SoftBank's Q2 book is 67% Intel after March PIPE, TSM trimmed -71%

Masayoshi Son's SoftBank Group US filing for Q2 2026 ($18.2B, 30 names) is dominated by the Intel PIPE stake completed in March: INTC at 66.8% of reportable AUM ($12.1B). Other core positions: Symbotic ($1.79B / 9.8%), T-Mobile ($1.68B / 9.2%), WeBull ($359M / 2%), Inter & Co ($329M / 1.8%), Tempus AI ($313M / 1.7%), Klarna ($312M / 1.7%), TSM ($270M / 1.5% — trimmed -71.5%). Two small new positions: Capital One ($56M) and Life Time Group. One trim: Satellogic -6%. One exit: Twenty-One Capital ($570M — likely restructured out).