Tiger Global, Adage Capital trimmed stakes in AI heavyweights in Q4
Group 1 - Softbank Group Corp dissolved its stake in Nvidia in Q4 2025, with a sale amounting to $5.8 billion [1] - The liquidation of Nvidia's position was aimed at raising funds for investments in OpenAI, the creator of ChatGPT [1] - The transaction was first disclosed by Softbank in November 2025, indicating a strategic shift in investment focus [1] Group 2 - The 13-F filing compares Softbank's holdings as of December 31, 2025, with those as of September 30, 2025 [2] - These filings are required within 45 days after the end of each fiscal quarter and reflect institutional investor positions as of the specified date [2] - The filings do not account for any position changes that may have occurred in the first quarter of 2026 [2]