1y return−25.0%S&P 500 +20.9%
3y return+20.3%S&P 500 +68.5%
5y return−54.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $59 against $280 in the S&P 500.2
Sb Investment Advisers (uk) LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CPNGCoupang Inc | $5.0B | 65.6% | |
| Grab Holdings LimitedCUSIP G4124C109 | $1.5B | 19.8% | |
| RLAYRelay Therapeutics Inc | $522.1M | 6.8% | |
| COMPCompass Inc | $265.2M | 3.5% | −2.3% |
| VIRVir Biotechnology Inc | $111.6M | 1.5% | |
| AURAurora Innovation Inc | $97.4M | 1.3% | −27.9% |
| NRGVEnergy Vault Holdings Inc | $73.2M | 1.0% | |
| YMMFull Truck Alliance Co Ltd | $42.8M | 0.6% | |
| DNAGinkgo Bioworks Holdings Inc | $6.1M | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| YMMFull Truck Alliance Co Ltd | September 30, 2022 | +24.0% | $42.8M |
| DNAGinkgo Bioworks Holdings Inc | September 30, 2024 | +21.6% | $6.1M |
| COMPCompass Inc | June 30, 2021 | −6.2% | $265.2M |
| AURAurora Innovation Inc | December 31, 2021 | −39.4% | $97.4M |
| Grab Holdings LimitedCUSIP G4124C109 | December 31, 2021 | −47.1% | $1.5B |
| RLAYRelay Therapeutics Inc | September 30, 2020 | −56.1% | $522.1M |
| CPNGCoupang Inc | March 31, 2021 | −64.8% | $5.0B |
| VIRVir Biotechnology Inc | June 30, 2020 | −75.1% | $111.6M |
Sold off last quarter
- Roivant Sciences LtdCUSIP G76279101 was $74.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.9% | +14.8% |
| March 31, 2026 | −18.4% | −4.6% |
| December 31, 2025 | −18.6% | +2.4% |
| September 30, 2025 | +11.7% | +7.8% |
| June 30, 2025 | +26.7% | +10.5% |
| March 31, 2025 | −0.3% | −4.6% |
| December 31, 2024 | −4.3% | +2.1% |
| September 30, 2024 | +17.6% | +5.4% |
| June 30, 2024 | +10.1% | +4.0% |
| March 31, 2024 | +5.8% | +10.0% |
| December 31, 2023 | −0.2% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +10.9% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | −2.3% | +7.1% |
| September 30, 2022 | +7.5% | −5.3% |
| June 30, 2022 | −34.3% | −16.5% |
| March 31, 2022 | −34.9% | −4.9% |
| December 31, 2021 | −9.6% | +10.7% |
| September 30, 2021 | −19.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sb Investment Advisers (uk) Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1731509&type=13F-HR&dateb=&owner=include&count=40CIK 1731509
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1731509/000149315226038416/Filed August 14, 2026 · accession 0001493152-26-038416