Softbank discloses updated portfolio positions in 13F filing: New CHYM MTSR ETOR positions, confirms lower LMND holding (52.29 +2.94)
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New positions: CHYM (5.1 mln shares), MTSR (4.8 mln), ETOR (400K)
- Maintained positions: INTR (64.5 mln shares), SYM (39.8 mln shares), VTEX (38.4 mln shares), WBTN (31.4 mln shares), NVDA (30.5 mln shares), NU (21.0 mln shares), TEM (5.4 mln shares), TSM (1.99 mln shares), ORCL (1.22 mln shares)
- Decreased: TMUS (to 63.7 mln shares from 85.4 mln shares), LMND (to 6.0 mln from 10.5 mln), YMM (to 2.6 mln from 3.1 mln)