management | 4.10% |
Bill AckmanElite Pershing Square Capital | 3.10% |
Joel GreenblattElite Gotham Asset Management | 0.10% |
Howard MarksTier 1 Oaktree Capital | 0.00% |
Polen CapitalElite Polen Capital Management | 1.20% |
Q3 2025(5 moves)
| Portfolio manager | % portfolio |
|---|---|
Bill AckmanElite Pershing Square Capital | 2.40% |
Joel GreenblattElite Gotham Asset Management | 0.20% |
Polen CapitalElite Polen Capital Management | 1.50% |
David TepperTier 1 Appaloosa Management | 3.20% |
Howard MarksTier 1 Oaktree Capital | 0.00% |
Q2 2025(5 moves)
| Portfolio manager | % portfolio |
|---|---|
Howard MarksTier 1 Oaktree Capital | 0.10% |
Joel GreenblattElite Gotham Asset Management | 0.20% |
Polen CapitalElite Polen Capital Management | 0.00% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.30% |
David TepperTier 1 Appaloosa Management | 4.00% |
Q1 2025(7 moves)
| Portfolio manager | % portfolio |
|---|---|
David TepperTier 1 Appaloosa Management | 2.80% |
Bill AckmanElite Pershing Square Capital | 18.50% |
Joel GreenblattElite Gotham Asset Management | 0.10% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.10% |
Cantillon Capital Management | 2.70% |
Howard MarksTier 1 Oaktree Capital | 0.10% |
Chase ColemanElite Tiger Global Management | 0.00% |
Q4 2024(3 moves)
| Portfolio manager | % portfolio |
|---|---|
David TepperTier 1 Appaloosa Management | 1.40% |
Howard MarksTier 1 Oaktree Capital | 0.20% |
Joel GreenblattElite Gotham Asset Management | 0.10% |
Q3 2024(5 moves)
| Portfolio manager | % portfolio |
|---|---|
Cantillon Capital Management | 2.00% |
David TepperTier 1 Appaloosa Management | 1.60% |
Chase ColemanElite Tiger Global Management | 0.80% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Lee AinslieElite Maverick Capital | 0.00% |
Q2 2024(5 moves)
| Portfolio manager | % portfolio |
|---|---|
David TepperTier 1 Appaloosa Management | 1.80% |
Lee AinslieElite Maverick Capital | 1.70% |
Cantillon Capital Management | 1.30% |
Chuck AkreTier 1 Akre Capital Management | 0.00% |
Joel GreenblattElite Gotham Asset Management | 0.10% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Insider activity (Form 4)
56 buys · 111 sells from corporate insiders
Net: INSIDER SELLING
| Insider | Value |
|---|---|
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
West Tony See Remarks | $110K |
West Tony See Remarks | $57K |
West Tony See Remarks | $49K |
West Tony See Remarks | $57K |
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $26K |
Krishnamurthy Balaji (A) Chief Financial Officer | $47K |
Krishnamurthy Balaji (A) Chief Financial Officer | $19K |
Krishnamurthy Balaji (A) Chief Financial Officer | $26K |
Krishnamurthy Balaji (A) Chief Financial Officer | $34K |
Krishnamurthy Balaji (A) Chief Financial Officer | $21K |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $176K |
Macdonald Andrew See Remarks | $110K |
Macdonald Andrew See Remarks | $111K |
Macdonald Andrew See Remarks | $66K |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $61K |
Krishnamurthy Nikki SVP and Chief People Officer | $34K |
Krishnamurthy Nikki SVP and Chief People Officer | $36K |
Krishnamurthy Nikki SVP and Chief People Officer | $40K |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $101K |
Hazelbaker Jill See Remarks | $57K |
Hazelbaker Jill See Remarks | $56K |
Hazelbaker Jill See Remarks | $72K |
Hazelbaker Jill See Remarks | $54K |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
West Tony See Remarks | $110K |
West Tony See Remarks | $57K |
West Tony See Remarks | $49K |
West Tony See Remarks | $57K |
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
West Tony See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $58K |
Ceremony Glen See Remarks | $27K |
Ceremony Glen See Remarks | $26K |
Ceremony Glen See Remarks | $27K |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
THAIN JOHN A Insider | $0 |
THAIN JOHN A Insider | $0 |
THAIN JOHN A Insider | $0 |
THAIN JOHN A Insider | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $176K |
Macdonald Andrew See Remarks | $110K |
Macdonald Andrew See Remarks | $111K |
Macdonald Andrew See Remarks | $66K |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Macdonald Andrew See Remarks | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $61K |
Krishnamurthy Nikki SVP and Chief People Officer | $34K |
Krishnamurthy Nikki SVP and Chief People Officer | $36K |
Krishnamurthy Nikki SVP and Chief People Officer | $40K |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Nikki SVP and Chief People Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $26K |
Krishnamurthy Balaji (A) Chief Financial Officer | $47K |
Krishnamurthy Balaji (A) Chief Financial Officer | $19K |
Krishnamurthy Balaji (A) Chief Financial Officer | $26K |
Krishnamurthy Balaji (A) Chief Financial Officer | $34K |
Krishnamurthy Balaji (A) Chief Financial Officer | $21K |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Krishnamurthy Balaji (A) Chief Financial Officer | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $101K |
Hazelbaker Jill See Remarks | $57K |
Hazelbaker Jill See Remarks | $56K |
Hazelbaker Jill See Remarks | $72K |
Hazelbaker Jill See Remarks | $54K |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Hazelbaker Jill See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $58K |
Ceremony Glen See Remarks | $27K |
Ceremony Glen See Remarks | $26K |
Ceremony Glen See Remarks | $27K |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Ceremony Glen See Remarks | $0 |
Dara Khosrowshahi CEO | $4.68M |
Latest news
Recent headlines for UBER — context for the moves above.
Who’s betting biggest on UBER
Each bar is one manager’s position size in UBER as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for UBER, based on the 13F data above. Generated on demand — not stored or pre-computed.
AI thesis
Claude Haiku synthesis of BUY positioning from 1 institutional filers
Powered by Claude Haiku
Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the +13 conviction score.
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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.