PUBLIC INVESTMENT FUND

Fundamental concentrated ★Highest signal CIK 1767640
League rank
#243
in Fundamental concentrated · #508 overall
Long book
$12.01B
Q1 2026
Positions
4
Top-10 weight
100%
concentration
Last quarter
-3.1%
SPY +14.8%
Turnover
20%
of book per quarter

Strategy in plain words

auto-generated from filings

PUBLIC INVESTMENT FUND is a concentrated fundamental stock-picker, running a $12.01B US long book across 4 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: UBER TECHNOLOGIES INC, ELECTRONIC ARTS INC, LUCID GROUP INC, CLARITEV CORP.

Over the last 9 quarters its long book ran on average 4.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-2.1%
Q2 2024
+10.6%
Q3 2024
-7.3%
Q4 2024
+1.0%
Q1 2025
+10.4%
Q2 2025
+12.5%
Q3 2025
-18.0%
Q4 2025
-7.2%
Q1 2026
-3.1%

Sector allocation

Services media
44%
Technology
42%
Industrials
14%

Long book by quarter

$17.99B
Q1 2024
$17.61B
Q2 2024
$19.46B
Q3 2024
$19.25B
Q4 2024
$19.49B
Q1 2025
$18.12B
Q2 2025
$19.37B
Q3 2025
$12.95B
Q4 2025
$12.01B
Q1 2026

What does PUBLIC INVESTMENT own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
UBER UBER TECHNOLOGIES INCServices media72.8M$5.24B43.6%Held
EA ELECTRONIC ARTS INCTechnology24.8M$5.06B42.1%Held
LCID LUCID GROUP INCIndustrials177.1M$1.69B14.1%Held
CTEV CLARITEV CORPServices media1.3M$20.9M0.2%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20264$12.01B canonicalSEC ↗
Q4 202513F-HRFeb 17, 20265$12.95B canonicalSEC ↗
Q3 202513F-HRNov 14, 20256$19.37B canonicalSEC ↗
Q2 202513F-HRAug 14, 202557$23.81B canonicalSEC ↗
Q1 202513F-HRMay 15, 202564$25.55B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202562$26.77B canonicalSEC ↗
Q3 202413F-HRNov 14, 202454$26.75B canonicalSEC ↗
Q2 202413F-HR/ANEW HOLDINGSSep 30, 20241$65.9M canonicalSEC ↗
Q2 202413F-HRAug 14, 202438$20.66B canonicalSEC ↗
Q1 202413F-HRMay 15, 202438$20.55B canonicalSEC ↗