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Portfolio (Quarterly) Guide ↗

SOROS FUND MANAGEMENT LLC

· CIK 0001029160
13F Portfolio $9.1B AUM 263 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 117 New 54 Added 72 Reduced 98 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 5,407,175.0 $12.8M 0.14% +4.7M +695.2% $2.37 +0.8%
42 PONY AI INC 1,292,309.0 $12.2M 0.13% +61K +4.9% $9.44
43 HUM HUMANA INC Healthcare 67,644.0 $11.7M 0.13% +17K +33.9% $173.39 +76.0%
44 EVGO EVGO INC Consumer Cyclical 6,036,569.0 $10.4M 0.11% +1.5M +34.1% $1.72 +10.5%
45 UDMY UDEMY INC Consumer Defensive 1,921,574.0 $8.9M 0.10% +822K +74.7% $4.62 +0.2%
46 WMT WALMART INC Consumer Defensive 63,099.0 $7.8M 0.09% +45K +255.6% $124.28 +5.8%
47 LGN LEGENCE CORP Industrials 132,654.0 $7.5M 0.08% +4K +3.2% $56.46 +49.3%
48 CRCL CIRCLE INTERNET GROUP INC Financial Services 75,686.0 $7.2M 0.08% +24K +46.4% $95.41 +19.5%
49 AMD ADVANCED MICRO DEVICES INC Technology 34,645.0 $7.0M 0.08% +17K +101.4% $203.43 +106.9%
50 CORZ CORE SCIENTIFIC INC NEW Technology 329,422.0 $4.9M 0.05% +324K +5935.6% $14.96 +61.8%
51 LCID LUCID GROUP INC Consumer Cyclical 173,000.0 $1.6M 0.02% +77K +80.0% $9.53 -36.6%
52 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 100,000.0 $1.0M 0.01% +25K +33.3% $10.10 +1.5%
53 HUN HUNTSMAN CORP Basic Materials 41,009.0 $546K 0.01% +3K +6.7% $13.31 +2.9%
54 OPENDOOR TECHNOLOGIES INC 1,102.0 $271.0 +902.0 +451.0% $0.25
Page 3 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.0%
Financial Services 14.1%
Communication Services 12.8%
Consumer Cyclical 11.8%
Healthcare 10.6%
Utilities 9.6%
Industrials 8.9%
Basic Materials 4.2%
Consumer Defensive 2.5%
Real Estate 1.4%