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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 6 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SNOW SNOWFLAKE INC Technology 90,245.0 $19.8M 0.23% -168K -65.0% $219.36 +8.6%
102 SOMNIGROUP INTERNATIONAL INC 220,000.0 $19.6M 0.23% -405K -64.8% $89.28
103 ONB OLD NATL BANCORP IND Financial Services 855,685.0 $19.1M 0.22% $22.31 +12.1%
104 BGC BGC GROUP INC Financial Services 2,110,763.0 $18.8M 0.22% -2.3M -52.0% $8.93 +32.6%
105 UNH UNITEDHEALTH GROUP INC Healthcare 56,791.0 $18.7M 0.22% +9K +19.7% $330.11 +24.5%
106 ZTS ZOETIS INC Healthcare 148,448.0 $18.7M 0.22% NEW $125.82 -36.5%
107 PONY AI INC 1,231,714.0 $17.9M 0.21% -847K -40.8% $14.50
108 OWL BLUE OWL CAPITAL INC Financial Services 1,186,576.0 $17.7M 0.20% NEW $14.94 -34.1%
109 CFG CITIZENS FINL GROUP INC Financial Services 298,507.0 $17.4M 0.20% NEW $58.41 +15.2%
110 XLF SELECT SECTOR SPDR TR 312,270.0 $17.1M 0.20% NEW $54.77 -0.7%
111 TXN TEXAS INSTRS INC Technology 98,191.0 $17.0M 0.20% NEW $173.49 +76.2%
112 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 66,426.0 $16.1M 0.19% +18K +38.1% $242.82 -1.1%
113 AIG AMERICAN INTL GROUP INC Financial Services 186,001.0 $15.9M 0.18% NEW $85.55 -12.1%
114 SEMR SEMRUSH HLDGS INC Technology 1,285,100.0 $15.3M 0.18% NEW $11.89 +0.9%
115 DD DUPONT DE NEMOURS INC Basic Materials 368,000.0 $14.8M 0.17% -32K -8.0% $40.20 +19.5%
116 CALL PONY AI INC 1,000,000.0 $14.5M 0.17% NEW $14.50
117 AMRIZE LTD 266,667.0 $14.4M 0.17% -333K -55.6% $54.08
118 ENTERGY CORP NEW 155,799.0 $14.4M 0.17% -182K -53.9% $92.43
119 LUMENTUM HLDGS INC 5,000,000.0 $14.2M 0.16% NEW $2.84
120 SYF SYNCHRONY FINANCIAL Financial Services 167,394.0 $14.0M 0.16% +9K +5.5% $83.43 -9.8%
Page 6 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%