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软银Q3大幅减持T-Mobile,但仍为其头号重仓股

SoftBank Q3 drastically reduced T-Mobile's holdings, but it is still the number one heaviest stock

富途資訊 ·  Nov 16, 2021 17:32

According to the newly released 13F US stock position, Softbank Corp. 's US stock position reached US $11.644 billion by the end of the third quarter, down about 40% from the US $19.333 billion reported in the previous quarter, and the top 10 major stocks accounted for 99.93%.

According to statistics, the top five stocks of Softbank Corp. in the third quarter were US telecom operators.$T-Mobile US (TMUS.US) $, financial technology company$SoFi Technologies (SOFI.US) $Insurance science and technology enterprises$Lemonade (LMND.US) $Brazil digital business platform$VTEX (VTEX.US) $Renewable Energy Storage Company$ESS TECH (GWH.US) $.

It is worth noting that during the reporting period, Softbank Corp. reduced his T-Mobile holdings by as much as 42%, and T-Mobile is still Softbank Corp. 's first heavy stock after the reduction. In addition, VTEX and ESS TECH are both newly-built stocks in the third quarter.

Judging from the change of position ratio, the top four buying targets of Softbank Corp. are VTEX,$Airspan Networks (MIMO.US) $$UiPath (PATH.US) $And$Procore Technologies (PCOR.US) $. The top two selling bids are: T-Mobile and$Match group (MTCH.US) $.

Edit / Corrine

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