Feb. 2 at 8:38 PM
$WRD of all our institutional holders China-UAE Investment Cooperation Fund, L.P. fascinates me the most.
It has
$10 billion in committed capital from two sides to promote mutual investment and economic cooperation between the UAE and China in bilateral opportunities. WeRide is the first and only company on the list so far.
On the UAE side it is linked to Mubadala Development Company (Abu Dhabi's sovereign investment arm).
On the China side it is linked to entities like China Development Bank Capital.
China-UAE Investment Cooperation owns 7,769,918 shares of WeRide (filed last week as its only holding).
Mubadala Investment Co owns 8,048,091 shares of WeRide (filed in Q3).
Almost 16MM shares combined. Since December ARKQ got 3.4MM shares.
<20MM shares for these 3 entities or about
$180MM committed for 2026 growth.
Do you think they know what comes next?
UAE/Dubai covers UBER, RTA, ITC plus WeRide owns it own robotaxis.
China for all of China and WePilot.
Shit, are off sides are US investors?