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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 12 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RBLX ROBLOX CORP Technology 10,335.0 $837K 0.01% NEW $81.03 -39.1%
222 QXO QXO INC Industrials 41,095.0 $793K 0.01% NEW $19.29 -11.8%
223 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 75,000.0 $769K 0.01% NEW $10.25 +0.5%
224 TWO HBRS INVT CORP 71,432.0 $750K 0.01% NEW $10.50
225 TEGNA INC 36,673.0 $712K 0.01% -438K -92.3% $19.41
226 KRMN KARMAN HLDGS INC Industrials 9,543.0 $698K 0.01% -355K -97.4% $73.17 -29.3%
227 JPM JPMORGAN CHASE & CO. Financial Services 2,165.0 $698K 0.01% NEW $322.22 +2.8%
228 U UNITY SOFTWARE INC Technology 14,882.0 $657K 0.01% -35K -70.2% $44.17 -36.5%
229 MP MP MATERIALS CORP Basic Materials 12,368.0 $625K 0.01% NEW $50.52 +12.9%
230 CODI COMPASS DIVERSIFIED Industrials 124,827.0 $599K 0.01% NEW $4.80 +111.2%
231 ALAB ASTERA LABS INC Technology 3,359.0 $559K 0.01% NEW $166.36 +117.4%
232 PCT PURECYCLE TECHNOLOGIES INC Industrials 58,903.0 $506K 0.01% NEW $8.59 -4.7%
233 FRMI FERMI INC Utilities 60,539.0 $484K 0.01% NEW $8.00 -1.5%
234 AAOI APPLIED OPTOELECTRONICS INC Technology 11,576.0 $404K 0.01% NEW $34.86 +390.0%
235 HUN HUNTSMAN CORP Basic Materials 38,435.0 $384K 0.00% NEW $10.00 +31.8%
236 PPTA PERPETUA RESOURCES CORP Basic Materials 11,406.0 $276K 0.00% NEW $24.21 +6.4%
237 FICO FAIR ISAAC CORP Technology 133.0 $225K 0.00% -34.0 -20.4% $1690.62 -29.8%
238 ROIV ROIVANT SCIENCES LTD Healthcare 9,492.0 $206K 0.00% NEW $21.70 +40.1%
239 PNFP PINNACLE FINL PARTNERS INC Financial Services 2,153.0 $205K 0.00% NEW $95.41 +3.0%
240 FRMM ETHZILLA CORPORATION Technology 35,482.0 $174K 0.00% NEW $4.90 +8.4%
Page 12 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%