WORLDTECHSoros Fund Management raises stakes in Micron and Intel
What happened
Soros Fund's increased stakes in Micron and Intel highlight a strategic bet on the semiconductor sector's future growth and innovation potential. Intel is a semiconductor and electrical company based in Santa Clara.
The fund lifted its Micron Technology stake by 58.9% to 35,618 shares and pushed its Intel position to 2.83 million shares. 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. Both changes come from the fund’s 13F filing for the period ending September 30, 2026, which was made public on November 13, 2026.
A 13F is a quarterly snapshot that large investment managers file to show their US stock holdings. The 35,618 shares were valued at approximately $38 million, based on a price of $1,065 per share.
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Create a free account This was not the first step up. The fund’s Q2 2026 filing had already shown a 7.9x increase in its Micron holding, bringing it to 22,422 shares.