Soros Fund Management Adds to Berkshire, Mastercard, J&J in SEC 13F
Soros Fund Management disclosed new equity stakes in its latest SEC 13F filing for holdings as of March 31, 2026.
The fund reported it held 133,277 shares of Berkshire Hathaway worth $63.9 million, after previously showing zero Berkshire shares at Dec. 31, 2025. The purchase follows Berkshire Hathaway’s CEO change, with Greg Abel replacing Warren Buffett.
Soros also bought 38,476 Johnson & Johnson shares and added 30,452 Class A shares of Mastercard.
On the tech side, Soros increased Nvidia holdings by 61.2% to 1,073,206 shares, and grew its Apple position by 20.3% to 500,534 shares.
At the same time, Soros trimmed exposure to several large caps, including cuts to Amazon, Alphabet, and Microsoft, and reduced its relatively smaller Tesla stake.
Why it matters for traders: 13F reports are a delayed snapshot. Changes since March 31 may already have happened. Still, the trade pattern—adding to consumer/health and payments while rebalancing big tech—can influence broader risk sentiment, though this is an equities-only update and not a direct crypto catalyst.
Neutral
This is a U.S. equities portfolio update (SEC 13F) and not a direct crypto-sector development. The core signal is Soros Fund Management rebalancing: adding to Berkshire Hathaway, Mastercard, and Johnson & Johnson while trimming several mega-cap tech and reducing Tesla exposure. Historically, large macro/financial funds’ equity moves can slightly affect overall risk sentiment, especially around “buy-the-dip” narratives after corporate leadership changes—but the late and granular nature of 13F data limits real-time trading impact.
Short term, traders are unlikely to adjust crypto positions based solely on this filing because there are no crypto tickers, protocols, or on-chain variables involved. Long term, if these equity trades reflect a broader shift toward defensives/payments and selective tech exposure, they could modestly influence cross-asset risk appetite (e.g., liquidity preference between equities and crypto). But given the delayed snapshot nature of 13F, any crypto linkage is indirect and should be treated as neutral for market stability.