Soros Fund Management buys stake in Berkshire Hathaway, Microsoft

Soros Fund Management, the fund founded by billionaire investor George Soros, has revealed new equity stakes in Berkshire Hathaway, Mastercard, and Johnson & Johnson in a quarterly filing with the U.S. SEC.

This has interestingly occurred after Berkshire Hathaway appointed a new CEO, Greg Abel, following Warren Buffett’s exit from the company.

Soros Fund’s SEC filing

The fund disclosed these new additions to its portfolio through its 13F filing with the SEC, a quarterly report by investment firms with at least $100 million in managed assets.

This filing is expected to be submitted not later than 45 days after the end of every quarter. The latest submission corresponds to the fund’s holdings as of March 31, 2026.

In the filing, the fund stated that it now owned 133,277 Berkshire Hathaway shares, valued at $63.9 million as of March 31.

The company held not a single Berkshire Hathaway share as of December 31, 2025. The Berkshire Hathaway stock fell by about 4.7% during Q4 2025, which could have been perceived by the fund as a buy-the-dip opportunity in the stock market.

Soros’ other moves

The Soros Management Fund also bought 38,476 shares in Johnson & Johnson, with an additional 30,452 class A shares in Mastercard.

The fund also increased its Nvidia holdings in Q1 2026 by 61.2% to a total of 1,073,206 shares, and its stakes in tech giant Apple by 20.3% to 500,534 shares.

Soros fund’s exposure to some stocks was cut, however, as Amazon, Alphabet and Microsoft saw trims to their stakes by 17.5%, 10.2%, and 19.4% respectively. The fund also sold part of its relatively small Tesla holdings, reducing its exposure by 6.3% in total.

Why it matters

The Soros Management Fund manages an estimated $25 billion in assets and has made large, concentrated bets of note in the past across global markets.

Berkshire Hathaway, previously led by Warren Buffett, is the largest conglomerate in the U.S. by market capitalization.

Mastercard remains one of two dominant global payment networks and Johnson & Johnson is one of the largest pharmaceutical and consumer health companies worldwide.

It is also worth remembering that 13F filings are a delayed snapshot of a firm’s holdings, since the reported numbers show where the fund stood at quarter’s end, not where it stands right now.

The Soros Fund Management’s holdings could very well have increased, reduced, or been sold entirely in the weeks since March 31.

The full 13F document is available through the SEC’s EDGAR database, and investors can use these to review exact share counts and compare them to prior quarters.

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