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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 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COF CAPITAL ONE FINL CORP Financial Services 180,105.0 $32.9M 0.36% NEW $182.43 +2.6%
22 NATL NCR ATLEOS CORPORATION Technology 730,349.0 $31.8M 0.35% NEW $43.58 +2.2%
23 SEM SELECT MED HLDGS CORP Healthcare 1,833,473.0 $29.9M 0.33% NEW $16.29 +1.3%
24 VRE VERIS RESIDENTIAL INC Real Estate 1,533,840.0 $28.9M 0.32% NEW $18.87 +0.5%
25 ITRI CALL ITRON INC Technology 317,500.0 $28.5M 0.31% NEW $89.63 -11.6%
26 WIX PUT WIX COM LTD Technology 311,600.0 $28.1M 0.31% NEW $90.07 -39.3%
27 BLUE OWL CAPITAL CORPORATION 2,451,136.0 $27.1M 0.30% NEW $11.06
28 POR PORTLAND GEN ELEC CO Utilities 506,328.0 $26.7M 0.29% NEW $52.77 -10.4%
29 ORACLE CORP 569,360.0 $26.1M 0.29% NEW $45.77
30 ACLX ARCELLX INC Healthcare 200,000.0 $23.0M 0.25% NEW $114.82 +0.2%
31 KKR KKR & CO INC Financial Services 244,691.0 $22.6M 0.25% NEW $92.50 +4.8%
32 THR THERMON GROUP HLDGS INC Industrials 448,088.0 $22.6M 0.25% NEW $50.40 +29.4%
33 WIX WIX COM LTD Technology 250,000.0 $22.5M 0.25% NEW $90.07 -39.3%
34 AES AES CORP Utilities 1,557,000.0 $21.9M 0.24% NEW $14.09 +3.1%
35 MIDCAP FINANCIAL INVSTMNT CO 1,944,500.0 $21.9M 0.24% NEW $11.24
36 ARES ARES MANAGEMENT CORPORATION Financial Services 196,054.0 $21.4M 0.23% NEW $109.10 +13.4%
37 BXSL BLACKSTONE SECD LENDING FD Financial Services 867,500.0 $20.6M 0.23% NEW $23.69 -0.1%
38 BX BLACKSTONE INC Financial Services 173,489.0 $19.9M 0.22% NEW $114.99 +1.8%
39 HYG ISHARES TR 250,000.0 $19.9M 0.22% NEW $79.56 -0.0%
40 META META PLATFORMS INC Communication Services 34,607.0 $19.8M 0.22% NEW $572.13 +7.4%
Page 2 of 6  ·  117 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%