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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 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 120,000.0 $1.4M 0.01% NEW $11.75 +0.9%
102 AMER SPORTS INC 40,575.0 $1.3M 0.01% NEW $32.92
103 LNT ALLIANT ENERGY CORP Utilities 18,452.0 $1.3M 0.01% NEW $71.76 -1.2%
104 ADEA ADEIA INC Technology 50,270.0 $1.2M 0.01% NEW $24.03 +14.0%
105 FE FIRSTENERGY CORP Utilities 20,946.0 $1.1M 0.01% NEW $50.66 -13.5%
106 MU MICRON TECHNOLOGY INC Technology 2,824.0 $954K 0.01% NEW $337.84 +114.5%
107 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 13,937.0 $921K 0.01% NEW $66.11 +3.9%
108 DTE DTE ENERGY CO Utilities 4,424.0 $647K 0.01% NEW $146.22 -4.4%
109 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 50,000.0 $544K 0.01% NEW $10.89 +9.4%
110 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 22,536.0 $527K 0.01% NEW $23.39 +8.2%
111 AA ALCOA CORP Basic Materials 6,482.0 $430K 0.01% NEW $66.33 -5.6%
112 PI IMPINJ INC Technology 3,881.0 $399K 0.00% NEW $102.70 +35.1%
113 TE T1 ENERGY INC Industrials 88,357.0 $388K 0.00% NEW $4.39 +29.2%
114 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,000.0 $353K 0.00% NEW $70.51 -26.1%
115 USAR USA RARE EARTH INC Basic Materials 20,991.0 $318K 0.00% NEW $15.14 +61.1%
116 CDZI CADIZ INC Utilities 29,206.0 $143K 0.00% NEW $4.91 -14.9%
117 GRAB GRAB HOLDINGS LIMITED Technology 19,418.0 $71K 0.00% NEW $3.66 -3.0%
Page 6 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%