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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 9 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RDN RADIAN GROUP INC Financial Services 178,767.0 $6.4M 0.07% $35.99 -3.1%
162 GALAXY DIGITAL INC. 271,911.0 $6.1M 0.07% -2K -0.7% $22.36
163 ONESTREAM INC 330,000.0 $6.1M 0.07% +7K +2.3% $18.38
164 ETORO GROUP LTD 172,220.0 $6.1M 0.07% +7K +4.2% $35.13
165 ADI ANALOG DEVICES INC Technology 21,400.0 $5.8M 0.07% -35K -62.1% $271.20 +56.5%
166 BKU BANKUNITED INC Financial Services 129,704.0 $5.8M 0.07% NEW $44.57 +6.9%
167 LGN LEGENCE CORP Industrials 128,560.0 $5.5M 0.06% -5K -3.8% $43.04 +100.8%
168 CENTERPOINT ENERGY INC 5,000,000.0 $5.5M 0.06% -95.0M -95.0% $1.09
169 D DOMINION ENERGY INC Utilities 91,323.0 $5.4M 0.06% NEW $58.59 +16.3%
170 EWC ISHARES INC 97,700.0 $5.3M 0.06% $53.93 +9.7%
171 VVX V2X INC Industrials 92,800.0 $5.1M 0.06% -14K -13.2% $54.55 +63.2%
172 NEPTUNE INS HLDGS INC 171,000.0 $5.0M 0.06% NEW $29.16
173 FLR FLUOR CORP NEW Industrials 122,052.0 $4.8M 0.06% NEW $39.63 +33.0%
174 GSAT GLOBALSTAR INC Communication Services 78,881.0 $4.8M 0.06% NEW $61.04 +31.0%
175 WBD WARNER BROS DISCOVERY INC Communication Services 150,000.0 $4.3M 0.05% NEW $28.82 -8.0%
176 BL BLACKLINE INC Technology 75,000.0 $4.1M 0.05% NEW $55.29 -49.5%
177 CRCL CIRCLE INTERNET GROUP INC Financial Services 51,707.0 $4.1M 0.05% -151K -74.5% $79.30 +3.6%
178 BLSH BULLISH Technology 108,200.0 $4.1M 0.05% -97K -47.3% $37.87 -31.3%
179 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 47,298.0 $3.9M 0.04% NEW $82.02 -23.6%
180 AMD ADVANCED MICRO DEVICES INC Technology 17,201.0 $3.7M 0.04% NEW $214.16 +143.8%
Page 9 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%