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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 8 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HUN CALL HUNTSMAN CORP Basic Materials 1,000,000.0 $10.6M 0.13% +82K +9.0% $10.62 -5.4%
142 WWD WOODWARD INC Industrials 24,854.0 $10.6M 0.13% -75K -75.1% $425.44 -13.9%
143 BLUE OWL TECHNOLOGY FIN CORP 1,005,000.0 $10.4M 0.13% $10.35
144 EVGO EVGO INC Consumer Cyclical 5,350,022.0 $10.2M 0.12% -687K -11.4% $1.91 -21.5%
145 TKR TIMKEN CO Industrials 70,000.0 $10.2M 0.12% NEW $145.32 -11.1%
146 ARES ACQUISITION CORP III 1,000,000.0 $10.1M 0.12% NEW $10.05
147 CG CARLYLE GROUP INC Financial Services 226,767.0 $9.5M 0.12% -18K -7.4% $42.11 +14.9%
148 JANUS LIVING INC 326,320.0 $9.4M 0.12% +98K +42.6% $28.74
149 SNAP INC 10,000,000.0 $9.3M 0.11% $0.93
150 MGEE MGE ENERGY INC Utilities 106,813.0 $8.7M 0.11% NEW $81.54 -0.4%
151 JNJ JOHNSON & JOHNSON Healthcare 34,019.0 $8.6M 0.11% -827.0 -2.4% $253.97 +6.7%
152 OWL BLUE OWL CAPITAL INC Financial Services 973,500.0 $8.5M 0.10% -1.0M -51.8% $8.75 +32.5%
153 JETBLUE AIRWAYS CORP 7,500,000.0 $8.3M 0.10% NEW $1.11
154 TPG TPG INC Financial Services 204,488.0 $8.3M 0.10% +32K +18.3% $40.55 +28.3%
155 KKR KKR & CO INC Financial Services 88,715.0 $8.1M 0.10% -156K -63.7% $91.78 +16.8%
156 ARXS ARXIS INC Industrials 175,000.0 $8.1M 0.10% NEW $46.14 +22.6%
157 CB CHUBB LIMITED Financial Services 22,890.0 $7.8M 0.10% $340.74 +1.3%
158 KWEB KRANESHARES TRUST 300,404.0 $7.4M 0.09% $24.47 +9.4%
159 RDNT RADNET INC Healthcare 116,588.0 $7.2M 0.09% -322K -73.4% $61.67 +19.7%
160 WMT WALMART INC Consumer Defensive 63,099.0 $7.1M 0.09% $113.26 +1.7%
Page 8 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%