NEW YORK, May 16 —
- New Berkshire stake: Soros Fund Management bought 133,277 shares of Berkshire Hathaway, valued at approximately $63.9 million as of March 31.
- Portfolio growth: The fund’s equity holdings increased 5.7% to $9.12 billion during the first quarter despite the S&P 500 falling 4.6%.
- Big tech additions: Stakes in Nvidia rose 61.2%, Apple increased 20.3%, and Taiwan Semiconductor Manufacturing (TSMC) climbed 49.3%.
- New chip position: The fund opened a smaller position in Micron Technology, purchasing 2,824 shares.
- Tech reductions: Holdings in Amazon, Alphabet, Microsoft, and Tesla were reduced during the quarter.
| Company | Action | Change | Shares Held |
|---|---|---|---|
| Berkshire Hathaway | New Position | New | 133,277 |
| Nvidia | Increased | +61.2% | 1,073,206 |
| Apple | Increased | +20.3% | 500,534 |
| TSMC | Increased | +49.3% | 522,318 |
| Micron Technology | New Position | New | 2,824 |
| Amazon | Reduced | -17.5% | 1,945,789 |
| Alphabet | Reduced | -10.2% | 573,929 |
| Microsoft | Reduced | -19.4% | 211,966 |
| Tesla | Reduced | -6.3% | 53,093 |
Soros Fund Enters Berkshire Hathaway After Leadership Change
Soros Fund Management, founded by billionaire investor George Soros, disclosed a new investment in Berkshire Hathaway, signaling confidence in the conglomerate’s post-Warren Buffett era.
According to a quarterly 13F filing submitted to the U.S. Securities and Exchange Commission, the fund owned 133,277 Berkshire Hathaway shares as of March 31, valued at roughly $63.9 million. The investment came after the fund reported no Berkshire position at the end of the previous quarter.
The move follows Buffett’s retirement at the end of 2025, with longtime Berkshire executive Greg Abel taking over leadership of the company. The purchase also arrived after Berkshire shares experienced weakness late last year, creating what some investors viewed as a buying opportunity.
Soros Increases Exposure to AI and Semiconductor Stocks
Beyond Berkshire Hathaway, Soros Fund Management expanded several technology-related investments during the first quarter, particularly in companies tied to artificial intelligence and semiconductors.
The fund increased its stake in Nvidia by 61.2%, bringing total holdings to more than 1.07 million shares. It also boosted its investment in Apple by 20.3% and expanded its position in Taiwan Semiconductor Manufacturing by 49.3%.
In addition, the fund opened a relatively small new position in Micron Technology, reflecting continued interest in the semiconductor sector.
Fund Trims Major Technology Positions
At the same time, Soros Fund Management reduced exposure to several major technology companies.
The fund lowered its Amazon holdings by 17.5%, trimmed Alphabet positions by 10.2%, and reduced its stake in Microsoft by 19.4% during the quarter.
Its smaller investment in Tesla was also cut by 6.3%, according to the filing.
Despite market volatility, the overall value of Soros Fund Management’s equity portfolio increased to $9.12 billion, outperforming broader market declines during the quarter.
