Billionaire George Soros’ investment firm, Soros Fund Management, reportedly purchased 28 new exchange-traded funds and stocks, including sizable stakes in several popular tech companies, in the second quarter

Soros Fund Management, which Soros started in 1997 and converted to a private family office in 2011, ended the quarter with 133 long positions in its equity portfolio, valued at $3.88 billion, GuruFocus.com reported.

Its largest purchases were: PowerShares QQQ Trust Ser 1 (QQQ), Alphabet Inc. (GOOGL), eBay Inc. (EBAY), Symantec Corp. (SYMC) and Vulcan Materials Co. (VMC).

The firm also started positions in tech businesses Slack Technologies Inc. (WORK) and Tableau Software Inc. (DATA), the report said, citing recent SEC filings.

Meanwhile, enterprise software reportedly is emerging as an exception to some investors’ caution around the technology sector.

Wall Street analysts and investors including Carl Icahn are turning to software companies, which don’t rely as much on supply chains and manufacturing, as the trade war and strong dollar threaten the rest of the high-flying sector, CNBC reported.

Although names like Microsoft, Salesforce and Twilio are not entirely “tariff-proof,” they may hold up better than some consumer technology names that manufacture products in China, according to Rishi Jaluria, senior research analyst at D.A. Davidson.

“They’re a safe haven right now,” Jaluria told CNBC. “Software names are not exactly recession proof, but they’re more resilient to downturn.”