13F filer · CIK 1065521 ↗
SoftBank Group
You are looking at Q3 2024. See the latest, Q2 2026 →
Reported value
$21.95B
−44% on the quarter before
Positions
22
2 new · 1 sold out
Top 10
99.0%
of the value
Est. gain
+$1.78B
on stocks held all quarter
Est. return
+8.9%
on those stocks since Q2 2024
Positions as of Sep 30, 2024, 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 2024. Striped tiles are options.
Largest buys
Since Q2 2024, 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.
- Qxo Inc~$86.3MNew · 0.0% → 0.4%+5,470,459 shares
- Ess Tech In~$15.1MNew · 0.0% → 0.1%+2,396,914 shares
Largest sells
Since Q2 2024, 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.
- T-Mobile Us~$17.62BCut · 76.9% → 80.3%−85,361,065 shares
- Nvidia~$1.28BCut · 6.6% → 5.8%−10,512,320 shares
- Symbotic~$971.3MCut · 7.2% → 4.4%−39,825,312 shares
- Inter & Co I~$429.6MCut · 2.0% → 2.0%−64,506,636 shares
- Nu Hldgs L~$318.6MCut · 1.5% → 1.5%−23,343,665 shares
- Lemonade~$197.6MCut · 1.0% → 0.9%−11,983,384 shares
- Vtex~$147.9MCut · 0.7% → 0.7%−19,875,188 shares
- Neumora Therapeutics Inc.~$102.3MCut · 0.4% → 0.5%−7,746,916 shares
- Ess Tech In~$58.8MSold out · 0.2% → 0.0%−71,907,398 shares
- Afya Ltd~$41.5MCut · 0.2% → 0.2%−2,433,323 shares
Holdings
As of Sep 30, 2024. Changes are in shares against Jun 30, 2024, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| T-Mobile UsCOM · shares −50% · price +17.1% | 80.3% | $17.62B | +$2.58B | ||||||||
| NvidiaCOM · shares −50% · price −1.7% | 5.8% | $1.28B | −$22.1M | ||||||||
| SymboticCLASS A CO · shares −50% · price −30.6% | 4.4% | $971.3M | −$428.9M | ||||||||
| Inter & Co ICLASS A CO · shares −50% · price +8.3% | 2.0% | $429.6M | +$32.9M | ||||||||
| Webtoon Entertainment IncCOM · shares 0% · price −49.9% | 1.6% | $359.6M | −$358.0M | ||||||||
| Nu Hldgs LORD SHS CL · shares −50% · price +5.9% | 1.5% | $318.6M | +$17.7M | ||||||||
| Tempus AICL A · shares 0% · price −19.1% | 1.4% | $305.9M | −$72.4M | ||||||||
| LemonadeCOM · shares −50% · price −0.1% | 0.90% | $197.6M | −$119,834 | ||||||||
| VtexSHS CL A · shares −50% · price +2.5% | 0.67% | $147.9M | +$3.6M | ||||||||
| Neumora Therapeutics Inc.COM · shares −51% · price +34.4% | 0.45% | $99.7M | +$25.5M | ||||||||
| Qxo IncCOM NEW · shares New | 0.39% | $86.3M | — | ||||||||
| Afya LtdCL A COM · shares −50% · price −3.3% | 0.19% | $41.5M | −$1.4M | ||||||||
| Exscientia PlcADS · shares −50% · price −4.3% | 0.13% | $27.7M | −$1.2M | ||||||||
| Ess Tech InCOM · shares New | 0.07% | $15.1M | — | ||||||||
| IonQCOM · shares −57% · price +24.3% | 0.06% | $13.9M | +$2.7M | ||||||||
| Seer IncCOM CL A · shares −50% · price +17.3% | 0.05% | $10.1M | +$1.5M | ||||||||
| Full Truck Alliance Co LtdSPONSORED ADS · shares −64% · price +12.1% | 0.05% | $10.0M | +$1.1M | ||||||||
| Globalstar IncCOM · shares −50% · price +10.7% | 0.03% | $6.0M | +$577,806 | ||||||||
| SoundHound AICLASS A COM · shares −50% · price +18.0% | 0.02% | $5.0M | +$756,806 | ||||||||
| Dingdong Cayman LtdADS · shares 0% · price −10.8% | 0.02% | $3.7M | −$451,500 | ||||||||
| DoorDashCL A · shares −50% · price +31.2% | 0.02% | $3.3M | +$793,717 | ||||||||
| SatellogicCLASS A OR · shares −50% · price −1.0% | 0.01% | $2.7M | −$25,827 | ||||||||
| Total · 22 positions | 100% | $21.95B | +$1.78B |
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 2024 to Q3 2024: 20 stocks held throughout, up $1.78B (+8.9%).
- T-Mobile Us+$2.58B+17%
- Inter & Co I+$32.9M+8%
- Neumora Therapeutics Inc.+$25.5M+34%
- Nu Hldgs L+$17.7M+6%
- Vtex+$3.6M+2%
- Afya Ltd−$1.4M−3%
- Nvidia−$22.1M−2%
- Tempus AI1:2 split−$72.4M−19%
- Webtoon Entertainment Inc−$358.0M−50%
- Symbotic−$428.9M−31%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 2 splits read into the share counts.
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.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | $18.17B+59% | SEC ↗ |
| Q1 2026 | May 15, 2026 | $11.41B−26% | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | $15.47B−40% | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | $25.97B+4% | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | $24.94B−15% | SEC ↗ |
| Q1 2025 | May 15, 2025 | $29.31B+25% | SEC ↗ |
| Q4 2024 | Feb 14, 2025 | $23.37B+6% | SEC ↗ |
| Q3 2024 | Nov 14, 2024 | $21.95B−44% | SEC ↗ |
| Q2 2024 | Aug 14, 2024 (amended) | $39.11B+105% | SEC ↗ |
| Q1 2024 | May 15, 2024 | $19.06B+3% | SEC ↗ |
| Q4 2023 | Feb 14, 2024 | $18.54B+6% | SEC ↗ |
| Q3 2023 | Nov 14, 2023 (amended) | $17.56B+97% | SEC ↗ |
| Q2 2023 | Aug 14, 2023 | $8.92B+15% | SEC ↗ |
| Q1 2023 | May 15, 2023 | $7.76B+16% | SEC ↗ |
| Q4 2022 | Feb 14, 2023 | $6.66B−1% | SEC ↗ |
| Q3 2022 | Nov 14, 2022 | $6.76B−14% | SEC ↗ |
| Q2 2022 | Aug 15, 2022 | $7.83B−22% | SEC ↗ |
| Q1 2022 | Sep 21, 2022 (amended) | $9.99B−7% | SEC ↗ |
| Q4 2021 | Sep 21, 2022 (amended) | $10.75B−5% | SEC ↗ |
| Q3 2021 | Feb 22, 2022 (amended) | $11.26B−42% | SEC ↗ |
| Q2 2021 | Nov 15, 2021 (amended) | $19.33B+33% | SEC ↗ |
| Q1 2021 | May 17, 2021 | $14.58B−9% | SEC ↗ |
| Q4 2020 | Feb 16, 2021 | $15.95B+23% | SEC ↗ |
| Q3 2020 | Nov 12, 2020 | $12.92B−26% | SEC ↗ |
| Q2 2020 | Aug 14, 2020 | $17.52B−41% | SEC ↗ |
| Q1 2020 | Oct 2, 2020 | $29.70B+65% | SEC ↗ |
| Q4 2019 | Oct 2, 2020 | $17.95B−16% | SEC ↗ |
| Q3 2019 | Oct 9, 2020 | $21.26B−6% | SEC ↗ |
| Q2 2019 | Oct 9, 2020 | $22.64B+16% | SEC ↗ |
| Q1 2019 | Oct 9, 2020 | $19.49B−3% | SEC ↗ |
| Q4 2018 | Oct 9, 2020 | $20.15B−11% | SEC ↗ |
| Q3 2018 | Oct 16, 2020 | $22.56B+21% | SEC ↗ |
| Q2 2018 | Oct 16, 2020 | $18.60B+11% | SEC ↗ |
| Q1 2018 | Oct 16, 2020 | $16.68B−16% | SEC ↗ |
| Q4 2017 | Oct 16, 2020 | $19.96B−23% | SEC ↗ |
| Q3 2017 | Oct 23, 2020 | $25.91B−17% | SEC ↗ |
| Q2 2017 | Oct 23, 2020 | $31.25B−2% | SEC ↗ |
| Q1 2017 | Oct 23, 2020 | $31.73B+3% | SEC ↗ |
| Q4 2016 | Oct 23, 2020 | $30.81B+40% | SEC ↗ |
| Q3 2016 | Oct 30, 2020 | $22.02B+45% | SEC ↗ |
| Q2 2016 | Oct 30, 2020 | $15.17B+30% | SEC ↗ |
| Q1 2016 | Oct 30, 2020 | $11.69B | SEC ↗ |