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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CODI COMPASS DIVERSIFIED Industrials 124,827.0 $599K 0.01% NEW $4.80 +111.5%
122 ALAB ASTERA LABS INC Technology 3,359.0 $559K 0.01% NEW $166.36 +132.9%
123 PCT PURECYCLE TECHNOLOGIES INC Industrials 58,903.0 $506K 0.01% NEW $8.59 +1.5%
124 FRMI FERMI INC Utilities 60,539.0 $484K 0.01% NEW $8.00 +10.1%
125 AAOI APPLIED OPTOELECTRONICS INC Technology 11,576.0 $404K 0.01% NEW $34.86 +387.1%
126 HUN HUNTSMAN CORP Basic Materials 38,435.0 $384K 0.00% NEW $10.00 +33.6%
127 PPTA PERPETUA RESOURCES CORP Basic Materials 11,406.0 $276K 0.00% NEW $24.21 +9.3%
128 ROIV ROIVANT SCIENCES LTD Healthcare 9,492.0 $206K 0.00% NEW $21.70 +44.4%
129 PNFP PINNACLE FINL PARTNERS INC Financial Services 2,153.0 $205K 0.00% NEW $95.41 +3.1%
130 FRMM ETHZILLA CORPORATION Technology 35,482.0 $174K 0.00% NEW $4.90 +8.8%
131 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 64,305.0 $127K 0.00% NEW $1.97 +12.4%
132 CORZ CORE SCIENTIFIC INC NEW Technology 5,458.0 $79K 0.00% NEW $14.56 +95.9%
133 OPENDOOR TECHNOLOGIES INC 33,026.0 $30K NEW $0.90
134 OPENDOOR TECHNOLOGIES INC 200.0 $104.0 NEW $0.52
Page 7 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%