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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 4 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ETSY INC 37,500,000.0 $36.7M 0.40% -47.5M -55.9% $0.98
62 TEAM ATLASSIAN CORPORATION Technology 535,515.0 $36.5M 0.40% +249K +86.7% $68.25 +34.0%
63 WWD WOODWARD INC Industrials 99,830.0 $35.7M 0.39% -81K -44.9% $357.92 -3.5%
64 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 546,114.0 $35.5M 0.39% NEW $65.09 +14.6%
65 ACADIAN ASSET MANAGEMENT INC 648,807.0 $35.3M 0.39% -89K -12.0% $54.42
66 JPM JPMORGAN CHASE & CO Financial Services 118,358.0 $34.8M 0.38% +116K +5366.9% $294.16 +2.1%
67 CX CEMEX SA EURO MTN BE 144A Basic Materials 2,991,971.0 $34.2M 0.38% NEW $11.44 +7.3%
68 CRWV COREWEAVE INC Technology 439,360.0 $34.0M 0.37% NEW $77.47 +29.6%
69 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 1,000,000.0 $34.0M 0.37% -1.1M -52.3% $33.95 +10.7%
70 ULS UL SOLUTIONS INC Industrials 395,000.0 $33.9M 0.37% -186K -32.0% $85.71 +15.9%
71 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 1,539,100.0 $33.0M 0.36% NEW $21.44 +0.4%
72 COF CAPITAL ONE FINL CORP Financial Services 180,105.0 $32.9M 0.36% NEW $182.43 +0.8%
73 NATL NCR ATLEOS CORPORATION Technology 730,349.0 $31.8M 0.35% NEW $43.58 +2.2%
74 IRM CALL IRON MTN INC DEL Real Estate 310,000.0 $31.7M 0.35% -18K -5.4% $102.14 +20.4%
75 WBD WARNER BROS DISCOVERY INC Communication Services 1,092,610.0 $30.0M 0.33% +943K +628.4% $27.46 -1.5%
76 SEM SELECT MED HLDGS CORP Healthcare 1,833,473.0 $29.9M 0.33% NEW $16.29 +1.3%
77 VSEC VSE CORP Industrials 157,201.0 $29.0M 0.32% +151K +2276.1% $184.40 -11.0%
78 VRE VERIS RESIDENTIAL INC Real Estate 1,533,840.0 $28.9M 0.32% NEW $18.87 +0.6%
79 ITRI CALL ITRON INC Technology 317,500.0 $28.5M 0.31% NEW $89.63 -10.6%
80 ALLY ALLY FINL INC Financial Services 725,267.0 $28.5M 0.31% -962K -57.0% $39.23 +5.9%
Page 4 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%