13F.
SOROS FUND MANAGEMENT LLC
13F-HR

Q1 2025

Period Mar 31, 2025Filed May 15, 2025View on EDGAR ↗
Positions
209
Total value
$6.7B
Top 10 concentration
27.5%
New positions
97

Exited positionsvs. Q4 2024

  • AKAMAI TECHNOLOGIES INC ($182.84M)
  • ISHARES TR ($166.12M)
  • KRANESHARES TRUST ($87.72M)
  • GALLAGHER ARTHUR J & CO ($85.16M)
  • CLOUDFLARE INC ($82.57M)
  • WAYFAIR INC ($81.09M)
  • ALIBABA GROUP HLDG LTD ($72.07M)
  • JD.COM INC ($60.67M)

Holdings · 209

#Class
1
SMURFIT WESTROCK PLC
G8267P108
SHS$308.78M4.61%6,852,665-2.7%
2
FIRST SOLAR INC
336433107 · Call
COM$202.29M3.02%1,600,000New
3
ASTRAZENECA PLC
046353108
SPONSORED ADR$201.57M3.01%2,742,498-13.1%
4
ISHARES TR
464287432 · Call
20 YR TR BD ETF$195.71M2.92%2,150,000+64.1%
5
SPDR S&P 500 ETF TR
78462F103
TR UNIT$175.54M2.62%313,800+165.9%
6
RIVIAN AUTOMOTIVE INC
76954AAB9
NOTE 4.625% 3/1$156M2.33%159,436,000-6.5%
7
DIGITALOCEAN HLDGS INC
25402DAB8
NOTE 12/0$155.26M2.32%166,500,000+16.2%
8
SPOTIFY USA INC
84921RAB6
NOTE 3/1$154.54M2.30%129,500,000New
9
CENTERPOINT ENERGY INC
15189TBD8
NOTE 4.250% 8/1$148.06M2.21%136,500,000New
10
GFL ENVIRONMENTAL INC
36168Q104
SUB VTG SHS$147.02M2.19%3,043,290-5.0%
11
AERCAP HOLDINGS NV
N00985106
SHS$130.75M1.95%1,279,744-13.9%
12
DROPBOX INC
26210CAC8
NOTE 3/0$129.5M1.93%131,250,000
13
FLUTTER ENTMT PLC
G3643J108
SHS$128.66M1.92%580,743+285.0%
14
SPDR S&P 500 ETF TR
78462F103 · Put
TR UNIT$111.88M1.67%200,000-33.3%
15
APPLE INC
037833100 · Put
COM$99.96M1.49%450,000+200.0%
16
DROPBOX INC
26210CAD6
NOTE 3/0$98.51M1.47%100,000,000
17
AMERICAN ELEC PWR CO INC
025537101
COM$96.04M1.43%878,960New
18
LIBERTY BROADBAND CORP
530307305
COM SER C$95.25M1.42%1,119,893
19
ENTERGY CORP NEW
29364G103
COM$93.64M1.40%1,095,279New
20
WAYFAIR INC
94419LAP6
NOTE 3.250% 9/1$92.22M1.38%94,000,000+50.4%
21
SALESFORCE INC
79466L302
COM$92M1.37%342,831+15.3%
22
MARRIOTT VACATIONS WORLDWIDE
57164YAD9
NOTE 1/1$90.96M1.36%94,754,000
23
AMAZON COM INC
023135106
COM$82.5M1.23%433,641+30.5%
24
OKTA INC
679295AD7
NOTE 0.125% 9/0$77.62M1.16%79,136,000
25
ALPHABET INC
02079K305
CAP STK CL A$76.93M1.15%497,458-62.6%
26
STANDARDAERO INC
85423L103
COM$71.96M1.07%2,701,218+119.1%
27
SELECT SECTOR SPDR TR
81369Y506 · Put
ENERGY$70.09M1.05%750,000New
28
RAPID7 INC
753422AF1
NOTE 0.250% 3/1$66.36M0.99%72,250,000+23.5%
29
GOLDMAN SACHS GROUP INC
38141G104
COM$66.32M0.99%121,403+524.2%
30
CONFLUENT INC
20717MAB9
NOTE 1/1$64.73M0.97%70,000,000+288.9%
31
ALLIANT ENERGY CORP
018802AC2
NOTE 3.875% 3/1$64.3M0.96%60,000,000New
32
PG&E CORP
69331CAL2
NOTE 4.250%12/0$63.67M0.95%60,000,000New
33
RIVIAN AUTOMOTIVE INC
76954AAD5
NOTE 3.625%10/1$63.01M0.94%72,500,000+52.6%
34
JPMORGAN CHASE & CO.
46625H100
COM$56.66M0.84%230,963New
35
ISHARES TR
464287184 · Put
CHINA LG-CAP ETF$53.76M0.80%1,500,000New
36
UNITEDHEALTH GROUP INC
91324P102 · Put
COM$52.38M0.78%100,000New
37
TKO GROUP HOLDINGS INC
87256C101
CL A$51.61M0.77%337,726New
38
ISHARES TR
464287655 · Put
RUSSELL 2000 ETF$49.87M0.74%250,000-66.7%
39
CYBERARK SOFTWARE LTD
M2682V108
SHS$49.73M0.74%147,127+4.9%
40
UL SOLUTIONS INC
903731107
CLASS A COM SHS$48.86M0.73%866,254-21.2%
41
NASDAQ INC
631103108
COM$47.46M0.71%625,634+25.1%
42
UBER TECHNOLOGIES INC
90353T100
COM$46.5M0.69%638,218-29.4%
43
DBX ETF TR
233051879
XTRACK HRVST CSI$45.17M0.67%1,700,000New
44
COREBRIDGE FINL INC
21871X109
COM$43.03M0.64%1,362,850+105.2%
45
CANADIAN PACIFIC KANSAS CITY
13646K108
COM$41.77M0.62%594,960+117.4%
46
ACCENTURE PLC IRELAND
G1151C101
SHS CLASS A$41.34M0.62%132,482-28.3%
47
LPL FINL HLDGS INC
50212V100
COM$40.89M0.61%125,000New
48
FIRST SOLAR INC
336433107
COM$38.83M0.58%307,144+41.8%
49
UNITEDHEALTH GROUP INC
91324P102
COM$37.24M0.56%71,100-8.7%
50
DBX ETF TR
233051879 · Put
XTRACK HRVST CSI$37.2M0.55%1,400,000New
51
ALLY FINL INC
02005N100 · Put
COM$36.47M0.54%1,000,000New
52
CRH PLC
G25508105
ORD$36.29M0.54%412,487-16.5%
53
PENN ENTERTAINMENT INC
707569AU3
NOTE 2.750% 5/1$35.97M0.54%35,000,000New
54
CLOUDFLARE INC
18915M107 · Call
CL A COM$33.81M0.50%300,000New
55
SPDR SER TR
78468R556 · Put
S&P OILGAS EXP$32.93M0.49%250,000New
56
INTERACTIVE BROKERS GROUP IN
45841N107
COM CL A$32.81M0.49%198,157-11.0%
57
ATI INC
01741R102
COM$31.94M0.48%613,884+56.8%
58
LAS VEGAS SANDS CORP
517834107
COM$31.17M0.46%806,962New
59
ITRON INC
465741106
COM$31.01M0.46%296,000-3.0%
60
INVESCO EXCH TRADED FD TR II
46138G706 · Put
SOLAR ETF$30.46M0.45%1,000,000New
61
SUNRUN INC
86771W105
COM$30.41M0.45%5,189,486+209.7%
62
BRIGHTHOUSE FINL INC
10922N103
COM$29.98M0.45%516,904New
63
DATADOG INC
23804L103
CL A COM$29.76M0.44%299,958+56.1%
64
ENSTAR GROUP LIMITED
G3075P101
SHS$28.32M0.42%85,192New
65
LUMENTUM HLDGS INC
55024UAF6
NOTE 0.500% 6/1$28.19M0.42%30,500,000+369.2%
66
NORDSTROM INC
655664100
COM$27.63M0.41%1,129,912New
67
FEDEX CORP
31428X106
COM$27.17M0.41%111,448+278.1%
68
SALESFORCE INC
79466L302 · Call
COM$26.84M0.40%100,000New
69
NEUROCRINE BIOSCIENCES INC
64125C109
COM$26.52M0.40%239,823+19.9%
70
BGC GROUP INC
088929104
CL A$25.79M0.38%2,812,453+40.0%
71
KELLANOVA
487836108
COM$25.5M0.38%309,119New
72
ISHARES TR
464288414
NATIONAL MUN ETF$25.45M0.38%241,400
73
SUNRUN INC
86771WAD7
NOTE 4.000% 3/0$24.94M0.37%34,950,000New
74
CONSOLIDATED EDISON INC
209115104
COM$24.92M0.37%225,350New
75
TECK RESOURCES LTD
878742204
CL B$24.33M0.36%667,818+92.4%
76
MICROCHIP TECHNOLOGY INC.
595017104 · Call
COM$24.21M0.36%500,000New
77
INSMED INC
457669307
COM PAR $.01$23.44M0.35%307,211-32.5%
78
VIKING HOLDINGS LTD
G93A5A101
ORD SHS$22.17M0.33%557,680-38.0%
79
H & E EQUIPMENT SERVICES INC
404030108
COM$22.09M0.33%233,027New
80
LUMENTUM HLDGS INC
55024UAD1
NOTE 0.500%12/1$22.03M0.33%21,250,000
81
CORNING INC
219350105
COM$21.52M0.32%470,000+16.0%
82
PLAYA HOTELS & RESORTS NV
N70544106
SHS$21.44M0.32%1,608,579New
83
ANALOG DEVICES INC
032654105
COM$21.42M0.32%106,200New
84
VANGUARD WORLD FD
92204A405
FINANCIALS ETF$20.86M0.31%174,588
85
SNOWFLAKE INC
833445109
CL A$20.66M0.31%141,322+68.8%
86
DUN & BRADSTREET HLDGS INC
26484T106
COM$20.56M0.31%2,300,000New
87
SPRINGWORKS THERAPEUTICS INC
85205L107
COM$20.16M0.30%456,832-23.9%
88
IDEX CORP
45167R104
COM$19.77M0.29%109,262+257.6%
89
ISHARES INC
46434G764
MSCI EMRG CHN$19.54M0.29%354,686
90
SAILPOINT INC
78781J109
COM$19.4M0.29%1,034,730New
91
SOLENO THERAPEUTICS INC
834203309
COM$19.34M0.29%270,663New
92
DOORDASH INC
25809K105
CL A$19.27M0.29%105,422-31.7%
93
CSX CORP
126408103
COM$19.2M0.29%652,526-7.6%
94
WOLFSPEED INC
977852AB8
NOTE 0.250% 2/1$18.98M0.28%73,000,000-18.9%
95
FORD MTR CO
345370CZ1
NOTE 3/1$18.91M0.28%19,300,000-89.8%
96
HUBSPOT INC
443573100
COM$18.64M0.28%32,623New
97
NORTHROP GRUMMAN CORP
666807102
COM$18.39M0.27%35,925New
98
BERRY GLOBAL GROUP INC
08579W103
COM$18.27M0.27%261,662New
99
WOLFSPEED INC
225447AD3
NOTE 1.750% 5/0$17.85M0.27%30,000,000
100
WOLFSPEED INC
977852AD4
NOTE 1.875%12/0$17.55M0.26%74,000,000-25.3%
101
PRIMO BRANDS CORPORATION
741623102
CLASS A COM SHS$17.42M0.26%490,909New
102
KKR & CO INC
48251W104
COM$17.13M0.26%148,147New
103
PATTERSON COS INC
703395103
COM$17.03M0.25%545,179New
104
SOMNIGROUP INTERNATIONAL INC
88023U101
COM$16.96M0.25%283,195New
105
PONY AI INC
732908108
SPONSORED ADS$16.77M0.25%1,901,848+114.6%
106
ALNYLAM PHARMACEUTICALS INC
02043Q107
COM$16.2M0.24%60,000New
107
KEYCORP
493267108
COM$15.92M0.24%995,600+20.5%
108
AURORA INNOVATION INC
051774107
CLASS A COM$15.86M0.24%2,357,685+171.6%
109
WOODWARD INC
980745103
COM$15.44M0.23%84,586New
110
INTRA-CELLULAR THERAPIES INC
46116X101
COM$15.38M0.23%116,588New
111
AIR TRANSPORT SERVICES GRP I
00922R105
COM$15.21M0.23%677,819New
112
AMER SPORTS INC
G0260P102
COM SHS$14.71M0.22%550,270+0.0%
113
KARMAN HLDGS INC
485924104
COMMON STOCK$14.66M0.22%438,580New
114
CENTRUS ENERGY CORP
15643U104
CL A$14.51M0.22%233,305+4.9%
115
NIKE INC
654106103
CL B$14.43M0.22%227,320+40.0%
116
PACTIV EVERGREEN INC
69526K105
COM$14.23M0.21%790,220New
117
WESTERN DIGITAL CORP
958102105
COM$14.15M0.21%350,000New
118
LOAR HOLDINGS INC
53947R105
COM SHS$13.87M0.21%196,356-12.7%
119
OWENS CORNING NEW
690742101
COM$13.75M0.21%96,251New
120
ISHARES TR
464287432
20 YR TR BD ETF$13.65M0.20%150,000+50.0%
121
CONFLUENT INC
20717M103 · Call
CLASS A COM$12.89M0.19%550,000New
122
EVOLUS INC
30052C107
COM$11.98M0.18%995,485-9.5%
123
GLOBE LIFE INC
37959E102
COM$11.8M0.18%89,600+86.7%
124
ALLY FINL INC
02005N100
COM$11.71M0.17%320,973New
125
OLD NATL BANCORP IND
680033107
COM$11.14M0.17%525,785-52.8%
126
WAYSTAR HLDG CORP
946784105
COM$11.07M0.17%296,354+18.5%
127
ADT INC DEL
00090Q103
COM$11.07M0.17%1,359,600New
128
TRIUMPH GROUP INC NEW
896818101
COM$10.99M0.16%433,839New
129
AST SPACEMOBILE INC
00217D100
COM CL A$10.69M0.16%470,000New
130
ALLSTATE CORP
020002101
COM$10.41M0.16%50,270-29.6%
131
MCKESSON CORP
58155Q103
COM$10.09M0.15%15,000New
132
FIRST CTZNS BANCSHARES INC N
31946M103
CL A$10.09M0.15%5,444+9.4%
133
BOSTON SCIENTIFIC CORP
101137107
COM$10.09M0.15%100,000
134
OKTA INC
679295AF2
NOTE 0.375% 6/1$10.04M0.15%10,500,000
135
ONESTREAM INC
68278B107
CL A$9.98M0.15%467,850-62.6%
136
BENTLEY SYS INC
08265TAB5
NOTE 0.125% 1/1$9.68M0.14%10,000,000-56.5%
137
ALASKA AIR GROUP INC
011659109
COM$9.18M0.14%186,448+6.1%
138
AZEK CO INC
05478C105
CL A$9.04M0.13%185,000New
139
ACADIAN ASSET MANAGEMENT INC
10948W103
COM$8.96M0.13%346,293
140
SUNRUN INC
86771W105 · Call
COM$8.79M0.13%1,500,000New
141
SNAP INC
83304AAH9
NOTE 0.125% 3/0$8.48M0.13%10,000,000
142
AKAMAI TECHNOLOGIES INC
00971T101 · Call
COM$8.4M0.13%104,400New
143
SERVICENOW INC
81762P102
COM$8.39M0.13%10,542+37.2%
144
WALGREENS BOOTS ALLIANCE INC
931427108
COM$8.38M0.12%750,000New
145
INTERPUBLIC GROUP COS INC
460690100
COM$8.3M0.12%305,560New
146
DANAHER CORPORATION
235851102
COM$8.2M0.12%40,000-69.3%
147
ISHARES TR
464287184
CHINA LG-CAP ETF$8.06M0.12%225,000New
148
REDFIN CORP
75737F108
COM$8.01M0.12%870,230New
149
CME GROUP INC
12572Q105
COM$7.97M0.12%30,028
150
RAPID7 INC
753422104
COM$7.91M0.12%298,237+57.2%
151
KRANESHARES TRUST
500767306
CSI CHI INTERNET$7.87M0.12%225,404-88.1%
152
ALCOA CORP
013872106
COM$7.63M0.11%250,192New
153
CARRIER GLOBAL CORPORATION
14448C104
COM$7.58M0.11%119,636New
154
ZURN ELKAY WATER SOLNS CORP
98983L108
COM$7.43M0.11%225,370New
155
SYNCHRONY FINANCIAL
87165B103
COM$7.33M0.11%138,402-80.4%
156
INTEGER HLDGS CORP
45826H109
COM$7.29M0.11%61,783New
157
JD.COM INC
47215P106
SPON ADS CL A$7.2M0.11%175,000-93.6%
158
APPLIED MATLS INC
038222105
COM$7.19M0.11%49,518New
159
NEBIUS GROUP N.V.
N97284108
SHS CLASS A$7.04M0.10%333,333-31.3%
160
BOOKING HOLDINGS INC
09857L108
COM$6.91M0.10%1,500-28.3%
161
FIRST BANCSHARES INC MISS
318916103
COM$6.67M0.10%197,205New
162
DESPEGAR COM CORP
G27358103
ORD SHS$6.62M0.10%352,384New
163
NVIDIA CORPORATION
67066G104
COM$6.26M0.09%57,753New
164
LCI INDS
50189K103
COM$6.18M0.09%70,740New
165
LAZARD INC
52110M109
COM$5.8M0.09%133,950+15.8%
166
SMITHFIELD FOODS INC
832248207
COM$5.64M0.08%276,560New
167
D R HORTON INC
23331A109
COM$5.56M0.08%43,700-73.1%
168
FIRSTSUN CAP BANCORP
33767U107
COM$5.42M0.08%150,000New
169
RAPID7 INC
753422104 · Call
COM$5.37M0.08%202,400+709.6%
170
TELEDYNE TECHNOLOGIES INC
879360105
COM$4.61M0.07%9,264-41.0%
171
TITAN AMER SA
B9151N105
COMMON SHARES$4.4M0.07%325,694New
172
ROCKET COS INC
77311W101
COM CL A$4.35M0.06%360,400New
173
ISHARES INC
464286509
MSCI CDA ETF$3.98M0.06%97,700
174
BOWHEAD SPECIALTY HLDGS INC
10240L102
COM SHS$3.91M0.06%96,254New
175
ALKAMI TECHNOLOGY INC
01644J108
COM$3.9M0.06%148,700New
176
F&G ANNUITIES & LIFE INC
30190A104
COMMON STOCK$3.61M0.05%100,000New
177
UNITED CMNTY BKS BLAIRSVLE G
90984P303
COM$3.38M0.05%120,000New
178
EVGO INC
30052F100
CL A COM$2.99M0.04%1,125,400+99.2%
179
CONFLUENT INC
20717M103
CLASS A COM$2.93M0.04%125,000New
180
COREWEAVE INC
21873S108
COM CL A$2.78M0.04%75,000New
181
SERVICETITAN INC
81764X103
SHS CL A$2.6M0.04%27,356+9.4%
182
CLOUDFLARE INC
18915M107
CL A COM$2.59M0.04%22,951New
183
PENN ENTERTAINMENT INC
707569109
COM$2.45M0.04%150,000-63.7%
184
SIRIUSPOINT LTD
G8192H106
COM$2.4M0.04%138,678New
185
ISHARES TR
464287242
IBOXX INV CP ETF$2.17M0.03%20,000-96.5%
186
HAMILTON INSURANCE GROUP LTD
G42706104
CL B$2.07M0.03%100,000-50.0%
187
AFFIRM HLDGS INC
00827B106
COM CL A$2.03M0.03%45,000New
188
SPYRE THERAPEUTICS INC
00773J202
COM NEW$2.02M0.03%125,000-50.0%
189
SPDR SER TR
78464A474
PORTFOLIO SHORT$1.97M0.03%65,336+29.9%
190
EQUITABLE HLDGS INC
29452E101
COM$1.95M0.03%37,500New
191
PARSONS CORP DEL
70202L102
COM$1.82M0.03%30,751New
192
CIPHER MINING INC
17253J106
COM$1.78M0.03%775,956New
193
HELIX ACQUISITION CORP II
G4444H101
CL A ORD SHS$1.7M0.03%150,000-68.4%
194
GAMESTOP CORP NEW
36467W109 · Call
CL A$1.67M0.02%75,000New
195
NORTHPOINTE BANCSHARES INC.
66661N886
COM SHS$1.45M0.02%100,358New
196
GAMESTOP CORP NEW
36467W109
CL A$1.35M0.02%60,500New
197
SNAP INC
83304AAF3
NOTE 5/0$1.34M0.02%1,500,000New
198
PACIFIC BIOSCIENCES CALIF IN
69404D108
COM$1.18M0.02%1,000,000-57.8%
199
PG&E CORP
69331C108
COM$988.57K0.01%57,542-47.2%
200
ENPHASE ENERGY INC
29355AAH0
NOTE 3/0$951.56K0.01%1,000,000
201
EAGLE FINL SVCS INC
26951R104
COM$819.75K0.01%25,000New
202
SELECT SECTOR SPDR TR
81369Y605
FINANCIAL$611.17K0.01%12,270
203
CERIBELL INC
15678C102
COM$487.09K0.01%25,356+1.4%
204
SANDY SPRING BANCORP INC
800363103
COM$432.05K0.01%15,458New
205
KESTRA MED TECHNOLOGIES LTD
G52441105
SHS$373.8K0.01%15,000New
206
BETA BIONICS INC
08659B102
COM$317.85K0.00%25,968New
207
BEYOND AIR INC
08862L103
COM$136.25K0.00%500,000-50.0%
208
ALPHABET INC
02079K107
CAP STK CL C$98.89K0.00%633+9.0%
209
GRAB HOLDINGS LIMITED
G4124C109
CLASS A ORD$55.53K0.00%12,258New
Total filing value: $6.7B