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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 7 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HON HONEYWELL INTL INC Industrials 71,055.0 $13.9M 0.16% -29K -28.9% $195.09 +17.6%
122 LIBERTY MEDIA CORP DEL 140,000.0 $13.8M 0.16% NEW $98.51
123 CTLP CANTALOUPE INC Technology 1,251,880.0 $13.3M 0.15% +7K +0.6% $10.62 +5.5%
124 EVGO EVGO INC Consumer Cyclical 4,500,000.0 $13.1M 0.15% +500K +12.5% $2.91 -31.3%
125 HUM HUMANA INC Healthcare 50,530.0 $12.9M 0.15% -9K -15.7% $256.13 +44.3%
126 ENPH ENPHASE ENERGY INC Energy 400,000.0 $12.8M 0.15% +300K +300.0% $32.05 +56.8%
127 FXI ISHARES TR 325,000.0 $12.4M 0.14% NEW $38.29 -9.7%
128 STANDARDAERO INC 424,600.0 $12.2M 0.14% -261K -38.1% $28.68
129 MDB MONGODB INC Technology 28,373.0 $11.9M 0.14% -7K -20.1% $419.69 -16.9%
130 ASTRIA THERAPEUTICS INC 873,400.0 $11.4M 0.13% NEW $13.09
131 DIS CALL DISNEY WALT CO Communication Services 100,000.0 $11.4M 0.13% NEW $113.77 -10.9%
132 WOLF CALL WOLFSPEED INC Technology 591,900.0 $10.3M 0.12% NEW $17.41 +158.5%
133 OKTA INC 10,500,000.0 $10.3M 0.12% $0.98
134 EQR EQUITY RESIDENTIAL Real Estate 161,288.0 $10.2M 0.12% NEW $63.04 +5.3%
135 WEC WEC ENERGY GROUP INC Utilities 96,245.0 $10.1M 0.12% NEW $105.46 +8.7%
136 AMERICAN WTR CAP CORP 10,000,000.0 $10.0M 0.12% NEW $1.00
137 RIVN PUT RIVIAN AUTOMOTIVE INC Consumer Cyclical 475,000.0 $9.4M 0.11% NEW $19.71 -19.2%
138 SNAP INC 10,000,000.0 $9.1M 0.11% $0.91
139 ALEXANDER & BALDWIN INC NEW 440,176.0 $9.1M 0.10% NEW $20.64
140 CORE SCIENTIFIC INC NEW 1,062,761.0 $9.0M 0.10% NEW $8.46
Page 7 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%