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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 11 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AMTM AMENTUM HOLDINGS INC Industrials 118,276.0 $2.4M 0.03% +11K +9.9% $20.67 +1.4%
202 KRG KITE REALTY GROUP TRUST Real Estate 85,000.0 $2.4M 0.03% NEW $28.38 -6.8%
203 ESPR ESPERION THERAPEUTICS INC NE Healthcare 757,358.0 $2.4M 0.03% NEW $3.16 +0.6%
204 HAWKEYE 360 INC 116,280.0 $2.4M 0.03% NEW $20.22
205 APPLIED AEROSPACE & DEFENSE 100,000.0 $2.3M 0.03% NEW $22.78
206 VRNS CALL VARONIS SYS INC Technology 53,700.0 $2.3M 0.03% NEW $41.96 +4.2%
207 PONY AI INC 302,795.0 $2.1M 0.03% -990K -76.6% $6.95
208 PGR PROGRESSIVE CORP Financial Services 9,472.0 $2.1M 0.03% $218.45 -5.1%
209 ZTS ZOETIS INC Healthcare 27,808.0 $2.0M 0.03% NEW $71.86 +2.9%
210 TXN TEXAS INSTRS INC Technology 6,640.0 $2.0M 0.02% NEW $298.07 -8.7%
211 RDDT REDDIT INC Communication Services 11,003.0 $1.9M 0.02% -13K -54.3% $173.58 -8.8%
212 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 38,752.0 $1.9M 0.02% NEW $47.81 -9.4%
213 VZ VERIZON COMMUNICATIONS INC Communication Services 43,292.0 $1.8M 0.02% $42.34 +14.6%
214 ALMR ALAMAR BIOSCIENCES INC Healthcare 60,000.0 $1.6M 0.02% NEW $27.09 +21.7%
215 UNH UNITEDHEALTH GROUP INC Healthcare 3,885.0 $1.6M 0.02% -61K -94.0% $415.63 -5.2%
216 WIX WIX COM LTD Technology 35,000.0 $1.6M 0.02% -215K -86.0% $45.37 +70.1%
217 SPSB SPDR SERIES TRUST 46,979.0 $1.4M 0.02% +17K +55.2% $30.01 -0.2%
218 LCID LUCID GROUP INC Consumer Cyclical 205,470.0 $1.4M 0.02% +32K +18.8% $6.69 -13.8%
219 STM STMICROELECTRONICS N V Technology 18,322.0 $1.4M 0.02% NEW $74.89 -30.2%
220 RUN SUNRUN INC Energy 100,000.0 $1.3M 0.02% +80K +412.8% $13.38 -30.8%
Page 11 of 14  ·  266 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%