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George Soros13F | |
| Soros Fund Management LLC | |
| Last update 2024-02-14 | 167 Stocks (47 new) |
| Value $5.14 Bil | Turnover 19 % |
| Portfolio Report | |
George Soros Profile
Born in Budapest in 1930, George Soros is chair of Soros Fund Management LLC. As one of history’s most successful financiers, his views on investing and economic issues are widely followed.
Soros established the Quantum Group of Funds hedge fund in 1973; the lead Quantum Fund famously shorted the British Pound in 1992.
Soros converted his hedge fund into a family investment office in 2011; Soros Fund Management is advisor to the fund.
Soros established the Quantum Group of Funds hedge fund in 1973; the lead Quantum Fund famously shorted the British Pound in 1992.
Soros converted his hedge fund into a family investment office in 2011; Soros Fund Management is advisor to the fund.
George Soros Investing Philosophy
His basic theory of investing is that financial markets are chaotic. The prices of stocks, bonds and currencies depend on the human beings who buy and sell them, and those traders often act out of highly emotional reactions rather than coolly logical calculations. Opportunities can be found by carefully studying the value and the market prices of assets. He focuses on a theory of "reflexivity," which is based on the premise that individual investor biases affect market transactions and the economy.
George Soros's Portfolio
George Soros Current Holdings
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
SPY | S&P 500 ETF TRUST ETF | 165,498 | 78,662.85 | New Holding | 1.53 | +1.53% | 0.02 | +3.95% | +6.15% | 509,741.95 | ||
BIRK | Birkenstock Holding PLC | 625,000 | 30,456.25 | New Holding | 0.59 | +0.59% | 0.33 | -0.40% | -8.43% | 8,470.93 | Manufacturing - Apparel & Accessories | |
MRK | Merck & Co Inc | 225,000 | 24,529.50 | New Holding | 0.48 | +0.48% | 0.01 | +6.66% | +16.31% | 320,884.01 | Drug Manufacturers | |
LLY | Eli Lilly and Co | 33,000 | 19,236.36 | New Holding | 0.37 | +0.37% | 0 | +15.79% | +25.88% | 697,415.45 | Drug Manufacturers | |
AVTR | Avantor Inc | 800,000 | 18,264.00 | New Holding | 0.36 | +0.36% | 0.12 | +16.52% | +12.64% | 17,332.53 | Chemicals | |
ISRG | Intuitive Surgical Inc | 50,000 | 16,868.00 | New Holding | 0.33 | +0.33% | 0.01 | +2.22% | +12.13% | 134,133.78 | Medical Devices & Instruments | |
REGN | Regeneron Pharmaceuticals Inc | 17,500 | 15,370.08 | New Holding | 0.30 | +0.30% | 0.02 | -3.75% | +3.92% | 99,960.16 | Biotechnology | |
ILMN | Illumina Inc | 100,000 | 13,924.00 | New Holding | 0.27 | +0.27% | 0.06 | -13.63% | -12.53% | 19,375.81 | Medical Diagnostics & Research | |
CPK | Chesapeake Utilities Corp | 100,000 | 10,563.00 | New Holding | 0.21 | +0.21% | 0.45 | +1.56% | -0.18% | 2,335.41 | Utilities - Regulated | |
DHI | D.R. Horton Inc | 69,600 | 10,577.81 | New Holding | 0.21 | +0.21% | 0.02 | +5.32% | -3.53% | 48,109.23 | Homebuilding & Construction | |
CWAN | Clearwater Analytics Holdings Inc | 520,000 | 10,415.60 | New Holding | 0.20 | +0.20% | 0.25 | -10.09% | -17.45% | 3,518.93 | Software | |
IDA | Idacorp Inc | 100,000 | 9,832.00 | New Holding | 0.19 | +0.19% | 0.20 | +3.37% | -3.52% | 4,769.81 | Utilities - Regulated | |
KEY | KeyCorp | 595,000 | 8,568.00 | New Holding | 0.17 | +0.17% | 0.06 | +3.39% | +3.68% | 13,858.81 | Banks | |
AY | Atlantica Sustainable Infrastructure PLC | 350,000 | 7,525.00 | New Holding | 0.15 | +0.15% | 0.30 | +10.04% | -2.25% | 2,409.14 | Utilities - Independent Power Producers | |
DAR | Darling Ingredients Inc | 155,000 | 7,725.20 | New Holding | 0.15 | +0.15% | 0.10 | +1.25% | -14.09% | 6,844.96 | Consumer Packaged Goods | |
HG | Hamilton Insurance Group Ltd | 521,475 | 7,796.05 | New Holding | 0.15 | +0.15% | 0.47 | -7.79% | -6.56% | 1,581.10 | Insurance | |
KRE | SPDR S&P Regional Banking ETF | 144,959 | 7,600.20 | New Holding | 0.15 | +0.15% | 0.22 | -7.20% | -7.51% | 2,622.50 | ||
BP | BP PLC | 170,000 | 6,018.00 | New Holding | 0.12 | +0.12% | 0.01 | +14.87% | +12.14% | 108,355.47 | Oil & Gas | |
EOLS | Evolus Inc | 550,000 | 5,791.50 | New Holding | 0.11 | +0.11% | 0.95 | -1.55% | +8.74% | 706.61 | Drug Manufacturers | |
MMSI | Merit Medical Systems Inc | 76,200 | 5,788.15 | New Holding | 0.11 | +0.11% | 0.13 | -7.46% | -2.69% | 4,297.36 | Medical Devices & Instruments |
Total 219
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