Softbank G: 25 stocks invested: 40% of the EC sector

Softbank G: 25 stocks invested: 40% of the EC sector

Masayoshi Son: Chairman and President

At the financial report on August 11, I mentioned that I am making a listed stock investment.

There are several important listed companies that promote the “Information Revolution”.

“We would like to continue to concentrate on the IT field, where we are familiar with the situation,” he said.

Stocks held as of the end of June:

As of the end of June 2020, it became clear that it owns 25 stocks such as Amazon and Microsoft

Portfolio totaling $3.8 billion:

Amazon: Outstandingly high at $1 billion
Alphabet: ($475 million),
Adobe: ($249 million)
For the entire portfolio,

EC (Internet mail order),
Corporate software,
American startups such as education,
Wide range of IT companies in China.
There are several companies that are not well known in Japan.

EC related

Other than Amazon

Shopify in Canada and
Argentine Mercado Libre,
Invested in China’s leading Pinduo Duo,
The EC sector holds $1.45 billion, accounting for about 40% of the total.

BtoB related:

It owns 6 companies such as Adobe and Zoom, and in addition to Netflix, Entertainment has also invested in two Chinese companies.

Son:

“The SoftBank Group is no longer an investment company,” he said.

For that reason, how will the 25 stocks be replaced when a new stock list material is submitted to the SEC in the future?

Communications | Toyo Keizai Online

https://toyokeizai.net/articles/-/369987?display=b