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Soros Capital Doubles Equity Portfolio to $559M, Adds ON Semiconductor and EWY

ON Semiconductor logoON Semiconductor
Sig1.25Sen+1.60Env0.00Soc0.00Gov0.00

Soros Capital Management more than doubled its equity portfolio to $559 million in Q2 2026, bringing the total to 58 positions. Technology and semiconductor exposure now dominates after adding ON Semiconductor and the iShares MSCI South Korea ETF (EWY) for $42.8 million, while cutting Comfort Systems USA, trimming GE Vernova, and reducing Bloom Energy, Analog Devices, and Emcor Group. Retail chatter on chip ETFs stayed neutral.

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