13F.
SOROS FUND MANAGEMENT LLC
13F-HR

Q4 2023

Period Dec 31, 2023Filed Feb 14, 2024View on EDGAR ↗
Positions
209
Total value
$7.65B
Top 10 concentration
27.2%
New positions
76

Exited positionsvs. Q3 2023

  • HORIZON THERAPEUTICS PUB L ($380.57M)
  • ACTIVISION BLIZZARD INC ($280.89M)
  • ABCAM PLC ($139.94M)
  • SPLUNK INC ($87.66M)
  • ISHARES TR ($76.52M)
  • DENBURY INC ($49.27M)
  • SELECT SECTOR SPDR TR ($36.16M)
  • LPL FINL HLDGS INC ($31.96M)

Holdings · 209

#Class
1
ISHARES TR
464287655 · Put
RUSSELL 2000 ETF$301.07M3.94%1,500,000+50.0%
2
INVESCO QQQ TR
46090E103 · Put
UNIT SER 1$245.71M3.21%600,000-57.1%
3
SPLUNK INC
848637104
COM$240.71M3.15%1,580,001+174.8%
4
ISHARES TR
464287655
RUSSELL 2000 ETF$240.46M3.14%1,198,023+646.3%
5
ISHARES TR
464288513 · Put
IBOXX HI YD ETF$193.48M2.53%2,500,000New
6
AERCAP HOLDINGS NV
N00985106
SHS$183.53M2.40%2,469,496+32.9%
7
DIGITALOCEAN HLDGS INC
25402DAB8
NOTE 12/0$182.86M2.39%220,962,000+12.4%
8
ALPHABET INC
02079K305
CAP STK CL A$170.29M2.23%1,219,080-13.2%
9
NOVO-NORDISK A S
670100205
ADR$160.85M2.10%1,554,830+1.9%
10
SPDR S&P 500 ETF TR
78462F103 · Put
TR UNIT$159.23M2.08%335,000New
11
SPLUNK INC
848637104 · Put
COM$152.35M1.99%1,000,000New
12
SNAP INC
83304AAH9
NOTE 0.125% 3/0$144.59M1.89%182,950,000+49.0%
13
WAYFAIR INC
94419LAF8
NOTE 1.000% 8/1$121.03M1.58%137,450,000+5.8%
14
MICROSTRATEGY INC
594972AE1
NOTE 2/1$119.95M1.57%137,735,000+45.8%
15
CLOUDFLARE INC
18915MAC1
NOTE 8/1$119.74M1.57%132,200,000+21.8%
16
LIBERTY BROADBAND CORP
530307305
COM SER C$112.01M1.46%1,389,893
17
BLACKLINE INC
09239BAD1
NOTE 3/1$105.8M1.38%119,076,000+197.7%
18
PELOTON INTERACTIVE INC
70614WAB6
NOTE 2/1$103.46M1.35%133,000,000+36.4%
19
LYFT INC
55087PAB0
NOTE 1.500% 5/1$102.12M1.34%107,100,000+4.9%
20
CRH PLC
G25508105
ORD$100.69M1.32%1,455,874-29.5%
21
OKTA INC
679295105 · Call
CL A$98.56M1.29%1,088,700+117.7%
22
CONFLUENT INC
20717MAB9
NOTE 1/1$95.58M1.25%114,000,000+20.6%
23
UNITY SOFTWARE INC
91332UAB7
NOTE 11/1$92.99M1.22%111,500,000+30.4%
24
WOLFSPEED INC
977852AD4
NOTE 1.875%12/0$91.49M1.20%135,500,000New
25
AMERICAN EQTY INVT LIFE HLD
025676206
COM$91.43M1.20%1,638,590+22.7%
26
ALIBABA GROUP HLDG LTD
01609W102 · Call
SPONSORED ADS$90.9M1.19%1,172,800+17.3%
27
DISH NETWORK CORPORATION
25470MAF6
NOTE 12/1$89.77M1.17%142,650,000+6.3%
28
LUMENTUM HLDGS INC
55024UAF6
NOTE 0.500% 6/1$86.24M1.13%109,000,000+58.0%
29
AMAZON COM INC
023135106
COM$84.62M1.11%556,961-27.1%
30
SNAP INC
83304AAB2
NOTE 0.750% 8/0$80.81M1.06%75,687,000+57.1%
31
RAPID7 INC
753422AF1
NOTE 0.250% 3/1$79.06M1.03%87,500,000+2.3%
32
SPDR S&P 500 ETF TR
78462F103
TR UNIT$78.66M1.03%165,498New
33
LANTHEUS HLDGS INC
516544AB9
NOTE 2.625%12/1$77.43M1.01%69,000,000New
34
ISHARES TR
464288513 · Call
IBOXX HI YD ETF$77.39M1.01%1,000,000New
35
WOLFSPEED INC
977852AB8
NOTE 0.250% 2/1$76.72M1.00%112,000,000+45.5%
36
SEA LTD
81141RAF7
NOTE 2.375%12/0$76.17M1.00%79,725,000
37
CLOUDFLARE INC
18915M107 · Call
CL A COM$74.93M0.98%900,000+28.6%
38
SPLUNK INC
848637AF1
NOTE 1.125% 6/1$67.95M0.89%70,000,000+40.0%
39
SPDR INDEX SHS FDS
78463X202
EURO STOXX 50$65.72M0.86%1,374,700
40
CAPITAL ONE FINL CORP
14040H105 · Put
COM$58.35M0.76%445,000New
41
BOOKING HOLDINGS INC
09857L108
COM$55.87M0.73%15,750+12.5%
42
SPOTIFY USA INC
84921RAB6
NOTE 3/1$55.75M0.73%63,000,000New
43
BLOCK INC
852234AK9
NOTE 0.250%11/0$54.51M0.71%66,007,000+3.1%
44
APPLE INC
037833100 · Put
COM$52.95M0.69%275,000-21.4%
45
NCL CORP LTD
62886HAX9
NOTE 5.375% 8/0$52.08M0.68%40,500,000
46
MICROSTRATEGY INC
594972AC5
NOTE 0.750%12/1$51.68M0.68%31,292,000-67.3%
47
ISHARES TR
464287432 · Call
20 YR TR BD ETF$49.44M0.65%500,000-77.8%
48
JETBLUE AIRWAYS CORP
477143AP6
NOTE 0.500% 4/0$48.02M0.63%67,000,000New
49
JACOBS SOLUTIONS INC
46982L108
COM$47.97M0.63%369,558+87.5%
50
SYNCHRONY FINANCIAL
87165B103 · Put
COM$47.74M0.62%1,250,000New
51
CONFLUENT INC
20717M103 · Call
CLASS A COM$47.08M0.62%2,012,000+302.4%
52
BLOCK INC
852234103 · Call
CL A$46.41M0.61%600,000+20.0%
53
SPIRIT AIRLS INC
848577102 · Put
COM$46.03M0.60%2,808,400New
54
SHIFT4 PMTS INC
82452JAB5
NOTE 12/1$45.19M0.59%40,500,000+15.7%
55
UBER TECHNOLOGIES INC
90353T100
COM$42.63M0.56%692,455-21.2%
56
CLOUDFLARE INC
18915M107 · Put
CL A COM$42.32M0.55%508,300+1.7%
57
PDD HOLDINGS INC
722304102 · Put
SPONSORED ADS$40.4M0.53%276,100-48.1%
58
FASTLY INC
31188VAB6
NOTE 3/1$40M0.52%45,695,000
59
CBOE GLOBAL MKTS INC
12503M108
COM$39.88M0.52%223,340-32.7%
60
ACCENTURE PLC IRELAND
G1151C101
SHS CLASS A$37.85M0.50%107,862+10.2%
61
SEMPRA
816851109
COM$37.37M0.49%500,000+481.4%
62
MARRIOTT VACATIONS WORLDWIDE
57164YAD9
NOTE 1/1$35.98M0.47%40,717,000New
63
ISHARES INC
46434G764
MSCI EMRG CHN$35.6M0.47%642,500
64
WOLFSPEED INC
977852102 · Call
COM$34.81M0.46%800,000+700.0%
65
LENNAR CORP
526057104 · Put
CL A$33.53M0.44%225,000
66
INDIE SEMICONDUCTOR INC
45569U101
CLASS A COM$33.41M0.44%4,119,100-25.4%
67
LAS VEGAS SANDS CORP
517834107
COM$32.75M0.43%665,535+28.7%
68
BIRKENSTOCK HOLDING PLC
M2029K104
COM SHS$30.46M0.40%625,000New
69
SHIFT4 PMTS INC
82452J109 · Call
CL A$29.74M0.39%400,000
70
KRANESHARES TR
500767306
CSI CHI INTERNET$29.51M0.39%1,092,821-14.3%
71
DIGITALOCEAN HLDGS INC
25402D102 · Call
COM$29.35M0.38%800,000+88.7%
72
MONSTER BEVERAGE CORP NEW
61174X109 · Put
COM$28.81M0.38%500,000New
73
MARRIOTT VACATIONS WORLDWIDE
57164YAF4
NOTE 3.250%12/1$26.72M0.35%30,000,000New
74
SEA LTD
81141R100 · Call
SPONSORD ADS$26.49M0.35%654,100+30.8%
75
ISHARES TR
464288414
NATIONAL MUN ETF$26.17M0.34%241,400
76
NIKE INC
654106103
CL B$25.7M0.34%236,720
77
WAYFAIR INC
94419L101 · Call
CL A$24.68M0.32%400,000New
78
UNITY SOFTWARE INC
91332U101 · Call
COM$24.53M0.32%600,000-14.3%
79
MERCK & CO INC
58933Y105
COM$24.53M0.32%225,000New
80
NEUROCRINE BIOSCIENCES INC
64125C109
COM$24.38M0.32%185,000+236.4%
81
ISHARES TR
464287184 · Call
CHINA LG-CAP ETF$24.03M0.31%1,000,000New
82
SPIRIT AIRLS INC
848577AB8
NOTE 1.000% 5/1$23.66M0.31%34,000,000New
83
SNOWFLAKE INC
833445109
CL A$23.64M0.31%118,800+65.5%
84
LIVONGO HEALTH INC
539183AA1
NOTE 0.875% 6/0$23.51M0.31%25,000,000+25.0%
85
OKTA INC
679295AF2
NOTE 0.375% 6/1$22.12M0.29%24,900,000+137.1%
86
FIVE9 INC
338307101 · Call
COM$21.64M0.28%275,000New
87
ALTERYX INC
02156B103 · Call
COM CL A$21.38M0.28%453,400-74.3%
88
TECK RESOURCES LTD
878742204
CL B$21.28M0.28%503,383+76.6%
89
MARRIOTT VACATIONS WORLDWIDE
57164Y107 · Call
COM$21.22M0.28%250,000New
90
INTERACTIVE BROKERS GROUP IN
45841N107
COM CL A$21.12M0.28%254,713+0.6%
91
WILLIAMS SONOMA INC
969904101 · Put
COM$20.18M0.26%100,000New
92
DATADOG INC
23804L103
CL A COM$20.1M0.26%165,590+167.1%
93
SNAP INC
83304A106 · Call
CL A$19.81M0.26%1,170,000-16.4%
94
RENAISSANCERE HLDGS LTD
G7496G103
COM$19.65M0.26%100,270-9.9%
95
ELI LILLY & CO
532457108
COM$19.24M0.25%33,000New
96
LUMENTUM HLDGS INC
55024UAD1
NOTE 0.500%12/1$18.98M0.25%21,250,000
97
CME GROUP INC
12572Q105
COM$18.73M0.25%88,960+9.9%
98
DOORDASH INC
25809K105
CL A$18.6M0.24%188,075+5.6%
99
SNAP INC
83304AAF3
NOTE 5/0$18.51M0.24%23,000,000New
100
ROKU INC
77543R102 · Put
COM CL A$18.33M0.24%200,000New
101
AVANTOR INC
05352A100
COM$18.26M0.24%800,000New
102
INTUIT
461202103
COM$17.76M0.23%28,414-61.8%
103
CSX CORP
126408103
COM$17.48M0.23%504,261+48.5%
104
INTUITIVE SURGICAL INC
46120E602
COM NEW$16.87M0.22%50,000New
105
BGC GROUP INC
088929104
CL A$16.73M0.22%2,317,263-7.9%
106
B. RILEY FINANCIAL INC
05580M108 · Put
COM$16.66M0.22%793,600+67.2%
107
JETBLUE AWYS CORP
477143101 · Call
COM$16.65M0.22%3,000,000New
108
DIGITALOCEAN HLDGS INC
25402D102 · Put
COM$16.51M0.22%450,000-10.0%
109
AXOS FINANCIAL INC
05465C100 · Call
COM$16.38M0.21%300,000New
110
SANOFI
80105N105
SPONSORED ADR$16.16M0.21%325,000+51.2%
111
ETSY INC
29786AAJ5
NOTE 0.125%10/0$16.15M0.21%14,000,000
112
VANGUARD WORLD FDS
92204A405
FINANCIALS ETF$16.11M0.21%174,588
113
SELECT SECTOR SPDR TR
81369Y886 · Call
SBI INT-UTILS$15.83M0.21%250,000-75.0%
114
LUMENTUM HLDGS INC
55024U109 · Call
COM$15.73M0.21%300,000New
115
REGENERON PHARMACEUTICALS
75886F107
COM$15.37M0.20%17,500New
116
NEW YORK CMNTY BANCORP INC
649445103
COM$15.1M0.20%1,476,180+235.5%
117
ARAMARK
03852U106
COM$14.56M0.19%518,240New
118
ACORDA THERAPEUTICS INC
00484MAC0
NOTE 6.000%12/0$13.98M0.18%27,951,000
119
ILLUMINA INC
452327109
COM$13.92M0.18%100,000New
120
DEXCOM INC
252131107
COM$13.65M0.18%110,000-40.5%
121
THE CIGNA GROUP
125523100
COM$13.48M0.18%45,000-18.2%
122
ATLASSIAN CORPORATION
049468101
CL A$13.47M0.18%56,647+284.6%
123
CERIDIAN HCM HLDG INC
15677J108 · Call
COM$13.42M0.18%200,000New
124
ALLSTATE CORP
020002101
COM$13.07M0.17%93,370+114.6%
125
WOLFSPEED INC
977852102 · Put
COM$13.05M0.17%300,000-40.0%
126
VESTIS CORPORATION
29430C102
COM SHS$12.35M0.16%584,120-23.4%
127
HONEYWELL INTL INC
438516106
COM$11.88M0.16%56,668+85.6%
128
NORFOLK SOUTHN CORP
655844108
COM$11.78M0.15%49,818+67.4%
129
D R HORTON INC
23331A109
COM$10.58M0.14%69,600New
130
CHESAPEAKE UTILS CORP
165303108
COM$10.56M0.14%100,000New
131
CLEARWATER ANALYTICS HLDGS I
185123106
CL A$10.42M0.14%520,000New
132
AMETEK INC
031100100
COM$9.98M0.13%60,505+53.5%
133
SEA LTD
81141RAG5
NOTE 0.250% 9/1$9.89M0.13%12,000,000-95.1%
134
IDACORP INC
451107106
COM$9.83M0.13%100,000New
135
FIVE9 INC
338307AD3
NOTE 0.500% 6/0$9.64M0.13%10,000,000
136
NATERA INC
632307104
COM$9.4M0.12%150,000-16.7%
137
NORDSTROM INC
655664100 · Call
COM$9.23M0.12%500,000
138
CERIDIAN HCM HLDG INC
15677JAD0
NOTE 0.250% 3/1$9.01M0.12%10,000,000
139
KEYCORP
493267108
COM$8.57M0.11%595,000New
140
TAIWAN SEMICONDUCTOR MFG LTD
874039100
SPONSORED ADS$8.32M0.11%80,000
141
HAMILTON INSURANCE GROUP LTD
G42706104
CL B$7.8M0.10%521,475New
142
ISHARES TR
464288513
IBOXX HI YD ETF$7.74M0.10%100,000-55.6%
143
DARLING INGREDIENTS INC
237266101
COM$7.73M0.10%155,000New
144
SPDR SER TR
78464A698
S&P REGL BKG$7.6M0.10%144,959New
145
ATLANTICA SUSTAINABLE INFR P
G0751N103
SHS$7.53M0.10%350,000New
146
LYFT INC
55087P104 · Put
CL A COM$7.5M0.10%500,000-16.7%
147
SUNNOVA ENERGY INTL INC.
86745KAH7
NOTE 2.625% 2/1$7.31M0.10%11,000,000
148
NIO INC
62914VAF3
NOTE 0.500% 2/0$7.19M0.09%7,830,000
149
BRIGHTSPHERE INVT GROUP INC
10948W103
COM$6.63M0.09%346,293-0.0%
150
ENERGY TRANSFER L P
29273V100
COM UT LTD PTN$6.59M0.09%477,750
151
MOONLAKE IMMUNOTHERAPEUTICS
61559X104
CLASS A ORD$6.04M0.08%100,000+78.6%
152
BROOKFIELD ASSET MANAGMT LTD
113004105 · Call
CL A LMT VTG SHS$6.03M0.08%150,000New
153
BP PLC
055622104
SPONSORED ADR$6.02M0.08%170,000New
154
IMMUNOVANT INC
45258J102
COM$5.9M0.08%140,000+86.7%
155
PDD HOLDINGS INC
722304102
SPONSORED ADS$5.85M0.08%40,000New
156
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$5.81M0.08%75,000+87.5%
157
EVOLUS INC
30052C107
COM$5.79M0.08%550,000New
158
MERIT MED SYS INC
589889104
COM$5.79M0.08%76,200New
159
DISH NETWORK CORPORATION
25470M109 · Call
CL A$5.77M0.08%1,000,000+53.8%
160
ROKU INC
77543R102
COM CL A$5.73M0.07%62,500New
161
RAPID7 INC
753422104 · Call
COM$5.71M0.07%100,000-75.0%
162
NORDSTROM INC
655664100 · Put
COM$5.54M0.07%300,000
163
APTIV PLC
G6095L109
SHS$5.29M0.07%58,972-80.9%
164
KINETIK HOLDINGS INC
02215L209
COM NEW CL A$5.01M0.07%150,000New
165
ENTERPRISE PRODS PARTNERS L
293792107
COM$5.01M0.07%190,000
166
COREBRIDGE FINL INC
21871X109
COM$4.96M0.06%229,000New
167
FIRST CTZNS BANCSHARES INC N
31946M103
CL A$4.73M0.06%3,333+14.9%
168
PRIVIA HEALTH GROUP INC
74276R102
COM$4.61M0.06%200,000+42.9%
169
T-MOBILE US INC
872590104
COM$4.57M0.06%28,500
170
QUALCOMM INC
747525103
COM$4.34M0.06%30,000-44.8%
171
NORWEGIAN CRUISE LINE HLDG L
G66721104 · Call
SHS$4.01M0.05%200,000-60.0%
172
KENVUE INC
49177J102
COM$4M0.05%186,000-78.4%
173
INSMED INC
457669307
COM PAR $.01$3.87M0.05%125,000New
174
ONEOK INC NEW
682680103
COM$3.83M0.05%54,493-0.0%
175
SHOCKWAVE MED INC
82489T104
COM$3.81M0.05%20,000-20.0%
176
PENUMBRA INC
70975L107
COM$3.77M0.05%15,000-33.3%
177
ISHARES INC
464286509
MSCI CDA ETF$3.58M0.05%97,700
178
FASTLY INC
31188V100
CL A$3.29M0.04%185,000-66.7%
179
BANK OF NT BUTTERFIELD&SON L
G0772R208
SHS NEW$3.23M0.04%101,000
180
SUN CTRY AIRLS HLDGS INC
866683105
COM$3.19M0.04%203,070New
181
MICROSTRATEGY INC
594972408 · Call
CL A NEW$3.16M0.04%5,000-90.0%
182
RAPID7 INC
753422104
COM$3.05M0.04%53,497New
183
ARRAY TECHNOLOGIES INC
04271T100
COM SHS$3.02M0.04%180,000New
184
GAMBLING COM GROUP LIMITED
G3R239101
ORDINARY SHARES$3.02M0.04%310,000New
185
ALTERYX INC
02156B103 · Put
COM CL A$2.91M0.04%61,700New
186
WESTERN MIDSTREAM PARTNERS L
958669103
COM UNIT LP INT$2.77M0.04%94,550
187
HAWAIIAN HOLDINGS INC
419879101
COM$2.24M0.03%158,035New
188
EHEALTH INC
28238P109
COM$1.79M0.02%205,000New
189
HASHICORP INC
418100103
COM CL A$1.77M0.02%75,000
190
RINGCENTRAL INC
76680RAH0
NOTE 3/1$1.74M0.02%2,000,000
191
FIRST SOLAR INC
336433107
COM$1.72M0.02%10,000New
192
SPDR SER TR
78464A474
PORTFOLIO SHORT$1.66M0.02%55,800
193
RADCOM LTD
M81865111
SHS NEW$1.56M0.02%193,272New
194
SILVERBOW RES INC
82836G102
COM$1.45M0.02%50,000New
195
EQUITRANS MIDSTREAM CORP
294600101
COM$1.37M0.02%134,200
196
TELEDYNE TECHNOLOGIES INC
879360105
COM$1.23M0.02%2,750New
197
PROS HOLDINGS INC
74346Y103
COM$1.09M0.01%28,000New
198
TABOOLA.COM LTD
M8744T106
ORD SHS$974.25K0.01%225,000New
199
EVOLV TECHNOLOGIES HLDNGS IN
30049H102
COM CL A$944K0.01%200,000New
200
ENPHASE ENERGY INC
29355AAH0
NOTE 3/0$918.14K0.01%1,000,000-50.0%
201
SELECTQUOTE INC
816307300
COM$861.89K0.01%629,115New
202
AUGMEDIX INC
05105P107
COM$517.82K0.01%88,516New
203
SELECT SECTOR SPDR TR
81369Y605
FINANCIAL$461.35K0.01%12,270New
204
CIMPRESS PLC
G2143T103
SHS EURO$400.25K0.01%5,000New
205
NB BANCORP INC
63945M107
COM$349.7K0.00%26,000New
206
TREMOR INTL LTD
89484T104
ADS$177.1K0.00%35,000New
207
BROOKFIELD ASSET MANAGMT LTD
113004105
CL A LMT VTG SHS$400.00%1New
208
SPIRIT AIRLS INC
848577102
COM$160.00%1New
209
JETBLUE AWYS CORP
477143101
COM$60.00%1New
Total filing value: $7.65B