SOROS FUND MANAGEMENT LLC

Superinvestor

Soros Fund Management

SEC CIK
0001029160
Manager
George Soros
Style
Macro

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
254
+4 vs. Q1 2026
Total value
$7.62B
+$329.11M (+4.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

SOROS FUND MANAGEMENT LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
CRBGCOREBRIDGE FINL INCCOM733,788$21.01M0.28%−1,399,859−65.6%ReducedView
MCHPMICROCHIP TECHNOLOGY INC. COMStock227,800$20.78M0.27%+227,800NewView
ALLYALLY FINL INC COMStock442,344$20.33M0.27%−282,923−39.0%ReducedView
PMPHILIP MORRIS INTL INC COMStock112,294$20.32M0.27%00.0%UnchangedView
CFGCITIZENS FINL GROUP INCCOM287,540$20.15M0.26%−10,967−3.7%ReducedView
MFICMIDCAP FINANCIAL INVSTMNT COCOM NEW1,944,500$19.6M0.26%00.0%UnchangedView
FRVOFERVO ENERGY COCL A COM669,350$19.57M0.26%+669,350NewView
SPYSTATE STREET SPDR S&P 500 ETFETF25,000$18.67M0.24%00.0%UnchangedView
NOVTUNOVANTA INCUNIT 11/01/2028250,000$17.07M0.22%+250,000NewView
ITTITT INCCOM84,740$16.76M0.22%−5,000−5.6%ReducedView
MRVLMARVELL TECHNOLOGY INCCOM53,962$16.07M0.21%+53,962NewView
SAROSTANDARDAERO INCCOM526,440$15.75M0.21%−173,560−24.8%ReducedView
MAMASTERCARD INCORPORATED CL AStock30,452$15.64M0.21%00.0%UnchangedView
SILA REALTY TRUST INC146280508COMMON STOCK507,718$15.41M0.20%+507,718New–
CZRCAESARS ENTERTAINMENT INC NECOM494,990$14.94M0.20%+494,990NewView
MWHSOLV ENERGY INCCOM SHS CL A436,664$14.87M0.20%+296,164+210.8%AddedView
DPCDPC HOLDINGS PLCORDINARY SHARES296,950$14.57M0.19%+296,950NewView
ATIATI INC COMStock73,339$14.46M0.19%+20,507+38.8%AddedView
TALKSPACE INC87427V103COM2,767,040$14.39M0.19%00.0%Unchanged–
INTCINTEL CORP COMStock100,000$13.96M0.18%+100,000NewView
CRHCRH PLCORD123,942$13.26M0.17%+8,917+7.8%AddedView
HUMHUMANA INC COMStock33,228$13.2M0.17%−34,416−50.9%ReducedView
IBKRINTERACTIVE BROKERS GROUP INC COM CL AStock151,470$13.18M0.17%−493,874−76.5%ReducedView
CTRECARETRUST REIT INCCOM325,320$13.13M0.17%+325,320NewView
METAMETA PLATFORMS INC CL AStock21,776$12.27M0.16%−12,831−37.1%ReducedView
KOCOCA COLA CO COMStock150,643$12.24M0.16%00.0%UnchangedView
FLGFLAGSTAR BANK NATIONAL ASSOCIA COM NEWStock781,685$11.68M0.15%+781,685NewView
CNMCORE & MAIN INCCL A236,431$11.41M0.15%+3,994+1.7%AddedView
DDOMINION ENERGY INC COMStock165,344$11.29M0.15%+165,344NewView
CATALYST PHARMACEUTICALS INC14888U101COM344,593$10.83M0.14%+344,593New–
AIGAMERICAN INTL GROUP INC COM NEWStock144,410$10.76M0.14%−5,516−3.7%ReducedView
WWDWOODWARD INCCOM24,854$10.57M0.14%−74,976−75.1%ReducedView
OTFBLUE OWL TECHNOLOGY FIN CORPCOMMON STOCK1,005,000$10.4M0.14%00.0%UnchangedView
EVGOEVGO INCCL A COM5,350,022$10.22M0.13%−686,547−11.4%ReducedView
TKRTIMKEN COCOM70,000$10.17M0.13%+70,000NewView
ARES ACQUISITION CORP IIIG3303U112UNIT 99/99/99991,000,000$10.05M0.13%+1,000,000New–
CGCARLYLE GROUP INCCOM226,767$9.55M0.13%−18,218−7.4%ReducedView
JANJANUS LIVING INCCL A-1326,320$9.38M0.12%+97,552+42.6%AddedView
SNAPSNAP INCNOTE 0.125% 3/0–$9.25M0.12%––View
MGEEMGE ENERGY INCCOM106,813$8.71M0.11%+106,813NewView
JNJJOHNSON & JOHNSON COMStock34,019$8.64M0.11%−827−2.4%ReducedView
OWLBLUE OWL CAPITAL INCCOM CL A973,500$8.52M0.11%−1,044,136−51.8%ReducedView
JBLUJETBLUE AIRWAYS CORPNOTE 2.500% 9/0–$8.33M0.11%–NewView
TPGTPG INCCOM CL A204,488$8.29M0.11%+31,653+18.3%AddedView
KKRKKR & CO INCCOM88,715$8.14M0.11%−155,976−63.7%ReducedView
ARXSARXIS INCCL A COM175,000$8.07M0.11%+175,000NewView
CBCHUBB LIMITED COMStock22,890$7.8M0.10%00.0%UnchangedView
KRANESHARES TRUST500767306CSI CHI INTERNET300,404$7.35M0.10%00.0%Unchanged–
RDNTRADNET INCCOM116,588$7.19M0.09%−321,862−73.4%ReducedView
WMTWALMART INC COMStock63,099$7.15M0.09%00.0%UnchangedView
RSIRUSH STREET INTERACTIVE INCCOM226,680$6.74M0.09%+226,680NewView
CMECME GROUP INCCOM30,028$6.63M0.09%00.0%UnchangedView
UBERUBER TECHNOLOGIES INC COMStock90,337$6.52M0.09%−223,872−71.2%ReducedView
SHAZSHARONAI HOLDINGS INCCOM CL A72,748$6.16M0.08%+72,748NewView
ARESARES MANAGEMENT CORPORATIONCL A COM STK54,026$6.01M0.08%−142,028−72.4%ReducedView
BXBLACKSTONE INCCOM51,080$6.01M0.08%−122,409−70.6%ReducedView
VRSKVERISK ANALYTICS INCCOM33,267$5.97M0.08%−20,188−37.8%ReducedView
INGMINGRAM MICRO HLDG CORPCOM208,600$5.72M0.08%−191,400−47.9%ReducedView
ISHARES INC464286509MSCI CDA ETF97,700$5.63M0.07%00.0%Unchanged–
GLXYGALAXY DIGITAL INC.CL A204,478$5.59M0.07%−67,433−24.8%ReducedView
EROCEROCK INCCL A COM376,206$5.45M0.07%+376,206NewView
NPNEPTUNE INS HLDGS INCCL A172,280$5.43M0.07%+1,280+0.7%AddedView
VSHVISHAY INTERTECHNOLOGY INCCOM100,000$5.38M0.07%+100,000NewView
SITMSITIME CORPCOM7,000$5.22M0.07%+7,000NewView
PNFPPINNACLE FINL PARTNERS INCCOM49,273$4.97M0.07%+49,273NewView
MCBMETROPOLITAN BK HLDG CORPCOM50,000$4.94M0.06%−25,000−33.3%ReducedView
NOCNORTHROP GRUMMAN CORP COMStock9,660$4.92M0.06%00.0%UnchangedView
NOWSERVICENOW INC COMStock48,570$4.82M0.06%−105,779−68.5%ReducedView
ADBEADOBE INC COMStock23,419$4.8M0.06%+23,419NewView
AKRACADIA RLTY TRCOM SH BEN INT228,650$4.78M0.06%+228,650NewView
LCLNLINCOLN INTL INCCL A200,000$4.77M0.06%+200,000NewView
RBCRBC BEARINGS INCCOM6,610$4.26M0.06%+1,735+35.6%AddedView
APOAPOLLO GLOBAL MGMT INCCOM35,000$4.14M0.05%−96,351−73.4%ReducedView
ABTABBOTT LABORATORIES COMStock44,750$4.06M0.05%00.0%UnchangedView
MSMORGAN STANLEY COM NEWStock19,096$3.99M0.05%+19,096NewView
FCXFREEPORT MCMORAN INC CL BStock62,294$3.92M0.05%+62,294NewView
ACMRACM RESH INC COM CL AStock30,122$3.82M0.05%+30,122NewView
PZZAPAPA JOHNS INTL INC COMStock100,000$3.68M0.05%+100,000NewView
BGBUNGE GLOBAL SACOM SHS33,054$3.53M0.05%−35,678−51.9%ReducedView
ADMARCHER DANIELS MIDLAND CO COMStock46,071$3.52M0.05%+46,071NewView
MTZMASTEC INCCOM8,275$3.44M0.05%+4,344+110.5%AddedView
VRNSVARONIS SYS INCCOM80,000$3.36M0.04%+80,000NewView
NFLXNETFLIX INC. COMStock46,451$3.32M0.04%−1,424−3.0%ReducedView
AKTSAKTIS ONCOLOGY INCCOM100,000$3.22M0.04%00.0%UnchangedView
FIGRFIGURE TECHNOLOGY SOLUTIO COM CL AStock100,000$3.07M0.04%−900,000−90.0%ReducedView
ANDGANDERSEN GROUP INCCL A72,600$2.74M0.04%+22,600+45.2%AddedView
CRSCARPENTER TECHNOLOGY CORPCOM4,308$2.66M0.03%−4,128−48.9%ReducedView
LFTOLIFTOFF MOBILE INCCOM106,980$2.57M0.03%+106,980NewView
DDOGDATADOG INCCL A COM9,662$2.52M0.03%−91,684−90.5%ReducedView
AMTMAMENTUM HOLDINGS INCCOM118,276$2.44M0.03%+10,670+9.9%AddedView
KRGKITE REALTY GROUP TRUSTCOM NEW85,000$2.41M0.03%+85,000NewView
ESPERION THERAPEUTICS INC NE29664W105COM757,358$2.39M0.03%+757,358New–
HAWKHAWKEYE 360 INCCOM SHS116,280$2.35M0.03%+116,280NewView
AADXAPPLIED AEROSPACE & DEFENSECOMMON STOCK100,000$2.28M0.03%+100,000NewView
PONYPONY AI INCSPONSORED ADS302,795$2.1M0.03%−989,514−76.6%ReducedView
PGRPROGRESSIVE CORP COMStock9,472$2.07M0.03%00.0%UnchangedView
ZTSZOETIS INC CL AStock27,808$2M0.03%+27,808NewView
TXNTEXAS INSTRS INC COMStock6,640$1.98M0.03%+6,640NewView
RDDTREDDIT INC CL AStock11,003$1.91M0.03%−13,066−54.3%ReducedView
MGMMGM RESORTS INTERNATIONAL COMStock38,752$1.85M0.02%+38,752NewView

Options (12)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

SOROS FUND MANAGEMENT LLC option positions in Q2 2026
SecurityClassPutsCalls
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF$106.22M–
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR$81.19M–
NVDANVIDIA CORPORATION COMStock$80.04M–
CRWVCOREWEAVE INC COM CL AStock$64.7M–
ESTCELASTIC N VORD SHS–$56.89M
SPYSTATE STREET SPDR S&P 500 ETFETF$56.01M–
FSLRFIRST SOLAR INC COMStock–$23.6M
PEGPUBLIC SVC ENTERPRISE GROUPCOM$20.29M–
RIVNRIVIAN AUTOMOTIVE INC COM CL AStock–$13.01M
HUNHUNTSMAN CORPCOM–$10.62M
RUNSUNRUN INCCOM–$6.69M
VRNSVARONIS SYS INCCOM–$2.25M

Sold out since Q1 2026 (88)

Positions held at the end of Q1 2026 that are no longer in this filing.

SOROS FUND MANAGEMENT LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
JAZZ INVESTMENTS I LTD472145AF8NOTE 2.000% 6/1–$158.44M2.17%
SEALED AIR CORP NEW81211K100COM2,751,799$115.71M1.59%
AMICUS THERAPEUTICS INC03152W109COM5,753,186$83.19M1.14%
HONHoneywell TechnologiesCOM358,052$80.93M1.11%
HOLOGIC INC436440101COM1,013,552$76.61M1.05%
CLEARWATER ANALYTICS HLDGS I185123106CL A2,941,405$69.56M0.95%
CRMSALESFORCE INC COMStock361,291$67.44M0.92%
PENPENUMBRA INCCOM203,434$66.8M0.92%
VARONIS SYS INC922280AD4NOTE 1.000% 9/1–$59.45M0.82%
TRI POINTE HOMES INC87265H109COM1,041,426$48.67M0.67%
ONESTREAM INC68278B107CL A1,830,222$43.93M0.60%
APELLIS PHARMACEUTICALS INC03753U106COM1,056,000$42.48M0.58%
NCL CORP LTD62886HBD2NOTE 1.125% 2/1–$39.49M0.54%
ETSYETSY INCNOTE 0.125%10/0–$36.7M0.50%
DAY ONE BIOPHARMACEUTICALS INC COM23954D109Stock1,539,100$33M0.45%
SELECT MED HLDGS CORP81619Q105COM1,833,473$29.87M0.41%
MACK CALI RLTY CORP554489104COM1,533,840$28.94M0.40%
ACNACCENTURE PLC IRELAND SHS CLASS AStock134,640$26.7M0.37%
ARCELLX INC03940C100COMMON STOCK200,000$22.96M0.31%
DIGITALOCEAN HLDGS INC25402DAB8NOTE 12/0–$22.6M0.31%
THERMON GROUP HLDGS INC88362T103COM448,088$22.58M0.31%
AESAES CORP COMStock1,557,000$21.94M0.30%
FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C246,933$20.99M0.29%
BXSLBLACKSTONE SECD LENDING FDCOMMON STOCK867,500$20.55M0.28%
ISHARES TR464288513IBOXX HI YD ETF250,000$19.89M0.27%
GFSGLOBALFOUNDRIES INC ORDINARY SHARESStock444,362$19.77M0.27%
MASIMO CORP574795100COM100,838$17.94M0.25%
SEMRUSH HLDGS INC81686C104CL A COM1,482,627$17.7M0.24%
TERNS PHARMACEUTICALS INC880881107COM321,905$16.97M0.23%
JOHN BEAN TECHNOLOGIES CORP477839AB0NOTE 0.250% 5/1–$16.92M0.23%
DDDUPONT DE NEMOURS INCCOM368,000$16.85M0.23%
VSECUVSE CORPUNIT 02/01/2029336,856$16.57M0.23%
ENHABIT INC29332G102COM1,118,674$15.76M0.22%
CCOCLEAR CHANNEL OUTDOOR HLDGSCOM5,407,175$12.82M0.18%
NATIONAL STORAGE AFFILIATES637870106COM SHS BEN IN317,432$11.98M0.16%
GOLDEN ENTMT INC381013101COM430,101$11.48M0.16%
OKTA INC679295AF2NOTE 0.375% 6/1–$10.42M0.14%
VMRKEQUITY RESIDENTIALSH BEN INT161,288$9.54M0.13%
CHEESECAKE FACTORY INC163072AA9NOTE 0.375% 6/1–$8.95M0.12%
UDEMY INC902685106COM1,921,574$8.88M0.12%
GLGLOBE LIFE INCCOM59,695$8.31M0.11%
CFCF INDUSTRIES HOLDCOM57,849$7.51M0.10%
CRCLCIRCLE INTERNET GROUP INCCOM CL A75,686$7.22M0.10%
LIBERTY BROADBAND CORP530307305COM SER C127,235$6.4M0.09%
MKCMCCORMICK & CO INC COM NON VTGStock102,761$5.18M0.07%
Griffin Cap Essntl Ast Reit II Com Cl E39818P799Common Stock247,802$5.18M0.07%
MIAXMIAMI INTL HLDGS INCCOM132,600$5.16M0.07%
EXCEXELON CORP COMStock104,734$5.13M0.07%
MDAMDA SPACE LTDCOM200,000$5.06M0.07%
AMRZAMRIZE LTDSHS88,889$4.98M0.07%
BRCBBLACK ROCK COFFEE BAR INCCL A322,760$4.17M0.06%
ENSENERSYSCOM23,885$4.15M0.06%
WOLFWOLFSPEED INCCOMMON STOCK251,320$4.1M0.06%
BLSHBULLISHORD SHS108,200$3.87M0.05%
EQPTEQUIPMENTSHARE COM INCCOM CL A150,000$3.06M0.04%
GFUZSPRING VY ACQUISITION CORP IEquity295,261$3M0.04%
NTNXNUTANIX INCNOTE 0.500%12/1–$2.9M0.04%
DYDYCOM INDS INCCOM8,198$2.78M0.04%
OFRMONCE UPON A FARM PBCCOM150,000$2.45M0.03%
FLRFLUOR CORP COMStock50,814$2.37M0.03%
CBCCENTRAL BANCOMPANYCOM CL A92,846$2.22M0.03%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242ETF20,000$2.18M0.03%
ARRYARRAY TECHNOLOGIES INCCOM SHS275,286$1.99M0.03%
SHLSSHOALS TECHNOLOGIES GROUP INCL A288,976$1.9M0.03%
BOBSBOBS DISC FURNITURE INCCOM SHS120,000$1.41M0.02%
LNTALLIANT ENERGY CORP COMStock18,452$1.32M0.02%
VOYGVOYAGER TECHNOLOGIES INCCOM CL A51,600$1.21M0.02%
BLLNBILLIONTOONE INCCL A14,500$1.14M0.02%
STUBSTUBHUB HLDGS INCCL A125,000$780K0.01%
SMRNUSCALE PWR CORPCL A COM70,360$762.7K0.01%
RPDRAPID7 INCCOM125,000$688.75K0.01%
DTEDTE ENERGY COCOM4,424$646.88K0.01%
CANTOR EQUITY PARTNERS II ING1827P106CL A ORD SHS50,000$544.5K0.01%
ACHCACADIA HEALTHCARE COMPANY INCOM22,536$527.12K0.01%
MPMP MATERIALS CORPCOM CL A9,442$455.67K0.01%
AAALCOA CORP COMStock6,482$429.95K0.01%
CMCSACOMCAST CORP NEW CL AStock14,389$413.11K0.01%
LULULULULEMON ATHLETICA INC COMStock2,450$375.1K0.01%
KTOSKRATOS DEFENSE & SEC SOLUTIOCOM NEW5,000$352.55K0.00%
GOGROCERY OUTLET HLDG CORPCOM36,891$260.08K0.00%
LNCLINCOLN NATL CORP INDCOM7,287$258.69K0.00%
BLDRBUILDERS FIRSTSOURCE INC COMStock2,656$218.67K0.00%
CODICOMPASS DIVERSIFIEDSH BEN INT24,616$193.48K0.00%
RKTROCKET COS INC COM CL AStock13,467$191.91K0.00%
CDZICADIZ INCCOM NEW29,206$143.4K0.00%
PCTPURECYCLE TECHNOLOGIES INCCOM20,797$107.94K0.00%
FRMIFERMI INCCOM15,805$92.3K0.00%
GRABGRAB HOLDINGS LIMITEDCLASS A ORD19,418$71.07K0.00%

13F filings by quarter

SOROS FUND MANAGEMENT LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 2026254$7.62Bvs. Q1 2026SEC
Q1 2026May 15, 2026250$7.29Bvs. Q4 2025SEC
Q4 2025Feb 13, 2026229$7.46Bvs. Q3 2025SEC
Q3 2025Nov 14, 2025173$6.32Bvs. Q2 2025SEC
Q2 2025Aug 14, 2025172$5.83Bvs. Q1 2025SEC
Q1 2025May 15, 2025189$5.61Bvs. Q4 2024SEC
Q4 2024Feb 14, 2025174$5.73Bvs. Q3 2024SEC
Q3 2024Nov 14, 2024162$5.01Bvs. Q2 2024SEC
Q2 2024Aug 14, 2024159$4.45Bvs. Q1 2024SEC
Q1 2024May 15, 2024164$4.31Bvs. Q4 2023SEC
Q4 2023Feb 14, 2024159$5.27Bvs. Q3 2023SEC
Q3 2023Nov 14, 2023156$4.89Bvs. Q2 2023SEC
Q2 2023Aug 11, 2023124$4.61Bvs. Q1 2023SEC
Q1 2023May 12, 2023142$5.26Bvs. Q4 2022SEC
Q4 2022Feb 13, 2023158$5.89Bvs. Q3 2022SEC
Q3 2022Nov 14, 2022251$5.3Bvs. Q2 2022SEC
Q2 2022Aug 12, 2022247$4.97Bvs. Q1 2022SEC
Q1 2022May 13, 2022255$5.46Bvs. Q4 2021SEC
Q4 2021Feb 11, 2022265$6.77Bvs. Q3 2021SEC
Q3 2021Nov 12, 2021243$5.1Bvs. Q2 2021SEC
Q2 2021Aug 13, 2021250$5.54Bvs. Q1 2021SEC
Q1 2021May 14, 2021223$4.96B–SEC