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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 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 100,000.0 $8.7M 0.10% NEW $87.34 +25.7%
62 BUNGE GLOBAL SA 86,568.0 $7.7M 0.09% NEW $89.08
63 COIN COINBASE GLOBAL INC Financial Services 33,984.0 $7.7M 0.09% NEW $226.14 -29.3%
64 BETA BETA TECHNOLOGIES INC Industrials 268,520.0 $7.6M 0.09% NEW $28.21 -42.5%
65 TRIP TRIPADVISOR INC Consumer Cyclical 520,000.0 $7.6M 0.09% NEW $14.56 -14.8%
66 ORA ORMAT TECHNOLOGIES INC Utilities 68,190.0 $7.5M 0.09% NEW $110.47 +25.1%
67 PLYMOUTH INDL REIT INC 313,225.0 $6.9M 0.08% NEW $21.88
68 SIX FLAGS ENTERTAINMENT CORP 440,000.0 $6.7M 0.08% NEW $15.34
69 Q QNITY ELECTRONICS INC Technology 80,000.0 $6.5M 0.08% NEW $81.65 +84.5%
70 UDMY UDEMY INC Consumer Defensive 1,100,000.0 $6.4M 0.07% NEW $5.85 -20.9%
71 BKU BANKUNITED INC Financial Services 129,704.0 $5.8M 0.07% NEW $44.57 +9.8%
72 D DOMINION ENERGY INC Utilities 91,323.0 $5.4M 0.06% NEW $58.59 +15.9%
73 NEPTUNE INS HLDGS INC 171,000.0 $5.0M 0.06% NEW $29.16
74 FLR FLUOR CORP NEW Industrials 122,052.0 $4.8M 0.06% NEW $39.63 +28.1%
75 GSAT GLOBALSTAR INC Communication Services 78,881.0 $4.8M 0.06% NEW $61.04 +33.0%
76 WBD WARNER BROS DISCOVERY INC Communication Services 150,000.0 $4.3M 0.05% NEW $28.82 -6.8%
77 BL BLACKLINE INC Technology 75,000.0 $4.1M 0.05% NEW $55.29 -48.0%
78 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 47,298.0 $3.9M 0.04% NEW $82.02 -20.5%
79 AMD ADVANCED MICRO DEVICES INC Technology 17,201.0 $3.7M 0.04% NEW $214.16 +138.9%
80 ROG ROGERS CORP Technology 37,197.0 $3.4M 0.04% NEW $91.57 +65.0%
Page 4 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%