10 Tech Stocks To Buy According To Billionaire George Soros

Published February 10, 2022 at 4:51 pm EST Updated August 19, 2026 at 7:04 am EDT

In this article, we discuss 10 tech stocks to buy according to billionaire George Soros.

George Soros is a Hungarian-American billionaire investor who in 1970 founded Soros Fund Management, which is a New York-based hedge fund investing in public equity, fixed income markets, foreign exchange, currency, commodity markets, private equity, and venture capital funds.

According to the third quarter 13F filings, Soros Fund Management had a portfolio worth $5.4 billion, with investments concentrated in the information technology, healthcare, finance, consumer discretionary, and communications sectors.

In Q3 2021, Soros Fund Management purchased 76 new stocks, bought additional stakes in 32 securities, sold out of 83 companies, and reduced holdings in 26 equities. The fund’s top buys for Q3 2021 included IHS Markit Ltd. (NYSE:INFO), Nuance Communications, Inc. (NASDAQ:NUAN), and Spotify Technology S.A. (NYSE:SPOT). Whereas, Soros Fund Management reduced holdings in Atlassian Corporation Plc (NASDAQ:TEAM), The Walt Disney Company (NYSE:DIS), and OneMain Holdings, Inc. (NYSE:OMF).

The most notable Q3 stock picks of George Soros’ Soros Fund Management include Amazon.com, Inc. (NASDAQ:AMZN), salesforce.com, inc. (NYSE:CRM), and Airbnb, Inc. (NASDAQ:ABNB).

10 Tech Stocks To Buy According To Billionaire George Soros

Our Methodology

We used the third quarter portfolio of Soros Fund Management for this analysis, selecting the fund’s top technology stocks for the period. We have ranked the list according to the hedge fund’s stake value in each holding.

Tech Stocks To Buy According To Billionaire George Soros

10. Airbnb, Inc. (NASDAQ:ABNB)

Soros Fund Management’s Stake Value: $13,001,000

Percentage of Soros Fund Management’s 13F Portfolio: 0.24%

Number of Hedge Fund Holders: 58

Airbnb, Inc. is an American travel technology company that offers an online marketplace for lodging and vacation rentals. Airbnb, Inc. is a popular tech stock among elite hedge funds, with the Q3 database of Insider Monkey suggesting that 58 funds were bullish on the stock, with collective stakes worth $2.71 billion.

Soros Fund Management added Airbnb, Inc. to its portfolio in Q2 2021, buying 54,500 shares. In the third quarter of 2021, the fund elevated its Airbnb, Inc. stake by 43%, holding a total of 77,500 shares, worth $13 million, representing 0.24% of the total Q3 13F securities.

BTIG analyst Jake Fuller on February 8 downgraded Airbnb, Inc. to Neutral from Buy. The analyst was concerned over consensus expectations and the sustainability of multiples if estimates are coming down and growth is slowing. He added that the post-Omicron expectations for the company are “aggressive”, particularly in Q2, when he sees single-digit bookings growth given a tough comp.

Renaissance Technologies held a prominent position in Airbnb, Inc. in Q3 2021, with 2.7 million shares worth $465.3 million.

Here is what Tollymore Investment Partners has to say about Airbnb, Inc. in its Q3 2021 investor letter:

“Today disruptors are not typically seeking to replace incumbents entirely. Rather, they break the links in the customer journey, in doing so better aligning monetisation with value creation and minimizing externalities. For example, Airbnb broke the link between staying in residential property and owning it. Airbnb is a specific example of a business model innovation which separated asset use from ownership. This is hardly a novel idea; it’s called renting. Rental models lend themselves to assets which are expensive and durable, and where usage is infrequent.”

9. Coupang, Inc. (NYSE:CPNG)

Soros Fund Management’s Stake Value: $13,925,000

Percentage of Soros Fund Management’s 13F Portfolio: 0.25%

Number of Hedge Fund Holders: 45

Coupang, Inc. (NYSE:CPNG) is a South Korean e-commerce company, providing home goods and decor, apparel, groceries, sporting goods, electronics, everyday consumables, and restaurant delivery services.

In Q3 2021, Soros Fund Management added Coupang, Inc. to its investment portfolio, buying 500,000 shares of the company, worth approximately $14 million, representing 0.25% of the fund’s total 13F securities.

Mizuho analyst James Lee lowered the price target on Coupang, Inc. to $32 from $40 and kept a Neutral rating on the shares on November 15. The company reported a mixed quarter due to capacity constraints from a warehouse fire, increased investments in fresh/food delivery, and rising Covid related costs, the analyst told investors in a research note, and he expects these issues to remain in the fourth quarter.

Among the hedge funds tracked by Insider Monkey in Q3 2021, 45 funds held long positions in Coupang, Inc., up from 33 funds in the quarter earlier. Greenoaks Capital held the biggest stake in Coupang, Inc., with more than 209 million shares worth $5.8 billion.

In addition to Amazon.com, Inc., salesforce.com, inc. (NYSE:CRM), and Airbnb, Inc., Coupang, Inc. is a popular tech stock among smart investors.

8. Aptiv PLC (NYSE:APTV)

Soros Fund Management’s Stake Value: $14,206,000

Percentage of Soros Fund Management’s 13F Portfolio: 0.26%

Number of Hedge Fund Holders: 44

Aptiv PLC (NYSE:APTV) is a global technology company based in Dublin, Ireland, specializing in safety technology and autonomous driving solutions for the automotive markets.

Credit Suisse analyst Dan Levy lowered the price target on Aptiv PLC on February 7 to $185 from $190 and kept an Outperform rating on the shares. After a challenged start to 2022 for the stock, the analyst believes an attractive entry point has emerged, and reaffirms Aptiv PLC as his Top Pick.

Among the hedge funds tracked by Insider Monkey, 44 hedge funds were bullish on Aptiv PLC in the third quarter, up from 40 funds in the quarter earlier. Impax Asset Management held the leading stake in Aptiv PLC in Q3 2021, with 3.78 million shares worth over $563 million.

Here is what Oakmark Funds has to say about Aptiv PLC in their Q1 2021 investor letter:

“Aptiv approached our estimates of intrinsic value and was, therefore, eliminated during the period. The company was a longstanding investment of the Fund and produced successful outcomes. We continue to believe that Aptiv is a well-positioned auto supplier that is likely to continue outgrowing light vehicle production for the foreseeable future, but this dynamic is now more fully appreciated by the market.”

7. DiDi Global Inc. (NYSE:DIDI)

Soros Fund Management’s Stake Value: $21,171,000

Percentage of Soros Fund Management’s 13F Portfolio: 0.39%

Number of Hedge Fund Holders: 15

DiDi Global Inc. (NYSE:DIDI) is a mobility technology platform offering on-demand ride hailing services across China, Brazil, Mexico, and internationally. On January 12, DiDi Global Inc. began discussions with the Hong Kong stock exchange about a public listing, and the stock rose 5.3% on the news.

Soros Fund Management headed into the third quarter of 2021 with 2.71 million shares of DiDi Global Inc., amounting to $21.1 million, representing 0.39% of the total 13F securities.

In Q3 2021, 15 hedge funds in the database of Insider Monkey held long positions in DiDi Global Inc., down from 46 funds in the prior quarter. Philippe Laffont’s Coatue Management held the largest position in DiDi Global Inc. in the third quarter, with 40.4 million shares worth $301 million.

DiDi Global Inc. is a significant tech stock pick of billionaire George Soros, just like Amazon.com, Inc., salesforce.com, inc. (NYSE:CRM), and Airbnb, Inc..

6. Accenture plc (NYSE:ACN)

Soros Fund Management’s Stake Value: $24,154,000

Percentage of Soros Fund Management’s 13F Portfolio: 0.44%

Number of Hedge Fund Holders: 56

Accenture plc (NYSE:ACN) is a multinational company based in Ireland, providing IT services including technology innovation, intelligent automation, cloud computing, marketing, supply chain management, zero-based budgeting, and customer experience, among others.

Soros Fund Management acquired a stake in Accenture plc (NYSE:ACN) in Q4 2010, but sold off his shares entirely in Q2 2011. Over the years, the fund purchased Accenture plc (NYSE:ACN) shares and discarded them again. As of Q3 2021, Soros Fund Management boosted its position in Accenture plc (NYSE:ACN) by 51%, holding 75,500 shares of the company, worth $24.1 million. The stock accounts for 0.44% of the fund’s 13F securities.

On January 9, Goldman Sachs analyst Brian Essex initiated coverage of Accenture plc (NYSE:ACN) with a Neutral rating and a $446 price target. The analyst sees Accenture plc (NYSE:ACN) as among the best positioned to take advantage of IT services spending. However, the stock currently trades at a historical premium, which reflects its quality of management and execution, the analyst told investors in a research note.

According to Insider Monkey’s Q3 data, 56 hedge funds were long Accenture plc (NYSE:ACN), up from 52 funds in the quarter earlier. Ako Capital held a leading position in Accenture plc (NYSE:ACN), with 2.24 million shares worth approximately $719 million.

Here is what Polen Global Growth has to say about Accenture plc (NYSE:ACN) in its Q3 2021 investor letter:

“Accenture continues to perform well as the business has grown through the pandemic. Accenture has benefited as businesses around the world have sought a trusted partner to enable their digital transformation. Those leading in the new world are accelerating investment, while those lagging are investing to close the gap. These are two great examples of the pandemic accelerating trends that were already in motion, making leaders more resilient.”

5. salesforce.com, inc. (NYSE:CRM)

Soros Fund Management’s Stake Value: $30,105,000

Percentage of Soros Fund Management’s 13F Portfolio: 0.55%

Number of Hedge Fund Holders: 119

salesforce.com, inc. (NYSE:CRM) is a California-based cloud computing company focused on providing customer relationship management services worldwide. Hedge fund sentiment was positive around salesforce.com, inc. (NYSE:CRM) in Q3 2021, with 119 funds holding long positions in the company, up from 108 funds in the prior quarter.

Soros Fund Management started building its position in salesforce.com, inc. (NYSE:CRM) back in Q1 2012, but the fund was inconsistent with its stake in the company, buying and selling off shares entirely over the years. Heading into Q3 2021, Soros Fund Management held 111,000 salesforce.com, inc. (NYSE:CRM) shares, worth $30.1 million, representing 0.55% of the total 13F securities for the period.

On February 7, Loop Capital analyst Yun Kim lowered the price target on salesforce.com, inc. (NYSE:CRM) to $225 from $275 and kept a Hold rating on the shares as part of a broader research note on the software sector. The analyst stated that his checks into salesforce.com, inc. (NYSE:CRM) suggest largely steady business trends driven by a consistent volume of smaller and medium-sized expansion deals, though his reduced price target reflects expected lower cash flow estimates in 2024 and beyond.

Among the hedge funds tracked by Insider Monkey, Fisher Asset Management held the largest stake in salesforce.com, inc. (NYSE:CRM) in Q3 2021, with roughly 14 million shares worth $3.7 billion.

Here is what ClearBridge Large Cap Growth Strategy has to say about salesforce.com, inc. (NYSE:CRM) in its Q3 2021 investor letter:

“On an individual stock basis, leading contributors to absolute returns in the third quarter included positions in Salesforce.com. Meanwhile, with a new CFO focused on delivering consistent growth and expanding margins, Salesforce could soon surpass SAP as the world’s largest enterprise applications provider with an all-subscription-based model. The recent acquisition of Slack should better connect the company’s products and services with its users as the messaging platform becomes more dynamic and interactive.”

4. Marqeta, Inc. (NASDAQ:MQ)

Soros Fund Management’s Stake Value: $88,480,000

Percentage of Soros Fund Management’s 13F Portfolio: 1.63%

Number of Hedge Fund Holders: 20

Marqeta, Inc. (NASDAQ:MQ) is a cloud-based payments technology company that issues cards and solutions to e-commerce vendors, digital banks, tech companies, and prominent financial institutions. In Q3 2021, Soros Fund Management held 4 million Marqeta, Inc. shares, worth $88.4 million, representing 1.63% of the total 13F investments.

On February 9, Marqeta, Inc. provided financial guidance for net revenue and adjusted EBITDA for the fourth quarter ending December 31, 2021. In light of higher than expected processing volumes, the company expects to outperform the previously announced guidance for both its net revenue and adjusted EBITDA for the fourth quarter.

Barclays analyst Ramsey El-Assal lowered the price target on Marqeta, Inc. to $20 from $35 and kept an Overweight rating on the shares on January 21. The analyst remains “quite positive” on Marqeta, Inc.’s growth prospects and believes the company is well positioned as a “clean F22 beat & raise story.”

A total of 20 hedge funds were bullish on Marqeta, Inc. in the third quarter of 2021, down from 35 funds in the preceding quarter. Coatue Management is the leading Marqeta, Inc. stakeholder as of Q3 2021, with 28.4 million shares valued at $612.4 million.

Here is what Alger Spectra Fund has to say about Marqeta, Inc. in its Q4 2021 investor letter:

“Margeta facilitates the implementation of digital payment technologies. It is a Positive Dynamic Change beneficiary in the digital payments industry. We believe as more commerce is conducted digitally, the digitization and transformation of the payments ecosystem is needed, which Margeta seeks to address through its modern payment card issuing platform, providing infrastructure and tools for building configurable payment cards. Margeta offers issuer processor services and acts as a card program manager. Its platform creates customized payment cards that provide innovative payment experiences for their clients’ customers and end users.

Marqeta has emerged as a card issuing platform category leader in many disruptive verticals, including on-demand delivery, alternative lending, expense management, disbursement, digital remittances, and digital banks. Margeta’s solutions are even sought out by large financial institutions to improve their existing offerings and stay competitive with technology-focused new market entrants. Margeta detracted from performance despite achieving strong revenue growth with higher gross profitability and an expanded customer base in the third quarter. We believe the expiration of a lock up period and the company facing tough comparisons resulting from COVID-19 stimulus payments having boosted consumer spending contributed to the underperformance of Marqeta shares. Additionally, the still small footprints within the Margeta revenue base of crypto, truck brokerage and business-to-business clients may take time to scale.”

3. Nuance Communications, Inc. (NASDAQ:NUAN)

Soros Fund Management’s Stake Value: $156,745,000

Percentage of Soros Fund Management’s 13F Portfolio: 2.89%

Number of Hedge Fund Holders: 61

Nuance Communications, Inc. is a Massachusetts-based multinational computer software company that provides speech recognition and artificial intelligence software.

Soros Fund Management initially purchased a stake in Nuance Communications, Inc. in Q1 2014, before disposing of the shares entirely in Q4 2014. After being inconsistent with its position in Nuance Communications, Inc. over the years, the hedge fund acquired a stake in the company in Q2 2021, and boosted its position by 112% in Q3 2021, holding shares worth $156.7 million.

On February 7, Nuance Communications, Inc. reported earnings for Q4 2021, posting a Q4 non-GAAP EPS of $0.08, and a revenue of $321.4 million, down 7.1% year-on-year.

Nuance Communications, Inc. on April 11, 2021 entered into a merger agreement with Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT), through a wholly-owned subsidiary, agreed to acquire all of the outstanding shares of Nuance Communications, Inc. for $56.00 per share in an all-cash transaction. As a result of the merger, Nuance Communications, Inc. will cease to be a publicly traded company and the deal is expected to close by the end of the first quarter of 2022.

Among the hedge funds tracked by Insider Monkey in Q3 2021, 61 funds were bullish on Nuance Communications, Inc., with stakes totalling $4.8 billion, as compared to 72 funds in the preceding quarter, holding stakes in Nuance Communications, Inc. worth $5.5 billion. Pentwater Capital Management held the largest stake in the company in Q3, with 17.5 million shares valued at roughly $967 million.

Here is what Rhizome Partners has to say about Nuance Communications, Inc. in its Q3 2021 investor letter:

“We also exited our small position in Nuance upon Microsoft’s acquisition. Nuance is a leader in voice recognition software, with dominant market share, and its speech-to-text product is the gold standard in radiology. In addition, by eliminating the need for note taking and allowing doctors to focus on patient care, Nuance could transform the way doctors treat patients. We built a 1% position in Nuance after attending its comprehensive investor day. Our view is that if Nuance can successfully grow its voice-recognition software in doctor’s offices, it could be worth multiples of our cost basis. Microsoft’s acquisition eliminated the multi-bagger upside but also partially validates the belief that Nuance is a high-quality technology company. We exited Nuance with a 62% gain in less than a year. This example is representative of the slight adjustments we made to our portfolio construction. We will allocate to small bets on technology and high-growth companies that could increase our exposure to “right tail” upside. Rest assured that our focus is still roughly 50% real estate, 30% high-quality companies trading at cheap multiples of free cash flow, and the rest in investments with the potential for growth and higher upside.”

2. Alphabet Inc. (NASDAQ:GOOG)

Soros Fund Management’s Stake Value: $159,026,000

Percentage of Soros Fund Management’s 13F Portfolio: 2.93%

Number of Hedge Fund Holders: 156

Soros Fund Management started building its position in Alphabet Inc. (NASDAQ:GOOG) in Q4 2015, and after selling off its stake over the years, the hedge fund held shares of Alphabet Inc. consistently from Q2 2019 onwards. Heading into the third quarter of 2021, Soros Fund Management held 59,482 Alphabet Inc. shares, worth $159 million, representing 2.93% of the total 13F portfolio.

Publishing its Q4 results on February 1, Alphabet Inc. posted earnings per share of $30.69, topping estimates by $3.41. Revenue over the period jumped 32.39% year-on-year to $75.33 billion, outperforming estimates by $3.50 billion.

On February 2, Stifel analyst Scott Devitt raised the price target on Alphabet Inc. to $3,500 from $3,200 and kept a Buy rating on the shares after the company reported what he called “another strong quarter”.

In Q3 2021, 156 hedge funds were bullish on Alphabet Inc., with stakes totalling roughly $35 billion, up from 155 funds in the prior quarter, holding stakes in Alphabet Inc. worth $33.79 billion. TCI Fund Management held the leading stake in Alphabet Inc., with 2.95 million shares worth $7.8 billion.

Here is what Weitz Investment Management has to say about Alphabet Inc. in its Q4 2021 investor letter:

“A couple of other platform companies deserve a mention as well. Meta Platforms and Alphabet have both been under regulatory scrutiny that has affected their valuations. The threats of punitive action are real, but we have tried to be imaginative about how onerous any fines, rule changes or forced divestitures might be, and we believe that the five year outlook for each is well above average under almost any scenario. So, we include these two in the list of the under-appreciated.”

1. Amazon.com, Inc. (NASDAQ:AMZN)

Soros Fund Management’s Stake Value: $302,096,000

Percentage of Soros Fund Management’s 13F Portfolio: 5.57%

Number of Hedge Fund Holders: 242

Amazon.com, Inc. is a Washington-based e-commerce giant and multinational technology company that provides expertise in cloud computing, digital streaming, and artificial intelligence. In Q3 2021, Soros Fund Management held 91,961 shares of Amazon.com, Inc., worth $302 million, representing 5.57% of the fund’s 13F investments.

Amazon.com, Inc. published its Q4 results on February 3, posting earnings per share of $27.75, beating estimates by $24.09. The company’s revenue for the period totaled $137.41 billion, missing estimates by $173.16 million.

Citi analyst Jason Bazinet on February 9 raised the price target on Amazon.com, Inc. to $4,115 from $4,100 and kept a Buy rating on the shares after the company’s Q4 results. The analyst continues to see “ample room for growth” in Amazon.com, Inc.’s business-to-business services.

In the third quarter of 2021, 242 hedge funds were bullish on Amazon.com, Inc., with stakes totalling $42.5 billion, as compared to 271 funds holding stakes in Amazon.com, Inc. worth over $60 billion in the quarter earlier. Fisher Asset Management held a prominent stake in Amazon.com, Inc. in Q3 2021, with 1.93 million shares worth $6.3 billion.

Here is what Weitz Investment Management, Inc. has to say about Amazon.com, Inc. in its Q4 2021 investor letter:

“Several “platform” companies thrived during COVID and have been very strong stocks. In 2021, their businesses continued to thrive, though their stock prices cooled off. Amazon continues to steamroll the competition and grow rapidly, but its stock ended the year about where it began.”

You can also take a look at 10 High Dividend Stocks to Buy According to Billionaire Lee Cooperman and 10 Stocks to Buy and Hold According to Bill Gates.

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