SoftBank Investor Presentation Deck
SVF1
PROGRESS & HIGHLIGHTS
Fifth Largest US Technology IPO of All Time¹
As of September 30, 2023
INVESTING
SVF1
Monetization ²
$8.6B Gross Gain
2.0x Gross MOIC³
MONETIZATION
VALUE
CREATION
LISTING HIGHLIGHTS4
$32B
Acquisition
Cost
MEDIATEK
AMD
$52B
NVIDIA
IPO
Valuation
STRATEGIC IPO INVESTORS
$65B
Day 1 Close
Market Cap
SAMSUNG
cadence Google intel
SYNOPSYS®
0,8/5.45
Neds
PSICO
40.19%
+0.35 $180.03
</dr
NasdaqListed
Ndes
AAPL 0.55%
Nasdaq100
+0.95 $175.16
UNCH
0.00 $51.00
+ 12
SBUX
Nasdaq100
UNCH
0.00 $96.93
Footnotes:
1. Source: SBIA Analysis & Renaissance Capital - All-Time Largest US IPOs. Based on IPO proceeds and companies designated as "Technology" sector by Renaissance Capital.
2. In August 2023, a subsidiary of SoftBank Group acquired substantially all of SoftBank Vision Fund 1's interest in Arm Limited and related subsidiaries, with the associated payments to be made in installments over a two-year period. Gross gain includes cash dividends
received.
3.
arm
NDAQ 0.22%
NasdaqListed
-0.11 $50.99
amazon
Gross Investment Multiple of Invested Capital ("MOIC") is Gross Realized Proceeds divided by investment cost. Gross Realized Proceeds defined as the sum of all external cash flows and dividends in kind derived from investments, gross of taxes, transaction fees,
investment-related financing and other fund-related expenses. Investment Cost defined as the sum of all external cash flows directed towards Portfolio Companies, dividends reinvested, principal amounts borrowed as directly related to investments, and net premiums
paid by SVF1 for investment-related hedges.
4. "Acquisition Cost" is the total amount invested by SVF1 in Arm Holdings as of September 30, 2023. "IPO Valuation" represents Arm's IPO valuation before dilution per Arm's F-1 filing. "Day 1 Close Market Cap" per CapIQ. "Strategic IPO Investors" per Arm's F-1 filing.
The information herein is provided solely for illustrative purposes, reflects the current beliefs of SBIA as of the date hereof. Certain information was provided by a third party and SBIA makes no representation regarding the accuracy of the information. The Investments
presented herein are solely for illustrative purposes, have been selected in order to demonstrate examples of SoftBank Vision Fund 1 investments, and do not purport to be a complete list thereof. Please refer to visionfund.com/portfolio for a more complete list of SoftBank
Vision Fund 1 Investments. Net performance individual investments cannot be calculated without making arbitrary assumptions about allocations of fees and expenses, and for that reason is not included herein. Past performance is not indicative of future results. Third-party
logos included herein are provided for illustrative purposes only. Inclusion of such logos does not imply affiliation with or endorsement by such firms or businesses. There is no guarantee that the Manager, the Fund's portfolio companies, or SoftBank will work with any of the
firms or businesses whose logos are included herein in the future. As of the date of this presentation, Vision Fund 1 has sold substantially all its holdings in Arm.
AMZN 0.48%
Nasdaq100
-0.70 $144.15
Nasdaq
ARM
NasdaqListed
8
Nasdaq100
PayPal
PYPL0.999
p
+0.62 $63
+AGD VR
=SoftBank
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