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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 12 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LNT ALLIANT ENERGY CORP Utilities 18,452.0 $1.3M 0.01% NEW $71.76 +0.6%
222 MTZ MASTEC INC Industrials 3,931.0 $1.3M 0.01% -11K -73.3% $321.74 +17.0%
223 ADEA ADEIA INC Technology 50,270.0 $1.2M 0.01% NEW $24.03 +11.6%
224 VOYG VOYAGER TECHNOLOGIES INC Industrials 51,600.0 $1.2M 0.01% $23.39 +59.2%
225 BLLN BILLIONTOONE INC Healthcare 14,500.0 $1.1M 0.01% $78.94 +6.6%
226 WOLF CALL WOLFSPEED INC Technology 69,600.0 $1.1M 0.01% -522K -88.2% $16.32 +258.2%
227 FE FIRSTENERGY CORP Utilities 20,946.0 $1.1M 0.01% NEW $50.66 -12.3%
228 ES EVERSOURCE ENERGY Utilities 14,891.0 $1.0M 0.01% $69.28 -1.8%
229 DIS DISNEY WALT CO Communication Services 10,518.0 $1.0M 0.01% -668K -98.5% $96.38 +6.8%
230 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 100,000.0 $1.0M 0.01% +25K +33.3% $10.10 +1.5%
231 MU MICRON TECHNOLOGY INC Technology 2,824.0 $954K 0.01% NEW $337.84 +104.0%
232 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 13,937.0 $921K 0.01% NEW $66.11 +2.8%
233 SPSB SPDR SERIES TRUST 30,268.0 $910K 0.01% $30.07 -0.4%
234 STUBHUB HLDGS INC 125,000.0 $780K 0.01% -362K -74.3% $6.24
235 SMR NUSCALE PWR CORP Utilities 70,360.0 $763K 0.01% -80K -53.2% $10.84 -7.9%
236 RPD RAPID7 INC Technology 125,000.0 $689K 0.01% -10K -7.3% $5.51 +29.5%
237 DTE DTE ENERGY CO Utilities 4,424.0 $647K 0.01% NEW $146.22 -3.2%
238 XLF SELECT SECTOR SPDR TR 12,270.0 $606K 0.01% -300K -96.1% $49.37 +4.0%
239 HUN HUNTSMAN CORP Basic Materials 41,009.0 $546K 0.01% +3K +6.7% $13.31 +0.3%
240 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 50,000.0 $544K 0.01% NEW $10.89 +15.6%
Page 12 of 14  ·  263 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%