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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 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPGI S&P GLOBAL INC Financial Services 100,834.0 $41.1M 0.50% +84K +509.9% $407.26 +2.6%
62 SRE SEMPRA Utilities 441,114.0 $40.9M 0.50% +333K +306.3% $92.71 -6.0%
63 WBD WARNER BROS DISCOVERY INC Communication Services 1,488,690.0 $39.7M 0.49% +396K +36.2% $26.66 +6.8%
64 HONEYWELL INTL INC 174,025.0 $39.0M 0.48% NEW $223.90
65 JPM JPMORGAN CHASE & CO Financial Services 118,358.0 $38.7M 0.48% $327.33 +11.0%
66 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 516,034.0 $38.6M 0.47% -30K -5.5% $74.81 +5.3%
67 TECH BIO-TECHNE CORP Healthcare 535,400.0 $37.8M 0.46% NEW $70.65 +2.2%
68 CX CEMEX SA EURO MTN BE 144A Basic Materials 3,138,240.0 $37.7M 0.46% +146K +4.9% $12.00 -11.2%
69 BGC BGC GROUP INC Financial Services 3,481,891.0 $37.2M 0.46% -718K -17.1% $10.69 +3.6%
70 NUVL NUVALENT INC Healthcare 300,017.0 $37.1M 0.46% NEW $123.50 +0.4%
71 INNIO NV 936,264.0 $37.0M 0.46% NEW $39.55
72 TSLA TESLA INC Consumer Cyclical 86,846.0 $36.5M 0.45% +34K +63.6% $420.60 -19.9%
73 EMXC ISHARES INC 354,686.0 $36.3M 0.45% $102.30 -7.3%
74 HONEYWELL AEROSPACE INC 162,940.0 $36.0M 0.44% NEW $221.08
75 TEAM ATLASSIAN CORPORATION Technology 459,150.0 $35.7M 0.44% -76K -14.3% $77.79 +109.5%
76 FPS FORGENT POWER SOLUTIONS INC Industrials 629,106.0 $35.1M 0.43% +527K +515.6% $55.86 -35.2%
77 SNOW SNOWFLAKE INC Technology 136,568.0 $34.8M 0.43% +89K +185.6% $254.50 +27.8%
78 ULS UL SOLUTIONS INC Industrials 333,960.0 $34.0M 0.42% -61K -15.4% $101.86 -25.4%
79 MCD MCDONALDS CORP Consumer Cyclical 123,562.0 $33.4M 0.41% $270.31 -1.2%
80 CEREBRAS SYSTEMS INC 150,000.0 $33.1M 0.41% NEW $221.00
Page 4 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%