Investment giant dumps over $30 million in Nvidia shares

Core Insights - SoftBank Group exited its position in Nvidia, selling approximately 32.11 million shares, reducing its stake to zero by the end of Q4 2025, with the sale valued between $5.5 billion and $6.6 billion [1][3] Portfolio Adjustments - SoftBank significantly reduced its stake in Taiwan Semiconductor Manufacturing Company by 16,637,036 shares, a 36.90% decrease, leaving it with 28,503,696 shares valued at approximately $5.78 billion, representing 37.42% of its disclosed portfolio [4] - The firm fully exited its position in Microsoft, selling 2,536,481 shares, resulting in a 100% reduction [4] - SoftBank also reduced its holdings in Lemonade by 2,638,426 shares, a 74.03% decrease, ending with 925,496 shares valued at about $65.9 million [5] - The company trimmed its Roku holdings by 1,030,976 shares, a 7.03% reduction, leaving 13,636,515 shares worth roughly $55.8 million [5] New Investments - SoftBank initiated a new position in Uber Technologies, acquiring 18,497 shares, and established a new stake in AbCellera Biologics with 345,161 shares [5]