Soros Fund buys Berkshire, adds Nvidia and TSMC in first quarter

Soros Fund Management initiated a Berkshire Hathaway stake in the first quarter, buying 133,277 shares valued at about $63.9 million as of March 31, 2026, according to a 13F filing cited by MarketWatch. The filing showed the fund’s equity portfolio rose 5.7% to $9.12 billion during the quarter, despite a 4.6% decline in the S&P 500. The Berkshire purchase followed Warren Buffett’s planned retirement at the end of 2025 and Greg Abel’s succession as CEO. Berkshire shares had fallen 4.7% in the fourth quarter amid weakness in its insurance business. Soros Fund also increased Nvidia holdings by 61.2% to 1,073,206 shares, Apple by 20.3% to 500,534 shares and Taiwan Semiconductor Manufacturing by 49.3% to 522,318 shares. It opened a small Micron position of 2,824 shares. The fund cut Amazon by 17.5% to 1,945,789 shares, Alphabet by 10.2% to 573,929 shares, Microsoft by 19.4% to 211,966 shares and Tesla by 6.3% to 53,093 shares.