13F.
SOROS FUND MANAGEMENT LLC
13F-HR

Q1 2024

Period Mar 31, 2024Filed May 15, 2024View on EDGAR ↗
Positions
193
Total value
$6.02B
Top 10 concentration
29.7%
New positions
83

Exited positionsvs. Q4 2023

  • ISHARES TR ($301.07M)
  • SPLUNK INC ($240.71M)
  • ISHARES TR ($240.46M)
  • SPLUNK INC ($152.35M)
  • BLACKLINE INC ($105.8M)
  • LYFT INC ($102.12M)
  • OKTA INC ($98.56M)
  • SNAP INC ($80.81M)

Holdings · 193

#Class
1
INVESCO QQQ TR
46090E103 · Put
UNIT SER 1$379.63M6.31%855,000+42.5%
2
ALPHABET INC
02079K305
CAP STK CL A$224.98M3.74%1,490,599+22.3%
3
ISHARES TR
464288513 · Put
IBOXX HI YD ETF$194.33M3.23%2,500,000
4
AERCAP HOLDINGS NV
N00985106
SHS$170.89M2.84%1,966,343-20.4%
5
RIVIAN AUTOMOTIVE INC
76954AAB9
NOTE 4.625% 3/1$154.16M2.56%191,436,000New
6
CLOUDFLARE INC
18915M107 · Put
CL A COM$145.25M2.41%1,500,000+195.1%
7
MICROSTRATEGY INC
594972AC5
NOTE 0.750%12/1$134.2M2.23%31,292,000
8
DIGITALOCEAN HLDGS INC
25402DAB8
NOTE 12/0$129.89M2.16%154,000,000-30.3%
9
WAYFAIR INC
94419LAF8
NOTE 1.000% 8/1$127.24M2.12%137,450,000
10
MICROSTRATEGY INC
594972AE1
NOTE 2/1$123.14M2.05%90,000,000-34.7%
11
AMERICAN EQTY INVT LIFE HLD
025676206
COM$107.9M1.79%1,919,302+17.1%
12
NOVO-NORDISK A S
670100205
ADR$102.41M1.70%797,616-48.7%
13
DISH NETWORK CORPORATION
25470MAF6
NOTE 12/1$100.23M1.67%138,250,000-3.1%
14
PELOTON INTERACTIVE INC
70614WAB6
NOTE 2/1$100.02M1.66%117,500,000-11.7%
15
ISHARES TR
464287432 · Call
20 YR TR BD ETF$94.62M1.57%1,000,000+100.0%
16
SPDR S&P 500 ETF TR
78462F103 · Put
TR UNIT$91.54M1.52%175,000-47.8%
17
DROPBOX INC
26210CAC8
NOTE 3/0$86.31M1.43%90,750,000New
18
SPDR SER TR
78464A888 · Put
S&P HOMEBUILD$83.69M1.39%750,000New
19
CEREVEL THERAPEUTICS HLDNG I
15678U128
COM$82.01M1.36%1,940,201New
20
LIBERTY BROADBAND CORP
530307305
COM SER C$79.54M1.32%1,389,893
21
WOLFSPEED INC
977852AD4
NOTE 1.875%12/0$77.21M1.28%135,500,000
22
LUMENTUM HLDGS INC
55024UAD1
NOTE 0.500%12/1$71.56M1.19%81,250,000+282.4%
23
ISHARES INC
46434G822 · Put
MSCI JPN ETF NEW$71.35M1.19%1,000,000New
24
AMAZON COM INC
023135106
COM$71.34M1.19%395,509-29.0%
25
MARRIOTT VACATIONS WORLDWIDE
57164YAD9
NOTE 1/1$70.54M1.17%74,000,000+81.7%
26
CRH PLC
G25508105
ORD$68.28M1.14%791,545-45.6%
27
ARAMARK
03852U106
COM$66.96M1.11%2,059,000+297.3%
28
NCL CORP LTD
62886HAX9
NOTE 5.375% 8/0$66.42M1.10%50,500,000+24.7%
29
WOLFSPEED INC
977852AB8
NOTE 0.250% 2/1$66M1.10%112,000,000
30
BOOKING HOLDINGS INC
09857L108
COM$64.98M1.08%17,910+13.7%
31
ISHARES TR
464287655 · Call
RUSSELL 2000 ETF$63.09M1.05%300,000New
32
ALIBABA GROUP HLDG LTD
01609W102 · Call
SPONSORED ADS$54.27M0.90%750,000-36.1%
33
JACOBS SOLUTIONS INC
46982L108
COM$53.94M0.90%350,849-5.1%
34
SYNCHRONY FINANCIAL
87165B103 · Put
COM$53.9M0.90%1,250,000
35
SNAP INC
83304AAH9
NOTE 0.125% 3/0$53.34M0.89%70,000,000-61.7%
36
CONFLUENT INC
20717MAB9
NOTE 1/1$52.46M0.87%61,000,000-46.5%
37
CONFLUENT INC
20717M103 · Call
CLASS A COM$49.52M0.82%1,622,600-19.4%
38
UBER TECHNOLOGIES INC
90353T100
COM$46.68M0.78%606,359-12.4%
39
OKTA INC
679295105
CL A$44.6M0.74%426,326New
40
WESTROCK CO
96145D105
COM$44.51M0.74%900,001New
41
RAPID7 INC
753422AF1
NOTE 0.250% 3/1$43.99M0.73%50,000,000-42.9%
42
OKTA INC
679295105 · Put
CL A$41.85M0.70%400,000New
43
BENTLEY SYS INC
08265TAB5
NOTE 0.125% 1/1$41.77M0.69%41,500,000New
44
CLOUDFLARE INC
18915MAC1
NOTE 8/1$41.27M0.69%44,000,000-66.7%
45
LIVONGO HEALTH INC
539183AA1
NOTE 0.875% 6/0$40.74M0.68%43,000,000+72.0%
46
LUMENTUM HLDGS INC
55024U109 · Call
COM$38.55M0.64%814,100+171.4%
47
DIGITALOCEAN HLDGS INC
25402D102 · Put
COM$38.18M0.63%1,000,000+122.2%
48
CBOE GLOBAL MKTS INC
12503M108
COM$37.81M0.63%205,783-7.9%
49
RAPID7 INC
753422104 · Call
COM$37.39M0.62%762,500+662.5%
50
LUMENTUM HLDGS INC
55024UAF6
NOTE 0.500% 6/1$37.27M0.62%48,000,000-56.0%
51
ISHARES INC
46434G764
MSCI EMRG CHN$36.99M0.61%642,500
52
PG&E CORP
69331C108
COM$35.49M0.59%2,117,354New
53
ACCENTURE PLC IRELAND
G1151C101
SHS CLASS A$33.92M0.56%97,862-9.3%
54
WILLIAMS SONOMA INC
969904101 · Put
COM$31.75M0.53%100,000
55
DOORDASH INC
25809K105
CL A$30.98M0.51%224,939+19.6%
56
ELASTIC N V
N14506104 · Call
ORD SHS$30.07M0.50%300,000New
57
D R HORTON INC
23331A109
COM$29.39M0.49%178,600+156.6%
58
NIKE INC
654106103
CL B$29.2M0.49%310,720+31.3%
59
WOLFSPEED INC
225447AD3
NOTE 1.750% 5/0$28.87M0.48%30,000,000New
60
FASTLY INC
31188V100 · Call
CL A$28.53M0.47%2,200,000New
61
TECK RESOURCES LTD
878742204
CL B$28.08M0.47%613,452+21.9%
62
SUNRUN INC
86771W105
COM$27.43M0.46%2,080,941New
63
WAYFAIR INC
94419L101 · Call
CL A$27.15M0.45%400,000
64
ASTRAZENECA PLC
046353108
SPONSORED ADR$27.1M0.45%400,000New
65
MARRIOTT VACATIONS WORLDWIDE
57164Y107 · Call
COM$26.94M0.45%250,100+0.0%
66
ISHARES TR
464287242
IBOXX INV CP ETF$26.69M0.44%245,000New
67
INTERACTIVE BROKERS GROUP IN
45841N107
COM CL A$26.53M0.44%237,454-6.8%
68
VESTIS CORPORATION
29430C102
COM SHS$26.23M0.44%1,361,212+133.0%
69
ISHARES TR
464288414
NATIONAL MUN ETF$25.97M0.43%241,400
70
BLOCK INC
852234103 · Call
CL A$25.37M0.42%300,000-50.0%
71
OKTA INC
679295AD7
NOTE 0.125% 9/0$25.27M0.42%26,250,000New
72
MERCK & CO INC
58933Y105
COM$23.09M0.38%175,000-22.2%
73
CSX CORP
126408103
COM$22.61M0.38%610,003+21.0%
74
RENAISSANCERE HLDGS LTD
G7496G103
COM$22.61M0.38%96,186-4.1%
75
INDIE SEMICONDUCTOR INC
45569U101
CLASS A COM$22.44M0.37%3,169,100-23.1%
76
LANTHEUS HLDGS INC
516544AB9
NOTE 2.625%12/1$22.26M0.37%20,000,000-71.0%
77
NEUROCRINE BIOSCIENCES INC
64125C109
COM$22.04M0.37%159,776-13.6%
78
SPDR SER TR
78464A698
S&P REGL BKG$21.87M0.36%434,959+200.1%
79
UNITY SOFTWARE INC
91332UAB7
NOTE 11/1$20.96M0.35%24,678,000-77.9%
80
DARLING INGREDIENTS INC
237266101
COM$20.55M0.34%441,858+185.1%
81
AXONICS INC
05465P101
COM$20.41M0.34%295,955New
82
GFL ENVIRONMENTAL INC
36168Q104
SUB VTG SHS$20.02M0.33%580,336New
83
ALLSTATE CORP
020002101
COM$18.61M0.31%107,570+15.2%
84
CLOUDFLARE INC
18915M107
CL A COM$17.95M0.30%185,356New
85
VANGUARD WORLD FD
92204A405
FINANCIALS ETF$17.88M0.30%174,588
86
DATADOG INC
23804L103
CL A COM$17.38M0.29%140,590-15.1%
87
ATLASSIAN CORPORATION
049468101
CL A$16.41M0.27%84,105+48.5%
88
ISHARES TR
464287184
CHINA LG-CAP ETF$16.25M0.27%675,000New
89
SNAP INC
83304A106 · Call
CL A$16.07M0.27%1,400,000+19.7%
90
ACORDA THERAPEUTICS INC
00484MAC0
NOTE 6.000%12/0$15.93M0.26%27,951,000
91
SANOFI
80105N105
SPONSORED ADR$15.8M0.26%325,000
92
ISHARES TR
464288513
IBOXX HI YD ETF$15.55M0.26%200,000+100.0%
93
SPDR SER TR
78468R556 · Put
S&P OILGAS EXP$15.49M0.26%100,000New
94
AMERICAN INTL GROUP INC
026874784
COM NEW$15.27M0.25%195,400New
95
BGC GROUP INC
088929104
CL A$15.21M0.25%1,957,789-15.5%
96
HONEYWELL INTL INC
438516106
COM$15.11M0.25%73,611+29.9%
97
MATADOR RES CO
576485205
COM$15.02M0.25%225,000New
98
INTUITIVE SURGICAL INC
46120E602
COM NEW$14.97M0.25%37,500-25.0%
99
ASTERA LABS INC
04626A103
COM$14.96M0.25%201,600New
100
WOLFSPEED INC
977852102 · Call
COM$14.75M0.25%500,000-37.5%
101
REGENERON PHARMACEUTICALS
75886F107
COM$14.44M0.24%15,000-14.3%
102
KEYCORP
493267108
COM$14.26M0.24%902,000+51.6%
103
GOLDMAN SACHS GROUP INC
38141G104
COM$14.01M0.23%33,550New
104
BIOMARIN PHARMACEUTICAL INC
09061G101
COM$13.62M0.23%155,900New
105
GENERAL MTRS CO
37045V100 · Put
COM$13.61M0.23%300,000New
106
AMETEK INC
031100100
COM$13.41M0.22%73,334+21.2%
107
AVANTOR INC
05352A100
COM$12.79M0.21%500,000-37.5%
108
B. RILEY FINANCIAL INC
05580M108 · Call
COM$12.7M0.21%600,000New
109
DANAHER CORPORATION
235851102
COM$12.49M0.21%50,000New
110
LANTHEUS HLDGS INC
516544103 · Put
COM$12.45M0.21%200,000New
111
B. RILEY FINANCIAL INC
05580M108 · Put
COM$12.27M0.20%579,800-26.9%
112
VIPER ENERGY INC
927959106
CL A$12.07M0.20%313,850New
113
AURORA INNOVATION INC
051774107
CLASS A COM$11.99M0.20%4,250,000New
114
BRIGHTSPRING HEALTH SVCS INC
10950A106
COM$11.97M0.20%1,101,554New
115
FREEPORT-MCMORAN INC
35671D857
CL B$11.84M0.20%251,800New
116
ARGENX SE
04016X101
SPONSORED ADR$11.81M0.20%30,000New
117
EVOLUS INC
30052C107
COM$11.76M0.20%840,100+52.7%
118
REXFORD INDL RLTY INC
76169C100
COM$11.32M0.19%225,000New
119
TD SYNNEX CORPORATION
87162W100
COM$11.31M0.19%100,000New
120
NORFOLK SOUTHN CORP
655844108
COM$11.11M0.18%43,588-12.5%
121
HOWARD HUGHES HOLDINGS INC
44267T102
COM$10.53M0.18%145,000New
122
SPRINGWORKS THERAPEUTICS INC
85205L107
COM$10.04M0.17%203,946New
123
CME GROUP INC
12572Q105
COM$9.87M0.16%45,860-48.4%
124
OKTA INC
679295AF2
NOTE 0.375% 6/1$9.66M0.16%10,500,000-57.8%
125
HAWAIIAN HOLDINGS INC
419879101
COM$9M0.15%675,000+327.1%
126
CALLON PETE CO DEL
13123X508
COM$8.94M0.15%250,000New
127
MP MATERIALS CORP
553368101
COM CL A$8.37M0.14%585,209New
128
SIXTH STREET SPECIALTY LENDI
83012A109
COM$7.93M0.13%370,000New
129
BRIGHTSPHERE INVT GROUP INC
10948W103
COM$7.91M0.13%346,293
130
EDWARDS LIFESCIENCES CORP
28176E108
COM$7.17M0.12%75,000New
131
KOSMOS ENERGY LTD
500688106
COM$7.15M0.12%1,200,409New
132
DEXCOM INC
252131107
COM$6.94M0.12%50,000-54.5%
133
JPMORGAN CHASE & CO
46625H100
COM$6.91M0.11%34,500New
134
INVESCO QQQ TR
46090E103
UNIT SER 1$6.66M0.11%15,000New
135
ATLANTICA SUSTAINABLE INFR P
G0751N103
SHS$6.47M0.11%350,000
136
PACIFIC BIOSCIENCES CALIF IN
69404D108
COM$6.12M0.10%1,633,000New
137
NATERA INC
632307104
COM$5.94M0.10%65,000-56.7%
138
QUALCOMM INC
747525103
COM$5.93M0.10%35,000+16.7%
139
HAMILTON INSURANCE GROUP LTD
G42706104
CL B$5.69M0.09%408,634-21.6%
140
DUPONT DE NEMOURS INC
26614N102
COM$5.58M0.09%72,804New
141
COREBRIDGE FINL INC
21871X109
COM$5.57M0.09%194,000-15.3%
142
ENTERPRISE PRODS PARTNERS L
293792107
COM$5.54M0.09%190,000
143
FIRST CTZNS BANCSHARES INC N
31946M103
CL A$5.45M0.09%3,333
144
UNITY SOFTWARE INC
91332U101 · Call
COM$5.34M0.09%200,000-66.7%
145
3M CO
88579Y101
COM$5.3M0.09%50,000New
146
GENERAL ELECTRIC CO
369604301
COM NEW$5.27M0.09%30,000New
147
SAGE THERAPEUTICS INC
78667J108
COM$5.15M0.09%275,000New
148
HELIX ACQUISITION CORP II
G4444H101
CL A ORD SHS$4.94M0.08%475,000New
149
CARRIER GLOBAL CORPORATION
14448C104
COM$4.92M0.08%84,716New
150
TAIWAN SEMICONDUCTOR MFG LTD
874039100
SPONSORED ADS$4.63M0.08%34,047-57.4%
151
PRIVIA HEALTH GROUP INC
74276R102
COM$4.41M0.07%225,000+12.5%
152
TELEDYNE TECHNOLOGIES INC
879360105
COM$4.39M0.07%10,216+271.5%
153
ONEOK INC NEW
682680103
COM$4.37M0.07%54,493
154
ARCADIUM LITHIUM PLC
G0508H110
COM SHS$4.31M0.07%1,000,000New
155
SOLENO THERAPEUTICS INC
834203309
COM$4.28M0.07%100,000New
156
KENVUE INC
49177J102
COM$3.99M0.07%186,000
157
DIGITALOCEAN HLDGS INC
25402D102
COM$3.99M0.07%104,383New
158
SPDR SER TR
78464A888
S&P HOMEBUILD$3.91M0.06%35,000New
159
CANADIAN NAT RES LTD
136385101
COM$3.82M0.06%50,000New
160
ISHARES INC
464286509
MSCI CDA ETF$3.74M0.06%97,700
161
SUNCOR ENERGY INC NEW
867224107
COM$3.69M0.06%100,000New
162
WESTERN MIDSTREAM PARTNERS L
958669103
COM UNIT LP INT$3.36M0.06%94,550
163
AAR CORP
000361105
COM$3.3M0.05%55,153New
164
ALBEMARLE CORP
012653101
COM$3.29M0.05%25,000New
165
LAZARD INC
52110M109
COM$3.25M0.05%77,700New
166
BANK OF NT BUTTERFIELD&SON L
G0772R208
SHS NEW$3.23M0.05%101,000
167
BP PLC
055622104
SPONSORED ADR$3.2M0.05%85,000-50.0%
168
SEMPRA
816851109
COM$3.16M0.05%44,000-91.2%
169
AMBARELLA INC
G037AX101
SHS$3.05M0.05%60,000New
170
CHEMOURS CO
163851108
COM$2.95M0.05%112,348New
171
GLOBAL X FDS
37954Y871
GLOBAL X URANIUM$2.88M0.05%100,000New
172
DYNEX CAP INC
26817Q886
COM$2.67M0.04%214,626New
173
ECHOSTAR CORP
278768106
CL A$2.67M0.04%187,383New
174
4D MOLECULAR THERAPEUTICS IN
35104E100
COM$1.99M0.03%62,500New
175
EQT CORP
26884L109
COM$1.85M0.03%50,001New
176
RINGCENTRAL INC
76680RAH0
NOTE 3/1$1.8M0.03%2,000,000
177
EQUITRANS MIDSTREAM CORP
294600101
COM$1.68M0.03%134,201+0.0%
178
SPDR SER TR
78464A474
PORTFOLIO SHORT$1.66M0.03%55,800
179
STEVANATO GROUP S P A
T9224W109
ORD SHS$1.44M0.02%45,000New
180
CRESCENT ENERGY COMPANY
44952J104
CL A COM$1.19M0.02%99,990New
181
SPYRE THERAPEUTICS INC
00773J202
COM NEW$1.14M0.02%30,038New
182
NEXTERA ENERGY INC
65339F101
COM$1.08M0.02%16,904New
183
ENPHASE ENERGY INC
29355AAH0
NOTE 3/0$920.73K0.02%1,000,000
184
BLOCK INC
852234AK9
NOTE 0.250%11/0$835K0.01%1,000,000-98.5%
185
PROGRESS SOFTWARE CORP
743312100
COM$752.74K0.01%14,120New
186
SOLVENTUM CORP
83444M101
COM SHS$695.5K0.01%10,000New
187
MADRIGAL PHARMACEUTICALS INC
558868105
COM$538.35K0.01%2,016New
188
APELLIS PHARMACEUTICALS INC
03753U106
COM$525.96K0.01%8,948New
189
ASCENDIS PHARMA A/S
04351P101
SPONSORED ADR$518.82K0.01%3,432New
190
SELECT SECTOR SPDR TR
81369Y605
FINANCIAL$516.81K0.01%12,270
191
SAREPTA THERAPEUTICS INC
803607100
COM$512.14K0.01%3,956New
192
BOUNDLESS BIO INC
10170A100
COM$285K0.00%20,000New
193
UNITED THERAPEUTICS CORP DEL
91307C102
COM$242.13K0.00%1,054New
Total filing value: $6.02B