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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 1 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOP PUT SPDR SERIES TRUST 3,290,700.0 $415.5M 4.81% NEW $126.26 +31.0%
2 JAZZ INVESTMENTS I LTD 149,399,000.0 $173.2M 2.01% NEW $1.16
3 XLE PUT SELECT SECTOR SPDR TR 3,639,800.0 $162.7M 1.89% NEW $44.71 +28.7%
4 CRWV PUT COREWEAVE INC Technology 1,720,100.0 $123.2M 1.43% NEW $71.61 +40.4%
5 DAYFORCE INC 1,489,221.0 $103.0M 1.19% NEW $69.16
6 EXACT SCIENCES CORP 864,009.0 $87.7M 1.02% NEW $101.56
7 NEW GOLD INC CDA 9,691,998.0 $84.4M 0.98% NEW $8.71
8 BILL HOLDINGS INC 90,385,000.0 $83.3M 0.97% NEW $0.92
9 CONFLUENT INC 2,689,913.0 $81.3M 0.94% NEW $30.24
10 SYNOVUS FINL CORP 1,438,381.0 $72.0M 0.83% NEW $50.05
11 FOLD AMICUS THERAPEUTICS INC Healthcare 5,000,000.0 $71.2M 0.82% NEW $14.24 +1.8%
12 CWAN CLEARWATER ANALYTICS HLDGS I Technology 2,879,113.0 $69.4M 0.81% NEW $24.12 +0.9%
13 MDLN MEDLINE INC Healthcare 1,580,000.0 $66.4M 0.77% NEW $42.00 -12.8%
14 HOLOGIC INC 876,422.0 $65.3M 0.76% NEW $74.49
15 COMERICA INC 748,994.0 $65.1M 0.75% NEW $86.93
16 CIDARA THERAPEUTICS INC 275,000.0 $60.7M 0.70% NEW $220.89
17 AVIDITY BIOSCIENCES INC 840,976.0 $60.7M 0.70% NEW $72.13
18 HUN CALL HUNTSMAN CORP Basic Materials 5,900,000.0 $59.0M 0.68% NEW $10.00 +57.4%
19 ITT ITT INC Industrials 329,390.0 $57.2M 0.66% NEW $173.51 +9.0%
20 WWD WOODWARD INC Industrials 181,258.0 $54.8M 0.64% NEW $302.32 +28.4%
Page 1 of 7  ·  134 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%