Institutions / Soros Fund Management LLC

Soros Fund Management LLC

CIK 1029160 · Institution · as of Mar 31, 2026
Portfolio value
$7.29B
Positions
250
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$7.29B-2.2%
$7.46B$7.38B$7.29BQ4 '25Q1 '26

Positions

250+9.2%
250240229Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 250 →
CompanyClassValueShares% of portfolio
Amazon.com Inc$405.25M1,945,7895.6%
Global Pmts Inc$218.21M247,500,0003.0%
Electronic Arts Inc.$196.90M965,7932.7%
NVIDIA Corp$187.17M1,073,2062.6%
Bill Holdings Inc$186.56M209,679,0002.6%
PG&E Corp$181.58M175,000,0002.5%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$176.52M522,3182.4%
Alphabet Inc.$165.04M573,9292.3%
Jazz Investments I Ltd$158.44M130,399,0002.2%
Rivian Automotive Inc$153.67M143,436,0002.1%
Jd.com Inc$149.88M150,158,0002.1%
Linde PLC$128.86M259,9261.8%
Apple Inc.$127.03M500,5341.7%
TKO Group Holdings, Inc.$121.85M604,2421.7%
Sealed Air Corp$115.71M2,751,7991.6%
Lumentum Hldgs Inc$114.45M21,378,0001.6%
Smurfit Westrock plc$100.43M2,520,2361.4%
Dropbox Inc$98.24M103,500,0001.3%
Chart Industries Inc$97.19M470,0951.3%
Blackline Inc$94.86M101,000,0001.3%
Amicus Therapeutics Inc$83.19M5,753,1861.1%
IDACORP Inc$82.54M577,2901.1%
Honeywell International Inc$80.93M358,0521.1%
Cms Energy Corp$80.25M1,034,3971.1%
Microsoft Corp$78.46M211,9661.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewLinde PLC$128.86M+260K
259,926
1.77% of portfolio
high
Q1 2026
as of
AddElectronic Arts Inc.$109.56M+537K
+125.44%
965,793
2.70% of portfolio
high
Q1 2026
as of
ExitDayforce, Inc.$-102.99M-1.5M
-100.00%
high
Q1 2026
as of
AddSealed Air Corp$93.81M+2.2M
+428.20%
2,751,799
1.59% of portfolio
high
Q1 2026
as of
ExitExact Sciences Corp.$-87.75M-864K
-100.00%
high
Q1 2026
as of
ExitM2682V108$-87.47M-196K
-100.00%
high
Q1 2026
as of
TrimAmazon.com Inc$-86.18M-414K
-17.54%
1,945,789
5.56% of portfolio
high
Q1 2026
as of
Exit644535106$-84.42M-9.7M
-100.00%
high
Q1 2026
as of
ExitConfluent, Inc.$-81.34M-2.7M
-100.00%
high
Q1 2026
as of
Trim78462F103$-75.86M-117K
-82.35%
25,000
0.22% of portfolio
high