Dorsey Asset Management, LLC: UBER TECHNOLOGIES INC (UBER): Quarterly 13F Position History
As of Q2 2026, Dorsey Asset Management, LLC reported 1,761,941 shares of UBER TECHNOLOGIES INC (UBER), worth $127.1M and representing 8.1% of its 13F equity book. Quarter-over-quarter share count change: + 671,660 (+61.6%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 1,761,941Shares Held (Latest Filing)
- $127.1MReported Market Value (Latest Filing)
- 8.1%Portfolio Weight (% of 13F Equity Book)
- +671,660Quarter-over-Quarter Share Change
- +$48.7MQuarter-over-Quarter Value Change
- 1,761,941Peak Reported Shares (Historical)
Recent initiation: Dorsey Asset Management, LLC first reported UBER on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,761,941 | +671,660 | +61.6% | $127.1M | 8.1% | $72.2 |
| Q1 2026 | 1,090,281 | – | – | $78.4M | 6.2% | $71.9 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Dorsey Asset Management, LLC first disclose a UBER position in 13F-HR filings?
Dorsey Asset Management, LLC first reported UBER TECHNOLOGIES INC (UBER) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Dorsey Asset Management, LLC's most recent quarter-over-quarter share-count change in UBER?
Between Q1 2026 and Q2 2026, Dorsey Asset Management, LLC added 671,660 shares of UBER (+61.6%), bringing the total reported position to 1,761,941 shares at a market value of $127.1M.
Does the implied price-per-share represent Dorsey Asset Management, LLC'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.