Softbank discloses updated portfolio positions in 13F filing: New KLAR CIGL positions, Exited CIFR ORCL (63.85 -0.14)
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: INTC (86.96 mln shares**), KLAR (15.4 mln), CIGL (0.26 mln), AMBQ (0.15 mln)
- Increased: YMM (4.41 mln shares from 2.62 mln shares), NVDA (32.11 mln from 30.53 mln**)
- Maintained: INTR (64.51 mln shares), SYM (39.83 mln), WBTN (31.43 mln), TEM (5.41 mln), TSM (1.99 mln)
- Exited: CIFR (from 10.44 mln shares), ORCL (1.22 mln)
- Decreased: TMUS (45.17 mln shares from 63.86 mln shares), NU (17.84 mln from 21.01 mln), LMND (3.56 mln from 5.96 mln), MTSR (3.65 mln from 4.82 mln)