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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 5 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GFL GFL ENVIRONMENTAL INC Industrials 732,620.0 $31.5M 0.36% -142K -16.3% $42.95 -15.9%
82 UBER UBER TECHNOLOGIES INC Technology 372,119.0 $30.4M 0.35% +119K +47.0% $81.71 -10.4%
83 CSGS CSG SYS INTL INC Technology 377,410.0 $28.9M 0.34% NEW $76.69 +5.2%
84 IRM CALL IRON MTN INC DEL Real Estate 327,700.0 $27.2M 0.32% NEW $82.95 +54.6%
85 EXC EXELON CORP Utilities 622,806.0 $27.1M 0.32% +488K +361.3% $43.59 +6.9%
86 MUB ISHARES TR 241,400.0 $25.9M 0.30% $107.11 +0.1%
87 EMXC ISHARES INC 354,686.0 $25.8M 0.30% $72.68 +39.5%
88 CADENCE BANK 597,348.0 $25.6M 0.30% NEW $42.84
89 TSLA TESLA INC Consumer Cyclical 56,661.0 $25.5M 0.29% NEW $449.72 -10.0%
90 CRH PLC 200,000.0 $25.0M 0.29% +21K +11.8% $124.80
91 CALL CONFLUENT INC 813,900.0 $24.6M 0.28% -1.0M -56.3% $30.24
92 DYNAVAX TECHNOLOGIES CORP 1,569,507.0 $24.1M 0.28% NEW $15.38
93 LLY ELI LILLY & CO Healthcare 22,334.0 $24.0M 0.28% NEW $1074.68 +4.4%
94 CNM CORE & MAIN INC Industrials 434,454.0 $22.6M 0.26% NEW $51.97 -8.1%
95 SEALED AIR CORP NEW 520,974.0 $21.6M 0.25% NEW $41.43
96 KVUE KENVUE INC Consumer Defensive 1,246,246.0 $21.5M 0.25% NEW $17.25 +6.8%
97 XHB SPDR SERIES TRUST 202,579.0 $20.9M 0.24% NEW $102.96 +6.7%
98 GL GLOBE LIFE INC Financial Services 145,500.0 $20.3M 0.24% $139.86 +21.0%
99 FLUTTER ENTMT PLC 92,988.0 $20.0M 0.23% -397K -81.0% $215.04
100 RSP INVESCO EXCHANGE TRADED FD T 104,067.0 $19.9M 0.23% -726K -87.5% $191.56 +10.8%
Page 5 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%