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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 11 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ANDG ANDERSEN GROUP INC Consumer Cyclical 62,600.0 $1.6M 0.02% NEW $25.93 +44.6%
202 LNC LINCOLN NATL CORP IND Financial Services 34,015.0 $1.5M 0.02% NEW $44.53 -14.7%
203 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 680,000.0 $1.5M 0.02% NEW $2.21 +9.0%
204 LULU LULULEMON ATHLETICA INC Consumer Cyclical 7,225.0 $1.5M 0.02% NEW $207.81 -44.4%
205 GO GROCERY OUTLET HLDG CORP Consumer Defensive 137,330.0 $1.4M 0.02% NEW $10.10 -2.2%
206 CRL CHARLES RIV LABS INTL INC Healthcare 6,778.0 $1.4M 0.02% NEW $199.48 -7.4%
207 VOYG VOYAGER TECHNOLOGIES INC Industrials 51,600.0 $1.3M 0.02% NEW $26.14 +44.8%
208 EME EMCOR GROUP INC Industrials 2,021.0 $1.2M 0.01% NEW $611.79 +36.4%
209 BLLN BILLIONTOONE INC Healthcare 14,500.0 $1.2M 0.01% NEW $81.84 +23.0%
210 VSEC VSE CORP Industrials 6,616.0 $1.1M 0.01% NEW $172.77 +15.3%
211 LCID LUCID GROUP INC Consumer Cyclical 96,100.0 $1.0M 0.01% NEW $10.57 -52.5%
212 BLDR BUILDERS FIRSTSOURCE INC Industrials 9,828.0 $1.0M 0.01% NEW $102.89 -23.5%
213 ES EVERSOURCE ENERGY Utilities 14,890.0 $1.0M 0.01% NEW $67.33 +3.7%
214 ENPHASE ENERGY INC 1,000,000.0 $991K 0.01% $0.99
215 SPSB SPDR SERIES TRUST 30,268.0 $914K 0.01% -2K -5.2% $30.20 -0.7%
216 LIBERTY MEDIA CORP DEL 10,200.0 $912K 0.01% NEW $89.38
217 VIA VIA TRANSN INC Technology 30,000.0 $870K 0.01% $29.01 -51.1%
218 SHOP SHOPIFY INC Technology 5,376.0 $865K 0.01% NEW $160.97 -29.7%
219 WSC WILLSCOT HLDGS CORP Industrials 45,138.0 $850K 0.01% NEW $18.83 +51.0%
220 RKT ROCKET COS INC Financial Services 43,868.0 $849K 0.01% NEW $19.36 -28.1%
Page 11 of 13  ·  244 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%