Insider Monkey recently published an article called Billionaire Masayoshi Son’s Top 10 Stock Picks for 2021.
Son is a Japanese billionaire who is the Softbank multinational conglomerate that owns stocks in technology, energy, and financial services. Recently they established SB Management and SB Northstar to capitalize on tech and biotech opportunities.
Here are Son’s Top 10 Stock picks.
Pacific Biosciences of California, Inc is a company known for DNA Sequencing and genetic analysis. In Q4 2020, their shares were up by 162%; they believed that shares went up as these platforms have been trying to open up commercially. SB Management currently has 9.1 million shares, valued at $238 million. Another biosciences company would be AbCellera Biologics, Inc. They are known for AI antibody research and discovery. SB Management has 6.7 million shares valued at $272 million.
The shares of online streaming platform Netflix went down by 4% at the start of 2021. At the end of Q4 2020, SB Management owns 1 million shares, accounting for 3.29% of the overall portfolio. Salesforce.com Inc is a cloud software company. Their stock prices went down by 4% at the start of 2021. However, it is projected to have a strong revenue return in Q1, with at least $5.8 billion. The shares of Microsoft Corporation, another tech company, soared by 65% extending their 12 month gain by 69.5%. SB Management has 4.9 million shares at the end of the latest quarter.
Taiwan Semiconductor Mfg Co Ltd has had strong momentum this 2021 with strong demand for semiconductors. Their stock prices went up by 8%, increasing their 12 month gain by 143%. SB Management held 11.9 million shares at the end of the last quarter. Alphabet, Google’s parent company, is the fourth largest stock holding of SB Management, accounting for 77% of their overall portfolio. Shares have risen by 19% and have been rising at a sharp pace due to economic reopening.
Paypal Holdings’ shares have been up, with stock prices up by 6%, increasing their 12 month gain by 158%. SB Management increased its stake by 368%; they now own close to 6.1 million shares. Facebook has had a slow performance this year, but SB Management is optimistic about its performance. They raised their position by 41% in the last quarter. Amazon is the largest stock holding of SB Management; it has 2.2 million shares in the previous quarter, accounting for 41% of its portfolio.
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