---
title: "SoftBank Group AI portfolio (13F)"
canonical: "https://supercyclehq.com/investors/softbank"
type: "investor"
dataAsOf: "2026-08-14"
period: "2026-06-30"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# SoftBank Group: SoftBank Group

Masayoshi Son's conglomerate behind the Vision Funds, Arm, and the Stargate data center project; the 13F covers its US-listed public positions.

13F for period 2026-06-30, filed 2026-08-14, compared with 2026-03-31. A 13F discloses long US equity positions at quarter end, reported up to 45 days later.

| Measure | Value |
| --- | --- |
| Reported portfolio value | $18.2B |
| In tracked AI stocks | $14.6B (80.2%) |
| Value-weighted AI Exposure Score | 40 |
| Top buildout layer | semiconductors |

## AI positions

| Ticker | Issuer | Value | Shares | Portfolio % | Change vs prior quarter |
| --- | --- | --- | --- | --- | --- |
| [INTC](https://supercyclehq.com/stock/intel.md) | INTEL CORP | $12.1B | 86,956,522 | 66.81% | unchanged |
| [SYM](https://supercyclehq.com/stock/symbotic.md) | SYMBOTIC INC | $1.8B | 39,825,312 | 9.85% | unchanged |
| [TEM](https://supercyclehq.com/stock/tempus-ai.md) | TEMPUS AI INC | $313.1M | 5,405,406 | 1.72% | unchanged |
| [TSM](https://supercyclehq.com/stock/taiwan-semiconductor.md) | TAIWAN SEMICONDUCTOR MFG LTD | $269.8M | 565,000 | 1.48% | trimmed (-71.5%) |
| [RXRX](https://supercyclehq.com/stock/recursion-pharmaceuticals.md) | RECURSION PHARMACEUTICALS IN | $50.0M | 13,636,515 | 0.28% | unchanged |
| [AMBQ](https://supercyclehq.com/stock/ambiq-micro.md) | AMBIQ MICRO INC | $13.2M | 148,939 | 0.07% | unchanged |
| [ABCL](https://supercyclehq.com/stock/abcellera-biologics.md) | AbCellera Biologics Inc | $2.7M | 345,161 | 0.01% | unchanged |


---

Source: https://supercyclehq.com/investors/softbank. Data as of 2026-08-14. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.