Softbank Group Corp.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Softbank Group Corp. reported 22 stock positions worth $23.4 billion. Its top holding was T-Mobile US (TMUS) at 80.6% of the portfolio, followed by Nvidia (NVDA, 6.0%) and Symbotic (SYM, 4.0%). Compared with Q3 2024, it opened 3 new positions, sold out of 3, added to 3 and reduced 3. The biggest buy was a new position in Recursion Pharmaceuticals-A (RXRX) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −10%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001065521
Portfolio Value
$23.4B (Q4 2024)
SEC Filing
0001062993-25-002489 ↗ filed Feb 14, 2025

Holdings Value

0$10.0B$20.0B$30.0B Q1 2024: $19.1B Q1 2024 Q2 2024: $19.9B Q2 2024 Q3 2024: $21.9B Q3 2024 Q4 2024: $23.4B $23.4B Q4 2024 Q1 2025: $29.3B Q1 2025 Q2 2025: $24.9B Q2 2025 Q3 2025: $26.0B Q3 2025 Q4 2025: $15.5B Q4 2025 Q1 2026: $11.4B Q1 2026 Q2 2026: $18.2B Q2 2026

Holdings 22 stocks · $23.4B
TMUS T-Mobile US Inc. 80.64% 85,361,065 $18.8B No change
NVDA Nvidia Corp. 6.04% 10,512,320 $1.4B No change
SYM Symbotic Inc. 4.04% 39,825,312 $944.3M No change
WBTN Webtoon Entertainment Inc. 1.83% 31,432,480 $426.9M No change
LMND Lemonade Inc. 1.68% 10,699,211 $392.4M Reduce -10.7%
INTR Inter & Co. Inc. Class A 1.17% 64,506,636 $272.2M No change
VTEX Vtex Class A 0.97% 38,434,587 $226.4M Add +93.4%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.93% 21,009,299 $217.7M Reduce -10.0%
TEM Tempus AI Inc. Class A 0.78% 5,405,406 $182.5M No change
RXRX Recursion Pharmaceuticals-A 0.42% 14,667,491 $99.2M New
QXO Qxo Inc. 0.37% 5,470,459 $87.0M No change
NMRA Neumora Therapeutics Inc. 0.30% 6,541,190 $69.3M Reduce -13.3%
YMM Full Truck Alliance -SPN ADR 0.20% 4,220,001 $45.7M Add +279.9%
AFYA Afya Ltd. Class A 0.17% 2,433,323 $38.6M No change
PACB Pacific Biosciences of Calif 0.16% 20,451,570 $37.4M New
SOUN Soundhound AI Inc. Class A 0.09% 1,065,924 $21.1M No change
GWH Ess Tech Inc. 0.06% 2,396,980 $14.1M Add +0.0%
SEER Seer Inc. 0.05% 5,135,383 $11.9M No change
GSAT Globalstar Inc. 0.04% 4,815,045 $10.0M No change
SATL Satellogic Inc. Class A 0.03% 2,582,645 $7.4M No change
BETR Better Home & Finance Holdin 0.02% 628,553 $5.6M New
DDL Dingdong Cayman Ltd. -SPN ADR 0.01% 1,050,000 $3.4M No change

Portfolio Sells Q3 2024 → Q4 2024
NU Nu Holdings Ltd./Cayman Isl-A Reduce -10.0% 0.93% −0.52
NMRA Neumora Therapeutics Inc. Reduce -13.3% 0.30% −0.16
EXAI Exscientia Ltd. Sold out 0.00% −0.13
IONQ Ionq Inc. Sold out 0.00% −0.06
DASH DoorDash Inc. Class A Sold out 0.00% −0.02
LMND Lemonade Inc. Reduce -10.7% 1.68% +0.78

Portfolio Buys Q3 2024 → Q4 2024
RXRX Recursion Pharmaceuticals-A New 0.42% +0.42
VTEX Vtex Class A Add +93.4% 0.97% +0.30
PACB Pacific Biosciences of Calif New 0.16% +0.16
YMM Full Truck Alliance -SPN ADR Add +279.9% 0.20% +0.15
BETR Better Home & Finance Holdin New 0.02% +0.02
GWH Ess Tech Inc. Add +0.0% 0.06% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 30$18.2BINTC, SYM, TMUS, WBTN, INTR
Q1 2026 29$11.4BINTC, SYM, TMUS, TSM, XXI
Q4 2025 32$15.5BTMUS, INTC, SYM, XXI, TSM
Q3 2025 29$26.0BTMUS, NVDA, INTC, SYM, WBTN
Q2 2025 27$24.9BTMUS, NVDA, SYM, INTR, TSM
Q1 2025 24$29.3BTMUS, NVDA, SYM, INTR, TSM
Q4 2024 22$23.4BTMUS, NVDA, SYM, WBTN, LMND
Q3 2024 22$21.9BTMUS, NVDA, SYM, INTR, WBTN
Q2 2024Amended 21$19.9BTMUS, SYM, NVDA, WBTN, INTR
Q1 2024 20$19.1BTMUS, SYM, NVDA, INTR, NU