JHVEPhoto
George Soros’s fund took new positions in iShares MSCI South Korea ETF (NYSEARCA:EWY) and VanEck Semiconductor ETF (SMH), exited Core Scientific (CORZ) and iShares MSCI Brazil ETF (NYSEARCA:EWZ), increased its stake in Nvidia (NASDAQ:NVDA), and reduced its holdings in Portillo’s (PTLO) during Q2 2025, according to its 13F form filed on Thursday.
The firm acquired 229K shares of iShares MSCI South Korea ETF (NYSEARCA:EWY) valued at $16.4M and 113K shares of VanEck Semiconductor ETF (SMH) ($31.5M). It closed out its positions in Core Scientific (CORZ), iShares MSCI Brazil ETF (NYSEARCA:EWZ), and Yum China (YUMC).
It boosted holdings in Nvidia (NASDAQ:NVDA) to ~103K shares ($16.3M) from 17.5K shares, Broadcom (AVGO) to 37K shares ($10.2M) from ~11K shares, and Fiserv (FI) to 31K shares ($5.36M) from 15K shares.
Soros Capital Management reduced its stakes in Portillo’s (TLO) to 80K ($936K) from 431K shares, Boston Scientific (BSX) to 6K shares ($654K) from ~154K shares, and Taiwan Semiconductor (TSM) to 64K shares ($14.6M) from 174K shares, according to the filing.
More on iShares MSCI South Korea ETF, NVIDIA, etc.
- Nvidia: Take Most Of Your Profits Before Q2 Earnings
- Beneath The AI Hype: Cracks Are Forming In Nvidia’s Fortress
- EWY: Dividend Tax Reform Could Boost Payout Ratios
- Nvidia, AMD’s China AI chip sales deal with US a bullish sign for AI related tech stocks: Wedbush
- AI chip startup Rivos pursues $500M funding round to design GPUs, challenge Nvidia: report