Softbank discloses updated portfolio positions in 13F filing: New CIFR TSM ORCL positions, Added to NVDA (26.85 -0.22)
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: CIFR (10.44 mln shares), TSM (1.99 mln), ORCL (1.22 mln)
- Increased positions in: NVDA (to 30.53 mln shares from 10.51 mln shares)
- Maintained positions in: TMUS (85.36 mln shares), INTR (64.51 mln shares), SYM (39.83 mln shares)
- Closed positions in: SOUN (from 1.07 mln shares)
- Decreased positions in: YMM (to 3.12 mln shares from 4.22 mln shares) LMND (to 10.45 mln from 10.7 mln)