Soros Q4 Rebalancing Roadmap: Heavy Sell-off of Snowflake, Massive Purchases of Microsoft and NVIDIA, New Gold Stock Positions

K-LinePoet · 2026-03-16T19:40:33+00:00

Soros Fund significantly increased its positions in tech giants such as Microsoft and Nvidia in the fourth quarter, while reducing holdings in high-volatility financial stocks and some stocks with significant gains. This indicates the fund's strategy to navigate market uncertainty and pursue a more robust investment approach. The establishment of new positions in gold-related assets and the liquidation of traditional bank stocks reflect a focus on safety margins.

K-LinePoet

2026-03-16 19:40:33

Abstract generation in progress

According to the latest 13F holdings report, Soros Fund Management, affiliated with George Soros, made significant adjustments to its portfolio in the fourth quarter, focusing on increased positions in tech giants and engaging in “buy the dip” operations in energy and crypto-related stocks.

In the tech sector, the report shows that Soros Fund substantially increased its exposure to core technology stocks. Specifically, it added 161,000 shares of Microsoft (MSFT.US), 118,000 shares of NVIDIA (NVDA.US), and approximately 66,000 shares of Apple.

In the software and mobility sectors, beyond hardware giants, the fund also took action by increasing holdings in Atlassian (TEAM.US) by about 216,000 shares, Salesforce (CRM.US) by around 55,000 shares, and Uber (UBER.US) by approximately 119,000 shares.

In utilities and gaming, the fund balanced defense and growth. For defensive sectors and consumer areas, Soros Fund increased its stake in utility company Exelon (EXC.US) by about 488,000 shares, and in major gaming company Electronic Arts (EA.US) by approximately 318,000 shares.

“Cutting Positions”: Reducing High-Volatility and Financial Stocks

In terms of trimming, Soros Fund took profits or cut losses on some stocks that had previously seen large gains:

· Snowflake (SNOW.US): Reduced by approximately 168,000 shares, a significant cut.

· Circle Internet Group (CRCL.US): Reduced by about 151,000 Class A shares.

· Interactive Brokers (IBKR.US): Reduced by roughly 813,000 shares, indicating caution toward the financial brokerage sector.

Clearing and New Positions: Clear rebalancing strategy

· New Positions: This quarter, the fund opened new lines of attack by buying gold-related assets like New Gold (NGD.US), and also established positions in DigitalBridge (DBRG.US), Blue Owl Capital (OWL.US), Exact Sciences (EXAS.US), and Xcel Energy (XEL.US).

· Fully exited positions in KeyCorp (KEY.US), CareTrust REIT (CTRE.US), Cipher Mining (CIFR.US), and KKR & Co. (KKR.US), indicating a shift away from traditional banking and some crypto mining stocks toward more stable or defensive sectors.

Overall, Soros Fund’s strategy in Q4 was very clear: embrace AI and core tech assets like Microsoft and NVIDIA, avoid highly volatile cloud and data companies like Snowflake, and hedge macro uncertainties by building positions in gold stocks. This “selective” rebalancing reflects top hedge fund’s pursuit of certainty and safety margins amid global economic uncertainties.

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