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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 8 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AIG AMERICAN INTL GROUP INC Financial Services 149,926.0 $11.3M 0.12% -36K -19.4% $75.25 +3.0%
142 ETSY INC 215,000.0 $10.7M 0.12% NEW $49.98
143 SRE SEMPRA Utilities 108,570.0 $10.5M 0.12% -288K -72.6% $97.17 -7.1%
144 OKTA INC 10,500,000.0 $10.4M 0.11% $0.99
145 EVGO EVGO INC Consumer Cyclical 6,036,569.0 $10.4M 0.11% +1.5M +34.1% $1.72 +11.6%
146 DLR DIGITAL RLTY TR INC Real Estate 57,418.0 $10.3M 0.11% $180.21 +4.6%
147 VRSK VERISK ANALYTICS INC Industrials 53,455.0 $10.1M 0.11% NEW $189.75 -9.6%
148 EQR EQUITY RESIDENTIAL Real Estate 161,288.0 $9.5M 0.10% $59.15 +10.6%
149 INGRAM MICRO HLDG CORP 400,000.0 $9.3M 0.10% NEW $23.31
150 SNAP INC 10,000,000.0 $9.1M 0.10% $0.91
151 CHEESECAKE FACTORY INC 9,000,000.0 $8.9M 0.10% NEW $0.99
152 UDMY UDEMY INC Consumer Defensive 1,921,574.0 $8.9M 0.10% +822K +74.7% $4.62 +0.2%
153 CME CME GROUP INC Financial Services 30,028.0 $8.9M 0.10% $295.35 +2.4%
154 BUNGE GLOBAL SA 68,732.0 $8.7M 0.10% -18K -20.6% $127.20
155 ENTERGY CORP NEW 77,178.0 $8.7M 0.10% -79K -50.5% $112.36
156 KWEB KRANESHARES TRUST 300,404.0 $8.5M 0.09% NEW $28.43 -0.5%
157 JNJ JOHNSON & JOHNSON Healthcare 34,846.0 $8.5M 0.09% NEW $244.44 -6.3%
158 GL GLOBE LIFE INC Financial Services 59,695.0 $8.3M 0.09% -86K -59.0% $139.17 +13.1%
159 WMT WALMART INC Consumer Defensive 63,099.0 $7.8M 0.09% +45K +255.6% $124.28 +7.3%
160 ATI ATI INC Industrials 52,832.0 $7.7M 0.08% NEW $145.46 +3.4%
Page 8 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%