13F.
SOROS FUND MANAGEMENT LLC
13F-HR

Q2 2025

Period Jun 30, 2025Filed Aug 14, 2025View on EDGAR ↗
Positions
202
Total value
$7.97B
Top 10 concentration
28.1%
New positions
80

Exited positionsvs. Q1 2025

  • ASTRAZENECA PLC ($201.57M)
  • ISHARES TR ($195.71M)
  • AMERICAN ELEC PWR CO INC ($96.04M)
  • SELECT SECTOR SPDR TR ($70.09M)
  • JPMORGAN CHASE & CO. ($56.66M)
  • ISHARES TR ($53.76M)
  • NASDAQ INC ($47.46M)
  • DBX ETF TR ($45.17M)

Holdings · 202

#Class
1
SPDR S&P 500 ETF TR
78462F103 · Put
TR UNIT$332.09M4.17%537,500+168.8%
2
SMURFIT WESTROCK PLC
G8267P108
SHS$322.79M4.05%7,480,587+9.2%
3
FIRST SOLAR INC
336433107 · Call
COM$271.19M3.40%1,638,200+2.4%
4
ISHARES TR
464287655 · Put
RUSSELL 2000 ETF$226.58M2.84%1,050,000+320.0%
5
INVESCO QQQ TR
46090E103 · Call
UNIT SER 1$220.66M2.77%400,000New
6
SPOTIFY USA INC
84921RAB6
NOTE 3/1$215.93M2.71%142,500,000+10.0%
7
GLOBAL PMTS INC
37940XAU6
NOTE 1.500% 3/0$179.43M2.25%200,000,000New
8
PG&E CORP
69331CAL2
NOTE 4.250%12/0$163.91M2.06%165,000,000+175.0%
9
DIGITALOCEAN HLDGS INC
25402DAB8
NOTE 12/0$155.76M1.96%166,500,000
10
RIVIAN AUTOMOTIVE INC
76954AAB9
NOTE 4.625% 3/1$151.26M1.90%148,436,000-6.9%
11
CENTERPOINT ENERGY INC
15189TBD8
NOTE 4.250% 8/1$148M1.86%136,500,000
12
GFL ENVIRONMENTAL INC
36168Q104
SUB VTG SHS$143.93M1.81%2,852,374-6.3%
13
LIBERTY BROADBAND CORP
530307305
COM SER C$141.71M1.78%1,440,391+28.6%
14
FLUTTER ENTMT PLC
G3643J108
SHS$140.05M1.76%490,080-15.6%
15
INTERACTIVE BROKERS GROUP IN
45841N107
COM CL A$123.77M1.55%2,233,727+1027.3%
16
DROPBOX INC
26210CAC8
NOTE 3/0$122.58M1.54%123,750,000-5.7%
17
SELECT SECTOR SPDR TR
81369Y308 · Put
SBI CONS STPLS$113.36M1.42%1,400,000New
18
BROWN & BROWN INC
115236101
COM$110.87M1.39%1,000,000New
19
SALESFORCE INC
79466L302
COM$106.29M1.33%389,776+13.7%
20
SELECT SECTOR SPDR TR
81369Y704 · Put
INDL$103.26M1.30%700,000New
21
AERCAP HOLDINGS NV
N00985106
SHS$95.53M1.20%816,489-36.2%
22
DROPBOX INC
26210CAD6
NOTE 3/0$93.84M1.18%92,500,000-7.5%
23
MARRIOTT VACATIONS WORLDWIDE
57164YAD9
NOTE 1/1$91.99M1.15%94,754,000
24
ENTERGY CORP NEW
29364G103
COM$89.59M1.12%1,077,874-1.6%
25
ISHARES TR
464287465 · Put
MSCI EAFE ETF$89.39M1.12%1,000,000New
26
CONFLUENT INC
20717MAB9
NOTE 1/1$88.79M1.11%95,000,000+35.7%
27
ALLIANT ENERGY CORP
018802AC2
NOTE 3.875% 3/1$88.56M1.11%86,000,000+43.3%
28
NVIDIA CORPORATION
67066G104
COM$85.36M1.07%540,292+835.5%
29
STANDARDAERO INC
85423L103
COM$84.88M1.07%2,681,784-0.7%
30
SOUTHERN CO
842587DZ7
NOTE 4.500% 6/1$84.65M1.06%77,000,000New
31
AMAZON COM INC
023135106
COM$84M1.05%382,858-11.7%
32
SUNRUN INC
86771W105 · Call
COM$77.71M0.98%9,500,000+533.3%
33
MICROSOFT CORP
594918104 · Call
COM$74.61M0.94%150,000New
34
CLOUDFLARE INC
18915MAC1
NOTE 8/1$74.1M0.93%62,500,000New
35
RAPID7 INC
753422AF1
NOTE 0.250% 3/1$67.19M0.84%72,250,000
36
ARAMARK
03852U106
COM$64.9M0.81%1,550,092New
37
ISHARES TR
464287655 · Call
RUSSELL 2000 ETF$64.74M0.81%300,000New
38
SPDR S&P 500 ETF TR
78462F103 · Call
TR UNIT$61.79M0.78%100,000New
39
SNOWFLAKE INC
833445109
CL A$61.16M0.77%273,338+93.4%
40
TKO GROUP HOLDINGS INC
87256C101
CL A$61.05M0.77%335,518-0.7%
41
COREBRIDGE FINL INC
21871X109
COM$59.82M0.75%1,685,056+23.6%
42
CIRCLE INTERNET GROUP INC
172573107
COM CL A$55.29M0.69%305,000New
43
ISHARES TR
464287184 · Call
CHINA LG-CAP ETF$55.14M0.69%1,500,000New
44
UL SOLUTIONS INC
903731107
CLASS A COM SHS$55.13M0.69%756,596-12.7%
45
CRH PLC
G25508105
ORD$54.55M0.68%594,262+44.1%
46
GE AEROSPACE
369604301 · Put
COM NEW$51.48M0.65%200,000New
47
UBER TECHNOLOGIES INC
90353T100
COM$50.23M0.63%538,416-15.6%
48
DATADOG INC
23804L103
CL A COM$47.89M0.60%356,502+18.9%
49
ISHARES TR
464287440
7-10 YR TRSY BD$47.89M0.60%500,000New
50
NVIDIA CORPORATION
67066G104 · Put
COM$47.4M0.59%300,000New
51
IDACORP INC
451107106
COM$46.92M0.59%406,400New
52
KKR & CO INC
48251W104
COM$45.65M0.57%343,185+131.7%
53
SNAP INC
83304AAB2
NOTE 0.750% 8/0$45.59M0.57%47,500,000New
54
SOMNIGROUP INTERNATIONAL INC
88023U101
COM$43.19M0.54%634,729+124.1%
55
OKTA INC
679295AD7
NOTE 0.125% 9/0$42.8M0.54%43,136,000-45.5%
56
WAYFAIR INC
94419LAP6
NOTE 3.250% 9/1$42.73M0.54%37,500,000-60.1%
57
BRIGHTHOUSE FINL INC
10922N103
COM$41.12M0.52%764,750+47.9%
58
APPLE INC
037833100 · Call
COM$41.03M0.52%200,000New
59
JBT MAREL CORPORATION
477839104
COM$39.72M0.50%330,306New
60
JD.COM INC
47215PAJ5
NOTE 0.250% 6/0$39.13M0.49%37,500,000New
61
ALLY FINL INC
02005N100 · Put
COM$38.95M0.49%1,000,000
62
LOWES COS INC
548661107 · Put
COM$38.83M0.49%175,000New
63
UBER TECHNOLOGIES INC
90353T100 · Put
COM$37.32M0.47%400,000New
64
BGC GROUP INC
088929104
CL A$36.87M0.46%3,604,231+28.2%
65
SUNRUN INC
86771WAD7
NOTE 4.000% 3/0$36.74M0.46%51,580,000+47.6%
66
ENSTAR GROUP LIMITED
G3075P101
SHS$34.78M0.44%103,411+21.4%
67
DUN & BRADSTREET HLDGS INC
26484T106
COM$33.28M0.42%3,660,959+59.2%
68
BLUEPRINT MEDICINES CORP
09627Y109
COM$32.05M0.40%250,000New
69
RIVIAN AUTOMOTIVE INC
76954AAD5
NOTE 3.625%10/1$31.48M0.40%35,000,000-51.7%
70
ATI INC
01741R102
COM$31.32M0.39%362,695-40.9%
71
UNITEDHEALTH GROUP INC
91324P102
COM$31.2M0.39%100,000+40.6%
72
UNITEDHEALTH GROUP INC
91324P102 · Put
COM$31.2M0.39%100,000
73
SAILPOINT INC
78781J109
COM$30.91M0.39%1,352,235+30.7%
74
BLACKLINE INC
09239BAF6
NOTE 1.000% 6/0$29.81M0.37%28,000,000New
75
SPDR S&P 500 ETF TR
78462F103
TR UNIT$29.52M0.37%47,778-84.8%
76
SPORTRADAR GROUP AG
H8088L103
CLASS A ORD SHS$28.56M0.36%1,017,188New
77
TAIWAN SEMICONDUCTOR MFG LTD
874039100
SPONSORED ADS$28.42M0.36%125,478New
78
INTERPUBLIC GROUP COS INC
460690100
COM$28.37M0.36%1,158,950+279.3%
79
PONY AI INC
732908108
SPONSORED ADS$28.1M0.35%2,128,603+11.9%
80
FIRST SOLAR INC
336433107
COM$27.49M0.35%166,063-45.9%
81
ISHARES TR
464288414
NATIONAL MUN ETF$25.22M0.32%241,400
82
CONFLUENT INC
20717M103 · Call
CLASS A COM$24.93M0.31%1,000,000+81.8%
83
GENERAL MTRS CO
37045V100 · Put
COM$24.61M0.31%500,000New
84
AMER SPORTS INC
G0260P102
COM SHS$24.26M0.30%625,890+13.7%
85
DAYFORCE INC
15677JAD0
NOTE 0.250% 3/1$24.13M0.30%25,000,000New
86
CANADIAN PACIFIC KANSAS CITY
13646K108
COM$23.93M0.30%301,837-49.3%
87
SANDISK CORP
80004C200
COM$23.89M0.30%526,825New
88
NVIDIA CORPORATION
67066G104 · Call
COM$23.7M0.30%150,000New
89
SPRINGWORKS THERAPEUTICS INC
85205L107
COM$23.59M0.30%501,989+9.9%
90
KARMAN HLDGS INC
485924104
COMMON STOCK$23.39M0.29%464,280+5.9%
91
PRIMO BRANDS CORPORATION
741623102
CLASS A COM SHS$22.51M0.28%759,800+54.8%
92
ACCENTURE PLC IRELAND
G1151C101
SHS CLASS A$22.49M0.28%75,259-43.2%
93
ISHARES INC
46434G764
MSCI EMRG CHN$22.39M0.28%354,686
94
KELLANOVA
487836108
COM$22.28M0.28%280,083-9.4%
95
FORD MTR CO
345370860 · Put
COM$21.7M0.27%2,000,000New
96
NIKE INC
654106103
CL B$21.48M0.27%302,320+33.0%
97
AZEK CO INC
05478C105
CL A$20.86M0.26%383,866+107.5%
98
CYBERARK SOFTWARE LTD
M2682V108
SHS$20.72M0.26%50,931-65.4%
99
AVIDXCHANGE HOLDINGS INC
05368X102
COM$20.36M0.26%2,079,567New
100
WOODWARD INC
980745103
COM$20.2M0.25%82,427-2.6%
101
IDEX CORP
45167R104
COM$19.56M0.25%111,420+2.0%
102
CSX CORP
126408103
COM$19.34M0.24%592,799-9.2%
103
AMRIZE LTD
H2927K103
SHS$19.32M0.24%390,000New
104
OLD NATL BANCORP IND
680033107
COM$18.26M0.23%855,685+62.7%
105
EVGO INC
30052F100
CL A COM$18.17M0.23%4,976,983+342.2%
106
ONESTREAM INC
68278B107
CL A$17.71M0.22%625,800+33.8%
107
TPG INC
872657101
COM CL A$17.61M0.22%335,835New
108
JOHNSON CTLS INTL PLC
G51502105
SHS$17.35M0.22%164,310New
109
MICROSOFT CORP
594918104
COM$16.62M0.21%33,410New
110
E2OPEN PARENT HOLDINGS INC
29788T103
COM CL A$15.83M0.20%4,900,000New
111
ALLY FINL INC
02005N100
COM$15.82M0.20%406,200+26.6%
112
SKECHERS U S A INC
830566105
CL A$15.78M0.20%250,000New
113
COMMVAULT SYS INC
204166102
COM$15.69M0.20%90,000New
114
GLOBE LIFE INC
37959E102
COM$15.47M0.19%124,500+39.0%
115
APPLE INC
037833100 · Put
COM$15.39M0.19%75,000-83.3%
116
APPLIED MATLS INC
038222105
COM$15.29M0.19%83,513+68.7%
117
LOAR HOLDINGS INC
53947R105
COM SHS$14.87M0.19%172,564-12.1%
118
DOORDASH INC
25809K105
CL A$14.86M0.19%60,274-42.8%
119
GOLDMAN SACHS GROUP INC
38141G104
COM$14.84M0.19%20,961-82.7%
120
ACADIAN ASSET MANAGEMENT INC
10948W103
COM$14.65M0.18%415,593+20.0%
121
BOOKING HOLDINGS INC
09857L108
COM$14.47M0.18%2,500+66.7%
122
ALLSTATE CORP
020002101
COM$14.27M0.18%70,870+41.0%
123
NORTHROP GRUMMAN CORP
666807102
COM$14M0.18%28,000-22.1%
124
WAYSTAR HLDG CORP
946784105
COM$13.62M0.17%333,153+12.4%
125
KEYCORP
493267108
COM$13.43M0.17%771,100-22.5%
126
OWENS CORNING NEW
690742101
COM$13.38M0.17%97,261+1.0%
127
LUMENTUM HLDGS INC
55024UAD1
NOTE 0.500%12/1$13.22M0.17%11,250,000-47.1%
128
FIRST CTZNS BANCSHARES INC N
31946M103
CL A$12.82M0.16%6,555+20.4%
129
COREWEAVE INC
21873S108
COM CL A$12.34M0.15%75,692+0.9%
130
GENERAL MTRS CO
37045V100 · Call
COM$12.3M0.15%250,000New
131
GAMESTOP CORP NEW
36467W109 · Call
CL A$12.2M0.15%500,000+566.7%
132
SMARTSTOP SELF STORAG REIT I
83192D402
COMMON STOCK$11.9M0.15%328,428New
133
TRIUMPH GROUP INC NEW
896818101
COM$11.83M0.15%459,243+5.9%
134
GRUPO FINANCIERO GALICIA S.A
399909100
SPONSORED ADR$11.5M0.14%228,252New
135
ANALOG DEVICES INC
032654105
COM$11M0.14%46,200-56.5%
136
SERVICETITAN INC
81764X103
SHS CL A$10.72M0.13%100,000+265.6%
137
ETORO GROUP LTD
G32089107
SHS CL A$10.65M0.13%160,000New
138
SHOALS TECHNOLOGIES GROUP IN
82489W107 · Call
CL A$10.63M0.13%2,500,000New
139
RTX CORPORATION
75513E101
COM$10.48M0.13%71,795New
140
ARES ACQUISITION CORP II
G33033104
SHS CLASS A$10.2M0.13%900,000New
141
OKTA INC
679295AF2
NOTE 0.375% 6/1$10.09M0.13%10,500,000
142
KRANESHARES TRUST
500767306
CSI CHI INTERNET$10.07M0.13%293,404+30.2%
143
ADT INC DEL
00090Q103
COM$9.56M0.12%1,128,566-17.0%
144
WOLFSPEED INC
977852AB8
NOTE 0.250% 2/1$9.55M0.12%38,000,000-47.9%
145
CENTURI HOLDINGS INC
155923105
COM SHS$8.98M0.11%400,000New
146
RAPID7 INC
753422104 · Call
COM$8.9M0.11%384,700+90.1%
147
SNAP INC
83304AAH9
NOTE 0.125% 3/0$8.68M0.11%10,000,000
148
WALGREENS BOOTS ALLIANCE INC
931427108
COM$8.61M0.11%750,000
149
WESTERN DIGITAL CORP
958102105
COM$8.6M0.11%134,323-61.6%
150
CME GROUP INC
12572Q105
COM$8.28M0.10%30,028
151
SUNRUN INC
86771W105 · Put
COM$8.18M0.10%1,000,000New
152
LAZARD INC
52110M109
COM$7.71M0.10%160,750+20.0%
153
SYNCHRONY FINANCIAL
87165B103
COM$7.67M0.10%114,961-16.9%
154
GALAXY DIGITAL INC.
36317J209
CL A$6.81M0.09%310,800New
155
LOWES COS INC
548661107
COM$6.66M0.08%30,000New
156
CIPHER MINING INC
17253J106
COM$6.21M0.08%1,300,000+67.5%
157
TITAN AMER SA
B9151N105
COMMON SHARES$5.95M0.07%476,406+46.3%
158
RAPID7 INC
753422104
COM$5.87M0.07%253,845-14.9%
159
ATLASSIAN CORPORATION
049468101
CL A$5.6M0.07%27,581New
160
SLIDE INS HLDGS INC
831349105
COM$5.42M0.07%250,000New
161
FORTIVE CORP
34959J108
COM$5.21M0.07%100,000New
162
WOLFSPEED INC
977852AD4
NOTE 1.875%12/0$5.03M0.06%20,000,000-73.0%
163
DRAFTKINGS INC NEW
26142RAB0
NOTE 3/1$4.94M0.06%5,500,000New
164
MAREX GROUP PLC
G5S37H101
ORD$4.91M0.06%124,476New
165
EQUITABLE HLDGS INC
29452E101
COM$4.85M0.06%86,500+130.7%
166
ALPHABET INC
02079K305
CAP STK CL A$4.75M0.06%26,970-94.6%
167
FEDEX CORP
31428X106
COM$4.55M0.06%20,000-82.1%
168
ISHARES INC
464286509
MSCI CDA ETF$4.51M0.06%97,700
169
APPLE INC
037833100
COM$4.34M0.05%21,131New
170
HINGE HEALTH INC
433313103
CL A$3.88M0.05%75,000New
171
ASPEN INSURANCE HOLDINGS LTD
G05384501
ORD SHS CL A$3.78M0.05%120,000New
172
WOLFSPEED INC
225447AD3
NOTE 1.750% 5/0$3.77M0.05%15,000,000-50.0%
173
ROCKET COS INC
77311W101
COM CL A$3.55M0.04%250,000-30.6%
174
MR COOPER GROUP INC
62482R107
COM$2.97M0.04%19,922New
175
CLEARWATER ANALYTICS HLDGS I
185123106
CL A$2.74M0.03%125,000New
176
HAMILTON INSURANCE GROUP LTD
G42706104
CL B$2.59M0.03%120,000+20.0%
177
SHOALS TECHNOLOGIES GROUP IN
82489W107
CL A$2.59M0.03%610,241New
178
HOLOGIC INC
436440101
COM$2.55M0.03%39,137New
179
BELDEN INC
077454106
COM$2.49M0.03%21,505New
180
ECOVYST INC
27923Q109
COM$2.36M0.03%286,674New
181
ISHARES TR
464287242
IBOXX INV CP ETF$2.19M0.03%20,000
182
MNTN INC
55318A108
CL A$2.19M0.03%100,000New
183
LIGHTWAVE ACQUISITION CORP
G5490M118
UNIT 06/06/2030$2.01M0.03%200,000New
184
GOLDEN OCEAN GROUP LTD
G39637205
SHS NEW$1.83M0.02%250,000New
185
MIRION TECHNOLOGIES INC
60471A101
COM CL A$1.54M0.02%71,700New
186
CHIME FINL INC
16935C109
COM SHS CL A$1.38M0.02%40,000New
187
SNAP INC
83304AAF3
NOTE 5/0$1.36M0.02%1,500,000
188
NEXTRACKER INC
65290E101
CLASS A COM$1.36M0.02%25,000New
189
CARIS LIFE SCIENCES INC
142152107
COM$1.34M0.02%50,000New
190
REDFIN CORP
75737F108
COM$1.06M0.01%94,790-89.1%
191
TESLA INC
88160R101
COM$1.02M0.01%3,209New
192
FAIR ISAAC CORP
303250104
COM$987.1K0.01%540New
193
SPDR SERIES TRUST
78464A474
PORTFOLIO SHORT$963.82K0.01%31,925-51.1%
194
ENPHASE ENERGY INC
29355AAH0
NOTE 3/0$957.5K0.01%1,000,000
195
AMERICAN INTEGRITY INS GROUP
026948109
COM$735.6K0.01%40,000New
196
OMADA HEALTH INC
68170A108
COM$640.5K0.01%35,000New
197
RUBRIK INC.
781154109
CL A$597.74K0.01%6,672New
198
BETA BIONICS INC
08659B102
COM$364K0.00%25,000-3.7%
199
KESTRA MED TECHNOLOGIES LTD
G52441105
SHS$248.7K0.00%15,000
200
WOLFSPEED INC
977852102 · Call
COM$216.75K0.00%543,500New
201
VIATRIS INC
92556V106
COM$109.87K0.00%12,303New
202
GRAB HOLDINGS LIMITED
G4124C109
CLASS A ORD$73.83K0.00%14,677+19.7%
Total filing value: $7.97B