Soros Fund Management raises stakes in Micron and Intel
Soros Fund Management increased its holdings in Micron Technology and Intel in the third quarter of 2026, according to a regulatory filing.
The fund’s 13F filing for the period ending September 30, 2026, shows a 58.9% increase in its Micron position to 35,618 shares, valued at approximately $38 million. The Intel stake grew more than 27-fold to 2.83 million shares, which is worth $340 million and accounts for 4.0% of the fund’s total portfolio.
Intel became the single largest holding in the fund’s latest report, a position it did not hold in the previous quarter. The fund’s Q2 2026 filing had already shown a 7.9x increase in its Micron holding to 22,422 shares, and the latest quarter added another 58.9% on top of that.
The timing of the moves stands out against what some peers were doing. Prominent funds including Renaissance and Bridgewater reduced their Micron exposure in Q2 2026, while Soros was building its position during that same quarter and then added more in Q3.
Other notable positions in the filing include Amazon, TSMC, Alphabet, and Nvidia. The 13F data is backward-looking and captures only long US equity positions, so it may not reveal hedges, short positions, or other instruments that could offset what is visible.
What to watch next
The Intel move is the real headline-grabber. The position grew more than 27-fold from the prior quarter, which is less a tweak and more a full rebuild of the portfolio’s furniture.
The Intel position deserves the closest watch, as a more-than-27-fold increase that turns a minor holding into the top position is a decisive call. For Micron, the jump from 22,422 shares in Q2 to 35,618 shares in Q3 shows steady buying.
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