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Baillie Gifford - International Alpha's investment thesis on SoftBank Group Corp. ($9984.T) — Q2 2026 | Buyside Digest

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$9984.TNASDAQSoftBank Group Corp.

NEUTRAL

Baillie Gifford - International Alpha—9984.T

Fund Letter

Q2 2026

Published July 29, 2026

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$6315.00USD

+13.0% vs last month

$5260.00Pitched

+20.1% since pitch

Market Cap$32.46T

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Baillie Gifford's International Alpha strategy delivered strong operational performance in Q2 2026, with 40 percent of holdings seeing upward earnings revisions and two-thirds expected to deliver double-digit earnings growth over three years. The portfolio kept...

— Donald Farquharson / Tom Walsh / Roderick Snell / Jenny Davis / Chris Davies / Steve Vaughan

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