Softbank Group Corp.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Softbank Group Corp. reported 29 stock positions worth $26.0 billion. Its top holding was T-Mobile US (TMUS) at 41.6% of the portfolio, followed by Nvidia (NVDA, 23.1%) and Intel (INTC, 11.2%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 2 and reduced 4. The biggest buy was a new position in Intel (INTC) and the biggest sale T-Mobile US (TMUS, shares −29%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001065521
Portfolio Value
$26.0B (Q3 2025)
SEC Filing
0001062993-25-016862 ↗ filed Nov 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 Q2 2025 Q3 2025: $26.0B $26.0B Q3 2025 Q4 2025: $15.5B Q4 2025 Q1 2026: $11.4B Q1 2026 Q2 2026: $18.2B Q2 2026

Holdings 29 stocks · $26.0B
TMUS T-Mobile US Inc. 41.64% 45,174,732 $10.8B Reduce -29.3%
NVDA Nvidia Corp. 23.07% 32,110,456 $6.0B Add +5.2%
INTC Intel Corp. 11.23% 86,956,522 $2.9B New
SYM Symbotic Inc. 8.27% 39,825,312 $2.1B No change
WBTN Webtoon Entertainment Inc. 2.35% 31,432,480 $610.1M No change
INTR Inter & Co. Inc. Class A 2.29% 64,506,636 $595.4M No change
KLAR Klarna Group PLC 2.17% 15,400,224 $564.4M New
TSM Taiwan Semiconductor-SP ADR 2.13% 1,985,000 $554.4M No change
TEM Tempus AI Inc. Class A 1.68% 5,405,406 $436.3M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 1.10% 17,842,116 $285.7M Reduce -15.1%
MTSR Metsera Inc. 0.74% 3,654,691 $191.2M Reduce -24.2%
LMND Lemonade Inc. 0.73% 3,563,924 $190.8M Reduce -40.2%
VTEX Vtex Class A 0.65% 38,434,587 $168.3M No change
QXO Qxo Inc. 0.40% 5,470,459 $104.3M No change
CHYM Chime Financial Inc. Class A 0.39% 5,067,336 $102.2M No change
RXRX Recursion Pharmaceuticals-A 0.28% 14,667,491 $71.6M No change
YMM Full Truck Alliance -SPN ADR 0.22% 4,406,311 $57.1M Add +68.3%
AFYA Afya Ltd. Class A 0.15% 2,433,323 $38.0M No change
BETR Better Home & Finance Holdin 0.14% 628,553 $35.3M No change
PACB Pacific Biosciences of Calif 0.10% 20,451,570 $26.2M No change
ETOR Etoro Group Ltd. Class A 0.06% 397,998 $16.4M No change
NMRA Neumora Therapeutics Inc. 0.05% 6,541,190 $11.9M No change
GSAT Globalstar Inc. 0.04% 321,003 $11.7M No change
SEER Seer Inc. 0.04% 5,135,383 $11.1M No change
SATL Satellogic Inc. Class A 0.03% 2,582,645 $8.5M No change
AMBQ Ambiq Micro Inc. 0.02% 148,939 $4.5M New
GWH Ess Tech Inc. 0.01% 2,396,980 $3.6M No change
DDL Dingdong Cayman Ltd. -SPN ADR 0.01% 1,050,000 $2.2M No change
CIGL Concorde Internation Class A 0.00% 259,082 $725K New

Portfolio Sells Q2 2025 → Q3 2025
TMUS T-Mobile US Inc. Reduce -29.3% 41.64% −19.37
ORCL Oracle Corp. Sold out 0.00% −1.07
LMND Lemonade Inc. Reduce -40.2% 0.73% −0.31
CIFR Cipher Digital Inc. Sold out 0.00% −0.20
NU Nu Holdings Ltd./Cayman Isl-A Reduce -15.1% 1.10% −0.06
MTSR Metsera Inc. Reduce -24.2% 0.74% +0.19

Portfolio Buys Q2 2025 → Q3 2025
INTC Intel Corp. New 11.23% +11.23
NVDA Nvidia Corp. Add +5.2% 23.07% +3.73
KLAR Klarna Group PLC New 2.17% +2.17
YMM Full Truck Alliance -SPN ADR Add +68.3% 0.22% +0.10
AMBQ Ambiq Micro Inc. New 0.02% +0.02
CIGL Concorde Internation Class A New 0.00% +0.00

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