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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 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 22,536 $527K 0.01% SOLD
82 MP MP MATERIALS CORP Basic Materials 9,442 $456K 0.01% SOLD
83 AA ALCOA CORP Basic Materials 6,482 $430K 0.01% SOLD
84 CMCSA COMCAST CORP NEW Communication Services 14,389 $413K 0.01% SOLD
85 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,450 $375K 0.00% SOLD
86 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,000 $353K 0.00% SOLD
87 GO GROCERY OUTLET HLDG CORP Consumer Defensive 36,891 $260K 0.00% SOLD
88 LNC LINCOLN NATL CORP IND Financial Services 7,287 $259K 0.00% SOLD
89 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,656 $219K 0.00% SOLD
90 CODI COMPASS DIVERSIFIED Industrials 24,616 $193K 0.00% SOLD
91 RKT ROCKET COS INC Financial Services 13,467 $192K 0.00% SOLD
92 CDZI CADIZ INC Utilities 29,206 $143K 0.00% SOLD
93 PCT PURECYCLE TECHNOLOGIES INC Industrials 20,797 $108K 0.00% SOLD
94 FRMI FERMI INC Utilities 15,805 $92K 0.00% SOLD
95 GRAB GRAB HOLDINGS LIMITED Technology 19,418 $71K 0.00% SOLD
Page 5 of 5  ·  95 positions
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%