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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 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CFG CITIZENS FINL GROUP INC Financial Services 298,507.0 $17.4M 0.20% NEW $58.41 +15.2%
42 XLF SELECT SECTOR SPDR TR 312,270.0 $17.1M 0.20% NEW $54.77 -0.7%
43 TXN TEXAS INSTRS INC Technology 98,191.0 $17.0M 0.20% NEW $173.49 +76.2%
44 AIG AMERICAN INTL GROUP INC Financial Services 186,001.0 $15.9M 0.18% NEW $85.55 -12.1%
45 SEMR SEMRUSH HLDGS INC Technology 1,285,100.0 $15.3M 0.18% NEW $11.89 +0.9%
46 CALL PONY AI INC 1,000,000.0 $14.5M 0.17% NEW $14.50
47 LUMENTUM HLDGS INC 5,000,000.0 $14.2M 0.16% NEW $2.84
48 LIBERTY MEDIA CORP DEL 140,000.0 $13.8M 0.16% NEW $98.51
49 FXI ISHARES TR 325,000.0 $12.4M 0.14% NEW $38.29 -9.7%
50 ASTRIA THERAPEUTICS INC 873,400.0 $11.4M 0.13% NEW $13.09
51 DIS CALL DISNEY WALT CO Communication Services 100,000.0 $11.4M 0.13% NEW $113.77 -11.0%
52 WOLF CALL WOLFSPEED INC Technology 591,900.0 $10.3M 0.12% NEW $17.41 +182.0%
53 EQR EQUITY RESIDENTIAL Real Estate 161,288.0 $10.2M 0.12% NEW $63.04 +5.3%
54 WEC WEC ENERGY GROUP INC Utilities 96,245.0 $10.1M 0.12% NEW $105.46 +8.1%
55 AMERICAN WTR CAP CORP 10,000,000.0 $10.0M 0.12% NEW $1.00
56 RIVN PUT RIVIAN AUTOMOTIVE INC Consumer Cyclical 475,000.0 $9.4M 0.11% NEW $19.71 -19.2%
57 ALEXANDER & BALDWIN INC NEW 440,176.0 $9.1M 0.10% NEW $20.64
58 CORE SCIENTIFIC INC NEW 1,062,761.0 $9.0M 0.10% NEW $8.46
59 DLR DIGITAL RLTY TR INC Real Estate 57,418.0 $8.9M 0.10% NEW $154.71 +23.1%
60 FORGE GLOBAL HOLDINGS INC 198,530.0 $8.8M 0.10% NEW $44.56
Page 3 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%