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Soros 13-F filing: New MU, AMAT; Exits ADI

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Soros Fund Management shifted its portfolio toward AI-focused semiconductor firms like Micron and Applied Materials while exiting high-valuation positions in Analog Devices and Netflix in Q2 2026.

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New buys: Micron (MU), Applied Materials (AMAT), Flex (FLEX), AMD (AMD) Exited: Analog Devices (ADI), Emcor (EME), Zoetis (ZTS), Netflix (NFLX), Thermo Fisher Scientific (TMO)

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