Masayoshi Son has long been one of the most aggressive backers of transformative technology. Through SoftBank Group, he has placed massive bets on companies he believes can reshape entire industries, from e-commerce to mobile to artificial intelligence. While not every investment has been a home run, Son’s willingness to take bold, long-term positions has made SoftBank one of the most closely watched portfolios in the world.
Today, the SoftBank portfolio continues to lean heavily into companies that could ride the next wave of AI adoption. From semiconductor giants to fintech disruptors, Son’s holdings reflect his conviction that artificial intelligence will be the single most powerful driver of wealth creation in the coming decades. With billions committed to this theme, SoftBank is positioning itself to capture upside from both the infrastructure and application layers of AI.
The top positions also highlight Son’s balance between scale and vision: megacaps with global dominance sit alongside emerging players with high-risk, high-reward potential. Together, they illustrate a portfolio built not for incremental returns but for outsized gains in a world increasingly powered by intelligent software, massive data, and advanced chips.
1. T-Mobile US (TMUS) (40.15)% of portfolio
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T-Mobile remains SoftBank’s single largest holding, making up over 40% of the portfolio with more than 50 million shares. While not a pure-play AI company, its role in providing critical 5G infrastructure makes it an indirect enabler of the technology. As more industries adopt AI, demand for high-speed, low-latency connectivity will soar, and carriers like T-Mobile are central to meeting that need.
Son has long believed in telecom as a backbone for digital transformation, and T-Mobile’s growth trajectory, competitive positioning, and cash-generating power give SoftBank a stable anchor. In an AI-driven economy, having control over one of the largest networks in the U.S. provides strategic leverage, ensuring SoftBank is not just betting on AI apps but also the pipes that make them possible.
2. Alibaba (9988) 33.44% of portfolio
Alibaba has been a cornerstone of SoftBank’s portfolio for decades, and despite trimming shares, it remains over 33% of total holdings. Beyond its dominance in Chinese e-commerce and cloud services, Alibaba is making significant investments in generative AI and large language models through its DAMO Academy and AliCloud. These efforts position the company as both a consumer and enterprise AI player in Asia.
For Son, Alibaba represents the long arc of compounding: from a small bet decades ago to one of SoftBank’s greatest success stories. Even as regulatory pressures and slower growth have weighed on the stock, the company’s pivot to cloud and AI infrastructure keeps it highly relevant in SoftBank’s strategy. Son’s reduced stake reflects risk management, not abandonment, of this AI-linked titan.
3. NVIDIA (NVDA) 15.54% of portfolio
No company has more direct exposure to the AI boom than NVIDIA, and SoftBank’s $4.8 billion stake underscores this. With more than 30 million shares, it’s the third-largest position in the portfolio, reflecting Son’s belief that AI runs on NVIDIA’s hardware. From training massive models to powering inference in data centers, NVIDIA’s chips are the gold standard for artificial intelligence.
Son has been outspoken about AI’s potential to be larger than the internet revolution, and NVIDIA is the purest way to express that thesis. The company’s ability to dominate both GPUs and the emerging AI systems stack makes it an essential holding for any investor betting on AI. For SoftBank, it’s both a growth driver and a hedge: if AI adoption accelerates faster than expected, NVIDIA will be one of the biggest beneficiaries.
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4. Taiwan Semiconductor (TSM) 1.45% of portfolio
Another critical AI enabler is Taiwan Semiconductor, where SoftBank holds nearly $450 million. As the world’s largest contract chipmaker, TSMC manufactures the cutting-edge semiconductors that power everything from iPhones to AI supercomputers. Its dominance in advanced process nodes makes it indispensable to companies like NVIDIA and AMD, effectively placing TSM at the heart of the AI supply chain.
Son’s investment here reflects a recognition that without TSMC, the AI boom cannot scale. While geopolitical risk looms large, the company’s technological lead and unmatched capacity ensure it remains a choke point for global innovation. SoftBank’s position signals conviction in the idea that whoever controls chip production controls the future of AI.
5. Tempus AI (TEM) 1.11% of portfolio
Tempus AI, a smaller but notable holding, represents SoftBank’s push into AI-powered healthcare. The company applies machine learning to vast datasets of clinical and molecular information, aiming to personalize treatment and accelerate drug discovery. With more than 5 million shares, SoftBank has made a clear bet that AI will disrupt medicine just as it has other data-heavy industries.
This investment highlights Son’s belief in AI not just as infrastructure but as an application layer transforming real-world outcomes. By backing companies like Tempus, SoftBank positions itself to benefit from the intersection of healthcare, data, and machine learning, a space with trillion-dollar potential over the coming decades.
From Chips to Cloud: SoftBank’s Portfolio Reflects AI’s Full Stack
SoftBank’s portfolio today tells a clear story: Masayoshi Son remains all-in on artificial intelligence. From foundational infrastructure like NVIDIA and TSMC to application-driven companies such as Alibaba and Tempus AI, his bets cover the ecosystem top to bottom. While trimming some positions for risk control, the core focus hasn’t shifted: AI remains at the center.
Whether these high-conviction positions deliver another Alibaba-style windfall or face volatility like other SoftBank ventures, Son’s strategy is unchanged. He’s betting on transformational technologies early, at scale, and with conviction. For investors watching where the future might be built, the SoftBank portfolio remains one of the most important AI roadmaps in the world.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
