13F.
SOROS FUND MANAGEMENT LLC
13F-HR

Q4 2022

Period Dec 31, 2022Filed Feb 13, 2023View on EDGAR ↗
Positions
208
Total value
$7.26T
Top 10 concentration
26.4%
New positions
85

Exited positionsvs. Q3 2022

  • BIOHAVEN PHARMACTL HLDG CO L ($343.54M)
  • DUKE REALTY CORP ($307.83M)
  • ALLEGHANY CORP MD ($169.52M)
  • INVESCO QQQ TR ($133.63M)
  • SELECT SECTOR SPDR TR ($90.03M)
  • TWITTER INC ($82.86M)
  • CHEMOCENTRYX INC ($81.37M)
  • SIERRA WIRELESS INC ($42.61M)

Holdings · 208

#Class
1
HORIZON THERAPEUTICS PUB L
G46188101
SHS$325.3B4.48%2,858,501New
2
RIVIAN AUTOMOTIVE INC
76954A103
COM CL A$264.38B3.64%14,344,823-12.3%
3
ISHARES TR
464287242
IBOXX INV CP ETF$254.95B3.51%2,418,200New
4
FIRST HORIZON CORPORATION
320517105
COM$209.13B2.88%8,535,983New
5
ALPHABET INC
02079K305
CAP STK CL A$154.99B2.13%1,756,660+73.3%
6
ISHARES TR
464288513 · Put
IBOXX HI YD ETF$147.26B2.03%2,000,000New
7
SPDR S&P 500 ETF TR
78462F103 · Put
TR UNIT$143.41B1.98%375,000+275.0%
8
OKTA INC
679295AD7
NOTE 0.125% 9/0$140.79B1.94%158,696,000+8.9%
9
ARAMARK
03852U106
COM$139.99B1.93%3,386,269-7.4%
10
SEA LTD
81141RAF7
NOTE 2.375%12/0$138.07B1.90%139,225,000+40.3%
11
INVESCO QQQ TR
46090E103 · Put
UNIT SER 1$133.14B1.83%500,000New
12
DIGITALOCEAN HLDGS INC
25402DAB8
NOTE 12/0$131.47B1.81%173,518,000New
13
UNITY SOFTWARE INC
91332UAB7
NOTE 11/1$121.63B1.68%161,500,000New
14
ALTRA INDL MOTION CORP
02208R106
COM$119.5B1.65%2,000,001New
15
SPLUNK INC
848637AF1
NOTE 1.125% 6/1$116.08B1.60%136,232,000New
16
ETSY INC
29786AAJ5
NOTE 0.125%10/0$111.41B1.53%71,900,000+9.1%
17
BOWLERO CORP
10258P102
CL A COM$109.92B1.51%8,154,303-7.3%
18
CLOUDFLARE INC
18915MAC1
NOTE 8/1$108.62B1.50%132,000,000New
19
LIBERTY BROADBAND CORP
530307305
COM SER C$106.01B1.46%1,389,893
20
BLACKLINE INC
09239BAD1
NOTE 3/1$106B1.46%123,500,000+38.0%
21
ISHARES TR
464287242 · Put
IBOXX INV CP ETF$105.43B1.45%1,000,000New
22
SEA LTD
81141RAG5
NOTE 0.250% 9/1$105.25B1.45%142,511,000-1.4%
23
CONFLUENT INC
20717MAB9
NOTE 1/1$104.19B1.44%136,500,000New
24
NIO INC
62914VAE6
NOTE 2/0$101.53B1.40%115,308,000-0.0%
25
DISH NETWORK CORPORATION
25470MAF6
NOTE 12/1$101.48B1.40%158,150,000
26
SNAP INC
83304AAB2
NOTE 0.750% 8/0$99.77B1.37%116,875,000+1.7%
27
RINGCENTRAL INC
76680RAF4
NOTE 3/0$99.38B1.37%115,000,000+16.8%
28
WAYFAIR INC
94419LAF8
NOTE 1.000% 8/1$92.02B1.27%159,450,000+4.9%
29
COUPA SOFTWARE INC
22266LAF3
NOTE 0.375% 6/1$86.21B1.19%89,250,000+495.0%
30
SALESFORCE INC
79466L302
COM$85.4B1.18%644,095-4.9%
31
SIGNIFY HEALTH INC
82671G100
CL A COM$80.98B1.12%2,825,466New
32
FORD MTR CO DEL
345370CZ1
NOTE 3/1$78.69B1.08%83,000,000+6.4%
33
LUMENTUM HLDGS INC
55024UAD1
NOTE 0.500%12/1$78.32B1.08%90,500,000
34
NCL CORP LTD
62886HAX9
NOTE 5.375% 8/0$77.58B1.07%76,000,000
35
AMAZON COM INC
023135106
COM$75.72B1.04%901,482-54.5%
36
PELOTON INTERACTIVE INC
70614WAB6
NOTE 2/1$75.16B1.04%105,561,000+369.2%
37
LYFT INC
55087PAB0
NOTE 1.500% 5/1$73.15B1.01%83,050,000New
38
ISHARES TR
464287184 · Call
CHINA LG-CAP ETF$70.75B0.97%2,500,000New
39
AFFIRM HLDGS INC
00827BAB2
NOTE 11/1$66.5B0.92%120,500,000New
40
AMERICAN AIRLINES GROUP INC
02376RAF9
NOTE 6.500% 7/0$64.55B0.89%61,054,000-46.0%
41
KRANESHARES TR
500767306 · Call
CSI CHI INTERNET$63.42B0.87%2,100,000New
42
D R HORTON INC
23331A109
COM$61.74B0.85%692,663-73.5%
43
BENTLEY SYS INC
08265TAD1
NOTE 0.375% 7/0$53.81B0.74%66,038,000+22.9%
44
OKTA INC
679295AF2
NOTE 0.375% 6/1$53.36B0.73%63,000,000+125.0%
45
SPDR INDEX SHS FDS
78463X202
EURO STOXX 50$53.2B0.73%1,374,700New
46
INDIE SEMICONDUCTOR INC
45569U101
CLASS A COM$51.03B0.70%8,752,630-3.7%
47
CERIDIAN HCM HLDG INC
15677JAD0
NOTE 0.250% 3/1$50.86B0.70%57,775,000New
48
ISHARES TR
464288646
ISHS 1-5YR INVS$49.82B0.69%1,000,000-10.2%
49
ZILLOW GROUP INC
98954MAE1
NOTE 0.750% 9/0$47.85B0.66%46,000,000New
50
SPDR S&P 500 ETF TR
78462F103
TR UNIT$45.96B0.63%120,182New
51
MICROSTRATEGY INC
594972AC5
NOTE 0.750%12/1$45.59B0.63%95,642,000
52
CAPITAL ONE FINL CORP
14040H105 · Put
COM$41.83B0.58%450,000New
53
SPDR S&P 500 ETF TR
78462F103 · Call
TR UNIT$38.24B0.53%100,000-66.7%
54
LPL FINL HLDGS INC
50212V100
COM$37.09B0.51%171,570-6.8%
55
MICROSTRATEGY INC
594972AE1
NOTE 2/1$36.96B0.51%98,735,000
56
SPDR SER TR
78464A474
PORTFOLIO SHORT$34.26B0.47%1,166,000+4.8%
57
OKTA INC
679295105 · Call
CL A$34.17B0.47%500,000New
58
INVESCO QQQ TR
46090E103
UNIT SER 1$34B0.47%127,676+194.4%
59
FIVE9 INC
338307101 · Call
COM$33.93B0.47%500,000New
60
DISH NETWORK CORPORATION
25470M109 · Put
CL A$33.7B0.46%2,400,000
61
BLACKLINE INC
09239B109 · Call
COM$33.64B0.46%500,000New
62
FRESHWORKS INC
358054104
CLASS A COM$33.31B0.46%2,264,156
63
INTUIT
461202103
COM$33.06B0.46%84,942-2.2%
64
CBOE GLOBAL MKTS INC
12503M108
COM$32.97B0.45%262,800+340.2%
65
CINEMARK HLDGS INC
17243VAB8
NOTE 4.500% 8/1$31.65B0.44%33,000,000-24.1%
66
ETSY INC
29786AAL0
NOTE 0.125% 9/0$29.46B0.41%29,246,000+86.9%
67
COUPA SOFTWARE INC
22266LAC0
NOTE 0.125% 6/1$29.32B0.40%30,250,000+36.0%
68
SHIFT4 PMTS INC
82452JAD1
NOTE 0.500% 8/0$29.23B0.40%34,463,000+474.4%
69
SPLUNK INC
848637104 · Call
COM$28.85B0.40%335,100New
70
VAIL RESORTS INC
91879Q109
COM$28.6B0.39%120,000New
71
LAUDER ESTEE COS INC
518439104
CL A$27.91B0.38%112,500New
72
LIVONGO HEALTH INC
539183AA1
NOTE 0.875% 6/0$27.86B0.38%31,774,000New
73
SPDR SER TR
78468R556 · Put
S&P OILGAS EXP$27.18B0.37%200,000New
74
RINGCENTRAL INC
76680R206 · Call
CL A$26.55B0.37%750,000New
75
WAYFAIR INC
94419L101 · Put
CL A$26.31B0.36%800,000+100.0%
76
ACCENTURE PLC IRELAND
G1151C101
SHS CLASS A$26.11B0.36%97,862-33.4%
77
BOOKING HOLDINGS INC
09857L108
COM$25.8B0.36%12,800+18.5%
78
ISHARES TR
464287515 · Call
EXPANDED TECH$25.59B0.35%100,000New
79
ISHARES TR
464288414
NATIONAL MUN ETF$25.47B0.35%241,400
80
ONEMAIN HLDGS INC
68268W103 · Put
COM$24.98B0.34%750,000New
81
TESLA INC
88160R101 · Call
COM$24.64B0.34%200,000New
82
DISCOVER FINL SVCS
254709108 · Put
COM$24.46B0.34%250,000New
83
FIVE9 INC
338307AD3
NOTE 0.500% 6/0$23.42B0.32%25,400,000New
84
FOCUS FINL PARTNERS INC
34417P100
COM CL A$22.94B0.32%615,611
85
DIGITALOCEAN HLDGS INC
25402D102 · Call
COM$22.92B0.32%900,000New
86
CITIGROUP INC
172967424 · Call
COM NEW$22.62B0.31%500,000New
87
TRANSDIGM GROUP INC
893641100
COM$22.01B0.30%34,955+22.7%
88
FIGS INC
30260D103
CL A$21.24B0.29%3,156,477-24.1%
89
COLUMBIA BKG SYS INC
197236102
COM$20.64B0.28%685,171New
90
FASTLY INC
31188V100 · Call
CL A$20.48B0.28%2,500,000New
91
NIO INC
62914VAF3
NOTE 0.500% 2/0$19.21B0.26%25,330,000
92
APTIV PLC
G6095L109
SHS$18.63B0.26%200,072-23.1%
93
CLOUDFLARE INC
18915M107 · Call
CL A COM$18.08B0.25%400,000New
94
ACORDA THERAPEUTICS INC
00484MAC0
NOTE 6.000%12/0$17.68B0.24%28,001,000
95
CELANESE CORP DEL
150870103
COM$17.38B0.24%170,030New
96
UBER TECHNOLOGIES INC
90353T100 · Call
COM$17.31B0.24%700,000New
97
GENERAL MTRS CO
37045V100 · Call
COM$16.82B0.23%500,000New
98
DISNEY WALT CO
254687106
COM$16.47B0.23%189,609+53.2%
99
TESLA INC
88160R101
COM$16.27B0.22%132,046+47.3%
100
VULCAN MATLS CO
929160109
COM$15.94B0.22%91,000+30.0%
101
ARK ETF TR
00214Q104 · Call
INNOVATION ETF$15.62B0.22%500,000New
102
CAPITAL ONE FINL CORP
14040H105
COM$15.57B0.21%167,500New
103
ALTERYX INC
02156B103 · Call
COM CL A$15.2B0.21%300,000New
104
FASTLY INC
31188VAB6
NOTE 3/1$14.93B0.21%20,445,000New
105
UNION PAC CORP
907818108
COM$14.75B0.20%71,221+24.6%
106
UNITY SOFTWARE INC
91332U101 · Call
COM$14.3B0.20%500,000+150.0%
107
VANGUARD WORLD FDS
92204A405
FINANCIALS ETF$13.91B0.19%168,100New
108
UBER TECHNOLOGIES INC
90353T100
COM$13.88B0.19%561,455+8.4%
109
TPB ACQUISITION CORP I
G8990L101
COM CL A$13.16B0.18%1,312,500
110
BLOCK INC
852234AK9
NOTE 0.250%11/0$13.12B0.18%17,209,000New
111
AMERICAN AIRLS GROUP INC
02376R102 · Put
COM$12.72B0.18%1,000,000
112
INFINERA CORP
45667GAF0
DEBT 3.750% 8/0$12.43B0.17%10,000,000
113
TRIPADVISOR INC
896945AD4
NOTE 0.250% 4/0$12.11B0.17%14,800,000New
114
BGC PARTNERS INC
05541T101
CL A$10.62B0.15%2,817,292-3.4%
115
AMETEK INC
031100100
COM$10.33B0.14%73,936+8.8%
116
MP MATERIALS CORP
553368101 · Put
COM CL A$9.71B0.13%400,000New
117
ONEMAIN HLDGS INC
68268W103
COM$9.16B0.13%275,000New
118
PROTERRA INC
74374T109
COM$9.11B0.13%2,415,201-4.0%
119
MARATHON DIGITAL HOLDINGS IN
565788AB2
NOTE 1.000%12/0$8.98B0.12%39,600,000New
120
EVENTBRITE INC
29975EAD1
NOTE 0.750% 9/1$8.82B0.12%12,750,000
121
FORTIVE CORP
34959J108
COM$8.46B0.12%131,633+11.6%
122
VARONIS SYS INC
922280102 · Call
COM$8.38B0.12%350,000New
123
EQUITABLE HLDGS INC
29452E101
COM$8.01B0.11%279,046
124
DISCOVER FINL SVCS
254709108
COM$7.83B0.11%80,000New
125
MAGNITE INC
55955DAB6
NOTE 0.250% 3/1$7.8B0.11%10,027,000
126
QUALCOMM INC
747525103
COM$7.62B0.11%69,350-69.4%
127
INTERACTIVE BROKERS GROUP IN
45841N107
COM CL A$7.6B0.10%105,100+63.7%
128
MICRON TECHNOLOGY INC
595112103 · Call
COM$7.5B0.10%150,000New
129
NIKE INC
654106103
CL B$7.46B0.10%63,720-84.3%
130
INVACARE CORP
461203AL5
NOTE 5.000%11/1$7.43B0.10%13,500,000
131
ATLASSIAN CORPORATION
049468101
CL A$7.17B0.10%55,727New
132
CARVANA CO
146869102 · Call
CL A$7.11B0.10%1,500,000New
133
MICROSTRATEGY INC
594972408 · Call
CL A NEW$7.08B0.10%50,000New
134
MICROSTRATEGY INC
594972408 · Put
CL A NEW$7.08B0.10%50,000
135
ROCKET COS INC
77311W101 · Call
COM CL A$7B0.10%1,000,000New
136
LUCID GROUP INC
549498103 · Call
COM$6.83B0.09%1,000,000New
137
CONFLUENT INC
20717M103 · Call
CLASS A COM$6.67B0.09%300,000New
138
T-MOBILE US INC
872590104
COM$6.66B0.09%47,591-84.5%
139
TOWER SEMICONDUCTOR LTD
M87915274 · Put
SHS NEW$6.48B0.09%150,000New
140
RINGCENTRAL INC
76680RAH0
NOTE 3/1$6.31B0.09%8,000,000New
141
EVENTBRITE INC
29975EAB5
NOTE 5.000%12/0$6.01B0.08%6,500,000
142
ALTERYX INC
02156BAF0
NOTE 1.000% 8/0$5.84B0.08%7,000,000New
143
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$5.82B0.08%73,672+17.6%
144
SOFI TECHNOLOGIES INC
83406F102
COM$5.76B0.08%1,250,000New
145
ENERGY TRANSFER L P
29273V100
COM UT LTD PTN$5.67B0.08%477,750
146
QUANTUMSCAPE CORP
74767V109 · Call
COM CL A$5.67B0.08%1,000,000
147
SELECT SECTOR SPDR TR
81369Y407
SBI CONS DISCR$5.41B0.07%41,895New
148
GOODYEAR TIRE & RUBR CO
382550101 · Call
COM$5.08B0.07%500,000New
149
BRIGHTSPHERE INVT GROUP INC
10948W103
COM$5.07B0.07%246,326
150
JAWS MUSTANG ACQUISITION COR
G50737108
SHS CL A$5.05B0.07%500,000
151
CME GROUP INC
12572Q105
COM$5.05B0.07%30,028
152
DIGITAL TRANSFORMATN OPT COR
25401K107
CLASS A COM$5.02B0.07%500,000
153
CORSAIR PARTNERING CORP
G2540H124
UNIT 99/99/9999$4.94B0.07%500,054
154
CI FINL CORP
125491100
COM$4.88B0.07%489,400
155
NIO INC
62914V106 · Call
SPON ADS$4.88B0.07%500,000+150.0%
156
ENTERPRISE PRODS PARTNERS L
293792107
COM$4.58B0.06%190,000
157
M3 BRIGADE ACQUISITION II CO
553800103
COM CL A$4.34B0.06%433,614
158
MARRIOTT VACATIONS WORLDWIDE
57164Y107
COM$4.34B0.06%32,217New
159
CINEMARK HLDGS INC
17243V102 · Put
COM$4.33B0.06%500,000New
160
REGAL REXNORD CORPORATION
758750103
COM$4.25B0.06%35,436New
161
ALPHABET INC
02079K107
CAP STK CL C$4.13B0.06%46,600New
162
MAGELLAN MIDSTREAM PRTNRS LP
559080106
COM UNIT RP LP$4.1B0.06%81,700
163
SNOWFLAKE INC
833445109
CL A$4.08B0.06%28,421-72.4%
164
LHC GROUP INC
50187A107 · Put
COM$4.04B0.06%25,000New
165
CHURCHILL CAPITAL CORP VII
17144M102
COM CL A$3.99B0.05%400,000
166
FMC CORP
302491303
COM NEW$3.83B0.05%30,689-13.6%
167
TRANSPHORM INC
89386L100
COM$3.67B0.05%673,991
168
EAGLE MATLS INC
26969P108
COM$3.63B0.05%27,330-9.1%
169
SNAP INC
83304A106 · Call
CL A$3.58B0.05%400,000New
170
ARES MANAGEMENT CORPORATION
03990B101
CL A COM STK$3.57B0.05%52,100+47.6%
171
PATHFINDER ACQUISITION CORP
G04119106
CL A$3.02B0.04%300,000
172
3-D SYS CORP DEL
88554D205 · Put
COM NEW$2.96B0.04%400,000+33.3%
173
SOUTHERN CO
842587107
COM$2.86B0.04%40,000New
174
BIOHAVEN LTD
G1110E107
COM$2.82B0.04%202,903New
175
PIEDMONT LITHIUM INC
72016P105
COM$2.64B0.04%60,000+50.0%
176
DENBURY INC
24790A101
COM$2.61B0.04%30,000-70.0%
177
WESTERN MIDSTREAM PARTNERS L
958669103
COM UNIT LP INT$2.54B0.03%94,550
178
NOBLE ROCK ACQUISITION CORP
G6546R101
CL A SHS$2.53B0.03%250,000
179
SHERWIN WILLIAMS CO
824348106
COM$2.18B0.03%9,181+13.1%
180
NORTHERN STAR INVEST CORP II
66574L100
COM CL A$2.01B0.03%200,000
181
NORTHERN STAR INVEST CORP IV
66575B101
COM CL A$2.01B0.03%200,000
182
EASTMAN CHEM CO
277432100
COM$2B0.03%24,606New
183
AFFIRM HLDGS INC
00827B106 · Put
COM CL A$1.93B0.03%200,000
184
SILVERGATE CAP CORP
82837P408 · Put
CL A$1.74B0.02%100,000New
185
WAYFAIR INC
94419L101 · Call
CL A$1.64B0.02%50,000New
186
KAIROS ACQUISITION CORP
G52110114
CL A SHS$1.5B0.02%148,547
187
MASON INDUSTRIAL TECHNOLGY I
57520Y106
COM CL A$1.42B0.02%142,117-40.8%
188
BLUE OWL CAPITAL INC
09581B103
COM CL A$1.33B0.02%125,000
189
DRAGONEER GROWTH OPT CORP II
G28315102
CL A SHS$1.23B0.02%125,000
190
SLAM CORP
G8210L105
CL A SHS$1.01B0.01%100,000
191
NEW VISTA ACQUISITION CORP
G6529L105
CL A SHS$1.01B0.01%100,000
192
FOREST ROAD ACQUISITION COR
34619V103
CL A$1B0.01%100,000
193
EQUITRANS MIDSTREAM CORP
294600101
COM$899.14M0.01%134,200
194
GOLDMAN SACHS GROUP INC
38141G104
COM$784.28M0.01%2,284
195
NATIONAL ENERGY SERVICES REU
G6375R107
SHS$626.07M0.01%90,212
196
ALTIMAR ACQUISITION CORP III
G0370U108
SHS CL A$503.5M0.01%50,000
197
TPB ACQUISITION CORP I
G8990L127
*W EXP 08/09/202$138.58M0.00%301,268-31.1%
198
SITIO ROYALTIES CORP
82983N116
*W EXP 08/23/202$123.19M0.00%1,071,250New
199
ALLEGO N V
N0796A118
*W EXP 03/16/202$12.5M0.00%125,000
200
DIGITAL TRANSFORMATN OPT COR
25401K115
*W EXP 03/31/202$7.5M0.00%125,000
201
SELINA HOSPITALITY PLC
G8059B119
*W EXP 10/27/202$5.33M0.00%66,666New
202
TERRAN ORBITAL CORPORATION
88105P111
*W EXP 03/25/202$2.68M0.00%26,822-83.9%
203
SLAM CORP
G8210L121
*W EXP 02/23/202$2.17M0.00%24,709-1.2%
204
TZP STRATEGIES ACQUISTN CORP
G91595119
*W EXP 01/06/202$1.96M0.00%79,999
205
LHC GROUP INC
50187A107
COM$162K0.00%1New
206
COUPA SOFTWARE INC
22266L106
COM$79K0.00%1New
207
TOWER SEMICONDUCTOR LTD
M87915274
SHS NEW$43K0.00%1New
208
KAIROS ACQUISITION CORP
G52110106
*W EXP 11/30/202$7K0.00%74,273
Total filing value: $7.26T