NASDAQ · Communication Services

T-MOBILE US INC TMUS

T-Mobile US, Inc., together with its subsidiaries, provides wireless communications services in the United States, Puerto Rico, and the United States Virgin Islands. The company offers voice, messaging, and data services to postpaid, prepaid, and wholesale and other services customers.

Telecom

Company profile

Business mix

  • The company offers voice, messaging, and data services to postpaid, prepaid, and wholesale and other services customers.
  • It also provides wireless devices, including smartphones, wearables, tablets, home broadband gateways, headsets, and other mobile communication devices, as well as accessories.
  • The company offers services under the T-Mobile, Metro by T-Mobile, and Mint Mobile brands through its owned and operated retail stores, customer care channels, national retailers, and its websites, as well as through T-Mobile, Metro by T-Mobile.
  • It also sells devices to dealers and other third-party distributors for resale through independent third-party retail outlets and various third-party websites.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 18.93 FCF 9.44% Buyback 3.59%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Viking Global Investors Andreas Halvorsen 1.7% $623.2M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 0 Last 2 13F filing periods
Net reducers 3 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $72.8M Estimated from net reduced shares
Net share change / base shares -9.9% -344,124 / 3,466,087
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 15.1% 13F value change -$18.7M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -21.0% 13F value change -$139.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,262,466 Last 2 periods -295,092 (-9.0%) Total shares 2,967,374 Value $623.2M
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 76.7% 13F value change +$15.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -57.1% 13F value change -$25.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 129,991 Last 2 periods -31,513 (-24.2%) Total shares 98,478 Value $20.7M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 2.1% 13F value change -$1.7M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -25.4% 13F value change -$4.5M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 73,630 Last 2 periods -17,519 (-23.8%) Total shares 56,111 Value $13.4M
Berkshire Hathaway Warren Buffett 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$1.0B
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$1.0B
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 2 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.