Top 5 Stock Picks of Jesse Ro’s Tiger Legatus Capital

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In this article, we shall be going over the Top 5 Stock Picks of Jesse Ro’s Tiger Legatus Capital. To read our detailed analysis of Jesse Ro’s history, his investment strategy and hedge fund performance, go directly and see Top 10 Stock Picks of Jesse Ro’s Tiger Legatus Capital.

5. Uber Technologies Inc. (NYSE:UBER)

Tiger Legatus Capital’s Stake Value: $5.07M

Percentage of Tiger Legatus Capital’s 13F Portfolio: 8.12%

Number of Hedge Fund Holdings: 144

With almost 23.8 million shares, Ken Fisher’s Fisher Asset Management is the leading shareholder in the stock, with a stake value of $849.07 million in Uber Technologies Inc. (NYSE:UBER), as of the end of the first quarter.

Jesse Ro’s investment in Uber Technologies Inc. (NYSE:UBER) is much more conservative, and with him decreasing his hold over the stock by 16% in Q1 2022, the hedge fund manager now owns 142,000 shares valued at $5.07 million. Consequently, Uber Technologies Inc. (NYSE:UBER) now constitutes 8.12% of Tiger Legatus Capital’s investment portfolio for Q1 2022. Investor interest around the stock has taken a nosedive in Q1 2022, with 144 hedge funds long the stock, compared to 153 in the previous quarter.

ClearBridge Investments mentioned Uber Technologies Inc. (NYSE:UBER) in their Q3 2021 investor letter. This is what they said:

“We have also been looking for multiyear secular trends outside of the IT and Internet sectors to help us maintain a portfolio that can perform well in markets with varied sector or factor leadership. In particular, electrification of the global economy and the transition to electric vehicles (EVs) are areas where we continue to add exposure. We are investing in the brains behind EVs through NXP in the control center and Aptiv for safety features. Global rideshare leader Uber Technologies, Inc. (NYSE:UBER) will also be a key player in the transition from internal combustion engines to EVs.”


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