软银Q2持仓：T-Mobile为头号重仓股，英伟达仓位无变化_老虎社区_美港股上老虎

软银Q2持仓：T-Mobile为头号重仓股，英伟达仓位无变化

智通财经2022-08-16

根据美国证券交易委员会(SEC)披露，日本投资界巨头软银集团递交了截至2022年6月30日的第二季度(Q2)持仓报告(13F)。据统计，软银第二季度持仓总市值为78.33亿美元，上一季度总市值为98.18亿美元，环比下降约20%。软银在第二季度的持仓组合中新增了14只个股，仅增持1只个股;同时，软银减持1只个股并清仓2只个股。其中前十大持仓标的占总市值的95.61%。从持仓偏好来看，软银持仓集中于...

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爱玩大便股的孩子
·2022-08-16
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(TMUS.US)位列第一，持仓约3977万股，持仓市值约53.51亿美元，较上季度持仓数量下降34%，占投资组合比例为68.32%。该股为软银第二季度唯一减持标的。Aurora Acquisition Corp Class A (AURC.US)位列第二，持仓约6770万股，持仓市值约6.63亿美元，占投资组合比例为8.46%，为第二季度新建仓个股。SoFi Technologies(SOFI.US)位列第三，持仓约9528万股，持仓市值约5.02亿美元，较上季度持仓数量没有变化，占投资组合比例为6.41%。Lemonade(LMND.US)位列第四，持仓约1198万股，持仓市值约2.19亿美元，较上季度持仓数量没有变化，占投资组合比例为2.79%。EQRx Inc(EQRX.US)位列第五，持仓数量约4318万股，持仓市值约2.02亿美元，占投资组合比例为2.59%，为第二季度新建仓个股。前十大重仓股还包括：英伟达、Inter & Co Inc、ESS Tech Inc 、Nu Holdings Ltd，以及Far Peak Acquisition Corp.，多数为新建仓个股，且第二季度新建仓金融股标的基本为SPAC公司，英伟达第二季度仓位无变化。从持仓比例变化来看，前五大买入标的分别是：Aurora Acquisition Corp Class A 、EQRx 、Inter & Co Inc、Nu Holdings ，以及Far Peak Acquisition Corp。另外，软银第二季度增持的唯一个股是Satellogic Inc(SATL.US)前三大卖出标的分别是：T-Mobile US、UiPath Inc(PATH.US)和Procore Technologies 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