Position in UBER
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$21,182,206
-$1,694,122 QoQ
Shares Held
293,545
-7.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#358
of 2,397 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 23%
None 2%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$65,368
PutShares
800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $85,451,051 across 44 Software - Application names. UBER ranks #1 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
293,545 | $21,182,206 | |
| 2 | INTU |
Intuit Inc.
|
48,386 | $12,628,746 | |
| 3 | CRM |
Salesforce, Inc.
|
69,713 | $10,921,238 | |
| 4 | CHYM |
Chime Financial, Inc.
|
386,526 | $7,916,052 | |
| 5 | ADSK |
Autodesk, Inc.
|
23,752 | $4,617,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
12,562 | $2,813,259 | |
| 7 | SAP |
Sap SE
|
17,369 | $2,676,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
5,086 | $1,908,876 |
All Filings in UBER
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,182,206 | 293,545 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $22,876,328 | 318,036 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $65,368 | 800 | Put | Sole | 2026-01-27 | |
| 2025-12-31 | $19,183,873 | 234,780 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $24,449,980 | 249,566 | Shares | Other | 2025-10-28 | |
| 2025-09-30 | $78,376 | 800 | Put | Sole | 2025-10-28 | |
| 2025-06-30 | $24,308,474 | 260,541 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,968,812 | 274,071 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $17,031,954 | 282,360 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,956,839 | 199,000 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $15,365,205 | 211,409 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,228,497 | 41,934 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,513,040 | 40,816 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,233,267 | 26,816 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,166,323 | 27,017 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $845,565 | 26,674 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $612,141 | 24,753 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $712,611 | 26,891 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $544,153 | 26,596 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,189,443 | 453,740 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,420,131 | 463,156 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $17,469,894 | 389,953 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $19,490,064 | 388,868 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,111,723 | 387,300 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $19,752,300 | 387,300 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $14,144,062 | 387,721 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,096,832 | 421,391 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,590,513 | 415,133 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||