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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 6 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CALL PONY AI INC 2,230,400.0 $21.1M 0.23% +1.2M +123.0% $9.44
102 LIBERTY MEDIA CORP DEL 246,933.0 $21.0M 0.23% +107K +76.4% $85.02
103 BXSL BLACKSTONE SECD LENDING FD Financial Services 867,500.0 $20.6M 0.23% NEW $23.69 -0.7%
104 LLY ELI LILLY & CO Healthcare 22,199.0 $20.4M 0.22% -135.0 -0.6% $919.77 +7.4%
105 BX BLACKSTONE INC Financial Services 173,489.0 $19.9M 0.22% NEW $114.99 -0.6%
106 HYG ISHARES TR 250,000.0 $19.9M 0.22% NEW $79.56 -0.2%
107 META META PLATFORMS INC Communication Services 34,607.0 $19.8M 0.22% NEW $572.13 +6.8%
108 GFS GLOBALFOUNDRIES INC Technology 444,362.0 $19.8M 0.22% NEW $44.48 +52.5%
109 TSLA TESLA INC Consumer Cyclical 53,093.0 $19.7M 0.22% -4K -6.3% $371.75 +10.3%
110 PM PHILIP MORRIS INTL INC Consumer Defensive 112,294.0 $18.6M 0.20% NEW $165.34 +15.8%
111 OWL BLUE OWL CAPITAL INC Financial Services 2,017,636.0 $18.4M 0.20% +831K +70.0% $9.13 +3.9%
112 STANDARDAERO INC 700,000.0 $18.1M 0.20% +275K +64.9% $25.83
113 MASI MASIMO CORP Healthcare 100,838.0 $17.9M 0.20% NEW $177.87 +0.5%
114 CFG CITIZENS FINL GROUP INC Financial Services 298,507.0 $17.9M 0.20% $59.97 +2.3%
115 SEMR SEMRUSH HLDGS INC Technology 1,482,627.0 $17.7M 0.19% +198K +15.4% $11.94 +0.5%
116 UNH UNITEDHEALTH GROUP INC Healthcare 64,993.0 $17.6M 0.19% +8K +14.4% $270.59 +44.5%
117 ITT ITT INC Industrials 89,740.0 $17.1M 0.19% -240K -72.8% $190.53 +2.3%
118 TERN TERNS PHARMACEUTICALS INC Healthcare 321,905.0 $17.0M 0.19% NEW $52.72 +0.4%
119 JBT MAREL CORPORATION 17,000,000.0 $16.9M 0.19% NEW $1.00
120 DD DUPONT DE NEMOURS INC Basic Materials 368,000.0 $16.9M 0.18% $45.80 +6.2%
Page 6 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%