AI/Tech VisionaryAs of 2026-06-30
Masayoshi Son
SoftBank Group Corp
Founder of SoftBank Group and chairman of the Vision Fund. Built his reputation on the 1990s Alibaba bet that returned roughly 6,000%, and now leads outsized capital allocation into AI, semiconductors, and robotics — including the ARM holding, stakes in OpenAI and NVIDIA, and joint AI infrastructure programs with Saudi Arabia's PIF.
$18.17BAUM
23Holdings
2026-06-30 Summary
1개 종목 신규 매수 (COF) · 2개 비중 축소 · Top holding: INTC 66.8%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준
Holdings
23 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  INTCINTEL CORP | 66.81% | 86,956,522 | $12.14B | +0.00% | No Change |
| 2 |  SYMSYMBOTIC INC | 9.85% | 39,825,312 | $1.79B | +0.00% | No Change |
| 3 |  TMUST-MOBILE US | 9.23% | 10,000,000 | $1.68B | +0.00% | No Change |
| 4 |  WBTNWEBTOON ENTMT INC | 1.98% | 31,432,480 | $358.96M | +0.00% | No Change |
| 5 |  TEMTEMPUS AI INC | 1.72% | 5,405,406 | $313.14M | +0.00% | No Change |
| 6 |  TSMTAIWAN SEMICONDUCTOR MFG LTD | 1.48% | 565,000 | $269.83M | -71.54% | Partial Sell |
| 7 |  NUNU HLDGS L | 1.31% | 17,842,116 | $238.37M | +0.00% | No Change |
| 8 |  CHYMCHIME FINL INC | 0.57% | 5,067,336 | $103.78M | +0.00% | No Change |
| 9 |  QXOQXO INC | 0.52% | 5,470,459 | $94.53M | +0.00% | No Change |
| 10 |  LIFEETHOS TECHNOLOGIES INC | 0.31% | 3,128,902 | $56.76M | +0.00% | No Change |
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