Soros bought Amazon Apple in the first quarter, cleared Ali and Facebook

Soros’s capital update the 13F position report as of March 31, 2020. In the most volatile first quarter, Soros bought $ Sprint (S) $ and $ Telephone (T) $ The third-largest operator in the United States and the fourth-largest operator announced a merger in the first quarter, with a transaction value of $ 26 billion. Sprint has now been delisted.

In addition, Soros Capital also bought new companies such as $ Apple (AAPL) $, $ Amazon (AMZN) $, $ Visa (V) $, and $ Activision Blizzard (ATVI) $. 13F shows that the company cleared the first quarter of $ AMD (AMD) $, $ Facebook (FB) $, $ Alibaba (BABA) $, $ TSMC (TSM) $, $ Applied Materials (AMAT) $ and other companies. Also reduced the position of gold ETF $ SPDR gold ETF (GLD) $. From the report as of the end of March, the current largest position of Soros Capital is Amazon and Apple. It holds 3823 shares of Amazon, worth $ 7.45 million, and holds 26,900 shares of Apple, worth $ 6.84 million.

Due to the epidemic, Amazon’s e-commerce business has developed rapidly, with a year-to-date increase of nearly 30%. In addition, game stocks Activision Blizzard also caused a substantial increase in performance due to home orders.

Of course, due to the market turmoil in the first quarter, Soros is not a long-term investor, so his position changes are relatively large every quarter, and cannot be used as the current investment opinion ~