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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 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SNOW SNOWFLAKE INC Technology 90,245.0 $19.8M 0.23% -168K -65.0% $219.36 +8.6%
22 SOMNIGROUP INTERNATIONAL INC 220,000.0 $19.6M 0.23% -405K -64.8% $89.28
23 BGC BGC GROUP INC Financial Services 2,110,763.0 $18.8M 0.22% -2.3M -52.0% $8.93 +32.6%
24 PONY AI INC 1,231,714.0 $17.9M 0.21% -847K -40.8% $14.50
25 DD DUPONT DE NEMOURS INC Basic Materials 368,000.0 $14.8M 0.17% -32K -8.0% $40.20 +19.5%
26 AMRIZE LTD 266,667.0 $14.4M 0.17% -333K -55.6% $54.08
27 ENTERGY CORP NEW 155,799.0 $14.4M 0.17% -182K -53.9% $92.43
28 HON HONEYWELL INTL INC Industrials 71,055.0 $13.9M 0.16% -29K -28.9% $195.09 +17.6%
29 HUM HUMANA INC Healthcare 50,530.0 $12.9M 0.15% -9K -15.7% $256.13 +44.3%
30 STANDARDAERO INC 424,600.0 $12.2M 0.14% -261K -38.1% $28.68
31 MDB MONGODB INC Technology 28,373.0 $11.9M 0.14% -7K -20.1% $419.69 -16.9%
32 CVLT COMMVAULT SYS INC Technology 70,000.0 $8.8M 0.10% -148K -67.8% $125.36 -0.1%
33 SAIL SAILPOINT INC Technology 425,000.0 $8.6M 0.10% -871K -67.2% $20.23 -30.4%
34 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 338,250.0 $7.5M 0.09% -48K -12.4% $22.25 -66.7%
35 STUBHUB HLDGS INC 486,599.0 $6.6M 0.08% -388K -44.4% $13.53
36 GALAXY DIGITAL INC. 271,911.0 $6.1M 0.07% -2K -0.7% $22.36
37 ADI ANALOG DEVICES INC Technology 21,400.0 $5.8M 0.07% -35K -62.1% $271.20 +53.4%
38 LGN LEGENCE CORP Industrials 128,560.0 $5.5M 0.06% -5K -3.8% $43.04 +98.5%
39 CENTERPOINT ENERGY INC 5,000,000.0 $5.5M 0.06% -95.0M -95.0% $1.09
40 VVX V2X INC Industrials 92,800.0 $5.1M 0.06% -14K -13.2% $54.55 +59.5%
Page 2 of 3  ·  47 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%