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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  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HUBG HUB GROUP INC Industrials 27,049.0 $1.2M 0.01% NEW $43.79 -8.3%
82 PRIM PRIMORIS SVCS CORP Industrials 10,339.0 $1.0M 0.01% NEW $99.12 -19.2%
83 YSWY YESWAY INC 50,000.0 $1.0M 0.01% NEW $20.30 +24.6%
84 HTZ HERTZ GLOBAL HLDGS INC Industrials 445,207.0 $1.0M 0.01% NEW $2.27 -9.1%
85 FSLR FIRST SOLAR INC Energy 3,925.0 $926K 0.01% NEW $235.96 -7.7%
86 ZETA ZETA GLOBAL HOLDINGS CORP Technology 46,667.0 $918K 0.01% NEW $19.68 +44.3%
87 COAG HEMAB THERAPEUTICS HLDGS INC 25,000.0 $918K 0.01% NEW $36.73 +44.0%
88 SFST SOUTHERN FIRST BANCSHARES Financial Services 14,448.0 $883K 0.01% NEW $61.10 +5.2%
89 KEEL KEEL INFRASTRUCTURE CORP Technology 151,400.0 $869K 0.01% NEW $5.74 -43.5%
90 QXO QXO INC Industrials 49,835.0 $861K 0.01% NEW $17.28 -21.3%
91 CEG CONSTELLATION ENERGY CORP Utilities 3,259.0 $809K 0.01% NEW $248.37 +7.2%
92 CCJ CAMECO CORP Energy 7,071.0 $720K 0.01% NEW $101.86 -6.2%
93 TLN TALEN ENERGY CORP Utilities 1,833.0 $704K 0.01% NEW $384.26 -18.0%
94 KLRA KAILERA THERAPEUTICS INC Healthcare 20,000.0 $441K 0.01% NEW $22.03 -18.4%
95 KARDIGAN INC 15,000.0 $358K 0.00% NEW $23.85
96 AVALYN PHARMACEUTICALS INC 10,000.0 $329K 0.00% NEW $32.92
97 REA RARE EARTHS AMERICAS INC 20,000.0 $306K 0.00% NEW $15.28 -10.6%
98 YSS YORK SPACE SYSTEMS INC Technology 11,245.0 $277K 0.00% NEW $24.62 -57.0%
Page 5 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%