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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 13 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 STLA STELLANTIS N.V Consumer Cyclical 132,828.0 $762K 0.01% -246K -64.9% $5.74 -12.0%
242 TNC TENNANT CO Industrials 8,540.0 $748K 0.01% -17K -67.2% $87.54 -24.3%
243 CCJ CAMECO CORP Energy 7,071.0 $720K 0.01% NEW $101.86 -5.7%
244 TLN TALEN ENERGY CORP Utilities 1,833.0 $704K 0.01% NEW $384.26 -17.3%
245 USAR USA RARE EARTH INC Basic Materials 31,221.0 $674K 0.01% +10K +48.7% $21.58 -14.2%
246 VST VISTRA CORP Utilities 4,223.0 $670K 0.01% -240K -98.3% $158.63 -11.4%
247 XLF SELECT SECTOR SPDR TR 12,270.0 $658K 0.01% $53.61 +7.9%
248 HUN HUNTSMAN CORP Basic Materials 56,759.0 $603K 0.01% +16K +38.4% $10.62 -5.4%
249 BKU BANKUNITED INC Financial Services 11,165.0 $541K 0.01% -20K -64.4% $48.45 -1.4%
250 CPNG COUPANG INC Consumer Cyclical 26,154.0 $454K 0.01% -47K -64.2% $17.37 -10.3%
251 KLRA KAILERA THERAPEUTICS INC Healthcare 20,000.0 $441K 0.01% NEW $22.03 -19.1%
252 TE T1 ENERGY INC Industrials 45,982.0 $436K 0.01% -42K -48.0% $9.48 -50.9%
253 AMER SPORTS INC 12,711.0 $430K 0.01% -28K -68.7% $33.84
254 MTRN MATERION CORP Basic Materials 1,437.0 $427K 0.01% -20K -93.2% $297.39 -11.2%
255 ADEA ADEIA INC Technology 11,087.0 $365K 0.00% -39K -78.0% $32.93 -14.9%
256 KARDIGAN INC 15,000.0 $358K 0.00% NEW $23.85
257 GFL GFL ENVIRONMENTAL INC Industrials 9,287.0 $342K 0.00% -521K -98.2% $36.79 +10.1%
258 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 4,574.0 $334K 0.00% -9K -67.2% $72.98 +8.8%
259 AVALYN PHARMACEUTICALS INC 10,000.0 $329K 0.00% NEW $32.92
260 REA RARE EARTHS AMERICAS INC 20,000.0 $306K 0.00% NEW $15.28 -10.6%
Page 13 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%