Soros Fund Reports 28-Fold Intel Stake Increase

Soros Fund Management’s third-quarter 2026 filing showed its Intel position rising from 100,000 shares at the end of June to 2.83 million shares at the end of September, reported at about $340 million. Intel represented roughly 4% of the fund’s reported holdings and was its largest common-stock position, though an energy-sector ETF put position was larger overall. The filing also showed increased stakes in chip-related companies including Micron and SK hynix, while holdings in several major technology stocks, including Nvidia, Microsoft and Apple, were reduced. The disclosure is a backward-looking snapshot and does not establish whether the fund still held these positions when the filing became public in November.