Uber Technologies Inc (UBER) is a new holding of Terry Smith's Fundsmith as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026: 8.94M shares worth about $645.3M, 4.73% of the portfolio. The position did not appear in the prior quarter. UBER enters the book as the 5th largest of 41 stock positions.
What did the 2026 Q2 filing report for UBER?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 8.94M |
| Reported value | $645.3M |
| Portfolio weight | 4.73% |
| Rank in portfolio | 5th of 41 |
How big is the new UBER position?
Terry Smith opened 13 stock positions in 2026 Q2; UBER is the largest of them by weight. An average stock position in the Terry Smith portfolio is 2% of the reported value, so the new name comes in above the fund's typical size.
Where does UBER sit in the Terry Smith portfolio?
UBER ranks 5th of 41 stock positions in the Terry Smith portfolio at 4.73%, above the fund's average stock position of 2%. The UBER purchase was the 2nd largest of the quarter's 44 position changes by percent change to portfolio. The largest stock position is MAR at 7.02%. Next come SYK at 6.72% and WAT at 6.25%. The three largest stocks together are 19.99% of the book. Across the 2026 Q2 portfolio, Terry Smith reported 41 stock positions, with 13 opened and 6 closed. The total portfolio value is about $13.6B, up 6% from the prior quarter.
Has Terry Smith held UBER before?
Terry Smith has not reported UBER before in the filings we track. Our data starts with the quarter ended June 30, 2013.
Did other funds buy or sell UBER in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 9 hold UBER. One other tracked fund sold out of it. The largest buyers of UBER this quarter were Bill Ackman, David Tepper and Pat Dorsey. The largest sellers were William Von Mueffling, Thomas Russo and John Armitage. Every tracked holder of UBER is on the UBER ownership page.
FAQ
How many UBER shares does Terry Smith hold?
Terry Smith holds 8.94M shares of UBER as of June 30, 2026, worth about $645.3M.
What is UBER's weight in the Terry Smith portfolio?
UBER is 4.73% of the Terry Smith portfolio and ranks 5th of 41 stocks by weight.
Has Terry Smith owned UBER before?
No. Terry Smith has not reported UBER before in the filings we track, which start with the quarter ended June 30, 2013.
How many other tracked funds hold UBER?
9 other tracked funds that had filed for 2026 Q2 hold UBER.