13F filer · CIK 1065521 ↗

SoftBank Group

You are looking at Q3 2022. See the latest, Q2 2026 →

Reported value

$6.76B

−14% on the quarter before

Positions

25

0 new · 4 sold out

Top 10

97.0%

of the value

Est. gain

+$142.0M

on stocks held all quarter

Est. return

+2.1%

on those stocks since Q2 2022

Filed

Nov 14, 2022

On SEC EDGAR ↗

Positions as of Sep 30, 2022, from SoftBank Group's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.

Portfolio at a glance

  • New
  • Added
  • Cut
  • Same
  • Options

Each tile is a position, sized by its share, colored by what the fund did with it since Q2 2022. Striped tiles are options.

T-Mobile Us Inc79%
Lemonade3.8%
Eqrx Inc3.2%
Inter & Co Inc3.1%
Ess Tech Inc2.2%
Nvidia1.9%
Nu Hldgs Ltd1.4%
Vtex1.1%
Learn Cw Investment Cor1.0%
0.5%

Largest buys

Since Q2 2022, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.

No buys this quarter.

Largest sells

Since Q2 2022, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.

  1. Aurora Acquisition Corp~$642.9MCut · 8.5% → 0.4%−65,000,000 shares
  2. Sofi Technologies Inc~$502.1MSold out · 6.4% → 0.0%−95,281,895 shares
  3. Far Peak Acquisition Corp~$73.7MSold out · 0.9% → 0.0%−7,500,000 shares
  4. Innoviz Technologies Ltd~$6.3MCut · 0.1% → 0.0%−1,211,274 shares
  5. Eqrx Inc~$648,000Sold out · 0.0% → 0.0%−800,000 shares
  6. Aurora Acquisition Corp~$111,000Sold out · 0.0% → 0.0%−675,000 shares

Holdings

As of Sep 30, 2022. Changes are in shares against Jun 30, 2022, so a price move alone never reads as a buy or a sale.

Positions, sorted by share of the portfolio
HoldingValue
T-Mobile Us IncCOM · shares 0% · price −0.3%79.0%$5.34B−$14.7M
LemonadeCOM · shares 0% · price +16.0%3.8%$253.8M+$35.0M
Eqrx IncCOM · shares 0% · price +5.5%3.2%$213.7M+$11.2M
Inter & Co IncCLASS A COM · shares 0% · price +55.2%3.1%$210.3M+$74.8M
Ess Tech IncCOMMON STOCK · shares 0% · price +45.6%2.2%$147.1M+$46.0M
NvidiaCOM · shares 0% · price −19.9%1.9%$127.6M−$31.7M
Nu Hldgs LtdORD SHS CL A · shares 0% · price +17.6%1.4%$96.8M+$14.5M
VtexSHS CL A · shares 0% · price +20.1%1.1%$73.5M+$12.3M
Learn Cw Investment CorUNIT 99/99/9999 · shares 0% · price +0.3%0.97%$65.5M+$198,000
Afya LtdCL A COM · shares 0% · price +36.3%0.49%$33.0M+$8.8M
Valor Latitude Acquisitn CorCLASS A ORD SHS · shares 0% · price +1.2%0.44%$29.6M+$360,000
Signa Sports United NvORD SHS · shares 0% · price −11.7%0.42%$28.7M−$3.8M
Airspan Networks Holdings InCOM · shares 0% · price −32.4%0.41%$27.8M−$13.4M
Aurora Acquisition CorpCLASS A ORD SHS · shares −96% · price +1.0%0.40%$26.7M+$270,000
SymboticCLASS A COM · shares 0% · price +4.8%0.34%$23.0M+$1.1M
Svf Investment CorpUNIT 12/20/2025 · shares 0% · price +1.2%0.32%$22.0M+$264,000
Satellogic IncCLASS A ORD SHS · shares 0% · price +12.0%0.18%$11.8M+$1.3M
Svf Investment Corp 2CL A SHS · shares 0% · price +1.1%0.15%$9.9M+$110,000
Buzzfeed IncCLASS A COM · shares 0% · price +1.3%0.11%$7.6M+$98,000
Bigcommerce Hldgs IncCOM SER 1 · shares 0% · price −8.6%0.11%$7.4M−$698,000
Shift Technologies IncCL A · shares 0% · price +4.0%0.02%$1.4M+$56,000
DoorDashCL A · shares 0% · price −22.9%0.02%$1.2M−$344,000
Innoviz Technologies LtdSHS · shares −86% · price +32.9%0.02%$1.0M+$259,756
Ivanhoe Electric IncCOM · shares 0% · price −5.2%0.01%$896,000−$49,000
Sweetgreen IncCOM CL A · shares 0% · price +59.1%0.00%$261,000+$97,000
Total · 25 positions100%$6.76B+$142.0M

Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.

What made money

From Q2 2022 to Q3 2022: 25 stocks held throughout, up $142.0M (+2.1%).

  1. Inter & Co Inc+$74.8M+55%
  2. Ess Tech Inc+$46.0M+46%
  3. Lemonade+$35.0M+16%
  4. Nu Hldgs Ltd+$14.5M+18%
  5. Vtex+$12.3M+20%
  6. Bigcommerce Hldgs Inc−$698,000−9%
  7. Signa Sports United Nv−$3.8M−12%
  8. Airspan Networks Holdings In−$13.4M−32%
  9. T-Mobile Us Inc−$14.7M−0%
  10. Nvidia−$31.7M−20%

Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out.

Reported value by quarter

The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.

$50.00B$25.00B$0
Q1 2016Q2 2026
Every quarter's filing
Each quarter's 13F filing, newest first
QuarterReported valueFiling
Q2 2026$18.17B+59%SEC ↗
Q1 2026$11.41B−26%SEC ↗
Q4 2025$15.47B−40%SEC ↗
Q3 2025$25.97B+4%SEC ↗
Q2 2025$24.94B−15%SEC ↗
Q1 2025$29.31B+25%SEC ↗
Q4 2024$23.37B+6%SEC ↗
Q3 2024$21.95B−44%SEC ↗
Q2 2024$39.11B+105%SEC ↗
Q1 2024$19.06B+3%SEC ↗
Q4 2023$18.54B+6%SEC ↗
Q3 2023$17.56B+97%SEC ↗
Q2 2023$8.92B+15%SEC ↗
Q1 2023$7.76B+16%SEC ↗
Q4 2022$6.66B−1%SEC ↗
Q3 2022$6.76B−14%SEC ↗
Q2 2022$7.83B−22%SEC ↗
Q1 2022$9.99B−7%SEC ↗
Q4 2021$10.75B−5%SEC ↗
Q3 2021$11.26B−42%SEC ↗
Q2 2021$19.33B+33%SEC ↗
Q1 2021$14.58B−9%SEC ↗
Q4 2020$15.95B+23%SEC ↗
Q3 2020$12.92B−26%SEC ↗
Q2 2020$17.52B−41%SEC ↗
Q1 2020$29.70B+65%SEC ↗
Q4 2019$17.95B−16%SEC ↗
Q3 2019$21.26B−6%SEC ↗
Q2 2019$22.64B+16%SEC ↗
Q1 2019$19.49B−3%SEC ↗
Q4 2018$20.15B−11%SEC ↗
Q3 2018$22.56B+21%SEC ↗
Q2 2018$18.60B+11%SEC ↗
Q1 2018$16.68B−16%SEC ↗
Q4 2017$19.96B−23%SEC ↗
Q3 2017$25.91B−17%SEC ↗
Q2 2017$31.25B−2%SEC ↗
Q1 2017$31.73B+3%SEC ↗
Q4 2016$30.81B+40%SEC ↗
Q3 2016$22.02B+45%SEC ↗
Q2 2016$15.17B+30%SEC ↗
Q1 2016$11.69BSEC ↗

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