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SB Investment Advisers (UK) Limited
Alex Clavel · Investment Advisor · Venture
SB Investment Advisers (UK) Limited, a subsidiary of SoftBank Group Corp., is a London-based investment manager and the alternative investment fund manager (AIFM) for the SoftBank Vision Funds. Established in 2016, the firm manages several of the world's largest technology-focused funds, including Vision Fund 1 and Vision Fund 2. Its primary focus is on high-growth, tech-enabled companies that leverage artificial intelligence, robotics, and other transformative technologies to disrupt traditional industries. The firm seeks to accelerate the global 'Information Revolution' by providing large-scale capital and operational support to growth-stage startups and established platforms across diverse sectors like fintech, healthtech, and logistics.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -21.4% |
| YTD return | -6.8% |
| Sharpe ratio | -4.43 |
| Win rate | 58% |
| AUM | $11.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $11.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.visionfund.com/ |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| CPNG | Coupang LLC | 41.7% | -41.7% |
| DIDIY | Didi Global Inc ADR | 31.2% | 0.0% |
| GRAB | Grab Holdings Ltd | 12.7% | -36.7% |
| YMM | Full Truck Alliance Co Ltd ADR | 5.3% | -27.6% |
| RLAY | Relay Therapeutics Inc | 4.6% | +192.8% |
| COMP | Compass Inc | 2.1% | +40.3% |
| VIR | Vir Biotechnology Inc | 1.1% | +95.9% |
| AUR | Aurora Innovation Inc | 0.7% | +17.2% |
| NRGV | Energy Vault Holdings Inc | 0.5% | +10.4% |
| DNA | Ginkgo Bioworks Holdings | 0.0% | -40.9% |
| ARM | Arm Holdings plc American Depositary Shares | 0.0% | +61.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | DNA | 0.0% → 0.0% |
| Aug 31, 2026 | BUY | YMM | 5.3% → 5.3% |
| Aug 31, 2026 | SELL | ROIV | 0.7% → 0.0% |
| Aug 31, 2026 | BUY | CPNG | 42.4% → 41.7% |
| Aug 31, 2026 | SELL | AUR | 1.3% → 0.7% |
Investment Style Analysis
SB Investment Advisers (UK) Limited is widely recognized for employing a Venture strategy. As of Sep 3, 2026, the firm oversees approximately $11.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Application and Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, SB Investment Advisers (UK) Limited made a significant move by increasing exposure to DNA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
SB Investment Advisers (UK) Limited focuses on identifying and supporting the next generation of global technology leaders through an AI-first investment lens. The firm's philosophy centers on the transformative potential of the Information Revolution, targeting companies that use data and artificial intelligence to create sustainable, scalable business models with clear paths to profitability. By providing large-scale capital and leveraging its vast global ecosystem, the firm aims to partner with visionary founders to drive societal and industrial transformation, ultimately seeking to enhance human happiness and productivity through technological innovation.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with SB Investment Advisers (UK) Limited.
Similar Investment Style
Based on Venture.
- Accel Partners — Jim Swartz · 3M +20.6%
- Deer Management Co. LLC — Robert P. Goodman · 3M +17.9%
- Nextech Invest Ltd. — Alfred Scheidegger · 3M +33.0%
- Sofinnova Investment, Inc. — James Healy · 3M +15.7%
Frequently asked questions
How is the simulated portfolio for SB Investment Advisers (UK) Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is SB Investment Advisers (UK) Limited's largest holding?
As of the latest filing, SB Investment Advisers (UK) Limited's top position is Coupang LLC (CPNG), representing 41.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is SB Investment Advisers (UK) Limited's historical performance and risk profile?
Our simulation indicates a total return of -21.4% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of -4.43, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does SB Investment Advisers (UK) Limited primarily invest in?
SB Investment Advisers (UK) Limited has a strong preference for the Software - Application sector, which makes up 49.3% of their disclosed assets. The portfolio also has exposure to Internet Retail, indicating a specific thematic focus.
Is SB Investment Advisers (UK) Limited's portfolio concentrated or diversified?
SB Investment Advisers (UK) Limited runs a highly concentrated portfolio with 11 disclosed positions. The top 3 holdings alone account for 85.7% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has SB Investment Advisers (UK) Limited performed in 2026?
Our AI-simulated model portfolio for SB Investment Advisers (UK) Limited tracks a Year-to-Date (YTD) return of -6.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Alex Clavel manage SB Investment Advisers (UK) Limited directly?
Yes, Alex Clavel serves as the key portfolio manager for SB Investment Advisers (UK) Limited, overseeing the investment strategy and final capital allocation decisions.