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软银Q3大幅减持T-Mobile,但仍为其头号重仓股

Softbank Corp. Q3 significantly reduced its holdings of T-Mobile, but it is still its number one heavy stock.

富途資訊 ·  11/16/2021 17:32

富途资讯11月16日消息,根据最新公布的13F美股持仓显示,截止三季度末,软银美股持仓规模达116.44亿美元,较上一季度报告的193.33亿美元下降约40%,前10大重仓股占比高达99.93%。

据统计,软银三季度前五大重仓股分别为美国电信运营商$T-Mobile US(TMUS.US)$、金融科技公司$SoFi Technologies(SOFI.US)$、保险科技企业$Lemonade(LMND.US)$、巴西数字商务平台$VTEX(VTEX.US)$及再生能源储能公司$ESS TECH(GWH.US)$

值得注意的是,报告期内,软银对T-Mobile的减持幅度高达42%,减持后T-Mobile仍为软银的第一重仓股。另外,VTEX和ESS TECH均为三季度新建仓个股。

从持仓比例变化来看,软银前四大买入标的分别是VTEX、$Airspan Networks(MIMO.US)$$UiPath(PATH.US)$$Procore Technologies(PCOR.US)$。前二大卖出标的分别是:T-Mobile和$Match group(MTCH.US)$

编辑/Corrine

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