Soros Fund Management significantly increased its chip investments during the third quarter of 2026, according to its 13F filing for September 30, 2026. Its Micron position rose 58.9% to 35,618 shares valued at approximately $38 million, while its Intel holding increased more than 27-fold. The Intel stake, valued at $340 million, represents 4.0% of the portfolio and has become the fund’s largest holding. Other notable positions include Amazon, TSMC, Alphabet, and Nvidia, although 13F data is backward-looking and does not disclose hedges, short positions, or other offsetting instruments.
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