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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SOMNIGROUP INTERNATIONAL INC 13,542.0 $1.1M 0.01% -165K -92.4% $78.40
62 BILL BILL HOLDINGS INC Technology 25,662.0 $928K 0.01% -81K -76.0% $36.16 +36.0%
63 CORZ CORE SCIENTIFIC INC NEW Technology 35,147.0 $899K 0.01% -294K -89.3% $25.59 -26.3%
64 STLA STELLANTIS N.V Consumer Cyclical 132,828.0 $762K 0.01% -246K -64.9% $5.74 -12.0%
65 TNC TENNANT CO Industrials 8,540.0 $748K 0.01% -17K -67.2% $87.54 -24.3%
66 VST VISTRA CORP Utilities 4,223.0 $670K 0.01% -240K -98.3% $158.63 -11.4%
67 BKU BANKUNITED INC Financial Services 11,165.0 $541K 0.01% -20K -64.4% $48.45 -1.4%
68 CPNG COUPANG INC Consumer Cyclical 26,154.0 $454K 0.01% -47K -64.2% $17.37 -10.3%
69 TE T1 ENERGY INC Industrials 45,982.0 $436K 0.01% -42K -48.0% $9.48 -50.9%
70 AMER SPORTS INC 12,711.0 $430K 0.01% -28K -68.7% $33.84
71 MTRN MATERION CORP Basic Materials 1,437.0 $427K 0.01% -20K -93.2% $297.39 -11.2%
72 ADEA ADEIA INC Technology 11,087.0 $365K 0.00% -39K -78.0% $32.93 -14.9%
73 GFL GFL ENVIRONMENTAL INC Industrials 9,287.0 $342K 0.00% -521K -98.2% $36.79 +10.1%
74 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 4,574.0 $334K 0.00% -9K -67.2% $72.98 +8.8%
75 PI IMPINJ INC Technology 2,129.0 $305K 0.00% -2K -45.1% $143.23 +17.3%
76 J JACOBS SOLUTIONS INC Industrials 2,082.0 $262K 0.00% -444.0 -17.6% $126.00 +13.4%
77 EME EMCOR GROUP INC Industrials 259.0 $215K 0.00% -69.0 -21.0% $829.88 -0.6%
Page 4 of 4  ·  77 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%