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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 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DPC HOLDINGS PLC 296,950.0 $14.6M 0.18% NEW $49.06
42 INTC INTEL CORP Technology 100,000.0 $14.0M 0.17% NEW $139.63 -31.3%
43 CTRE CARETRUST REIT INC Real Estate 325,320.0 $13.1M 0.16% NEW $40.35 -2.8%
44 RIVN CALL RIVIAN AUTOMOTIVE INC Consumer Cyclical 750,000.0 $13.0M 0.16% NEW $17.35 -15.5%
45 FLAGSTAR BANK NATIONAL ASSOC 781,685.0 $11.7M 0.14% NEW $14.94
46 D DOMINION ENERGY INC Utilities 165,344.0 $11.3M 0.14% NEW $68.29 +0.9%
47 CPRX CATALYST PHARMACEUTICALS INC Healthcare 344,593.0 $10.8M 0.13% NEW $31.43 +0.2%
48 TKR TIMKEN CO Industrials 70,000.0 $10.2M 0.12% NEW $145.32 -10.8%
49 ARES ACQUISITION CORP III 1,000,000.0 $10.1M 0.12% NEW $10.05
50 MGEE MGE ENERGY INC Utilities 106,813.0 $8.7M 0.11% NEW $81.54 -0.4%
51 JETBLUE AIRWAYS CORP 7,500,000.0 $8.3M 0.10% NEW $1.11
52 ARXS ARXIS INC Industrials 175,000.0 $8.1M 0.10% NEW $46.14 +22.9%
53 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 226,680.0 $6.7M 0.08% NEW $29.74 -16.4%
54 RUN CALL SUNRUN INC Energy 500,000.0 $6.7M 0.08% NEW $13.38 -30.1%
55 SHAZ SHARONAI HOLDINGS INC Technology 72,748.0 $6.2M 0.08% NEW $84.66 -19.9%
56 EROCK INC 376,206.0 $5.5M 0.07% NEW $14.50
57 VSH VISHAY INTERTECHNOLOGY INC Technology 100,000.0 $5.4M 0.07% NEW $53.78 -39.3%
58 SITM SITIME CORP Technology 7,000.0 $5.2M 0.06% NEW $745.56 -9.5%
59 PINNACLE FINL PARTNERS INC 49,273.0 $5.0M 0.06% NEW $100.88
60 ADBE ADOBE INC Technology 23,419.0 $4.8M 0.06% NEW $205.02 +29.5%
Page 3 of 5  ·  98 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%