Uber Technologies Inc (UBER) fell to 1.62% of John Armitage's Egerton Capital portfolio in 2026 Q2, from 3.71%, according to the 13F-HR filed with the SEC on July 21, 2026. The share count dropped 50% to 2.32M shares, and the position is worth about $167.4M and ranks 18th of 23 stocks by weight.
What did the 2026 Q2 filing report for UBER?
As of June 30, 2026, from the 13F-HR filed July 21, 2026.
| Before | After | |
|---|---|---|
| Shares | 4.65M | 2.32M |
| Shares sold | -2.33M (50%) | |
| Reported value | $334.6M | $167.4M |
| Portfolio weight | 3.71% | 1.62% |
| Rank in portfolio | 18th of 23 |
How much did John Armitage cut UBER?
John Armitage sold 2.33M shares of UBER during 2026 Q2, cutting the stake from 4.65M to 2.32M. The reported value of the position fell by about $167.3M, from about $334.6M to about $167.4M.
Where does UBER sit in the John Armitage portfolio?
UBER ranks 18th of 23 stock positions in the John Armitage portfolio at 1.62%, below the fund's average stock position of 4%. The UBER cut was the 11th largest of the quarter's 29 position changes by percent change to portfolio. The largest stock position is V at 14.13%. Next come GOOG at 11.24% and APH at 8.29%. The three largest stocks together are 33.66% of the book. Across the 2026 Q2 portfolio, John Armitage reported 23 stock positions, with 5 opened and 6 closed. The total portfolio value is about $10.4B, up 15% from the prior quarter.
How long has John Armitage held UBER?
John Armitage first reported UBER in the quarter ended June 30, 2024. The fund sold out of the name in 2024 Q4 and came back in 2025 Q4. The weight peaked at 3.71% in 2026 Q1. Last quarter the fund had added to the position by 74%, so the cut reverses the prior move. Every reported trade is on the John Armitage UBER trade history page.
Did other funds buy or sell UBER in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 21, 2026, 9 hold UBER. Of those, 4 added to the position this quarter and 3 trimmed it. The largest buyers of UBER this quarter were Bill Ackman, Terry Smith and David Tepper. The largest sellers were William Von Mueffling, Thomas Russo and Polen Capital Management. Every tracked holder of UBER is on the UBER ownership page.
FAQ
How many UBER shares did John Armitage sell in 2026 Q2?
John Armitage sold 2.33M shares of UBER, 50% of the position, leaving 2.32M shares.
What remains of the UBER position of John Armitage?
John Armitage still holds 2.32M shares of UBER, worth about $167.4M at June 30, 2026 prices.
How much of the John Armitage portfolio is UBER now?
UBER is 1.62% of the John Armitage portfolio, down from 3.71% a quarter earlier.
Did other funds trim UBER in 2026 Q2?
Among the 9 other tracked funds that hold UBER, 3 trimmed it in 2026 Q2 and 4 added to it.