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SB Management Ltd

SEC CIK
0001818296
Latest filing
Oct 27, 2022

The latest 13F from SB Management Ltd covers Q2 2022 (filed Oct 27, 2022) and reports no long positions. Livermore has 6 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2022

Share counts compared with Q1 2022: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
0
Sold out
10
Est. −$512.1M

Top 5 holdings

Share of this quarter's portfolio value

This filing reports no long positions.

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. EQRXEQRx, Inc.
    −$178.3MSold outHistory
  2. Learn CW Investment CorG54157121
    −$100.0MSold out
  3. ABCLAbCellera Biologics Inc.
    −$75.7MSold outHistory
  4. Signa Sports United NVN80029106
    −$40.0MSold out
  5. Aurora Acquisition CorpG0698L103
    −$26.6MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. EQRXEQRx, Inc.
    −34.82 pp34.8% → 0.0%History
  2. Learn CW Investment CorG54157121
    −19.53 pp19.5% → 0.0%
  3. ABCLAbCellera Biologics Inc.
    −14.78 pp14.8% → 0.0%History
  4. Signa Sports United NVN80029106
    −7.81 pp7.8% → 0.0%
  5. Aurora Acquisition CorpG0698L103
    −5.20 pp5.2% → 0.0%

Metrics

13F metrics for Q2 2022, computed only from the numbers in the filings. Definitions below.

Portfolio value
$0
−$512.1M (−100.0%) vs. prior quarter
Positions
0
−10 vs. prior quarter
Top 10 concentration
–
Top 10 as share of value
Turnover
0.0%
Q2 2022, one quarter
Average holding period
–
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

6 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $15.5B (Q1 2021)

Q1 2021: $15.5BQ2 2021: $8.50BQ3 2021: $967.0MQ4 2021: $1.00BQ1 2022: $512.1M
Q1 2021Q2 2022
13F filings of SB Management Ltd by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2022Oct 27, 20220$0–vs. Q1 2022SEC
Q1 2022May 16, 202210$512.1MEQRXLearn CW Investment CorABCLvs. Q4 2021SEC
Q4 2021Feb 14, 202216$1.00BEQRXPACBABCLvs. Q3 2021SEC
Q3 2021Nov 12, 202120$967.0MPACBABCLWGSvs. Q2 2021SEC
Q2 2021Aug 16, 202127$8.50BAMZNTSMPYPLvs. Q1 2021SEC
Q1 2021May 17, 202132$15.5BAMZNMETATSM–SEC

13D and 13G filings

Companies where SB Management Ltd reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

SB Management Ltd does not currently report owning 5% or more of any company.

Latest filings

9 filings on file made by SB Management Ltd or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by SB Management Ltd
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
SYMSymbotic Inc.May 29, 20269:00 PM ETSoftbank Group Corpand 10 others13D/A31.30%39.8M shares−6.40 ppfrom 37.70%May 27, 2026SEC
SYMSymbotic Inc.Dec 8, 20259:00 PM ETSoftbank Group Corpand 10 others13D/A37.70%45.4M shares–Dec 4, 2025SEC
BETRBetter Home & Finance Holding CoApr 30, 20259:00 PM ETSoftbank Group Corpand 7 others13D/A12.80%1.25M shares0.00 ppfrom 12.80%Apr 28, 2025SEC
BETRBetter Home & Finance Holding CoApr 15, 20259:00 PM ETSoftbank Group Corpand 7 others13D/A12.80%1.25M shares–Apr 12, 2025SEC
Revolution Healthcare Acquisition Corp.Feb 14, 2022SB Management Ltd13GOld format–New–SEC
BETRBetter Home & Finance Holding CoFeb 14, 2022SB Management Ltd13GOld format–New–SEC
SYMSymbotic Inc.Feb 14, 2022SB Management Ltd13GOld format–New–SEC
EQRXEQRx, Inc.Dec 27, 2021SB Management Ltd13DOld format–New–SEC
LCWLearn CW Investment CorpNov 10, 2021SB Management Ltd13GOld format–New–SEC