Masayoshi Son: Stock Portfolio, Performance and Latest Trades
SoftBank Group
13F portfolio value
$18.2B
30 holdings at Q2 2026
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Masayoshi Son's portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
Intel Corp.INTC | 66.8% | $24.23 | +342% | $107.08 | No change |
| 9.85% | $36.35 | +15.7% | $42.06 | No change | |
T-Mobile US Inc.TMUS | 9.23% | $152.15 | +12.6% | $171.31 | No change |
| 1.98% | $22.83 | −56.6% | $9.91 | No change | |
| 1.81% | $4.36 | +65.9% | $7.24 | No change | |
| 1.72% | $35.00 | +97.9% | $69.28 | No change | |
Klarna Group PLCKLAR | 1.72% | $36.65 | −63.3% | $13.46 | No change |
| 1.48% | $194.34 | +136% | $457.99 | Reduced −72% | |
| 1.31% | $10.09 | +52.5% | $15.38 | No change | |
Vtex -Class AVTEX | 0.85% | $8.96 | −55.9% | $3.95 | No change |
| 0.57% | $34.51 | −16.1% | $28.96 | No change | |
Qxo Inc.QXO | 0.52% | $15.77 | −29.5% | $11.12 | No change |
| 0.31% | $11.82 | +206% | $36.22 | No change | |
| 0.31% | $191.29 | +4.2% | $199.40 | New | |
| 0.28% | $6.72 | −41.2% | $3.95 | No change | |
Afya Ltd-Class AAFYA | 0.20% | $16.71 | −15.3% | $14.15 | No change |
| 0.19% | $1.95 | +17.8% | $2.30 | No change | |
| 0.17% | $10.56 | −21.1% | $8.33 | No change | |
| 0.17% | $51.33 | −50.8% | $25.26 | No change | |
Globalstar Inc.GSAT | 0.14% | $24.21 | +244% | $83.22 | No change |
| 0.10% | $13.71 | −25.9% | $10.15 | No change | |
Satellogic Inc-ASATL | 0.08% | $3.77 | +34.7% | $5.08 | Reduced −6.0% |
Ambiq Micro Inc.AMBQ | 0.07% | $36.46 | +61.6% | $58.90 | No change |
| 0.06% | $12.23 | −96.1% | $0.48 | No change | |
Seer Inc.SEER | 0.05% | $2.95 | −26.4% | $2.17 | No change |
| 0.01% | $4.46 | +169% | $12.02 | No change | |
| 0.01% | $9.06 | — | — | No change | |
| 0.01% | $2.62 | −21.5% | $2.06 | No change | |
Life360 Inc.LIF | 0.00% | $38.55 | +8.6% | $41.88 | New |
| 0.00% | $2.80 | −88.2% | $0.33 | No change |
Masayoshi Son's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
T-Mobile US Inc.TMUS | Reduced −29% | −18,686,333 | $10.8B |
Intel Corp.INTC | New | +86,956,522 | $2.9B |
Nvidia Corp.NVDA | Added +5.2% | +1,583,900 | $6B |
Klarna Group PLCKLAR | New | +15,400,224 | $564.4M |
Oracle Corp.ORCL | Sold out | −1,220,000 | — |
Lemonade Inc.LMND | Reduced −40% | −2,394,774 | $190.8M |
Metsera Inc59267L107 | Reduced −24% | −1,165,193 | $191.2M |
| Sold out | −10,438,413 | — | |
| Added +68% | +1,788,630 | $57.1M | |
Ambiq Micro Inc.AMBQ | New | +148,939 | $4.5M |
| Reduced −15% | −3,167,183 | $285.7M | |
| New | +259,082 | $725.4K |
Masayoshi Son's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Technology | 71% |
| Communication Services | 11% |
| Industrials | 11% |
| Financials | 6.3% |
| Health Care | 0.4% |
| Consumer Discretionary | 0.0% |
Portfolio performance: Masayoshi Son vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +111.7% | +16.2% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Masayoshi Son's most traded stocks
Quarters with a buy or a sell, all reports since Q4 2013.
| Company | Quarters bought | Quarters sold |
|---|---|---|
T-Mobile US Inc.TMUS | 6 | 9 |
Lemonade Inc.LMND | 4 | 9 |
Nvidia Corp.NVDA | 7 | 6 |
| 5 | 6 | |
| 4 | 4 | |
| 6 | 2 | |
| 2 | 5 | |
Satellogic Inc-ASATL | 4 | 3 |
| 5 | 2 | |
Doordash Inc.DASH | 4 | 3 |
Ionq Inc.IONQ | 3 | 4 |
Afya Ltd-Class AAFYA | 5 | 2 |
| 2 | 5 | |
| 3 | 3 | |
| 3 | 3 |