Position in UBER
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,061,282
+$1,389,343 QoQ
Shares Held
111,714
+20.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#597
of 2,397 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Jun 30, 2025CallValue
$9,330
CallShares
100
PutValue
$0
PutShares
0
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, 2026SteelPeak Wealth, LLC holds $34,087,897 across 11 Software - Application names. UBER ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
51,422 | $13,421,142 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
111,714 | $8,061,282 | |
| 3 | SHOP |
Shopify Inc.
|
46,162 | $5,270,777 | |
| 4 | DUOL |
Duolingo, Inc.
|
20,045 | $2,305,575 | |
| 5 | NOW |
ServiceNow, Inc.
|
16,193 | $1,607,641 | |
| 6 | CRM |
Salesforce, Inc.
|
5,161 | $808,522 | |
| 7 | SNOW |
Snowflake Inc.
|
3,098 | $788,441 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,894 | $710,856 |
All Filings in UBER
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,061,282 | 111,714 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,671,939 | 92,756 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,829,321 | 83,580 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,220,507 | 63,494 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,403,842 | 57,919 | Shares | Sole | 2025-07-23 | |
| 2025-06-30 | $9,330 | 100 | Call | Sole | 2025-07-23 | |
| 2025-03-31 | $7,286 | 100 | Call | Sole | 2025-05-01 | |
| 2025-03-31 | $4,177,646 | 57,338 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,155,278 | 52,309 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,326,739 | 70,872 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,614,239 | 77,246 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $327,060 | 4,500 | Put | Sole | 2024-07-17 | |
| 2024-03-31 | $1,266,870 | 16,455 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $692,046 | 11,240 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $473,421 | 10,294 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $448,579 | 10,391 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,974,910 | 62,300 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,609,799 | 65,095 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,802,715 | 68,027 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,324,314 | 64,727 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,950,661 | 54,671 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,272,617 | 30,351 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $818,585 | 18,272 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $518,090 | 10,337 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $466,660 | 8,561 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $321,300 | 6,300 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $212,678 | 5,830 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||