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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 4 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ULS UL SOLUTIONS INC Industrials 580,520.0 $45.8M 0.53% +101K +21.0% $78.86 +23.0%
62 HILLENBRAND INC 1,391,980.0 $44.2M 0.51% NEW $31.72
63 INDIVIOR PLC 1,154,452.0 $41.4M 0.48% -199K -14.7% $35.88
64 JD.COM INC 41,000,000.0 $41.1M 0.48% -19.0M -31.7% $1.00
65 RUN SUNRUN INC Energy 2,229,518.0 $41.0M 0.47% -2.0M -47.2% $18.40 -31.3%
66 RDNT RADNET INC Healthcare 574,555.0 $41.0M 0.47% +396K +221.9% $71.35 -20.8%
67 NCL CORP LTD 40,175,000.0 $40.2M 0.47% +2.5M +6.6% $1.00
68 REV GROUP INC 641,910.0 $39.0M 0.45% NEW $60.81
69 LUMENTUM HLDGS INC 10,250,000.0 $38.1M 0.44% -1.0M -8.9% $3.71
70 DIGITALBRIDGE GROUP INC 2,400,000.0 $36.8M 0.43% NEW $15.34
71 RUN CALL SUNRUN INC Energy 2,000,000.0 $36.8M 0.43% -250K -11.1% $18.40 -31.3%
72 ALLIANT ENERGY CORP 35,000,000.0 $36.4M 0.42% -12.5M -26.3% $1.04
73 DIGITALOCEAN HLDGS INC 37,348,000.0 $36.1M 0.42% +8.0M +27.3% $0.97
74 AVGO BROADCOM INC Technology 102,379.0 $35.4M 0.41% NEW $346.10 +8.8%
75 SRE SEMPRA Utilities 396,519.0 $35.0M 0.41% +206K +108.5% $88.29 +3.9%
76 ITRI ITRON INC Technology 375,219.0 $34.8M 0.40% NEW $92.86 -12.7%
77 ACADIAN ASSET MANAGEMENT INC 737,367.0 $34.7M 0.40% +280K +61.3% $47.00
78 ACN ACCENTURE PLC IRELAND Technology 125,259.0 $33.6M 0.39% +25K +24.9% $268.30 -38.3%
79 DASH DOORDASH INC Communication Services 141,816.0 $32.1M 0.37% +36K +34.6% $226.48 -24.9%
80 NOVANTA INC 581,067.0 $31.7M 0.37% NEW $54.63
Page 4 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%