Position in UBER
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,883,032
+$135,035 QoQ
Shares Held
345,934
+14.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.8974717720721295.ToString("F0")%
Shared 0.ToString("F0")%
None 98.10252822792786.ToString("F0")%
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
$204,275
PutShares
2,500
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 Mar 31, 2026CWM, LLC holds $331,735,468 across 144 Software - Application names. UBER ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
235,476 | $35,514,490 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,929 | $27,802,876 | |
| 3 | CRM |
Salesforce, Inc.
|
137,932 | $25,747,766 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
345,934 | $24,883,032 | |
| 5 | ADBE |
Adobe Inc.
|
88,129 | $21,422,397 | |
| 6 | MSTR |
Strategy Inc
|
161,806 | $20,193,388 | |
| 7 | ZM |
Zoom Communications, Inc.
|
205,948 | $16,556,159 | |
| 8 | INTU |
Intuit Inc.
|
24,481 | $10,585,094 |
All Filings in UBER
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,883,032 | 345,934 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,747,997 | 302,876 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $204,275 | 2,500 | Put | Sole | 2026-01-26 | |
| 2025-09-30 | $30,867,603 | 315,072 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $27,996,717 | 300,072 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $21,743,391 | 298,427 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $16,582,028 | 274,901 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $16,443,129 | 218,775 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $17,972,673 | 247,285 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $19,755,095 | 256,593 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $15,770,539 | 256,140 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,462,593 | 249,241 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,962,373 | 253,935 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $426,555 | 13,456 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $9,892 | 400 | Call | Sole | 2023-02-01 | |
| 2022-12-31 | $275,393 | 11,136 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $274,275 | 10,350 | Shares | Sole | 2022-10-27 | |
| 2022-09-30 | $10,600 | 400 | Call | Sole | 2022-10-27 | |
| 2022-06-30 | $8,184 | 400 | Call | Sole | 2022-07-28 | |
| 2022-06-30 | $156,273 | 7,638 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $208,513 | 5,844 | Shares | Sole | 2022-04-21 | |
| 2022-03-31 | $14,272 | 400 | Call | Sole | 2022-04-21 | |
| 2021-12-31 | $16,772 | 400 | Call | Sole | 2022-01-31 | |
| 2021-12-31 | $108,179 | 2,580 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $20,048 | 400 | Call | Sole | 2021-09-15 | |
| 2021-06-30 | $112,569 | 2,246 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $122,429 | 2,246 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $21,804 | 400 | Call | Sole | 2021-09-15 | |
| 2020-12-31 | $114,546 | 2,246 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $20,400 | 400 | Call | Sole | 2021-09-15 | |
| 2020-09-30 | $14,592 | 400 | Call | Sole | 2021-09-15 | |
| 2020-09-30 | $81,934 | 2,246 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $12,432 | 400 | Call | Sole | 2021-09-15 | |
| 2020-06-30 | $69,805 | 2,246 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $62,708 | 2,246 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $11,168 | 400 | Call | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||