Softbank Group Corp.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Softbank Group Corp. reported 24 stock positions worth $29.3 billion. Its top holding was T-Mobile US (TMUS) at 77.7% of the portfolio, followed by Nvidia (NVDA, 11.3%) and Symbotic (SYM, 2.7%). Compared with Q4 2024, it opened 3 new positions, sold out of 1, added to 1 and reduced 2. The biggest buy was Nvidia (NVDA, shares +190%) and the biggest sale Lemonade (LMND, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001065521
- Portfolio Value
- $29.3B (Q1 2025)
- SEC Filing
- 0001062993-25-009520 ↗ filed May 15, 2025
Holdings Value
Holdings 24 stocks · $29.3B
| TMUS T-Mobile US Inc. | 77.69% | 85,361,065 | $22.8B | No change |
| NVDA Nvidia Corp. | 11.29% | 30,526,556 | $3.3B | Add +190.4% |
| SYM Symbotic Inc. | 2.75% | 39,825,312 | $804.9M | No change |
| INTR Inter & Co. Inc. Class A | 1.21% | 64,506,636 | $353.5M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.12% | 1,985,000 | $329.5M | New |
| LMND Lemonade Inc. | 1.12% | 10,452,476 | $328.5M | Reduce -2.3% |
| TEM Tempus AI Inc. Class A | 0.89% | 5,405,406 | $260.7M | No change |
| WBTN Webtoon Entertainment Inc. | 0.82% | 31,432,480 | $241.1M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.73% | 21,009,299 | $215.1M | No change |
| VTEX Vtex Class A | 0.66% | 38,434,587 | $194.9M | No change |
| ORCL Oracle Corp. | 0.58% | 1,220,000 | $170.6M | New |
| RXRX Recursion Pharmaceuticals-A | 0.26% | 14,667,491 | $77.6M | No change |
| QXO Qxo Inc. | 0.25% | 5,470,459 | $74.1M | No change |
| AFYA Afya Ltd. Class A | 0.15% | 2,433,323 | $43.6M | No change |
| YMM Full Truck Alliance -SPN ADR | 0.14% | 3,124,646 | $39.9M | Reduce -26.0% |
| PACB Pacific Biosciences of Calif | 0.08% | 20,451,570 | $24.1M | No change |
| CIFR Cipher Digital Inc. | 0.08% | 10,438,413 | $24.0M | New |
| SATL Satellogic Inc. Class A | 0.03% | 2,582,645 | $9.2M | No change |
| SEER Seer Inc. | 0.03% | 5,135,383 | $8.7M | No change |
| GWH Ess Tech Inc. | 0.03% | 2,396,980 | $7.8M | No change |
| BETR Better Home & Finance Holdin | 0.02% | 628,553 | $6.9M | No change |
| GSAT Globalstar Inc. | 0.02% | 321,003 | $6.7M | No change |
| NMRA Neumora Therapeutics Inc. | 0.02% | 6,541,190 | $6.5M | No change |
| DDL Dingdong Cayman Ltd. -SPN ADR | 0.01% | 1,050,000 | $2.8M | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $18.2B | INTC, SYM, TMUS, WBTN, INTR |
| Q1 2026 | 29 | $11.4B | INTC, SYM, TMUS, TSM, XXI |
| Q4 2025 | 32 | $15.5B | TMUS, INTC, SYM, XXI, TSM |
| Q3 2025 | 29 | $26.0B | TMUS, NVDA, INTC, SYM, WBTN |
| Q2 2025 | 27 | $24.9B | TMUS, NVDA, SYM, INTR, TSM |
| Q1 2025 | 24 | $29.3B | TMUS, NVDA, SYM, INTR, TSM |
| Q4 2024 | 22 | $23.4B | TMUS, NVDA, SYM, WBTN, LMND |
| Q3 2024 | 22 | $21.9B | TMUS, NVDA, SYM, INTR, WBTN |
| Q2 2024Amended | 21 | $19.9B | TMUS, SYM, NVDA, WBTN, INTR |
| Q1 2024 | 20 | $19.1B | TMUS, SYM, NVDA, INTR, NU |