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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 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BILL BILL HOLDINGS INC Technology 106,925.0 $4.1M 0.04% NEW $38.30 -1.4%
82 CRS CARPENTER TECHNOLOGY CORP Industrials 8,436.0 $3.3M 0.04% NEW $394.15 +2.6%
83 RDDT REDDIT INC Communication Services 24,069.0 $3.2M 0.04% NEW $134.65 +18.2%
84 MTRN MATERION CORP Basic Materials 21,142.0 $3.1M 0.03% NEW $144.65 +39.8%
85 EQPT EQUIPMENTSHARE COM INC Industrials 150,000.0 $3.1M 0.03% NEW $20.37 +17.1%
86 SPRING VY ACQUISITION CORP I 295,261.0 $3.0M 0.03% NEW $10.16
87 FPS FORGENT POWER SOLUTIONS INC Industrials 102,200.0 $3.0M 0.03% NEW $29.27 +47.7%
88 NUTANIX INC 3,211,000.0 $2.9M 0.03% NEW $0.90
89 DY DYCOM INDS INC Industrials 8,198.0 $2.8M 0.03% NEW $338.82 +23.9%
90 STLA STELLANTIS N.V Consumer Cyclical 378,741.0 $2.7M 0.03% NEW $7.09 +4.5%
91 RBC RBC BEARINGS INC Industrials 4,875.0 $2.6M 0.03% NEW $543.12 +1.5%
92 OFRM ONCE UPON A FARM PBC Consumer Defensive 150,000.0 $2.5M 0.03% NEW $16.35 -1.0%
93 NET CLOUDFLARE INC Technology 10,781.0 $2.2M 0.02% NEW $206.34 -2.2%
94 LQD ISHARES TR 20,000.0 $2.2M 0.02% NEW $108.99 -1.7%
95 VZ VERIZON COMMUNICATIONS INC Communication Services 43,292.0 $2.2M 0.02% NEW $50.20 -6.9%
96 ARRY ARRAY TECHNOLOGIES INC Energy 275,286.0 $2.0M 0.02% NEW $7.23 +11.5%
97 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 288,976.0 $1.9M 0.02% NEW $6.58 +46.8%
98 PGR PROGRESSIVE CORP Financial Services 9,472.0 $1.9M 0.02% NEW $198.24 +2.9%
99 AKTS AKTIS ONCOLOGY INC Healthcare 100,000.0 $1.8M 0.02% NEW $17.89 +3.4%
100 TNC TENNANT CO Industrials 26,012.0 $1.7M 0.02% NEW $66.40 +22.7%
Page 5 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%