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Portfolio (Quarterly) Guide ↗

SOROS FUND MANAGEMENT LLC

· CIK 0001029160
13F Portfolio $8.1B AUM 266 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 98 New 50 Added 77 Reduced 95 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEPTUNE INS HLDGS INC 172,280.0 $5.4M 0.07% +1K +0.8% $31.50
42 RBC RBC BEARINGS INC Industrials 6,610.0 $4.3M 0.05% +2K +35.6% $644.06 -18.4%
43 MTZ MASTEC INC Industrials 8,275.0 $3.4M 0.04% +4K +110.5% $416.06 -34.0%
44 ANDG ANDERSEN GROUP INC Consumer Cyclical 72,600.0 $2.7M 0.03% +23K +45.2% $37.72 +21.7%
45 AMTM AMENTUM HOLDINGS INC Industrials 118,276.0 $2.4M 0.03% +11K +9.9% $20.67 +3.5%
46 SPSB SPDR SERIES TRUST 46,979.0 $1.4M 0.02% +17K +55.2% $30.01 -0.2%
47 LCID LUCID GROUP INC Consumer Cyclical 205,470.0 $1.4M 0.02% +32K +18.8% $6.69 -13.6%
48 RUN SUNRUN INC Energy 100,000.0 $1.3M 0.02% +80K +412.8% $13.38 -26.6%
49 USAR USA RARE EARTH INC Basic Materials 31,221.0 $674K 0.01% +10K +48.7% $21.58 -15.8%
50 HUN HUNTSMAN CORP Basic Materials 56,759.0 $603K 0.01% +16K +38.4% $10.62 -1.5%
Page 3 of 3  ·  50 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 26.5%
Communication Services 14.2%
Utilities 12.0%
Financial Services 11.7%
Industrials 10.3%
Consumer Cyclical 9.7%
Healthcare 5.1%
Real Estate 4.4%
Basic Materials 3.9%
Consumer Defensive 2.1%