13F.
SOROS FUND MANAGEMENT LLC
13F-HR

Q2 2016

Period Jun 30, 2016Filed Aug 15, 2016View on EDGAR ↗
Positions
173
Total value
$4.68B
Top 10 concentration
58.0%
New positions
82

Exited positionsvs. Q1 2016

  • SELECT SECTOR SPDR TR ($166.41M)
  • SPDR GOLD TRUST ($123.48M)
  • EQUINIX INC ($68.2M)
  • TIME WARNER CABLE INC ($66.27M)
  • FACEBOOK INC ($50.51M)
  • ALLERGAN PLC ($46.92M)
  • BAXALTA INC ($35.84M)
  • FERRARI N V ($35.45M)

Holdings · 173

#Class
1
SPDR S&P 500 ETF TR
78462F103 · Put
TR UNIT$838.96M17.94%4,004,000+90.8%
2
LIBERTY BROADBAND CORP
530307305
COM SER C$533.52M11.41%8,892,050New
3
JDS UNIPHASE CORP
46612JAF8
DBCV 0.625% 8/1$245.61M5.25%250,782,000+19.3%
4
ISHARES TR
464287655 · Put
RUSSELL 2000 ETF$208.44M4.46%1,813,000+10.0%
5
CIENA CORP
171779AE1
NOTE 0.875% 6/1$203.73M4.36%205,139,000+40.4%
6
NUANCE COMMUNICATIONS INC
67020YAF7
NOTE 2.750%11/0$187.62M4.01%185,534,000+3.5%
7
FIREEYE INC
31816QAB7
NOTE 1.000% 6/0$166.24M3.56%182,302,000New
8
ADECOAGRO S A
L00849106
COM$130.73M2.80%11,917,157-14.7%
9
INVENSENSE INC
46123DAB2
NOTE 1.750%11/0$104.27M2.23%111,290,000
10
ROVI CORP
779376AD4
NOTE 0.500% 3/0$93.63M2.00%98,560,000+54.7%
11
POLYCOM INC
73172K104
COM$89.23M1.91%7,931,566-2.9%
12
NORTEL NETWORKS CORP NEW
656568AE2
NOTE 2.125% 4/1$86.49M1.85%99,123,000-17.5%
13
PROS HOLDINGS INC
74346YAB9
NOTE 2.000%12/0$75.93M1.62%84,602,000New
14
CAESARS ACQUISITION CO
12768T103
CL A$73.04M1.56%6,510,083-0.4%
15
ISHARES TR
464288513 · Put
IBOXX HI YD ETF$69.45M1.49%820,000New
16
ROVI CORP
779376102
COM$63.6M1.36%4,066,666New
17
GAMING & LEISURE PPTYS INC
36467J108
COM$62.12M1.33%1,801,471-0.3%
18
OCLARO INC
67555NAB3
NOTE 6.000% 2/1$62M1.33%23,500,000
19
TIVO INC
888706AF5
NOTE 2.000%10/0$60.85M1.30%62,012,000New
20
ZOETIS INC
98978V103
CL A$59.75M1.28%1,258,919-45.7%
21
CHURCHILL DOWNS INC
171484108
COM$48.95M1.05%387,381
22
EBAY INC
278642103
COM$40.85M0.87%1,744,830-52.9%
23
DISH NETWORK CORP
25470M109
CL A$38.02M0.81%725,489+58.2%
24
CIT GROUP INC (NYQ)
125581801
COM NEW$37.96M0.81%1,189,474-15.1%
25
LINKEDIN CORP
53578AAB4
NOTE 0.500%11/0$37.69M0.81%38,000,000New
26
BROCADE COMMUNICATIONS SYS I
111621AQ1
NOTE 1.375% 1/0$36.68M0.78%37,190,000+313.2%
27
KRAFT HEINZ CO
500754106
COM$33.99M0.73%384,133-24.0%
28
ESSENT GROUP LTD
G3198U102
COM$32.31M0.69%1,481,278
29
TRAVELPORT WORLDWIDE LTD
G9019D104
SHS$30.94M0.66%2,400,000
30
SPDR GOLD TRUST
78463V107
GOLD SHS$30.37M0.65%240,000New
31
PAYPAL HLDGS INC
70450Y103
COM$29.84M0.64%817,413-40.4%
32
NOVATEL WIRELESS INC
66987MAE9
NOTE 5.500% 6/1$28.78M0.62%41,155,000New
33
MODEL N INC
607525102
COM$28.5M0.61%2,135,148+39.6%
34
CAESARS ENTMT CORP
127686103
COM$25.39M0.54%3,301,393-34.2%
35
CHINA BIOLOGIC PRODS INC
16938C106
COM$25.17M0.54%236,700+58.1%
36
CHIPMOS TECH BERMUDA LTD
G2110R114
SHS$24.86M0.53%1,372,921
37
TWITTER INC
90184LAB8
NOTE 0.250% 9/1$23.95M0.51%26,000,000New
38
MGM RESORTS INTERNATIONAL
552953101 · Put
COM$23.89M0.51%1,055,500New
39
BARRICK GOLD CORP
067901108
COM$22.87M0.49%1,071,074-94.5%
40
EXAR CORP
300645108
COM$22.82M0.49%2,835,194+97.5%
41
MONDELEZ INTL INC
609207105
CL A$21.51M0.46%472,731-38.8%
42
COMMUNICATIONS SALES&LEAS IN
20341J104
COM$21.12M0.45%730,898New
43
E M C CORP MASS
268648102
COM$20.75M0.44%763,569-0.4%
44
ANTHEM INC
036752103 · Call
COM$20.7M0.44%157,600New
45
EXA CORP
300614500
COM$20.66M0.44%1,430,000
46
TIME WARNER INC
887317303 · Put
COM NEW$19.78M0.42%269,000-50.2%
47
ALLERGAN PLC
G0177J108
SHS$18.66M0.40%80,735-43.7%
48
JD COM INC
47215P106
SPON ADR CL A$18.01M0.39%848,378-34.6%
49
GRUPO SUPERVIELLE S A
40054A108
SPONSORED ADR$17.52M0.37%1,370,089New
50
MEAD JOHNSON NUTRITION CO
582839106
COM$16.34M0.35%180,000
51
ACTIVISION BLIZZARD INC
00507V109
COM$15.02M0.32%378,981New
52
WAYFAIR INC
94419L101 · Call
CL A$14.63M0.31%375,000New
53
FIREEYE INC
31816QAD3
NOTE 1.625% 6/0$14.19M0.30%16,000,000New
54
WAYFAIR INC
94419L101
CL A$13.75M0.29%352,632-2.6%
55
EDGEWELL PERS CARE CO
28035Q102
COM$13.69M0.29%162,228
56
ABBOTT LABS
002824100
COM$12.94M0.28%329,181-21.5%
57
BAXTER INTL INC
071813109
COM$12.86M0.27%284,327-36.6%
58
VIOLIN MEMORY INC
92763AAB7
NOTE 4.250%10/0$11.37M0.24%25,650,000
59
NUCOR CORP
670346105
COM$11.23M0.24%227,291New
60
SYNAPTICS INC
87157D109
COM$10.57M0.23%196,666+1080.0%
61
COMCAST CORP NEW
20030N101
CL A$10.56M0.23%162,000New
62
CYBERARK SOFTWARE LTD
M2682V108
SHS$9.59M0.21%197,334New
63
LIBERTY GLOBAL PLC
G5480U120 · Call
SHS CL C$9.55M0.20%333,300New
64
REALOGY HLDGS CORP
75605Y106
COM$9.43M0.20%325,000
65
AMAZON COM INC
023135106
COM$8.97M0.19%12,537-69.5%
66
APPLIED MATLS INC
038222105
COM$8.96M0.19%373,596New
67
58 COM INC
31680Q104
SPON ADR REP A$8.61M0.18%187,526-1.1%
68
AMERICAN AIRLS GROUP INC
02376R102
COM$8.38M0.18%296,018-67.6%
69
CONSOL ENERGY INC
20854P109 · Put
COM$8.05M0.17%500,000
70
MAKEMYTRIP LIMITED MAURITIUS
V5633W109
SHS$7.94M0.17%534,258
71
NVIDIA CORP
67066G104
COM$7.68M0.16%163,322New
72
IXIA
45071R109
COM$7.04M0.15%717,238New
73
ALLOT COMMUNICATIONS LTD
M0854Q105
SHS$6.86M0.15%1,394,483+851.9%
74
HUMANA INC
444859102
COM$6.81M0.15%37,833-52.0%
75
POWER INTEGRATIONS INC
739276103
COM$6.64M0.14%132,671New
76
SPDR S&P 500 ETF TR
78462F103
TR UNIT$6.47M0.14%30,900-40.2%
77
CHARTER COMMUNICATIONS INC N
16119P108
CL A$6.32M0.14%27,627New
78
VMWARE INC
928563402
CL A COM$5.89M0.13%102,870New
79
QLOGIC CORP
747277101
COM$5.85M0.13%396,666-73.0%
80
LOWES COS INC
548661107
COM$5.83M0.12%73,695
81
QUANTUM CORP
747906204
COM DSSG$5.32M0.11%12,666,666+660.0%
82
TIME WARNER INC
887317303
COM NEW$5.15M0.11%70,000New
83
LINKEDIN CORP
53578A108
COM CL A$4.94M0.11%26,126New
84
AMERICAN AIRLS GROUP INC
02376R102 · Call
COM$4.72M0.10%166,700
85
BANK AMER CORP
060505104
COM$4.67M0.10%351,975New
86
LIBERTY GLOBAL PLC
G5480U138
LILAC SHS CL A$4.47M0.10%138,400+194.5%
87
SIGMA DESIGNS INC
826565103
COM$4.22M0.09%655,629New
88
CVS HEALTH CORP
126650100
COM$3.94M0.08%41,175+49.7%
89
NETSUITE INC
64118QAB3
NOTE 0.250% 6/0$3.94M0.08%4,000,000-20.0%
90
SPIRIT AIRLS INC
848577102
COM$3.88M0.08%86,400New
91
LIONS GATE ENTMNT CORP
535919203
COM NEW$3.83M0.08%189,187-64.5%
92
NXP SEMICONDUCTORS N V
N6596X109
COM$3.8M0.08%48,446New
93
GIGPEAK INC
37518Q109
COM$3.77M0.08%1,923,366New
94
MAXLINEAR INC
57776J100
CL A$3.76M0.08%209,184-77.7%
95
VIPSHOP HLDGS LTD
92763W103
SPONSORED ADR$3.53M0.08%315,837New
96
ABEONA THERAPEUTICS INC
00289Y107
COM$3.45M0.07%1,462,122
97
AETNA INC NEW
00817Y108
COM$3.43M0.07%28,104-84.0%
98
PAMPA ENERGIA S A
697660207
SPONS ADR LVL I$3.39M0.07%123,977+34.2%
99
COTIVITI HLDGS INC
22164K101
COM$3.38M0.07%160,000New
100
WHIRLPOOL CORP
963320106
COM$3.33M0.07%20,000
101
MONSANTO CO NEW
61166W101 · Call
COM$3.1M0.07%30,000New
102
ST JUDE MED INC
790849103
COM$3.03M0.06%38,860New
103
US FOODS HLDG CORP
912008109
COM$3.03M0.06%125,000New
104
CAVIUM INC
14964U108
COM$2.94M0.06%76,180New
105
CME GROUP INC
12572Q105
COM$2.92M0.06%30,000
106
CENTENE CORP DEL
15135B101
COM$2.77M0.06%38,795-29.1%
107
MONSTER BEVERAGE CORP NEW
61174X109
COM$2.6M0.06%16,200New
108
VIAVI SOLUTIONS INC
925550105
COM$2.43M0.05%366,666-96.3%
109
SERVICEMASTER GLOBAL HLDGS I
81761R109
COM$2.39M0.05%60,000New
110
MONSANTO CO NEW
61166W101
COM$2.38M0.05%23,000New
111
INVENSENSE INC
46123D205
COM$2.25M0.05%366,666-11.2%
112
BITAUTO HLDGS LTD
091727107
SPONSORED ADS$2.18M0.05%80,995-78.2%
113
HAIN CELESTIAL GROUP INC
405217100
COM$2.18M0.05%43,800New
114
WALGREENS BOOTS ALLIANCE INC
931427108
COM$2.13M0.05%25,558
115
ANHEUSER BUSCH INBEV SA/NV
03524A108
SPONSORED ADR$2.09M0.04%15,873New
116
CORNERSTONE ONDEMAND INC
21925YAB9
NOTE 1.500% 7/0$2.06M0.04%2,000,000-96.1%
117
GENERAL MTRS CO
37045V100
COM$1.77M0.04%62,373New
118
TESLA MTRS INC
88160RAC5
NOTE 1.250% 3/0$1.65M0.04%2,000,000-20.0%
119
HERSHEY CO
427866108
COM$1.5M0.03%13,200New
120
PINNACLE FOODS INC DEL
72348P104
COM$1.35M0.03%29,100New
121
PROCTER & GAMBLE CO
742718109
COM$1.28M0.03%15,100+18.0%
122
BAZAARVOICE INC
073271108
COM$1.23M0.03%306,666New
123
C&J ENERGY SVCS LTD
G3164Q101
SHS$1.21M0.03%2,000,000New
124
AUDIOCODES LTD
M15342104
ORD$1.16M0.02%277,188New
125
INTERCEPT PHARMACEUTICALS IN
45845P108
COM$1.16M0.02%8,100New
126
JAZZ PHARMACEUTICALS PLC
G50871105
SHS USD$1.1M0.02%7,800New
127
AKORN INC
009728106
COM$1.09M0.02%38,400New
128
PROS HOLDINGS INC
74346Y103
COM$988K0.02%56,666-67.7%
129
PERRIGO CO PLC
G97822103
SHS$979K0.02%10,800+68.8%
130
VISTEON CORP
92839U206
COM NEW$875K0.02%13,300New
131
MEDIVATION INC
58501N101
COM$772K0.02%12,800New
132
SKYWORKS SOLUTIONS INC
83088M102
COM$753K0.02%11,900New
133
ALASKA AIR GROUP INC
011659109
COM$752K0.02%12,900New
134
ALLEGION PUB LTD CO
G0176J109
ORD SHS$734K0.02%10,574-94.0%
135
GSI TECHNOLOGY
36241U106
COM$713K0.02%171,081-69.6%
136
DISNEY WALT CO
254687106
COM DISNEY$675K0.01%6,900New
137
PANDORA MEDIA INC
698354107
COM$635K0.01%51,000New
138
CERNER CORP
156782104
COM$633K0.01%10,800New
139
SERVICE CORP INTL
817565104
COM$633K0.01%23,400New
140
AUTONATION INC
05329W102
COM$620K0.01%13,200New
141
GLOBALSTAR INC
378973408
COM$605K0.01%500,000
142
INCYTE CORP
45337C102
COM$600K0.01%7,500New
143
SEATTLE GENETICS INC
812578102
COM$594K0.01%14,700New
144
ALLIANCE ONE INTL INC
018772301
COM NEW$556K0.01%36,099
145
VERTEX PHARMACEUTICALS INC
92532F100
COM$542K0.01%6,300New
146
PILGRIMS PRIDE CORP NEW
72147K108
COM$476K0.01%18,700New
147
GENCO SHIPPING & TRADING LTD
Y2685T115
SHS NEW$426K0.01%747,838
148
EASTMAN KODAK CO
277461406
COM NEW$388K0.01%24,123
149
MID-AMER APT CMNTYS INC
59522J103
COM$383K0.01%3,600New
150
VIOLIN MEMORY INC
92763A101
COM$383K0.01%416,666
151
FOOT LOCKER INC
344849104
COM$373K0.01%6,800New
152
SYNTEL INC
87162H103
COM$367K0.01%8,100New
153
AVIS BUDGET GROUP
053774105
COM$348K0.01%10,800New
154
IPG PHOTONICS CORP
44980X109
COM$344K0.01%4,300New
155
SIGNATURE BK NEW YORK N Y
82669G104
COM$337K0.01%2,700New
156
LORAL SPACE & COMMUNICATNS I
543881106
COM$330K0.01%9,369-97.3%
157
BRINKER INTL INC
109641100
COM$319K0.01%7,000New
158
MATTEL INC
577081102
COM$316K0.01%10,100New
159
CARMAX INC
143130102
COM$304K0.01%6,200New
160
CALIX INC
13100M509
COM$303K0.01%43,872New
161
VIACOM INC NEW
92553P201
CL B$299K0.01%7,200New
162
TEMPUR SEALY INTL INC
88023U101
COM$293K0.01%5,300New
163
DELTA AIR LINES INC DEL
247361702
COM NEW$288K0.01%7,900New
164
ABEONA THERAPEUTICS INC
00289Y115
*W EXP 12/19/201$238K0.01%250,000
165
SERVICESOURCE INTL INC
81763U100
COM$187K0.00%46,460New
166
DSP GROUP INC
23332B106
COM$158K0.00%14,872-91.1%
167
FIRST NIAGARA FINL GP INC
33582V108
COM$158K0.00%16,200New
168
KEY ENERGY SVCS INC
492914106
COM$116K0.00%500,000
169
REX ENERGY CORPORATION
761565100
COM$109K0.00%165,000
170
TOWERSTREAM CORP
892000100
COM$73K0.00%431,800
171
BIOAMBER INC
09072Q114
*W EXP 05/09/201$70K0.00%194,000
172
EASTMAN KODAK CO
277461141
*W EXP 09/03/201$34K0.00%8,383
173
EASTMAN KODAK CO
277461133
*W EXP 09/03/201$29K0.00%8,383
Total filing value: $4.68B