George Soros: Change in the Portfolio Structure?
The claim that George Soros has exited his positions in Alphabet (Google) and is focusing on three specific AI companies cannot be conclusively confirmed. According to reports on his portfolio in the first quarter of 2025, major technology companies such as Amazon and Salesforce still rank among the top positions.
Current Top Positions
Amazon ranks 10th in the portfolio with an additional purchase of 101,440 shares. Salesforce is in 9th place with an additional purchase of 45,411 shares. New to the portfolio is Entergy with over a million shares.
Assessment of the AI Trend
Artificial intelligence is a significant megatrend with great potential. Technology companies, including Amazon and Salesforce, are massively investing in AI technologies. However, these are widely diversified and not purely “AI providers”.
Conclusion
A complete shift to specialized AI companies is not substantiated. Soros Fund Management has expanded its positions in major tech firms like Amazon and Salesforce. An exit from Alphabet is not mentioned in the reports.
Summary: Soros continues to bet on major tech companies and is investing heavily, particularly also in AI technologies.
Note: Information is based on public data and reports up to the end of March/beginning of April 2025.