SOFTBANK GROUP CORP.

Comprehensive Analysis of SoftBank Group Corp. 13F Filing (Q3 2025)

1. Portfolio Overview

The most striking feature of SoftBank Group Corp.’s Q3 2025 13F filing is the dramatic contraction in portfolio size. The total portfolio value plummeted by 53.3%, decreasing from $24.94 billion to $11.66 billion. This reduction was driven primarily by asset liquidations rather than broad market depreciation, as evidenced by the disposal of a massive $15+ billion position in T-Mobile US. T...