What smart money is saying about T-Mobile
TMUS
No fund has written a full thesis on T-Mobile in our archive, but 11 fund letters report a position in it — most recently Liontrust GF Global Alpha Fund in July 2026.
Get an email when a fund writes about it
11
Reported positions
2
Bought
4
Sold
13
Letters
Position history
Between Q1 2026 and Q3 2026, 11 fund letters reported a position in T-Mobile — 2 opened or added to the position, 4 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2 | 0 |
| Q2 2026 | 5 | 2 | 1 | 0 |
| Q1 2026 | 4 | 0 | 1 | 0 |
Fund activity · 11 positions · 6 moves
- July 2026
“This is a marketing communication We sold out of Deutsche Telekom and T-Mobile where newsflow is subdued and shares likely dead money for next quarters.”
T-Mobile - July 2026
“Portfolio changes The portfolio added three names in the financials sector: NU Holdings, Citigroup and Wells Fargo. Financials look set to benefit from the ‘stronger for longer’ theme and these additions complement the existing fintech exposure as well as offering geographic diversification. We sold out of Deutsche Telekom and T-Mobile where newsflow is subdued and shares likely dead money for next quarters.”
T-Mobile - June 2026
“We used the weakness to add to our position in T-Mobile given its consistent execution and robust capital return.”
T-Mobile - June 2026
“Within Communication Services, both Comcast Corp (CMCSA) and T-Mobile Inc (TMUS) were weak in the period as the potential for a new entrant to the U.S. broadband and wireless market (satellite) drove a sell-off across the entire space. We used the weakness to add to our position in T-Mobile given its consistent execution and robust capital return.”
T-Mobile - HoldsReaves W H & CO Long Term Value StrategyJune 2026
“TMUS: Shares of T-Mobile US languished along with US wireless peers during the quarter on renewed concerns about competitive intensity.”
T-Mobile - June 2026
Listed in Gabelli Funds Shareholder Commentary: Open-End Funds’s reported holdings.
T-Mobile - June 2026
“T-Mobile US Inc. (4.5%) (TMUS – $167.73 – NASDAQ) is the second-largest wireless operator in the U.S., serving over 142 million branded customers.”
T-Mobile - March 2026
“Both T-Mobile (TMUS) and Comcast were positive contributors in the period as well as their fourth quarter results and 2026 outlooks provided some relief to those that were concerned around intensifying competition within the cable and wireless space in 2026.”
T-Mobile - ExitedFlexible Equity FundMarch 2026
“During the quarter, we added three new positions—NVIDIA Corporation (NVDA), SAP SE Sponsored ADR (SAP), and Watsco, Inc. (WSO)—while exiting T- Mobile (TMUS), Workday, Inc. (WDAY), and Uber Technologies (UBER)”
T-Mobile - March 2026
“Meta Platforms Inc. Class A United States 2.4 Interactive Media & Services T-Mobile US, Inc. United States 1.9 Wireless Telecommunication Services”
T-Mobile - March 2026
“Both T-Mobile (TMUS) and Comcast were positive contributors in the period as well as their fourth quarter results and 2026 outlooks provided some relief to those that were concerned around intensifying competition within the cable and wireless space in 2026.”
T-Mobile
Also mentioned · 2
These funds discuss T-Mobile — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Finally, AT&T, T-Mobile and Verizon have agreed in principle to pool spectrum into a direct-to-device joint venture with economics that we think run directly through AST.”
T-Mobile - MentionedHennessy Focus FundJune 2026
“In May 2026, the U.S. MNO’s competitive response to Starlink became clear with the announcement of an agreement in principle to form a joint venture (JV) between AT&T, T-Mobile and Verizon for satellite services.”
T-Mobile
Read the letters behind these T-Mobile positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger