Soros Fund Management has increased its Nvidia holdings to approximately 1.07 million shares in Q1 2026, adding about 407,530 shares for a 61.2% jump in a single quarter. The position is now valued between $187 million and $242 million, representing 2.7% of the fund’s total equity portfolio, which oversees approximately $28 billion in assets. The firm previously made an even more dramatic move in Q2 2025 with a 1,600% increase in its Nvidia stake. This gradual accumulation pattern across multiple quarters suggests a longer-term thesis on AI infrastructure rather than a short-term trade, as major cloud providers like Microsoft, Amazon, and Alphabet continue committing billions to data center expansion, directly benefiting Nvidia.
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