Corporate-strategic / Q2 2026SoftBank
SoftBank
reported book.
Corporate-strategic cohort. This page uses only the supplied 13F information tables. It does not make non-13F strategic claims.
- CIK 1065521
- Q2 2026
- Q1 → Q2 changes
Reported value$18.17Bcover total
Common holdings3033 raw rows
Q1 → Q2 moves5 of 31issuers changed
Top-10 concentration96.7%of common value
Manager DNAQ2 common fingerprint
Concentration
- Top 1
- 66.8%
- Top 5
- 89.7%
Action mix · 5 changed
2 new0 add2 cut1 exit26 unch0 mix
Exposure and options
Common 100.0%CALL 0.0% $0PUT 0.0% $0
Positive Q2 common reported value denominator: $18,174,540,337. No checked-in security master provides a reliable ETF classification. Manager DNA omits issuer/class text markers.
01 / holdings heatmaparea = reported value · color = Q1 → Q2 action
- AI / semiconductors$12.4B2 issuers · theme group
- Private / new technology$2.7B12 issuers · theme group
- Megacap platforms$1.7B1 issuers · theme group
- Payments / fintech$831M5 issuers · theme group
- Unmapped$508M10 issuers · theme group
AI / semiconductors$12.4B · 2 issuers
- INTC$12.1BAI / semiconductors · COM
- TSM$270M ▼AI / semiconductors · SPONSORED ADS
Private / new technology$2.7B · 12 issuers
- SYM$1.8BPrivate / new technology · CLASS A COM
- WBTN$359MPrivate / new technology · COM
- TEM$313MPrivate / new technology · CL A
- QXO$95MPrivate / new technology · COM NEW
- ETHOS TECHNOLOGIES INC$57MPrivate / new technology · CL A
- RXRX$50MPrivate / new technology · CL A
- PACB$34MPrivate / new technology · COM
- SATELLOGIC$14M ▼Private / new technology · COM CL A
- AMBIQ MICRO INC$13MPrivate / new technology · COMMON STOCK
- NEUMORA THERAPEUTICS INC.$10MPrivate / new technology · COM
- SEER INC$9MPrivate / new technology · COM CL A
- AbCellera Biologics Inc$3MPrivate / new technology · COM
Megacap platforms$1.7B · 1 issuers
- TMUS$1.7BMegacap platforms · COM
Payments / fintech$831M · 5 issuers
- INTR$329MPayments / fintech · CLASS A CO
- KLAR$312MPayments / fintech · SHS
- CHYM$104MPayments / fintech · COM SHS CL A
- COF$56M ▲Payments / fintech · COM
- ETOR$31MPayments / fintech · SHS CL A
Unmapped$508M · 10 issuers
- NU$238MUnmapped · ORD SHS CL
- VTEX$154MUnmapped · SHS CL A
- AFYA$36MUnmapped · CL A COM
- YMM$32MUnmapped · SPONSORED ADS
- GSAT$26MUnmapped · COM
- BETR$17MUnmapped · COM NEW CL A
- ESS TECH IN$2MUnmapped · COM NEW
- DINGDONG CAYMAN LTD$2MUnmapped · ADS
- LIFE$489K ▲Unmapped · COM
- CONCORDE INTL GROUP LTD$199KUnmapped · ORD SHS CL A
Area shows reported value. Color shows the Q1 → Q2 action: green new or increased, red decreased or closed, amber mixed, grey unchanged. Select a theme tile to jump to its section. Curated display symbols replace long filing names where available. Options stay in the table below.
02 / full holdings tablesortable + filterable
Open the holdings table
30 shown
| Status | ||||
|---|---|---|---|---|
| INTEL CORPCUSIP 458140100 | commonCOM · SH | 86,956,522 | $12,141,739,167 | unchanged |
| SYMBOTIC INCCUSIP 87151X101 | commonCLASS A COM · SH | 39,825,312 | $1,790,147,774 | unchanged |
| T-MOBILE USCUSIP 872590104 | commonCOM · SH | 10,000,000 | $1,677,300,000 | unchanged |
| WEBTOON ENTMT INCCUSIP 94845U105 | commonCOM · SH | 31,432,480 | $358,958,922 | unchanged |
| INTER & CO ICUSIP G4R20B107 | commonCLASS A CO · SH | 60,506,636 | $328,551,033 | unchanged |
| TEMPUS AI INCCUSIP 88023B103 | commonCL A · SH | 5,405,406 | $313,135,170 | unchanged |
| Klarna Group PLCCUSIP G5279N105 | commonSHS · SH | 15,400,224 | $311,700,534 | unchanged |
| TAIWAN SEMICONDUCTOR MFG LTDCUSIP 874039100 | commonSPONSORED ADS · SH | 565,000 | $269,827,050 | decreased |
| NU HLDGS LCUSIP G6683N103 | commonORD SHS CL · SH | 17,842,116 | $238,370,670 | unchanged |
| VTEXCUSIP G9470A102 | commonSHS CL A · SH | 38,434,587 | $153,738,348 | unchanged |
| CHIME FINL INCCUSIP 16935C109 | commonCOM SHS CL A · SH | 5,067,336 | $103,779,041 | unchanged |
| QXO INCCUSIP 82846H405 | commonCOM NEW · SH | 5,470,459 | $94,529,532 | unchanged |
| ETHOS TECHNOLOGIES INCCUSIP 29765A101 | commonCL A · SH | 3,128,902 | $56,758,282 | unchanged |
| CAPITAL ONE FINL CORPCUSIP 14040H105 | commonCOM · SH | 276,811 | $55,533,823 | new |
| RECURSION PHARMACEUTICALS INCUSIP 75629V104 | commonCL A · SH | 13,636,515 | $50,046,010 | unchanged |
| AFYA LTDCUSIP G01125106 | commonCL A COM · SH | 2,433,323 | $36,110,513 | unchanged |
| PACIFIC BIOSCIENCES CALIF INCUSIP 69404D108 | commonCOM · SH | 20,451,570 | $34,358,638 | unchanged |
| FULL TRUCK ALLIANCE CO LTDCUSIP 35969L108 | commonSPONSORED ADS · SH | 3,884,483 | $31,542,002 | unchanged |
| eToro Group LtdCUSIP G32089107 | commonSHS CL A · SH | 795,996 | $31,417,962 | unchanged |
| GLOBALSTAR INCCUSIP 378973507 | commonCOM · SH | 321,003 | $26,094,334 | unchanged |
| BETTER HOME & FINANCE HOLDINCUSIP 08774B508 | commonCOM NEW CL A · SH | 628,553 | $17,285,208 | unchanged |
| SATELLOGICCUSIP 80401C100 | commonCOM CL A · SH | 2,427,549 | $13,885,580 | decreased |
| AMBIQ MICRO INCCUSIP 023193105 | commonCOMMON STOCK · SH | 148,939 | $13,151,314 | unchanged |
| NEUMORA THERAPEUTICS INC.CUSIP 640979100 | commonCOM · SH | 6,090,301 | $10,353,512 | unchanged |
| SEER INCCUSIP 81578P106 | commonCOM CL A · SH | 5,135,383 | $8,524,736 | unchanged |
| AbCellera Biologics IncCUSIP 00288U106 | commonCOM · SH | 345,161 | $2,709,514 | unchanged |
| ESS TECH INCUSIP 26916J205 | commonCOM NEW · SH | 2,396,980 | $2,277,131 | unchanged |
| DINGDONG CAYMAN LTDCUSIP 25445D101 | commonADS · SH | 1,050,000 | $2,026,500 | unchanged |
| LIFE360 INCCUSIP 532206109 | commonCOM · SH | 10,178 | $488,544 | new |
| CONCORDE INTL GROUP LTDCUSIP G2452S100 | commonORD SHS CL A · SH | 259,082 | $199,493 | unchanged |
03 / q1 → q2 movementshare count vs value
Value movement
The cover total is an end-of-quarter measure. It is never called flow. It can change because of price, position size, or both. Share-count labels live in the action mix above and in the heatmap colors.
+$6.76B
Q2 reported value less Q1 comparable value04 / versus the field15 pair pages · permanent canonical URLs
05 / warningsretained from ingestion
- Aggregated 2 duplicate-key rows without dropping their raw rows.
- Aggregated 3 duplicate-key rows without dropping their raw rows.
These pages use only normalized Q1 and Q2 2026 SEC information tables from the approved 16-manager universe. The product keeps raw rows and aggregates duplicate holding keys only in normalized views.
Form 13F reports selected long positions after quarter end. It does not reveal short positions or a complete portfolio.