Key facts
- Soros Fund Management reported 2.83 million Intel shares valued at $340.3 million at the end of the third quarter.
- The fund held 100,000 Intel shares at the end of June, according to its prior quarterly disclosure.
- The fund cut its Apple stake by 25.7% to 393,680 shares, the filing showed.
- Its ON Semiconductor position fell 92.7% to 16,594 shares, per the filing.
- Intel stock is up nearly 62% year to date, the report said, on demand for AI data-center CPUs.
Soros Fund Management, the family office of billionaire George Soros, reported a 2.83 million-share Intel position valued at $340.3 million in a 13F filing released on November 13, 2026. The fund had held 100,000 Intel shares at the end of June, according to its previous quarterly disclosure, one of the largest changes in its portfolio.
Intel shares fell late last month after the chipmaker warned of severe cash burn for the year, citing the faltering PC market, manufacturing bottlenecks and heavy spending on expanding production. The stock is still up nearly 62% year to date, the report said, as the company benefits from demand for AI data-center CPUs.
The filing also showed the fund cut its Apple stake by 25.7% to 393,680 shares and its ON Semiconductor stake by 92.7% to 16,594 shares. 13F filings list investment firms' portfolios and are released with a delay.