Softbank Group Corp. 13F 持仓 · 2026年Q2
软银在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 181.75 亿美元。前几大持仓：INTC（66.81%）、SYM（9.85%）、TMUS（9.23%）。本季前 25 大持仓中：新建仓 1 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | $12.14B | 66.81% | 87.0M | 持平 |
| 2 | SYM | SYMBOTIC INC | $1.79B | 9.85% | 39.8M | 持平 |
| 3 | TMUS | T-MOBILE US | $1.68B | 9.23% | 10.0M | 持平 |
| 4 | WBTN | WEBTOON ENTMT INC | $359.0M | 1.98% | 31.4M | 持平 |
| 5 | INTR | INTER & CO I | $328.6M | 1.81% | 60.5M | 持平 |
| 6 | KLAR | Klarna Group PLC | $311.7M | 1.72% | 15.4M | 持平 |
| 7 | TEM | TEMPUS AI INC | $313.1M | 1.72% | 5.4M | 持平 |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $269.8M | 1.48% | 565,000 | 减持 |
| 9 | NU | NU HLDGS L | $238.4M | 1.31% | 17.8M | 持平 |
| 10 | VTEX | VTEX | $153.7M | 0.85% | 38.4M | 持平 |
| 11 | CHYM | CHIME FINL INC | $103.8M | 0.57% | 5.1M | 持平 |
| 12 | QXO | QXO INC | $94.5M | 0.52% | 5.5M | 持平 |
| 13 | COF | CAPITAL ONE FINL CORP | $55.5M | 0.31% | 276,811 | 新建仓 |
| 14 | LIFE | ETHOS TECHNOLOGIES INC | $56.8M | 0.31% | 3.1M | 持平 |
| 15 | RXRX | RECURSION PHARMACEUTICALS IN | $50.0M | 0.28% | 13.6M | 持平 |
| 16 | AFYA | AFYA LTD | $36.1M | 0.20% | 2.4M | 持平 |
| 17 | PACB | PACIFIC BIOSCIENCES CALIF IN | $34.4M | 0.19% | 20.5M | 持平 |
| 18 | ETOR | eToro Group Ltd | $31.4M | 0.17% | 795,996 | 持平 |
| 19 | YMM | FULL TRUCK ALLIANCE CO LTD | $31.5M | 0.17% | 3.9M | 持平 |
| 20 | GSAT | GLOBALSTAR INC | $26.1M | 0.14% | 321,003 | 持平 |
| 21 | BETR | BETTER HOME & FINANCE HOLDIN | $17.3M | 0.10% | 628,553 | 持平 |
| 22 | SATL | SATELLOGIC | $13.9M | 0.08% | 2.4M | 减持 |
| 23 | AMBQ | AMBIQ MICRO INC | $13.2M | 0.07% | 148,939 | 持平 |
| 24 | NMRA | NEUMORA THERAPEUTICS INC. | $10.4M | 0.06% | 6.1M | 持平 |
| 25 | SEER | SEER INC | $8.5M | 0.05% | 5.1M | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR