13F.
SOROS FUND MANAGEMENT LLC
13F-HR

Q3 2023

Period Sep 30, 2023Filed Nov 14, 2023View on EDGAR ↗
Positions
209
Total value
$7.05B
Top 10 concentration
33.3%
New positions
98

Exited positionsvs. Q2 2023

  • SPDR S&P 500 ETF TR ($234.94M)
  • NIO INC ($110.12M)
  • PDC ENERGY INC ($99.13M)
  • RIVIAN AUTOMOTIVE INC ($69.77M)
  • IVERIC BIO INC ($66.88M)
  • ISHARES TR ($56.3M)
  • ARAMARK ($52.72M)
  • ISHARES TR ($46.82M)

Holdings · 209

#Class
1
INVESCO QQQ TR
46090E103 · Put
UNIT SER 1$501.58M7.12%1,400,000+64.7%
2
HORIZON THERAPEUTICS PUB L
G46188101
SHS$380.57M5.40%3,289,584-0.1%
3
ACTIVISION BLIZZARD INC
00507V109
COM$280.89M3.99%3,000,001New
4
ISHARES TR
464287432 · Call
20 YR TR BD ETF$199.55M2.83%2,250,000+60.7%
5
SEA LTD
81141RAG5
NOTE 0.250% 9/1$195.61M2.78%244,511,000+21.9%
6
ALPHABET INC
02079K305
CAP STK CL A$183.74M2.61%1,404,080-1.4%
7
ISHARES TR
464287655 · Put
RUSSELL 2000 ETF$176.74M2.51%1,000,000+185.7%
8
DIGITALOCEAN HLDGS INC
25402DAB8
NOTE 12/0$150.84M2.14%196,518,000-10.5%
9
ABCAM PLC
000380204
ADS$139.94M1.99%6,183,749New
10
NOVO-NORDISK A S
670100205
ADR$138.76M1.97%1,525,830New
11
LIBERTY BROADBAND CORP
530307305
COM SER C$126.93M1.80%1,389,893
12
AERCAP HOLDINGS NV
N00985106
SHS$116.42M1.65%1,857,644+120.8%
13
CRH PLC
G25508105
ORD$113.1M1.61%2,066,479New
14
WAYFAIR INC
94419LAF8
NOTE 1.000% 8/1$106.95M1.52%129,950,000+13.0%
15
MICROSTRATEGY INC
594972AC5
NOTE 0.750%12/1$103.28M1.47%95,642,000
16
AMAZON COM INC
023135106
COM$97.13M1.38%764,061-0.7%
17
LYFT INC
55087PAB0
NOTE 1.500% 5/1$94.08M1.34%102,100,000+2.0%
18
CLOUDFLARE INC
18915MAC1
NOTE 8/1$92.42M1.31%108,500,000-4.4%
19
DISH NETWORK CORPORATION
25470MAF6
NOTE 12/1$90.75M1.29%134,150,000+21.2%
20
SPLUNK INC
848637104 · Call
COM$87.66M1.24%599,400-7.8%
21
ALIBABA GROUP HLDG LTD
01609W102 · Call
SPONSORED ADS$86.74M1.23%1,000,000+185.7%
22
SNAP INC
83304AAH9
NOTE 0.125% 3/0$85.27M1.21%122,750,000-15.6%
23
SPLUNK INC
848637104
COM$84.09M1.19%574,962New
24
CONFLUENT INC
20717MAB9
NOTE 1/1$77.45M1.10%94,500,000+3.3%
25
ISHARES TR
464287242 · Call
IBOXX INV CP ETF$76.52M1.09%750,000New
26
SEA LTD
81141RAF7
NOTE 2.375%12/0$76.26M1.08%79,725,000-37.1%
27
PELOTON INTERACTIVE INC
70614WAB6
NOTE 2/1$73.92M1.05%97,500,000-5.8%
28
RAPID7 INC
753422AF1
NOTE 0.250% 3/1$73.26M1.04%85,500,000+4.3%
29
AMERICAN EQTY INVT LIFE HLD
025676206
COM$71.65M1.02%1,335,737New
30
UNITY SOFTWARE INC
91332UAB7
NOTE 11/1$67.91M0.96%85,500,000-15.3%
31
ALTERYX INC
02156B103 · Call
COM CL A$66.43M0.94%1,762,600+107.4%
32
MICROSTRATEGY INC
594972AE1
NOTE 2/1$66.12M0.94%94,485,000-4.3%
33
APPLE INC
037833100 · Put
COM$59.92M0.85%350,000New
34
SELECT SECTOR SPDR TR
81369Y886 · Call
SBI INT-UTILS$58.93M0.84%1,000,000New
35
SPDR INDEX SHS FDS
78463X202
EURO STOXX 50$57.75M0.82%1,374,700
36
WOLFSPEED INC
977852AB8
NOTE 0.250% 2/1$52.43M0.74%77,000,000+28.3%
37
PDD HOLDINGS INC
722304102 · Put
SPONSORED ADS$52.17M0.74%532,000New
38
CBOE GLOBAL MKTS INC
12503M108
COM$51.83M0.74%331,816+26.3%
39
LUMENTUM HLDGS INC
55024UAF6
NOTE 0.500% 6/1$50.51M0.72%69,000,000-24.0%
40
DENBURY INC
24790A101
COM$49.27M0.70%502,682New
41
BLOCK INC
852234AK9
NOTE 0.250%11/0$48.32M0.69%64,007,000-7.2%
42
SPLUNK INC
848637AF1
NOTE 1.125% 6/1$47.22M0.67%50,000,000-64.4%
43
NCL CORP LTD
62886HAX9
NOTE 5.375% 8/0$47.17M0.67%40,500,000-16.5%
44
CLOUDFLARE INC
18915M107 · Call
CL A COM$44.13M0.63%700,000+250.0%
45
BOOKING HOLDINGS INC
09857L108
COM$43.18M0.61%14,000+7.7%
46
SNAP INC
83304AAB2
NOTE 0.750% 8/0$42.14M0.60%48,187,000-43.3%
47
OKTA INC
679295105 · Call
CL A$40.76M0.58%500,000-44.4%
48
UBER TECHNOLOGIES INC
90353T100
COM$40.42M0.57%878,955+16.6%
49
FASTLY INC
31188VAB6
NOTE 3/1$39.13M0.56%45,695,000
50
INTUIT
461202103
COM$38.02M0.54%74,414-18.6%
51
SELECT SECTOR SPDR TR
81369Y506 · Call
ENERGY$36.16M0.51%400,000New
52
KRANESHARES TR
500767306
CSI CHI INTERNET$34.89M0.50%1,274,821+9.2%
53
INDIE SEMICONDUCTOR INC
45569U101
CLASS A COM$34.77M0.49%5,519,100+84.7%
54
SHIFT4 PMTS INC
82452JAB5
NOTE 12/1$34.64M0.49%35,000,000New
55
BLACKLINE INC
09239BAD1
NOTE 3/1$34.55M0.49%40,000,000
56
ISHARES INC
46434G764
MSCI EMRG CHN$32.02M0.45%642,500+33.7%
57
LPL FINL HLDGS INC
50212V100
COM$31.96M0.45%134,495
58
ARAMARK
03852U114
COM SHS$31.93M0.45%1,274,725New
59
CLOUDFLARE INC
18915M107 · Put
CL A COM$31.52M0.45%500,000+25.0%
60
BROADCOM INC
11135F101 · Put
COM$31.15M0.44%37,500New
61
APTIV PLC
G6095L109
SHS$30.51M0.43%309,416-5.2%
62
WAYFAIR INC
94419L101 · Put
CL A$30.29M0.43%500,000+150.0%
63
ACCENTURE PLC IRELAND
G1151C101
SHS CLASS A$30.05M0.43%97,862+18.1%
64
ISHARES TR
464287655
RUSSELL 2000 ETF$28.37M0.40%160,526New
65
PDD HOLDINGS INC
722304102 · Call
SPONSORED ADS$27.66M0.39%282,000-70.4%
66
KRANESHARES TR
500767306 · Call
CSI CHI INTERNET$27.37M0.39%1,000,000New
67
JACOBS SOLUTIONS INC
46982L108
COM$26.91M0.38%197,116+661.5%
68
LENNAR CORP
526057104 · Put
CL A$25.25M0.36%225,000
69
ISHARES TR
464288414
NATIONAL MUN ETF$24.75M0.35%241,400
70
CAPRI HOLDINGS LIMITED
G1890L107 · Call
SHS$24.43M0.35%464,300New
71
ISHARES TR
464287432
20 YR TR BD ETF$24.39M0.35%275,000New
72
LAS VEGAS SANDS CORP
517834107
COM$23.7M0.34%517,000New
73
NIKE INC
654106103
CL B$22.64M0.32%236,720+11.8%
74
FIVE9 INC
338307101 · Put
COM$22.51M0.32%350,000-30.0%
75
SHIFT4 PMTS INC
82452J109 · Call
CL A$22.15M0.31%400,000New
76
BLOCK INC
852234103 · Call
CL A$22.13M0.31%500,000+150.0%
77
RENAISSANCERE HLDGS LTD
G7496G103
COM$22.03M0.31%111,300-40.4%
78
SEA LTD
81141R100 · Call
SPONSORD ADS$21.98M0.31%500,000+66.7%
79
UNITY SOFTWARE INC
91332U101 · Call
COM$21.97M0.31%700,000+250.0%
80
INTERACTIVE BROKERS GROUP IN
45841N107
COM CL A$21.91M0.31%253,131
81
DYNATRACE INC
268150109 · Put
COM NEW$21.03M0.30%450,000New
82
CERIDIAN HCM HLDG INC
15677J108 · Put
COM$20.36M0.29%300,000New
83
GENERAL MTRS CO
37045V100
COM$20.21M0.29%613,100+36.3%
84
ARK ETF TR
00214Q104 · Call
INNOVATION ETF$19.84M0.28%500,000-50.0%
85
B. RILEY FINANCIAL INC
05580M108 · Put
COM$19.46M0.28%474,700-29.2%
86
AMERICAN AIRLS GROUP INC
02376R102 · Put
COM$19.22M0.27%1,500,000
87
WOLFSPEED INC
977852102 · Put
COM$19.05M0.27%500,000+150.0%
88
VAIL RESORTS INC
91879Q109
COM$18.42M0.26%83,000+5.2%
89
FIVE9 INC
338307101
COM$18.35M0.26%285,400New
90
RAPID7 INC
753422104 · Call
COM$18.31M0.26%400,000New
91
LIVONGO HEALTH INC
539183AA1
NOTE 0.875% 6/0$18.3M0.26%20,000,000
92
LUMENTUM HLDGS INC
55024UAD1
NOTE 0.500%12/1$17.86M0.25%21,250,000
93
BLACKLINE INC
09239B109 · Call
COM$17.75M0.25%320,000+28.0%
94
SEA LTD
81141R100 · Put
SPONSORD ADS$17.58M0.25%400,000+100.0%
95
ARM HOLDINGS PLC
042068205
SPONSORED ADR$17.39M0.25%325,000New
96
KENVUE INC
49177J102
COM$17.29M0.25%861,000New
97
DEXCOM INC
252131107
COM$17.26M0.24%185,000New
98
ISHARES TR
464288513
IBOXX HI YD ETF$16.59M0.24%225,000+200.0%
99
GENERAL MTRS CO
37045V100 · Put
COM$16.49M0.23%500,000New
100
MICROSTRATEGY INC
594972408 · Call
CL A NEW$16.41M0.23%50,000New
101
MICROSTRATEGY INC
594972408 · Put
CL A NEW$16.41M0.23%50,000-50.0%
102
CME GROUP INC
12572Q105
COM$16.2M0.23%80,928
103
THE CIGNA GROUP
125523100
COM$15.73M0.22%55,000New
104
ACORDA THERAPEUTICS INC
00484MAC0
NOTE 6.000%12/0$15.51M0.22%27,951,000-0.2%
105
CONFLUENT INC
20717M103 · Call
CLASS A COM$14.81M0.21%500,000-44.4%
106
VESTIS CORPORATION
29430C102
COM SHS$14.71M0.21%762,360New
107
DIGITALOCEAN HLDGS INC
25402D102
COM$14.69M0.21%611,138New
108
ETSY INC
29786AAJ5
NOTE 0.125%10/0$14.25M0.20%14,000,000
109
DOORDASH INC
25809K105
CL A$14.15M0.20%178,075+30.9%
110
VANGUARD WORLD FDS
92204A405
FINANCIALS ETF$14.02M0.20%174,588-12.0%
111
LUMENTUM HLDGS INC
55024U109 · Put
COM$13.55M0.19%300,000New
112
SELECT SECTOR SPDR TR
81369Y886
SBI INT-UTILS$13.55M0.19%230,000New
113
BGC GROUP INC
088929104
CL A$13.29M0.19%2,517,292New
114
SNAP INC
83304A106 · Call
CL A$12.47M0.18%1,400,000+40.0%
115
TECK RESOURCES LTD
878742204
CL B$12.28M0.17%285,000New
116
DIGITALOCEAN HLDGS INC
25402D102 · Put
COM$12.02M0.17%500,000New
117
SANOFI
80105N105
SPONSORED ADR$11.53M0.16%215,000New
118
CAPRI HOLDINGS LIMITED
G1890L107 · Put
SHS$11.27M0.16%214,300New
119
LENNAR CORP
526057104
CL A$11.22M0.16%100,000+64.6%
120
ISHARES TR
464287242
IBOXX INV CP ETF$11.22M0.16%110,000-96.5%
121
SNOWFLAKE INC
833445109
CL A$10.97M0.16%71,800New
122
FASTLY INC
31188V100
CL A$10.65M0.15%555,689-44.3%
123
CSX CORP
126408103
COM$10.44M0.15%339,489+15.0%
124
DIGITALOCEAN HLDGS INC
25402D102 · Call
COM$10.19M0.14%424,000+41.3%
125
HCA HEALTHCARE INC
40412C101
COM$10.09M0.14%41,000New
126
SPDR SER TR
78464A870
S&P BIOTECH$10M0.14%137,000New
127
FIVE9 INC
338307AD3
NOTE 0.500% 6/0$9.36M0.13%10,000,000-65.5%
128
OKTA INC
679295AF2
NOTE 0.375% 6/1$9.18M0.13%10,500,000
129
CONFLUENT INC
20717M103 · Put
CLASS A COM$8.88M0.13%300,000New
130
BLOCK INC
852234103 · Put
CL A$8.85M0.13%200,000
131
CERIDIAN HCM HLDG INC
15677JAD0
NOTE 0.250% 3/1$8.85M0.13%10,000,000-81.5%
132
FMC CORP
302491303
COM NEW$8.63M0.12%128,862+120.0%
133
NORWEGIAN CRUISE LINE HLDG L
G66721104 · Call
SHS$8.24M0.12%500,000New
134
NATERA INC
632307104
COM$7.97M0.11%180,000New
135
NORDSTROM INC
655664100 · Call
COM$7.47M0.11%500,000New
136
APPLE INC
037833100
COM$7.06M0.10%41,233New
137
DYNATRACE INC
268150109
COM NEW$6.96M0.10%149,000New
138
TAIWAN SEMICONDUCTOR MFG LTD
874039100
SPONSORED ADS$6.95M0.10%80,000New
139
NIO INC
62914VAF3
NOTE 0.500% 2/0$6.88M0.10%7,830,000-69.1%
140
AMERICAN AIRLS GROUP INC
02376R102
COM$6.86M0.10%535,389+32.9%
141
SUNNOVA ENERGY INTL INC.
86745KAH7
NOTE 2.625% 2/1$6.81M0.10%11,000,000New
142
BRIGHTSPHERE INVT GROUP INC
10948W103
COM$6.72M0.10%346,326+40.6%
143
ENERGY TRANSFER L P
29273V100
COM UT LTD PTN$6.7M0.10%477,750
144
LYFT INC
55087P104 · Put
CL A COM$6.32M0.09%600,000New
145
INDIE SEMICONDUCTOR INC
45569U101 · Call
CLASS A COM$6.3M0.09%1,000,000New
146
NEUROCRINE BIOSCIENCES INC
64125C109
COM$6.19M0.09%55,000New
147
LEGEND BIOTECH CORP
52490G102
SPONSORED ADS$6.05M0.09%90,000New
148
QUALCOMM INC
747525103
COM$6.04M0.09%54,350-26.9%
149
DTE ENERGY CO
233331107
COM$5.96M0.08%60,000New
150
BROADCOM INC
11135F101
COM$5.96M0.08%7,170New
151
NORFOLK SOUTHN CORP
655844108
COM$5.86M0.08%29,760+12.9%
152
SEMPRA
816851109
COM$5.85M0.08%86,000New
153
DUKE ENERGY CORP NEW
26441C204
COM NEW$5.83M0.08%66,000New
154
SOUTHERN CO
842587107
COM$5.82M0.08%90,000New
155
AMETEK INC
031100100
COM$5.82M0.08%39,406-16.4%
156
CORE & MAIN INC
21874C102
CL A$5.77M0.08%200,000New
157
DATADOG INC
23804L103
CL A COM$5.65M0.08%62,000New
158
HONEYWELL INTL INC
438516106
COM$5.64M0.08%30,526New
159
PENUMBRA INC
70975L107
COM$5.44M0.08%22,500New
160
ENTERPRISE PRODS PARTNERS L
293792107
COM$5.2M0.07%190,000
161
NEW YORK CMNTY BANCORP INC
649445103
COM$4.99M0.07%440,000New
162
SHOCKWAVE MED INC
82489T104
COM$4.98M0.07%25,000New
163
ALLSTATE CORP
020002101
COM$4.85M0.07%43,500New
164
FORTIVE CORP
34959J108
COM$4.65M0.07%62,728-60.4%
165
TRINITY CAP INC
896442308
COM$4.55M0.06%327,220New
166
NORDSTROM INC
655664100 · Put
COM$4.48M0.06%300,000New
167
PAYPAL HLDGS INC
70450Y103
COM$4.38M0.06%75,000
168
MCKESSON CORP
58155Q103
COM$4.35M0.06%10,000New
169
FASTLY INC
31188V100 · Call
CL A$4M0.06%208,900New
170
FIRST CTZNS BANCSHARES INC N
31946M103
CL A$4M0.06%2,900
171
T-MOBILE US INC
872590104
COM$3.99M0.06%28,500-67.1%
172
WOLFSPEED INC
977852102 · Call
COM$3.81M0.05%100,000-50.0%
173
DISH NETWORK CORPORATION
25470M109 · Call
CL A$3.81M0.05%650,000-7.1%
174
FORTREA HLDGS INC
34965K107
COMMON STOCK$3.57M0.05%125,000New
175
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$3.47M0.05%40,000-77.1%
176
ONEOK INC NEW
682680103
COM$3.46M0.05%54,494New
177
ISHARES INC
464286509
MSCI CDA ETF$3.27M0.05%97,700New
178
PRIVIA HEALTH GROUP INC
74276R102
COM$3.22M0.05%140,000New
179
MOONLAKE IMMUNOTHERAPEUTICS
61559X104
CLASS A ORD$3.19M0.05%56,000New
180
CERIDIAN HCM HLDG INC
15677J108
COM$3.15M0.04%46,456New
181
ALLIANT ENERGY CORP
018802108
COM$3.05M0.04%63,000New
182
ATLASSIAN CORPORATION
049468101
CL A$2.97M0.04%14,727-62.9%
183
ENTERGY CORP NEW
29364G103
COM$2.96M0.04%32,000New
184
CMS ENERGY CORP
125896100
COM$2.92M0.04%55,000New
185
EXELON CORP
30161N101
COM$2.91M0.04%77,000New
186
REGAL REXNORD CORPORATION
758750103
COM$2.89M0.04%20,204-36.9%
187
IMMUNOVANT INC
45258J102
COM$2.88M0.04%75,000New
188
OSHKOSH CORP
688239201
COM$2.86M0.04%30,000New
189
BANK OF NT BUTTERFIELD&SON L
G0772R208
SHS NEW$2.74M0.04%101,000New
190
LIVENT CORP
53814L108
COM$2.58M0.04%140,000New
191
WESTERN MIDSTREAM PARTNERS L
958669103
COM UNIT LP INT$2.57M0.04%94,550
192
WEC ENERGY GROUP INC
92939U106
COM$2.01M0.03%25,000New
193
WORKIVA INC
98139A105
COM CL A$2M0.03%19,758New
194
ADVANCED ENERGY INDS
007973100
COM$1.8M0.03%17,500New
195
ENPHASE ENERGY INC
29355AAH0
NOTE 3/0$1.76M0.03%2,000,000New
196
HASHICORP INC
418100103
COM CL A$1.71M0.02%75,000+36.4%
197
RINGCENTRAL INC
76680RAH0
NOTE 3/1$1.69M0.02%2,000,000
198
SPDR SER TR
78464A474
PORTFOLIO SHORT$1.64M0.02%55,800
199
OPERA LTD
68373M107
SPONSORED ADS$1.41M0.02%125,000New
200
EQUITRANS MIDSTREAM CORP
294600101
COM$1.26M0.02%134,200
201
SQUARESPACE INC
85225A107
CLASS A$1.14M0.02%39,373New
202
MAPLEBEAR INC
565394103
COM$890.7K0.01%30,000New
203
KLAVIYO INC
49845K101
COM SER A$793.5K0.01%23,000New
204
TRANSPHORM INC
89386L100
COM$754.8K0.01%340,000-20.9%
205
GOODYEAR TIRE & RUBR CO
382550101
COM$647.95K0.01%52,128New
206
RAYZEBIO INC
75525N107
COM$444K0.01%20,000New
207
LYFT INC
55087P104
CL A COM$146.65K0.00%13,914New
208
NEUMORA THERAPEUTICS INC.
640979100
COM$141.1K0.00%10,000New
209
CAPRI HOLDINGS LIMITED
G1890L107
SHS$1050.00%2New
Total filing value: $7.05B