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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SNOW SNOWFLAKE INC Technology 47,821.0 $7.2M 0.08% -42K -47.0% $150.82 +4.4%
42 MIAMI INTL HLDGS INC 132,600.0 $5.2M 0.06% -22K -14.2% $38.92
43 EXC EXELON CORP Utilities 104,734.0 $5.1M 0.06% -518K -83.2% $49.02 -11.5%
44 AMRIZE LTD 88,889.0 $5.0M 0.06% -178K -66.7% $56.02
45 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 322,760.0 $4.2M 0.05% -15K -4.6% $12.92 -46.5%
46 AMTM AMENTUM HOLDINGS INC Industrials 107,606.0 $2.8M 0.03% -2K -1.6% $26.08 -10.7%
47 FLR FLUOR CORP Industrials 50,814.0 $2.4M 0.03% -71K -58.4% $46.65 -4.9%
48 CBC CENTRAL BANCOMPANY Financial Services 92,846.0 $2.2M 0.02% -18K -16.2% $23.95 +14.6%
49 BKU BANKUNITED INC Financial Services 31,343.0 $1.4M 0.02% -98K -75.8% $45.16 +0.9%
50 CPNG COUPANG INC Consumer Cyclical 73,071.0 $1.4M 0.01% -20K -21.2% $18.88 -14.6%
51 ANDG ANDERSEN GROUP INC Consumer Cyclical 50,000.0 $1.4M 0.01% -13K -20.1% $27.20 +37.1%
52 MTZ MASTEC INC Industrials 3,931.0 $1.3M 0.01% -11K -73.3% $321.74 +29.0%
53 WOLF CALL WOLFSPEED INC Technology 69,600.0 $1.1M 0.01% -522K -88.2% $16.32 +280.7%
54 DIS DISNEY WALT CO Communication Services 10,518.0 $1.0M 0.01% -668K -98.5% $96.38 +6.6%
55 STUBHUB HLDGS INC 125,000.0 $780K 0.01% -362K -74.3% $6.24
56 SMR NUSCALE PWR CORP Utilities 70,360.0 $763K 0.01% -80K -53.2% $10.84 +3.6%
57 RPD RAPID7 INC Technology 125,000.0 $689K 0.01% -10K -7.3% $5.51 +18.0%
58 XLF SELECT SECTOR SPDR TR 12,270.0 $606K 0.01% -300K -96.1% $49.37 +4.8%
59 MP MP MATERIALS CORP Basic Materials 9,442.0 $456K 0.01% -3K -23.7% $48.26 +27.0%
60 CMCSA COMCAST CORP NEW Communication Services 14,389.0 $413K 0.01% -59K -80.4% $28.71 -13.2%
Page 3 of 4  ·  72 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%