Q2 2026 13F · SEC CIK 1731509
Sb Investment Advisers (UK) Ltd
Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $7.7B
- Reported positions
- 9
- Top holdings a year, 3 yrs
- +3.1%
- Average holding period
- 5.3 yrs
Sb Investment Advisers (UK) Ltd is a wealth manager that reported 9 positions worth $7.7B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Coupang Inc (CPNG, 65.6%), Grab Holdings Limited (GRAB, 19.8%), Relay Therapeutics Inc (RLAY, 6.8%). A portfolio copying its top holdings returned 3.1% a year over the last 3 years, against 20.4% for the S&P 500.
Sb Investment Advisers (UK) Ltd holdings all 9 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| CPNGCoupang Inc | 65.6% | +0.0% | $5.0B |
| GRABGrab Holdings Limited | 19.8% | +0.0% | $1.5B |
| RLAYRelay Therapeutics Inc | 6.8% | +0.0% | $522.1M |
| COMPCompass Inc | 3.5% | -2.3% | $265.2M |
| VIRVir Biotechnology Inc | 1.5% | +0.0% | $111.6M |
| AURAurora Innovation Inc | 1.3% | -27.9% | $97.4M |
| NRGVEnergy Vault Holdings Inc | 1.0% | +0.0% | $73.2M |
| YMMFull Truck Alliance Co Ltd | 0.6% | +0.0% | $42.8M |
| DNAGinkgo Bioworks Holdings Inc | 0.1% | +0.0% | $6.1M |
What Sb Investment Advisers (UK) Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
- AUR Aurora Innovation Inc-27.9% shares
Sold out
- ROIV Roivant Sciences Ltdwas 1.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -28.4% /yr
- S&P 500 +20.1%
- 3 years
- +3.1% /yr
- S&P 500 +20.4%
- 5 years
- -10.6% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $7.7B | 9 |
| Q1 2026 | $7.7B | 10 |
| Q4 2025 | $10.0B | 10 |
| Q3 2025 | $13.3B | 10 |
| Q2 2025 | $12.6B | 10 |
| Q1 2025 | $11.0B | 10 |
| Q4 2024 | $11.4B | 10 |
| Q3 2024 | $12.1B | 11 |
| Q2 2024 | $10.8B | 12 |
| Q1 2024 | $10.1B | 13 |
| Q4 2023 | $11.2B | 13 |
| Q3 2023 | $12.1B | 14 |
Questions about Sb Investment Advisers (UK) Ltd's portfolio
What stocks does Sb Investment Advisers (UK) Ltd own?
Sb Investment Advisers (UK) Ltd's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 9 positions worth $7.7B. The largest are Coupang Inc (CPNG) at 65.6%, Grab Holdings Limited (GRAB) at 19.8%, Relay Therapeutics Inc (RLAY) at 6.8%, Compass Inc (COMP) at 3.5% and Vir Biotechnology Inc (VIR) at 1.5%.
What did Sb Investment Advisers (UK) Ltd buy last quarter?
Sb Investment Advisers (UK) Ltd opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did Sb Investment Advisers (UK) Ltd sell last quarter?
In Q2 2026, Sb Investment Advisers (UK) Ltd sold all of Roivant Sciences Ltd (ROIV) and Aurora Innovation Inc (AUR) (-27.9% shares), compared with its Q1 2026 filing.
How has Sb Investment Advisers (UK) Ltd's portfolio performed?
A portfolio copying Sb Investment Advisers (UK) Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +3.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -28.4% against +20.1%. Over 5 years: -10.6% a year against +11.6%.
When is Sb Investment Advisers (UK) Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Sb Investment Advisers (UK) Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.