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Portfolio (Quarterly) Guide ↗

SOROS FUND MANAGEMENT LLC

· CIK 0001029160
13F Portfolio $8.1B AUM 266 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 98 New 50 Added 77 Reduced 95 Exited
Page 10 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AKR ACADIA RLTY TR Real Estate 228,650.0 $4.8M 0.06% NEW $20.91 +2.1%
182 LINCOLN INTL INC 200,000.0 $4.8M 0.06% NEW $23.87
183 RBC RBC BEARINGS INC Industrials 6,610.0 $4.3M 0.05% +2K +35.6% $644.06 -23.0%
184 APOS APOLLO GLOBAL MGMT INC 35,000.0 $4.1M 0.05% -96K -73.3% $118.31
185 ABT ABBOTT LABORATORIES Healthcare 44,750.0 $4.1M 0.05% $90.74 +28.6%
186 MS MORGAN STANLEY Financial Services 19,096.0 $4.0M 0.05% NEW $209.04 +2.4%
187 FCX FREEPORT MCMORAN INC Basic Materials 62,294.0 $3.9M 0.05% NEW $62.89 +23.7%
188 ACMR ACM RESH INC Technology 30,122.0 $3.8M 0.05% NEW $126.89 -39.0%
189 PZZA PAPA JOHNS INTL INC Consumer Cyclical 100,000.0 $3.7M 0.04% NEW $36.77 -34.5%
190 BUNGE GLOBAL SA 33,054.0 $3.5M 0.04% -36K -51.9% $106.73
191 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 46,071.0 $3.5M 0.04% NEW $76.40 +2.3%
192 MTZ MASTEC INC Industrials 8,275.0 $3.4M 0.04% +4K +110.5% $416.06 -38.6%
193 VRNS VARONIS SYS INC Technology 80,000.0 $3.4M 0.04% NEW $41.96 -2.2%
194 NFLX NETFLIX INC. Communication Services 46,451.0 $3.3M 0.04% -1K -3.0% $71.40 +12.1%
195 AKTS AKTIS ONCOLOGY INC Healthcare 100,000.0 $3.2M 0.04% $32.23 -19.4%
196 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 100,000.0 $3.1M 0.04% -900K -90.0% $30.71 +25.8%
197 ANDG ANDERSEN GROUP INC Consumer Cyclical 72,600.0 $2.7M 0.03% +23K +45.2% $37.72 +32.5%
198 CRS CARPENTER TECHNOLOGY CORP Industrials 4,308.0 $2.7M 0.03% -4K -48.9% $616.84 -22.7%
199 LIFTOFF MOBILE INC 106,980.0 $2.6M 0.03% NEW $24.02
200 DDOG DATADOG INC Technology 9,662.0 $2.5M 0.03% -92K -90.5% $260.36 -13.3%
Page 10 of 14  ·  266 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 26.7%
Communication Services 14.3%
Utilities 12.1%
Financial Services 11.1%
Industrials 10.4%
Consumer Cyclical 9.8%
Healthcare 5.1%
Real Estate 4.4%
Basic Materials 4.0%
Consumer Defensive 2.1%