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SOROS FUND MANAGEMENT LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001029160

$8.14B

disclosed book value

258

positions

3.5%

largest position share

Positions, as of 2026-06-30

top 100 of 258 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AMZNAMAZON COM INC1.2M$281.8M3.5%
2TSMTAIWAN SEMICONDUCTOR MANUFAC522,158$249.4M3.1%
3GPN 1.5 03/01/31GLOBAL PMTS INC247.5M$222.7M2.7%
4GOOGLALPHABET INC596,286$213.1M2.6%
5NVDANVIDIA CORPORATION1.1M$213.0M2.6%
6EA*ELECTRONIC ARTS INC970,990$199.1M2.4%
7BILL 0 04/01/30BILL HOLDINGS INC209.7M$181.4M2.2%
8PCG 4.25 12/01/27PG&E CORP175.0M$179.6M2.2%
9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC131.6M$155.8M1.9%
10AAPLAPPLE INC529,538$153.2M1.9%
11LINDE PLC267,349$138.7M1.7%
12LITE 0.5 06/15/28LUMENTUM HLDGS INC18.3M$119.3M1.5%
13TKOTKO GROUP HOLDINGS INC578,157$116.4M1.4%
14SMCI 7 06/01/29SUPER MICRO COMPUTER INC2.2M$111.5M1.4%
15XLESELECT SECTOR SPDR TRPUT2.0M$106.2M1.3%
16AEPAMERICAN ELEC PWR CO INC768,000$105.1M1.3%
17ETRENTERGY CORP NEW913,912$105.0M1.3%
18DBX 0 03/01/28DROPBOX INC103.5M$104.6M1.3%
19JD 0.25 06/01/29JD.COM INC100.0M$98.5M1.2%
20ITRIITRON INC1.1M$98.5M1.2%
21DLRDIGITAL RLTY TR INC539,618$96.9M1.2%
22BL 1 06/01/29BLACKLINE INC101.0M$93.3M1.1%
23LITE 0.5 12/15/26LUMENTUM HLDGS INC10.3M$88.3M1.1%
24CHART INDS INC416,233$87.0M1.1%
25NEBIUS GROUP N.V.310,000$85.6M1.1%
26WBSWEBSTER FINL CORP1.1M$85.1M1%
27IDAIDACORP INC546,085$82.6M1%
28TSMTAIWAN SEMICONDUCTOR MANUFACPUT170,000$81.2M1%
29NVDANVIDIA CORPORATIONPUT400,000$80.0M1%
30NEE 7.375 02/15/29NEXTERA ENERGY INC1.6M$77.9M1%
31HTOH2O AMERICA1.3M$76.2M0.9%
32APGEAPOGEE THERAPEUTICS INC564,500$74.9M0.9%
33CMSCMS ENERGY CORP970,362$74.2M0.9%
34SNAP 0.5 05/01/30SNAP INC88.0M$71.9M0.9%
35MSFTMICROSOFT CORP189,971$70.9M0.9%
36BHFBRIGHTHOUSE FINL INC1.1M$70.7M0.9%
37SMURFIT WESTROCK PLC1.5M$70.0M0.9%
38BRK/BBERKSHIRE HATHAWAY INC DEL133,277$66.7M0.8%
39SO 3.25 06/15/28SOUTHERN CO65.0M$65.8M0.8%
40DBRGDIGITALBRIDGE GROUP INC4.1M$65.0M0.8%
41CRWVCOREWEAVE INCPUT650,000$64.7M0.8%
42MDLNMEDLINE INC1.6M$64.6M0.8%
43DXCM 0.375 05/15/28DEXCOM INC68.0M$63.5M0.8%
44AVGOBROADCOM INC165,246$62.4M0.8%
45WECWEC ENERGY GROUP INC528,369$61.7M0.8%
46GOOGL 6.25 05/15/29 BALPHABET INC1.2M$60.2M0.7%
47ELASTIC N VCALL997,700$56.9M0.7%
48SPYSTATE STR SPDR S&P 500 ETF TPUT75,000$56.0M0.7%
49SPR 3.25 11/01/28SPIRIT AEROSYSTEMS INC34.5M$53.9M0.7%
50KVUEKENVUE INC2.7M$52.5M0.6%
51TMHC*TAYLOR MORRISON HOME CORP723,523$51.9M0.6%
52KDKKODIAK AI INC.9.8M$49.6M0.6%
53MACMACERICH CO1.9M$48.8M0.6%
54DASHDOORDASH INC249,897$46.1M0.6%
55AEIS 2.5 09/15/28ADVANCED ENERGY INDS16.8M$45.9M0.6%
56NATLNCR ATLEOS CORPORATION1.0M$44.9M0.6%
57AAMIACADIAN ASSET MANAGEMENT INC610,248$43.6M0.5%
58XELXCEL ENERGY INC533,324$42.8M0.5%
59CORZWCORE SCIENTIFIC INC NEW2.2M$42.0M0.5%
60XEX-ENERGY INC2.2M$41.2M0.5%
61SPGIS&P GLOBAL INC100,834$41.1M0.5%
62SRESEMPRA441,114$40.9M0.5%
63WBDWARNER BROS DISCOVERY INC1.5M$39.7M0.5%
64HONHONEYWELL INTL INC174,025$39.0M0.5%
65JPMJPMORGAN CHASE & CO118,358$38.7M0.5%
66SUNBSUNBELT RENTALS HOLDINGS INC516,034$38.6M0.5%
67TECHBIO-TECHNE CORP535,400$37.8M0.5%
68CXCEMEX SA EURO MTN BE 144A3.1M$37.7M0.5%
69BGCBGC GROUP INC3.5M$37.2M0.5%
70NUVALENT INC300,017$37.1M0.5%
71INNIO NV936,264$37.0M0.5%
72TSLATESLA INC86,846$36.5M0.4%
73EMXCISHARES INC354,686$36.3M0.4%
74HONAHONEYWELL AEROSPACE INC162,940$36.0M0.4%
75TEAMATLASSIAN CORPORATION459,150$35.7M0.4%
76FPSFORGENT POWER SOLUTIONS INC629,106$35.1M0.4%
77SNOWSNOWFLAKE INC136,568$34.8M0.4%
78ULSUL SOLUTIONS INC333,960$34.0M0.4%
79MCDMCDONALDS CORP123,562$33.4M0.4%
80CBRSCEREBRAS SYSTEMS INC150,000$33.1M0.4%
81ORCL 6.5 01/15/29 DORACLE CORP738,395$33.1M0.4%
82TEXTEREX CORP NEW443,008$32.1M0.4%
83GBTGGLOBAL BUSINESS TRAVEL GROUP3.3M$31.4M0.4%
84CRWVCOREWEAVE INC300,000$29.9M0.4%
85COFCAPITAL ONE FINL CORP147,062$29.5M0.4%
86AMDADVANCED MICRO DEVICES INC50,757$29.5M0.4%
87LGNLEGENCE CORP328,000$28.0M0.3%
88VSECVSE CORP120,327$27.5M0.3%
89OBDCBLUE OWL CAPITAL CORPORATION2.5M$26.6M0.3%
90LLYELI LILLY & CO22,199$26.6M0.3%
91MUBISHARES TR241,400$26.0M0.3%
92PORPORTLAND GEN ELEC CO500,000$25.9M0.3%
93MUMICRON TECHNOLOGY INC22,422$25.9M0.3%
94ENRDEINRIDE AB3.0M$25.8M0.3%
95VERSIGENT PLC583,666$24.5M0.3%
96MAIRMADISON AIR SOLUTIONS CORP625,004$24.4M0.3%
97FSLRFIRST SOLAR INCCALL100,000$23.6M0.3%
98PAYOPAYONEER GLOBAL INC3.2M$22.8M0.3%
99ACAARCOSA INC155,000$22.5M0.3%
100ETSYETSY INC297,000$22.4M0.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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