13F-HR: Toyota Reveals $3.76B Q2 2025 US Equity Holdings

Toyota Motor Corp disclosed its U.S. equity holdings for the second quarter of 2025, totaling over $3.76 billion across six positions.

Summary

• Toyota Motor Corp filed its Form 13F-HR for the quarter ended June 30, 2025, disclosing its U.S. equity holdings.
• The total value of the reported holdings is $3,763,150,014.
• The report lists 6 distinct equity positions.
• Key holdings include Grab Holdings Limited Class A Ordinary Shares valued at $1,121,217,577 (222,906,079 shares).
• Joby Aviation, Inc. Common Stock holdings total $1,355,193,931 (122,573,621 shares with sole discretion and 5,880,780 shares with defined discretion).
• Other significant holdings are Aurora Innovation, Inc. Class A Common Stock at $248,104,453 (47,348,178 shares), Pony.ai, Inc. Sponsored ADS at $560,390,569 (42,453,831 shares), and Uber Technologies Inc. Common Stock at $478,243,484 (5,125,868 shares).
• All reported holdings are under sole investment discretion, except for a portion of Joby Aviation shares which are under defined discretion.

Sentiment

Score: 6

Explanation: The filing is a routine disclosure of past equity holdings, providing transparency into investment strategy without indicating positive or negative performance outcomes for the filer. The significant investment in growth-oriented mobility companies suggests a forward-looking strategy.

Positives

• The filing provides transparency into Toyota's significant U.S. equity investment strategy.
• Toyota maintains substantial holdings in companies focused on future mobility and technology, such as Aurora Innovation, Grab Holdings, Joby Aviation, Pony.ai, and Uber Technologies, aligning with strategic industry trends.

Future Outlook

NA

Industry Context

This filing reflects Toyota's continued strategic investments in the evolving mobility and technology sectors, including ride-sharing, autonomous driving, and electric vertical take-off and landing (eVTOL) aircraft, indicating a focus on future transportation solutions beyond traditional automotive manufacturing.

Stakeholder Impact

• Shareholders of Toyota Motor Corp gain transparency into the company's U.S. equity investment portfolio and its strategic allocation towards emerging technology and mobility companies.

Key Dates

Keywords

Toyota, 13F, Institutional Holdings, Equity Investments, Q2 2025, Aurora Innovation, Grab Holdings, Joby Aviation, Pony.ai, Uber Technologies, Mobility, Technology