Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$245,126
-$409,075 QoQ
Shares Held
3,397
-62.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,938
of 2,397 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$425,520
PutShares
5,527
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, 2026Curated Wealth Partners LLC holds $1,808,769 across 7 Software - Application names. UBER ranks #5 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
3,195 | $317,198 | |
| 2 | AZ |
A2z Cust2mate Solutions Corp.
|
49,999 | $290,994 | |
| 3 | MANH |
Manhattan Associates Inc
|
1,863 | $259,422 | |
| 4 | SNOW |
Snowflake Inc.
|
1,006 | $256,026 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
3,397 | $245,126 | |
| 6 | CRM |
Salesforce, Inc.
|
1,491 | $233,579 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
550 | $206,424 |
All Filings in UBER
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,126 | 3,397 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $654,201 | 9,095 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $749,606 | 9,174 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $960,203 | 9,801 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $817,120 | 8,758 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $576,905 | 7,918 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $466,936 | 7,741 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $468,171 | 6,229 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $453,159 | 6,235 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $425,520 | 5,527 | Put | Other | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||