42
UBER
UBER TECHNOLOGIES INC · Industrials
Consensus score 42/100 · #14 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-5.1%
21-day momentum
-3.0%
recent volume
0.80×
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
-5.1%
30-wk MA slope
-0.7%
rel. strength
-18.1
52-wk range
11%
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
10
tracked managers
New this Q
1
opened a position
Avg weight
3.6%
of their portfolios
Combined value
$3.83B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Pershing Square Activist | 12.7% | $2.48B | ADD |
| Dorsey Asset Management Concentrated | 8.1% | $127M | ADD |
| Fundsmith Concentrated | 4.7% | $645M | NEW |
| Gardner Russo & Quinn Graham/global value | 4.1% | $367M | TRIM |
| Cantillon Capital Concentrated | 2.6% | $17M | TRIM |
| Glenview Capital Concentrated | 2.6% | $129M | ADD |
| Hound Partners Concentrated | 0.8% | $7M | ADD |
| Polen Capital Quality growth | 0.4% | $41M | TRIM |
| Markel Group Concentrated | 0.1% | $10M | HOLD |
| 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.