软银Q3持仓：T-Mobile US(TMUS.US)为头号重仓股建仓英特尔(INTC.US)、清仓甲骨文(ORCL.US)

智通财经11-17

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，软银递交了截至2025年9月30日的第三季度持仓报告(13F)。据统计，软银三季度美股持仓总市值达260亿美元，上一季度总市值为249亿美元，环比增长4%。软银三季度的持仓组合中新增了4只个股，增持了2只个股，减持了4只个股，清仓了2只个股。其中前十大持仓标的占总市值的95.94%。在前五大重仓股中，T-Mobile US(TMUS.US)...

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href=http://www.zhitongcaijing.com/content/detail/1369933.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，软银递交了截至2025年9月30日的第三季度持仓报告(13F)。据统计，软银三季度美股持仓总市值达260亿美元，上一季度总市值为249亿美元，环比增长4%。软银三季度的持仓组合中新增了4只个股，增持了2只个股，减持了4只个股，清仓了2只个股。其中前十大持仓标的占总市值的95.94%。在前五大重仓股中，T-Mobile US(TMUS.US)...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1369933.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2247934214.USD","symbol_name":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) 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(ORCL.US)","themeId":"a27308b4798aa14e65ac3a699648645e","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"INTC":1.5,"TMUS":1.5},"content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，软银递交了截至2025年9月30日的第三季度持仓报告(13F)。据统计，软银三季度美股持仓总市值达260亿美元，上一季度总市值为249亿美元，环比增长4%。软银三季度的持仓组合中新增了4只个股，增持了2只个股，减持了4只个股，清仓了2只个股。其中前十大持仓标的占总市值的95.94%。在前五大重仓股中，T-Mobile US(TMUS.US)位列第一，持仓约4517万股，持仓市值约为108亿美元，占投资组合比例为41.64%，持仓数量较上季度下降29.26%。英伟达(NVDA.US)位列第二，持仓约3211万股，持仓市值约60亿美元，占投资组合比例为23.07%，持仓数量较上季度增加5.19%。值得一提的是，软银在上周披露，已出售所持全部英伟达股票，套现约58亿美元。英特尔(INTC.US)位列第三，持仓约8696万股，持仓市值约29亿美元，占投资组合比例为11.23%。英特尔为软银三季度新建持仓。智通财经APP曾报道，2025 年 8 月，软银与英特尔签署了一份证券购买协议，软银以每股 23 美元 的价格购买英特尔普通股，投资总额约为 20 亿美元，完成该交易后，软银大约持有英特尔 2% 的股份。根据公开资料，这让软银成为英特尔的第五大股东之一。仓储机器人服务商Symbotic(SYM.US)位列第四，持仓约3983万股，持仓市值约21亿美元，占投资组合比例为8.27%，持仓数量与上一季度持平。韩国网络漫画平台Webtoon Entertainment(WBTN.US)位列第五，持仓约3143万股，持仓市值约6亿美元，占投资组合比例为2.35%，持仓数量与上一季度持平。前六至十重仓股分别是：巴西数字银行Inter & Co(INTR.US)、瑞典先买后付巨头Klarna Group(KLAR.US)、台积电(TSM.US)、医疗科技公司Tempus AI(TEM.US)、数字银行Nu 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软银Q3持仓：T-Mobile US(TMUS.US)为头号重仓股 建仓英特尔(INTC.US)、清仓甲骨文(ORCL.US)

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软银Q3持仓：T-Mobile US(TMUS.US)为头号重仓股建仓英特尔(INTC.US)、清仓甲骨文(ORCL.US)