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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LULU LULULEMON ATHLETICA INC Consumer Cyclical 7,225.0 $1.5M 0.02% NEW $207.81 -46.2%
102 GO GROCERY OUTLET HLDG CORP Consumer Defensive 137,330.0 $1.4M 0.02% NEW $10.10 -6.1%
103 CRL CHARLES RIV LABS INTL INC Healthcare 6,778.0 $1.4M 0.02% NEW $199.48 -8.6%
104 VOYG VOYAGER TECHNOLOGIES INC Industrials 51,600.0 $1.3M 0.02% NEW $26.14 +44.8%
105 EME EMCOR GROUP INC Industrials 2,021.0 $1.2M 0.01% NEW $611.79 +35.3%
106 BLLN BILLIONTOONE INC Healthcare 14,500.0 $1.2M 0.01% NEW $81.84 +21.4%
107 VSEC VSE CORP Industrials 6,616.0 $1.1M 0.01% NEW $172.77 +15.3%
108 LCID LUCID GROUP INC Consumer Cyclical 96,100.0 $1.0M 0.01% NEW $10.57 -51.4%
109 BLDR BUILDERS FIRSTSOURCE INC Industrials 9,828.0 $1.0M 0.01% NEW $102.89 -26.0%
110 ES EVERSOURCE ENERGY Utilities 14,890.0 $1.0M 0.01% NEW $67.33 +2.6%
111 LIBERTY MEDIA CORP DEL 10,200.0 $912K 0.01% NEW $89.38
112 SHOP SHOPIFY INC Technology 5,376.0 $865K 0.01% NEW $160.97 -32.9%
113 WSC WILLSCOT HLDGS CORP Industrials 45,138.0 $850K 0.01% NEW $18.83 +51.0%
114 RKT ROCKET COS INC Financial Services 43,868.0 $849K 0.01% NEW $19.36 -31.7%
115 RBLX ROBLOX CORP Technology 10,335.0 $837K 0.01% NEW $81.03 -40.7%
116 QXO QXO INC Industrials 41,095.0 $793K 0.01% NEW $19.29 -14.2%
117 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 75,000.0 $769K 0.01% NEW $10.25 +0.7%
118 TWO HBRS INVT CORP 71,432.0 $750K 0.01% NEW $10.50
119 JPM JPMORGAN CHASE & CO. Financial Services 2,165.0 $698K 0.01% NEW $322.22 +3.5%
120 MP MP MATERIALS CORP Basic Materials 12,368.0 $625K 0.01% NEW $50.52 +20.4%
Page 6 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%