
AI/Tech VisionaryAs of 2025-12-31
Masayoshi Son
SoftBank Group Corp
Masayoshi Son is the portfolio manager of SoftBank Group Corp, managing $15.47B in assets based on SEC 13F filings. AI/Tech Visionary investment style.
$15.47BAUM
23Holdings
2025-12-31 Summary
1개 종목 신규 매수 (XXI) · 5개 비중 축소 · Top holding: TMUS 37.4%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-12-31 기준Holdings
23 positions| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 | XXITWENTY ONE CAP INC | 26.53% | 89,106,748 | $780.58M | - | New Position |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 20.50% | 1,985,000 | $603.22M | +0.00% | No Change |
| 3 | WBTNWEBTOON ENTMT INC | 13.92% | 31,432,480 | $409.57M | +0.00% | No Change |
| 4 | TEMTEMPUS AI INC | 10.85% | 5,405,406 | $319.19M | +0.00% | No Change |
| 5 | ![]() NUNU HLDGS L | 10.15% | 17,842,116 | $298.68M | +0.00% | No Change |
| 6 | CHYMCHIME FINL INC | 4.34% | 5,067,336 | $127.54M | +0.00% | No Change |
| 7 | QXOQXO INC | 3.59% | 5,470,459 | $105.53M | +0.00% | No Change |
| 8 | LMNDLEMONADE I | 2.24% | 925,496 | $65.88M | -74.03% | Partial Sell |
| 9 | RXRXRECURSION PHARMACEUTICALS IN | 1.90% | 13,636,515 | $55.77M | -7.03% | Partial Sell |
| 10 | YMMFULL TRUCK ALLIANCE CO LTD | 1.42% | 3,884,483 | $41.68M | -11.84% | Partial Sell |
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