LongUBERAug 2026
Uber Technologies, Inc.
GCQ owns Uber as a major sharing-economy position and uses it as a key example of the power of network effects. The fund argues that Uber’s ride-hailing network becomes more…
UBER
Which hedge funds are long UBER?
3 published ideas on Uber Technologies, Inc. across 3 funds — 3 long and 0 short.
Uber Technologies hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Uber Technologies: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongUBERJun 2026
Uber Technologies, Inc.
Uber is viewed as a large global transportation platform spanning rides, delivery and freight, with more than $53 billion of annual sales and continued double-digit growth. The…
LongUBERFeb 2026
Uber Technologies
UBER is a high-quality business positioned for rapid earnings growth, trading at a compelling valuation due to misplaced industry concerns. The medium-term outlook suggests…