Softbank Group Corp.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Softbank Group Corp. reported 27 stock positions worth $24.9 billion. Its top holding was T-Mobile US (TMUS) at 61.0% of the portfolio, followed by Nvidia (NVDA, 19.3%) and Symbotic (SYM, 6.2%). Compared with Q1 2025, it opened 4 new positions, sold out of 1 and reduced 3. The biggest buy was a new position in Chime Financial Class A (CHYM) and the biggest sale T-Mobile US (TMUS, shares −25%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001065521
Portfolio Value
$24.9B (Q2 2025)
SEC Filing
0001062993-25-014418 ↗ filed Aug 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 Q4 2024 Q1 2025: $29.3B Q1 2025 Q2 2025: $24.9B $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 27 stocks · $24.9B

TMUS T-Mobile US Inc. 61.01% 63,861,065 $15.2B Reduce -25.2%
NVDA Nvidia Corp. 19.34% 30,526,556 $4.8B No change
SYM Symbotic Inc. 6.20% 39,825,312 $1.5B No change
INTR Inter & Co. Inc. Class A 1.92% 64,506,636 $479.3M No change
TSM Taiwan Semiconductor-SP ADR 1.80% 1,985,000 $449.6M No change
TEM Tempus AI Inc. Class A 1.38% 5,405,406 $343.5M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 1.16% 21,009,299 $288.2M No change
WBTN Webtoon Entertainment Inc. 1.14% 31,432,480 $285.4M No change
ORCL Oracle Corp. 1.07% 1,220,000 $266.7M No change
LMND Lemonade Inc. 1.05% 5,958,698 $261.1M Reduce -43.0%
VTEX Vtex Class A 1.02% 38,434,587 $253.7M No change
CHYM Chime Financial Inc. Class A 0.70% 5,067,336 $174.9M New
MTSR Metsera Inc. 0.55% 4,819,884 $137.1M New
QXO Qxo Inc. 0.47% 5,470,459 $117.8M No change
RXRX Recursion Pharmaceuticals-A 0.30% 14,667,491 $74.2M No change
CIFR Cipher Digital Inc. 0.20% 10,438,413 $49.9M No change
AFYA Afya Ltd. Class A 0.17% 2,433,323 $43.5M No change
YMM Full Truck Alliance -SPN ADR 0.12% 2,617,681 $30.9M Reduce -16.2%
ETOR Etoro Group Ltd. Class A 0.11% 397,998 $26.5M New
PACB Pacific Biosciences of Calif 0.10% 20,451,570 $25.4M No change
SEER Seer Inc. 0.04% 5,135,383 $11.0M No change
SATL Satellogic Inc. Class A 0.04% 2,582,645 $9.3M New
BETR Better Home & Finance Holdin 0.03% 628,553 $7.8M No change
GSAT Globalstar Inc. 0.03% 321,003 $7.6M No change
NMRA Neumora Therapeutics Inc. 0.02% 6,541,190 $4.8M No change
GWH Ess Tech Inc. 0.01% 2,396,980 $3.2M No change
DDL Dingdong Cayman Ltd. -SPN ADR 0.01% 1,050,000 $2.1M No change

Portfolio Sells Q1 2025 → Q2 2025

TMUS T-Mobile US Inc. Reduce -25.2% 61.01% −16.68
LMND Lemonade Inc. Reduce -43.0% 1.05% −0.07
SATL Satellogic Inc. Class A Sold out 0.00% −0.03
YMM Full Truck Alliance -SPN ADR Reduce -16.2% 0.12% −0.01

Portfolio Buys Q1 2025 → Q2 2025

CHYM Chime Financial Inc. Class A New 0.70% +0.70
MTSR Metsera Inc. New 0.55% +0.55
ETOR Etoro Group Ltd. Class A New 0.11% +0.11
SATL Satellogic Inc. Class A New 0.04% +0.04

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