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CIK: 0001731509
Total reported value
$7.7B
$7.7B
10 檔
139.4%
According to the latest 13F quarterly dataset, Sb Investment Advisers managed an equity portfolio of $7.7B at the end of Q1 2025, spanning 10 distinct U.S. exchange-listed positions.
In Q1 2025, Sb Investment Advisers displayed an active expansion posture, initiating 10 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CPNG, GRAB, ROIV) accounted for 139.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
CPNG
市值: $7.7B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | Stock-Consumer Disc | 69.89% | -5.10% | — | |
| 2 | GRAB | Grab Holdings Limited | Stock-Tech | 16.60% | +0.74% | — | |
| 3 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 5.69% | -0.96% | EXIT | |
| 4 | COMP | Compass Inc - Class A | Stock-Real Estate | 3.83% | +1.38% | -17.22% | |
| 5 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 1.37% | +0.21% | -13.80% | |
| 6 | VIR | Vir Biotechnology Inc | Stock-Other | 0.99% | +0.19% | — | |
| 7 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 0.82% | -0.01% | -73.02% | |
| 8 | RLAY | Relay Therapeutics Inc | Stock-Other | 0.67% | +3.22% | — | |
| 9 | NRGV | Energy Vault Holdings Inc | Stock-Other | 0.12% | +0.30% | — | |
| 10 | DNA | Ginkgo Bioworks Holdings Inc | Stock-Other | 0.03% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | — | NEW | New buy |
| 2 | GRAB | Grab Holdings Limited | — | NEW | New buy |
| 3 | ROIV | Roivant Sciences Ltd. | — | NEW | New buy |
| 4 | COMP | Compass Inc - Class A | — | NEW | New buy |
| 5 | AUR | Aurora Innovation Inc | — | NEW | New buy |
| 6 | VIR | Vir Biotechnology Inc | — | NEW | New buy |
| 7 | YMM | Full Truck Alliance -spn Adr | — | NEW | New buy |
| 8 | RLAY | Relay Therapeutics Inc | — | NEW | New buy |
| 9 | NRGV | Energy Vault Holdings Inc | — | NEW | New buy |
| 10 | DNA | Ginkgo Bioworks Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Sb Investment Advisers reported a total U.S. public equity portfolio value of $7.7B across 10 disclosed positions in Q1 2025.
During Q1 2025, Sb Investment Advisers's top holdings by market value included CPNG (69.9%)、GRAB (16.6%)、ROIV (5.7%). The largest single position, CPNG, represented 69.9% of total portfolio value.
In Q1 2025, Sb Investment Advisers made 10 total portfolio adjustments, initiating 10 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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