Soros Fund’s latest 13F report is out! It increased its stake in TSMC and bought Berkshire for the first time since Buffett’s retirement

Billionaire investor George Soros’ Soros Fund Management has filed its latest 13F holdings report with the U.S. Securities and Exchange Commission (SEC). The data reveals major position adjustments in the first quarter, with the most talked-about focus being its substantial increase in chip foundry leader TSMC (TSMC), and its first newly built position in Berkshire Hathaway after Stock Mogul Warren Buffett retired.

Soros places a vote of confidence: the first buy of Berkshire after Abel takes over

In the first quarter (through March 31), the Soros fund initiated a position of 133,277 shares of Berkshire Hathaway, with a market value of about 63.9 million Dollars, while in the prior quarter (end of last December) the fund held no Berkshire shares.

The timing of this investment has sparked market discussion because it happened right after Buffett handed over in late 2025 to the new CEO, Greg Abel. Analysts say the move is akin to Soros casting a tangible vote of confidence in Berkshire’s “post-Buffett era.” On the other hand, Berkshire’s share price had fallen by nearly 4.7% previously due to weakness in its insurance business, which also gives Soros an opportunity for value investing on dips.

Betting big on the AI supply chain: more TSMC, NVIDIA

In semiconductors and the technology sector, the Soros fund has shown strong optimism about the artificial intelligence (AI) hardware supply chain. According to the 13F filing, in the first quarter the fund substantially increased its TSMC (TSM) holdings by 49.3%, bringing total shares held to 522,318. However, Soros also simultaneously bought put positions, adopting a more defensive, multi-layered strategy.

In addition to TSMC, Soros also added to other AI core hardware assets: the holding in AI chip king Nvidia surged by 61.2% (to 1,073,206 shares), and the holding in tech giant Apple (Apple) also rose by 20.3% (to 500,534 shares). At the same time, the fund also slightly initiated a position in memory maker Micron.

Cutting back on Microsoft, Amazon, and Alphabet

Despite heavy investment in AI hardware manufacturing and design, the Soros fund took a strategy of taking profits or reallocating assets in parts of large-cap tech stocks. The filing shows that in the first quarter it adjusted several major tech holdings, including trimming Microsoft by 19.4%, Amazon by 17.5%, and Alphabet by 10.2%. In addition, electric vehicle leader Tesla (Tesla) was also trimmed slightly by 6.3%.

This article, “Soros Fund’s latest 13F report is out! Adds to TSMC, and buys Berkshire for the first time after Buffett’s retirement,” first appeared on ChainNews ABMedia.