29
UBER
UBER TECHNOLOGIES INC · Industrials
Consensus score 29/100 · #16 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+2.0%
21-day momentum
+5.9%
recent volume
1.09×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-2.2%
30-wk MA slope
-3.1%
rel. strength
-21.5
52-wk range
21%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
9
tracked managers
New this Q
1
opened a position
Avg weight
3.8%
of their portfolios
Combined value
$3.32B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Pershing Square Activist | 15.7% | $2.15B | TRIM |
| Dorsey Asset Management Concentrated | 6.2% | $78M | NEW |
| Gardner Russo & Quinn Graham/global value | 4.4% | $372M | ADD |
| Glenview Capital Concentrated | 2.8% | $105M | ADD |
| Cantillon Capital Concentrated | 2.5% | $374M | ADD |
| Polen Capital Quality growth | 1.5% | $210M | TRIM |
| Hound Partners Concentrated | 0.8% | $7M | ADD |
| Markel Group Concentrated | 0.1% | $10M | ADD |
| Tiger Global Management Concentrated | 0.0% | $11M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.