13F.
SOROS FUND MANAGEMENT LLC
13F-HR

Q3 2017

Period Sep 30, 2017Filed Nov 14, 2017View on EDGAR ↗
Positions
227
Total value
$4.2B
Top 10 concentration
50.7%
New positions
113

Exited positionsvs. Q2 2017

  • POWERSHARES QQQ TRUST ($1.01B)
  • PROS HOLDINGS INC ($72.71M)
  • JDS UNIPHASE CORP ($52.98M)
  • WILLIAMS COS INC DEL ($47.33M)
  • REYNOLDS AMERICAN INC ($42.76M)
  • MGM RESORTS INTERNATIONAL ($42.24M)
  • CALAMP CORP ($36.01M)
  • SNAP INC ($27.54M)

Holdings · 227

#Class
1
LIBERTY BROADBAND CORP
530307305
COM SER C$738.01M17.56%7,744,036
2
FIREEYE INC
31816QAB7
NOTE 1.000% 6/0$233.24M5.55%245,672,000
3
ALTABA INC
021346101
COM$185.69M4.42%2,803,269+10.1%
4
NUANCE COMMUNICATIONS INC
67020YAF7
NOTE 2.750%11/0$183.41M4.36%182,720,000-0.6%
5
ISHARES TR
464287655 · Put
RUSSELL 2000 ETF$176.29M4.19%1,189,700-53.0%
6
ROVI CORP
779376AD4
NOTE 0.500% 3/0$166.66M3.97%165,107,000-0.3%
7
CAESARS ACQUISITION CO
12768T103
CL A$122.37M2.91%5,705,079
8
SERVICESOURCE INTL INC
81763UAB6
NOTE 1.500% 8/0$119.12M2.83%121,085,000+6.4%
9
TIME WARNER INC
887317303
COM NEW$104.5M2.49%1,020,000+70.8%
10
TIVO CORP
88870P106
COM$102M2.43%5,138,625+4.7%
11
EQT CORP
26884L109
COM$82.52M1.96%1,264,834+92.9%
12
MONDELEZ INTL INC
609207105
CL A$71.16M1.69%1,750,031+29.3%
13
TWITTER INC
90184LAB8
NOTE 0.250% 9/1$62.7M1.49%66,000,000-27.0%
14
KRAFT HEINZ CO
500754106
COM$53.1M1.26%684,733+48.6%
15
SPDR S&P 500 ETF TR
78462F103 · Call
TR UNIT$50.25M1.20%200,000-2.9%
16
SPDR S&P 500 ETF TR
78462F103 · Put
TR UNIT$50.25M1.20%200,000-88.6%
17
VIAVI SOLUTIONS INC
925550105
COM$48.5M1.15%5,126,361+39.8%
18
EDGEWELL PERS CARE CO
28035Q102
COM$48.39M1.15%664,951+43.7%
19
CHURCHILL DOWNS INC
171484108
COM$43.96M1.05%213,196-45.0%
20
ZOETIS INC
98978V103
CL A$43.79M1.04%686,789-2.2%
21
INSEEGO CORP
45782BAA2
NOTE 5.500% 6/1$42.74M1.02%52,769,000
22
EXA CORP
300614500
COM$42.19M1.00%1,744,776+20.7%
23
COMCAST CORP NEW
20030N101
CL A$41.73M0.99%1,084,500New
24
NXP SEMICONDUCTORS N V
N6596X109
COM$40.56M0.97%358,690
25
CAESARS ENTMT CORP
127686103
COM$39.47M0.94%2,956,417
26
CORNERSTONE ONDEMAND INC
21925YAB9
NOTE 1.500% 7/0$37.01M0.88%36,439,000+29.9%
27
CONDUENT INC
206787103
COM$36.07M0.86%2,301,604+7.6%
28
TAKE-TWO INTERACTIVE SOFTWAR
874054109
COM$33.37M0.79%326,400+54.5%
29
SIGMA DESIGNS INC
826565103
COM$32.25M0.77%5,118,789+11.1%
30
MODEL N INC
607525102
COM$32.24M0.77%2,156,666-17.2%
31
COLGATE PALMOLIVE CO
194162103
COM$31.44M0.75%431,500+208.2%
32
VALEANT PHARMACEUTICALS INTL
91911K102 · Put
COM$30.95M0.74%2,160,000+30.9%
33
SBA COMMUNICATIONS CORP NEW
78410G104
CL A$28.81M0.69%200,000+81.8%
34
ALLOT COMMUNICATIONS LTD
M0854Q105
SHS$28.79M0.68%5,341,063+2.6%
35
CROWN CASTLE INTL CORP NEW
22822V101
COM$27.85M0.66%278,600+195.1%
36
CAMPBELL SOUP CO
134429109
COM$26.75M0.64%571,416New
37
KELLOGG CO
487836108
COM$23.87M0.57%382,697+40.6%
38
NUANCE COMMUNICATIONS INC
67020YAK6
DBCV 1.000%12/1$22.83M0.54%24,259,000-31.4%
39
GENERAL MLS INC
370334104
COM$22.8M0.54%440,493+20.5%
40
ADTALEM GLOBAL ED INC
00737L103
COM$22.63M0.54%631,223-19.7%
41
MONSANTO CO NEW
61166W101
COM$22.59M0.54%188,539+51.0%
42
CARS COM INC
14575E105
COM$21.57M0.51%810,403+67.2%
43
TEVA PHARMACEUTICAL INDS LTD
881624209 · Put
SPONSORED ADR$20.94M0.50%1,190,000+98.3%
44
LAM RESEARCH CORP
512807108
COM$20.62M0.49%111,425-23.4%
45
INTERXION HOLDING N.V
N47279109
SHS$20.37M0.48%400,000+11.1%
46
SOLAREDGE TECHNOLOGIES INC
83417M104
COM$19.85M0.47%695,305New
47
COMCAST CORP NEW
20030N101 · Call
CL A$19.24M0.46%500,000New
48
GRIDSUM HLDG INC
398132100
ADR REPSG CL B$18.97M0.45%1,841,679New
49
SYNAPTICS INC
87157D109
COM$18.77M0.45%479,049New
50
FACEBOOK INC
30303M102
CL A$18.7M0.44%109,451-77.0%
51
PAYPAL HLDGS INC
70450Y103
COM$18.37M0.44%286,913-59.4%
52
CALIFORNIA RES CORP
13057Q206
COM NEW$17.05M0.41%1,629,724+108.9%
53
GRUBHUB INC
400110102
COM$16.93M0.40%321,400New
54
MAKEMYTRIP LIMITED MAURITIUS
V5633W109
SHS$16.79M0.40%584,079-60.2%
55
NOMAD FOODS LTD
G6564A105
USD ORD SHS$14.89M0.35%1,022,259-52.6%
56
LIBERTY INTERACTIVE CORP
53071M856
LBT VEN COM A NE$14.39M0.34%250,000+150.0%
57
CIGNA CORPORATION
125509109
COM$14.36M0.34%76,800New
58
CHARTER COMMUNICATIONS INC N
16119P108
CL A$14.06M0.33%38,700New
59
AETNA INC NEW
00817Y108
COM$14.01M0.33%88,100New
60
SHIRE PLC
82481R106
SPONSORED ADR$13.78M0.33%90,000New
61
LAMB WESTON HLDGS INC
513272104
COM$13.24M0.32%282,431-11.2%
62
FIAT CHRYSLER AUTOMOBILES N
N31738102
SHS$13.21M0.31%737,697New
63
NEWSTAR FINANCIAL INC
65251F105
COM$13M0.31%1,107,683
64
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$12.74M0.30%73,750-61.7%
65
TRIPADVISOR INC
896945201
COM$12.43M0.30%306,580
66
CENOVUS ENERGY INC
15135U109
COM$12.11M0.29%1,208,300New
67
CALPINE CORP
131347304
COM$11.03M0.26%747,600New
68
CROWN CASTLE INTL CORP NEW
22822V309
6.875% CON PFD A$10.6M0.25%10,000New
69
MCKESSON CORP
58155Q103
COM$10.6M0.25%69,000New
70
SERVICENOW INC
81762P102
COM$10.58M0.25%90,000+80.0%
71
KB HOME
48666K109
COM$10.36M0.25%429,608New
72
TARGA RES CORP
87612G101
COM$10.24M0.24%216,430-32.4%
73
CENTURYLINK INC
156700106
COM$10.21M0.24%540,400New
74
CORNERSTONE ONDEMAND INC
21925Y103
COM$10.08M0.24%248,166New
75
KEY ENERGY SVCS INC DEL
49309J103
COM$10.02M0.24%761,130-39.0%
76
AMAZON COM INC
023135106
COM$9.61M0.23%10,000+33.3%
77
T MOBILE US INC
872590104 · Call
COM$9.37M0.22%152,000-42.7%
78
EXFO INC
302046107
SUB VTG SHS$9.22M0.22%2,306,000+34.3%
79
CHARTER COMMUNICATIONS INC N
16119P108 · Call
CL A$9.09M0.22%25,000New
80
LABORATORY CORP AMER HLDGS
50540R409
COM NEW$8.15M0.19%54,000New
81
BAZAARVOICE INC
073271108
COM$7.95M0.19%1,606,866+23.0%
82
MICROSOFT CORP
594918104
COM$7.67M0.18%103,000+2475.0%
83
LIONS GATE ENTMNT CORP
535919401
CL A VTG$7.64M0.18%228,300New
84
ACTIVISION BLIZZARD INC
00507V109
COM$7.61M0.18%118,000+123.1%
85
CANADIAN NAT RES LTD
136385101
COM$7.59M0.18%226,600New
86
GENERAL MTRS CO
37045V100
COM$7.5M0.18%185,686New
87
ZIMMER BIOMET HLDGS INC
98956P102
COM$7.32M0.17%62,500New
88
RINGCENTRAL INC
76680R206
CL A$7.31M0.17%175,000New
89
ORACLE CORP
68389X105
COM$7.25M0.17%150,000New
90
UNIVERSAL HLTH SVCS INC
913903100
CL B$7.22M0.17%65,100New
91
MELLANOX TECHNOLOGIES LTD
M51363113
SHS$7.11M0.17%150,824New
92
SPDR S&P 500 ETF TR
78462F103
TR UNIT$6.98M0.17%27,800+152.7%
93
CENTURYLINK INC
156700106 · Call
COM$6.62M0.16%350,000New
94
WALGREENS BOOTS ALLIANCE INC
931427108
COM$6.61M0.16%85,600New
95
PAMPA ENERGIA S A
697660207
SPONS ADR LVL I$6.51M0.15%100,000New
96
COTY INC
222070203
COM CL A$6.45M0.15%390,000+193.5%
97
AUTOHOME INC
05278C107
SP ADR RP CL A$6.35M0.15%105,620New
98
AMERICAN WTR WKS CO INC NEW
030420103
COM$6.21M0.15%76,789-0.2%
99
ADVISORY BRD CO
00762W107
COM$6.08M0.14%113,400New
100
ALCOA CORP
013872106
COM$5.77M0.14%123,787New
101
INTUIT
461202103
COM$5.69M0.14%40,000New
102
IMPERVA INC
45321L100
COM$5.5M0.13%126,666New
103
C&J ENERGY SVCS INC NEW
12674R100
COM$5.42M0.13%180,677New
104
VANECK VECTORS ETF TR
92189F718
OIL SVCS ETF$5.33M0.13%204,400New
105
EQT CORP
26884L109 · Call
COM$5.22M0.12%80,000-83.5%
106
WPX ENERGY INC
98212B103
COM$5.18M0.12%450,000New
107
ROCKWELL COLLINS INC
774341101
COM$4.93M0.12%37,700New
108
ANADARKO PETE CORP
032511107
COM$4.89M0.12%100,000New
109
PINNACLE FOODS INC DEL
72348P104 · Call
COM$4.86M0.12%85,000New
110
SELECT SECTOR SPDR TR
81369Y308 · Put
SBI CONS STPLS$4.86M0.12%90,000New
111
SCANA CORP NEW
80589M102 · Put
COM$4.85M0.12%100,000New
112
US FOODS HLDG CORP
912008109
COM$4.67M0.11%175,000+1983.3%
113
YELP INC
985817105 · Call
CL A$4.33M0.10%100,000New
114
CME GROUP INC
12572Q105
COM CL A$4.07M0.10%30,000New
115
COSTAR GROUP INC
22160N109
COM$4.02M0.10%15,000+1150.0%
116
BLUE BUFFALO PET PRODS INC
09531U102
COM$3.66M0.09%128,912New
117
LYON WILLIAM HOMES
552074700
CL A NEW$3.63M0.09%157,884New
118
ENVISION HEALTHCARE CORP
29414D100
COM$3.53M0.08%78,500New
119
PACIFIC BIOSCIENCES CALIF IN
69404D108
COM$3.52M0.08%670,400New
120
SERVICESOURCE INTL INC
81763U100
COM$3.48M0.08%1,006,666
121
EXTRACTION OIL AND GAS INC
30227M105
COM$3.08M0.07%200,000New
122
ORBITAL ATK INC
68557N103
COM$3.01M0.07%22,600+352.0%
123
TRIBUNE MEDIA CO
896047503
CL A$2.98M0.07%72,900New
124
ALPHABET INC
02079K305
CAP STK CL A$2.92M0.07%3,000New
125
DENBURY RES INC
247916208
COM NEW$2.68M0.06%2,000,000New
126
AIRGAIN INC
00938A104
COM$2.63M0.06%289,105+38.3%
127
NUANCE COMMUNICATIONS INC
67020Y100
COM$2.36M0.06%150,000New
128
ENDO INTL PLC
G30401106 · Put
SHS$2.14M0.05%250,000
129
DELL TECHNOLOGIES INC
24703L103
COM CL V$2.1M0.05%27,200+15.3%
130
DSP GROUP INC
23332B106
COM$1.84M0.04%141,666+286.4%
131
INTRA CELLULAR THERAPIES INC
46116X101
COM$1.8M0.04%114,000New
132
CLOUDERA INC
18914U100
COM$1.5M0.04%90,400New
133
CALIX INC
13100M509
COM$1.35M0.03%266,666-27.3%
134
IDENTIV INC
45170X205
COM NEW$1.24M0.03%266,666
135
AGILYSYS INC
00847J105
COM$1.16M0.03%96,666-27.3%
136
TIFFANY & CO NEW
886547108
COM$918K0.02%10,000New
137
HUNT J B TRANS SVCS INC
445658107
COM$900K0.02%8,100New
138
LANDSTAR SYS INC
515098101
COM$877K0.02%8,800New
139
BOOZ ALLEN HAMILTON HLDG COR
099502106
CL A$867K0.02%23,200New
140
GENCO SHIPPING & TRADING LTD
Y2685T131
SHS$867K0.02%74,783
141
UNITED RENTALS INC
911363109
COM$805K0.02%5,800New
142
PAR PACIFIC HOLDINGS INC
69888T207
COM NEW$774K0.02%37,200New
143
WELBILT INC
949090104
COM$765K0.02%33,200New
144
UNITED PARCEL SERVICE INC
911312106
CL B$721K0.02%6,000New
145
PAPA JOHNS INTL INC
698813102
COM$701K0.02%9,600+21.5%
146
NEUROCRINE BIOSCIENCES INC
64125C109
COM$692K0.02%11,300+130.6%
147
ACADIA PHARMACEUTICALS INC
004225108
COM$689K0.02%18,300New
148
SPIRIT AIRLS INC
848577102
COM$688K0.02%20,600+104.0%
149
ALEXION PHARMACEUTICALS INC
015351109
COM$673K0.02%4,800New
150
BARRACUDA NETWORKS INC
068323104
COM$659K0.02%27,200New
151
INFRAREIT INC
45685L100
COM$639K0.02%28,585New
152
PHOTRONICS INC
719405102
COM$629K0.01%71,100New
153
HORTONWORKS INC
440894103
COM$580K0.01%34,200-0.6%
154
LULULEMON ATHLETICA INC
550021109
COM$560K0.01%9,000New
155
DINEEQUITY INC
254423106
COM$554K0.01%12,900+16.2%
156
ABERCROMBIE & FITCH CO
002896207
CL A$537K0.01%37,200+171.5%
157
STERICYCLE INC
858912108
COM$530K0.01%7,400New
158
ACCENTURE PLC IRELAND
G1151C101
SHS CLASS A$527K0.01%3,900+85.7%
159
ADOBE SYS INC
00724F101
COM$522K0.01%3,500+118.8%
160
CBS CORP NEW
124857202
CL B$505K0.01%8,700New
161
JUNIPER NETWORKS INC
48203R104
COM$479K0.01%17,200+53.6%
162
YELP INC
985817105
CL A$476K0.01%11,000-6.8%
163
COGENT COMMUNICATIONS HLDGS
19239V302
COM NEW$469K0.01%9,600+6.7%
164
AMERICAN TOWER CORP NEW
03027X100
COM$437K0.01%3,200-30.4%
165
BUFFALO WILD WINGS INC
119848109
COM$423K0.01%4,000+21.2%
166
FIREEYE INC
31816Q101
COM$409K0.01%24,366+249.8%
167
ALLIANCE ONE INTL INC
018772301
COM NEW$393K0.01%36,099
168
AKAMAI TECHNOLOGIES INC
00971T101
COM$385K0.01%7,900+68.1%
169
BED BATH & BEYOND INC
075896100
COM$385K0.01%16,400+10.8%
170
DISH NETWORK CORP
25470M109
CL A$369K0.01%6,800New
171
MICROSTRATEGY INC
594972408
CL A NEW$358K0.01%2,800+11.7%
172
NORDSTROM INC
655664100
COM$358K0.01%7,600+18.8%
173
WHITE MTNS INS GROUP LTD
G9618E107
COM$343K0.01%400New
174
ULTIMATE SOFTWARE GROUP INC
90385D107
COM$341K0.01%1,800New
175
RENAISSANCERE HOLDINGS LTD
G7496G103
COM$338K0.01%2,500New
176
FINISH LINE INC
317923100
CL A$336K0.01%27,900-12.0%
177
HUBSPOT INC
443573100
COM$336K0.01%4,000-20.0%
178
RALPH LAUREN CORP
751212101
CL A$336K0.01%3,800New
179
ETSY INC
29786A106
COM$331K0.01%19,600-36.6%
180
CHENIERE ENERGY INC
16411R208
COM NEW$329K0.01%7,300New
181
MACQUARIE INFRASTRUCTURE COR
55608B105
COM$325K0.01%4,500New
182
DOMINOS PIZZA INC
25754A201
COM$318K0.01%1,600New
183
AMC NETWORKS INC
00164V103
CL A$316K0.01%5,400-11.5%
184
AUTODESK INC
052769106
COM$314K0.01%2,800New
185
MCDONALDS CORP
580135101
COM$313K0.01%2,000New
186
URBAN OUTFITTERS INC
917047102
COM$311K0.01%13,000New
187
TWITTER INC
90184L102
COM$310K0.01%18,400-23.7%
188
BRINKER INTL INC
109641100
COM$306K0.01%9,600-10.3%
189
STAMPS COM INC
852857200
COM NEW$304K0.01%1,500+15.4%
190
EXPEDIA INC DEL
30212P303
COM NEW$302K0.01%2,100New
191
EXPRESS INC
30219E103
COM$301K0.01%44,500+72.5%
192
AMERICAN EAGLE OUTFITTERS NE
02553E106
COM$279K0.01%19,500+59.8%
193
VERISIGN INC
92343E102
COM$277K0.01%2,600New
194
CRACKER BARREL OLD CTRY STOR
22410J106
COM$273K0.01%1,800New
195
VMWARE INC
928563402
CL A COM$273K0.01%2,500New
196
WAL-MART STORES INC
931142103
COM$273K0.01%3,500-14.6%
197
ROBERT HALF INTL INC
770323103
COM$272K0.01%5,400New
198
EXPEDITORS INTL WASH INC
302130109
COM$269K0.01%4,500New
199
RYMAN HOSPITALITY PPTYS INC
78377T107
COM$269K0.01%4,300New
200
SPLUNK INC
848637104
COM$266K0.01%4,000New
201
HARRIS CORP DEL
413875105
COM$263K0.01%2,000New
202
AUTOMATIC DATA PROCESSING IN
053015103
COM$262K0.01%2,400New
203
GROUPON INC
399473107
COM$262K0.01%50,300-28.4%
204
COHERENT INC
192479103
COM$259K0.01%1,100New
205
ATHENE HLDG LTD
G0684D107
CL A$253K0.01%4,700New
206
ANALOG DEVICES INC
032654105
COM$250K0.01%2,900New
207
GENERAL ELECTRIC CO
369604103
COM$249K0.01%10,300New
208
PARK HOTELS RESORTS INC
700517105
COM$248K0.01%9,000New
209
RPM INTL INC
749685103
COM$246K0.01%4,800New
210
ILLINOIS TOOL WKS INC
452308109
COM$237K0.01%1,600New
211
AGIOS PHARMACEUTICALS INC
00847X104
COM$234K0.01%3,500New
212
HCP INC
40414L109
COM$234K0.01%8,400New
213
MASIMO CORP
574795100
COM$234K0.01%2,700New
214
LENNOX INTL INC
526107107
COM$233K0.01%1,300New
215
3M CO
88579Y101
COM$231K0.01%1,100-15.4%
216
SUNSTONE HOTEL INVS INC NEW
867892101
COM$230K0.01%14,300New
217
MATCH GROUP INC
57665R106
COM$227K0.01%9,800New
218
POOL CORPORATION
73278L105
COM$227K0.01%2,100New
219
ALLERGAN PLC
G0177J108
SHS$225K0.01%1,100New
220
MERCK & CO INC
58933Y105
COM$224K0.01%3,500New
221
ISHARES TR
464287556
NASDQ BIOTEC ETF$200K0.00%600New
222
INTELSAT S A
L5140P101
COM$188K0.00%40,000
223
EASTMAN KODAK CO
277461406
COM NEW$177K0.00%24,123
224
SLM CORP
78442P106
COM$119K0.00%10,400New
225
REX ENERGY CORPORATION
761565506
COM NEW$45K0.00%16,500
226
EASTMAN KODAK CO
277461133
*W EXP 09/03/201$1K0.00%8,383
227
EASTMAN KODAK CO
277461141
*W EXP 09/03/201$1K0.00%8,383
Total filing value: $4.2B