Appaloosa LP: UBER TECHNOLOGIES INC (UBER): Quarterly 13F Position History
As of Q1 2026, Appaloosa LP reported 6,332,720 shares of UBER TECHNOLOGIES INC (UBER), worth $455.5M and representing 7.7% of its 13F equity book. Quarter-over-quarter share count change: + 4,482,720 (+242.3%) . The position first appeared in Q2 2021 and has been disclosed across 20 13F-HR filings in Pactolio's tracked window.
- 6,332,720Shares Held (Latest Filing)
- $455.5MReported Market Value (Latest Filing)
- 7.7%Portfolio Weight (% of 13F Equity Book)
- +4,482,720Quarter-over-Quarter Share Change
- +$304.3MQuarter-over-Quarter Value Change
- 7,250,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 20 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 6,332,720 | +4,482,720 | +242.3% | $455.5M | 7.7% | $71.9 |
| Q4 2025 | 1,850,000 | 556,983 | -23.1% | $151.2M | 2.2% | $81.7 |
| Q3 2025 | 2,406,983 | 343,017 | -12.5% | $235.8M | 3.2% | $98.0 |
| Q2 2025 | 2,750,000 | 450,000 | -14.1% | $256.6M | 4.0% | $93.3 |
| Q1 2025 | 3,200,000 | +1,700,000 | +113.3% | $233.2M | 4.2% | $72.9 |
| Q4 2024 | 1,500,000 | +90,000 | +6.4% | $90.5M | 1.4% | $60.3 |
| Q3 2024 | 1,410,000 | 90,000 | -6.0% | $106.0M | 1.6% | $75.2 |
| Q2 2024 | 1,500,000 | +140,000 | +10.3% | $109.0M | 1.8% | $72.7 |
| Q1 2024 | 1,360,000 | 4,640,000 | -77.3% | $104.7M | 1.6% | $77.0 |
| Q4 2023 | 6,000,000 | 1,250,000 | -17.2% | $369.4M | 6.5% | $61.6 |
| Q3 2023 | 7,250,000 | +100,000 | +1.4% | $333.4M | 6.6% | $46.0 |
| Q2 2023 | 7,150,000 | +1,150,000 | +19.2% | $308.7M | 5.7% | $43.2 |
| Q1 2023 | 6,000,000 | +4,775,000 | +389.8% | $190.2M | 10.3% | $31.7 |
| Q4 2022 | 1,225,000 | +225,000 | +22.5% | $30.3M | 2.2% | $24.7 |
| Q3 2022 | 1,000,000 | 0 | — | $26.5M | 1.9% | $26.5 |
| Q2 2022 | 1,000,000 | 1,020,000 | -50.5% | $20.5M | 1.3% | $20.5 |
| Q1 2022 | 2,020,000 | +1,795,000 | +797.8% | $72.1M | 2.9% | $35.7 |
| Q4 2021 | 225,000 | 1,725,500 | -88.5% | $9.4M | 0.2% | $41.9 |
| Q3 2021 | 1,950,500 | 84,500 | -4.2% | $87.4M | 2.1% | $44.8 |
| Q2 2021 | 2,035,000 | — | — | $102.0M | 2.1% | $50.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Appaloosa LP first disclose a UBER position in 13F-HR filings?
Appaloosa LP first reported UBER TECHNOLOGIES INC (UBER) on its 13F-HR filing for the period ending 2021-06-30 (Q2 2021). The position has appeared on 20 reported quarters within Pactolio's tracked window.
What was Appaloosa LP's most recent quarter-over-quarter share-count change in UBER?
Between Q4 2025 and Q1 2026, Appaloosa LP added 4,482,720 shares of UBER (+242.3%), bringing the total reported position to 6,332,720 shares at a market value of $455.5M.
Does the implied price-per-share represent Appaloosa LP's cost basis in UBER?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.