Soros Fund Management Buys 666,000 Nvidia Shares Worth $124 Million

NVDANVDA

Soros Fund Management increased its Nvidia holdings to 666,000 shares valued at $124 million, raising its stake in the chipmaker. The position now ranks among the fund’s top allocations, reflecting confidence as Soros builds on this big-tech bet alongside stakes in Amazon and Taiwan Semiconductor.

1. Increased Nvidia Position

In the latest 13F filing, Soros Fund Management disclosed holding 666,000 Nvidia shares valued at $124 million, marking a significant buildup in the chipmaker amid a broader big-tech focus.

2. Portfolio Context and Ratings

Nvidia now ranks among Soros’s largest equity stakes alongside Amazon and Taiwan Semiconductor, with Nvidia carrying a Hold Quant Rating of 3.49, indicating moderate conviction in its near-term outlook.

3. Big Tech Focus and Hedging

The fund also maintains substantial positions in Amazon, Alphabet and TSMC, has added AI-linked names like CoreWeave, and hedges overall market exposure through energy ETF put options.

Sources

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