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Explore investment styles, editorial evaluations and disclosed SEC 13F holdings of notable investors.

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Masayoshi Son

SoftBank Group Corp.

Japan

Not rated yet

Masayoshi Son — Investment style

Growth2Value

Targets high-growth technology before profits emerge

Macro6Companies

Combines industry shifts with company-level conviction

Quantitative8Qualitative

Relies heavily on founders, vision and qualitative judgment

Short term8Long term

Invests around multi-decade technology adoption cycles

Concentrated3Diversified

Makes large concentrated bets alongside broad fund holdings

Aggressive1Conservative

Accepts severe drawdowns and balance-sheet risk

Leveraged2Unleveraged

Uses debt and asset-backed funding for major investments

Short8Long positions

Mainly builds long equity and control positions

Innovative1Traditional

Favors AI, semiconductors and emerging platforms

Alternative assets8Stocks

Mainly allocates to equity stakes and acquisitions

Style and evaluation scores are subjective HappyStock editorial assessments.

Evaluation scores

Long-term excess returns8/10

Alibaba and Arm created exceptional long-term gains

Performance consistency3/10

Big winners coexist with severe Vision Fund losses

Downside protection2/10

WeWork and other collapses exposed weak loss protection

Replicability2/10

Requires vast capital and rare founder access

Explosiveness10/10

Exceptional upside from Alibaba and Arm investments

Top 3 investment successes

Early Alibaba Investment : In 2000 SoftBank led a $20 million investment in Alibaba and held a substantial stake as Chinese e-commerce expanded After Alibaba listed in New York in 2014, the stake appreciated dramatically SoftBank later monetized much of its holding over several transactions
Arm Acquisition and Revaluation : SoftBank acquired chip-design company Arm for roughly $31 billion in 2016 Arm listed on Nasdaq in 2023 and its valuation rose sharply In 2024 SoftBank described an investment multiple of about ten times original cost, largely based on the market value of its retained stake rather than fully realized cash gains
Expansion into Japanese Mobile Services : SoftBank acquired Vodafone Japan in 2006 and expanded its mobile subscriber base through network investment and iPhone distribution In 2018 its domestic telecommunications subsidiary listed in Tokyo, demonstrating the scale of the business built after the acquisition

Top 3 investment setbacks

WeWork Investment and Bankruptcy : SoftBank and its Vision Fund backed WeWork at a roughly $47 billion valuation in 2019 despite mounting losses and governance concerns The proposed IPO collapsed and WeWork filed for bankruptcy protection in 2023 Estimated equity investment losses attributable to SoftBank were about $11.5 billion
Katerra Collapse : SoftBank committed roughly $2 billion or more to construction technology startup Katerra and provided additional rescue financing in 2020 Cost overruns, execution problems and delays undermined the business Katerra entered bankruptcy proceedings in 2021 despite the support
DiDi Investment Marked Down : The Vision Fund invested heavily in Chinese ride-hailing company DiDi, but regulation and a share-price collapse followed its 2021 US listing SoftBank reported roughly $8.0 billion in valuation losses attributable to DiDi in the fiscal year ended March 2022 This was a period-specific mark-to-market loss, not a confirmed final realized loss

Top 10 reported SEC 13F holdings

Quarter ended: 2026-06-30 · Filed: 2026-08-14

#	Top 10 reported SEC 13F holdings	Share of reported 13F value
1	Intel (INTC)	67%
2	Symbotic (SYM)	10%
3	T-Mobile US (TMUS)	9%
4	Webtoon Entertainment (WBTN)	2%
5	Inter & Co (INTR)	2%
6	Tempus AI (TEM)	2%
7	Klarna Group (KLAR)	2%
8	Taiwan Semiconductor Manufacturing (TSM)	1%
9	Nu Holdings (NU)	1%
10	VTEX	1%

SEC 13F covers reported positions of an associated investment manager, not the investor’s full current portfolio.