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Portfolio (Quarterly) Guide ↗

SOROS FUND MANAGEMENT LLC

· CIK 0001029160
13F Portfolio $8.6B AUM 244 positions Filed Feb 13, 2026 ← All Funds
Q1 2026 Q4 2025 · All 134 New 47 Added 47 Reduced
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AIR LEASE CORP 1,109,293.0 $71.2M 0.83% +996K +879.3% $64.23
22 AMZN CALL AMAZON COM INC Consumer Cyclical 300,000.0 $69.2M 0.80% +150K +100.0% $230.82 +6.6%
23 CRBG COREBRIDGE FINL INC Financial Services 2,068,339.0 $62.4M 0.72% +62K +3.1% $30.17 -3.2%
24 GTLS CHART INDS INC Industrials 285,561.0 $58.9M 0.68% +208K +269.4% $206.23 +0.5%
25 BHF BRIGHTHOUSE FINL INC Financial Services 774,262.0 $50.2M 0.58% +126K +19.5% $64.79 -2.2%
26 TEAM ATLASSIAN CORPORATION Technology 286,766.0 $46.5M 0.54% +216K +307.3% $162.14 -45.8%
27 ULS UL SOLUTIONS INC Industrials 580,520.0 $45.8M 0.53% +101K +21.0% $78.86 +23.0%
28 RDNT RADNET INC Healthcare 574,555.0 $41.0M 0.47% +396K +221.9% $71.35 -20.8%
29 NCL CORP LTD 40,175,000.0 $40.2M 0.47% +2.5M +6.6% $1.00
30 DIGITALOCEAN HLDGS INC 37,348,000.0 $36.1M 0.42% +8.0M +27.3% $0.97
31 SRE SEMPRA Utilities 396,519.0 $35.0M 0.41% +206K +108.5% $88.29 +3.9%
32 ACADIAN ASSET MANAGEMENT INC 737,367.0 $34.7M 0.40% +280K +61.3% $47.00
33 ACN ACCENTURE PLC IRELAND Technology 125,259.0 $33.6M 0.39% +25K +24.9% $268.30 -38.3%
34 DASH DOORDASH INC Communication Services 141,816.0 $32.1M 0.37% +36K +34.6% $226.48 -24.9%
35 UBER UBER TECHNOLOGIES INC Technology 372,119.0 $30.4M 0.35% +119K +47.0% $81.71 -10.4%
36 EXC EXELON CORP Utilities 622,806.0 $27.1M 0.32% +488K +361.3% $43.59 +6.9%
37 CRH PLC 200,000.0 $25.0M 0.29% +21K +11.8% $124.80
38 UNH UNITEDHEALTH GROUP INC Healthcare 56,791.0 $18.7M 0.22% +9K +19.7% $330.11 +24.5%
39 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 66,426.0 $16.1M 0.19% +18K +38.1% $242.82 -1.1%
40 SYF SYNCHRONY FINANCIAL Financial Services 167,394.0 $14.0M 0.16% +9K +5.5% $83.43 -9.8%
Page 2 of 3  ·  47 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 28.0%
Financial Services 16.2%
Consumer Cyclical 15.4%
Communication Services 14.1%
Industrials 8.3%
Utilities 7.6%
Healthcare 7.0%
Energy 1.4%
Consumer Defensive 1.0%
Real Estate 0.5%