13F.
SOROS FUND MANAGEMENT LLC
13F-HR

Q1 2018

Period Mar 31, 2018Filed May 15, 2018View on EDGAR ↗
Positions
219
Total value
$6.16B
Top 10 concentration
41.4%
New positions
127

Exited positionsvs. Q4 2017

  • OVERSTOCK COM INC DEL ($157.97M)
  • ISHARES TR ($83.76M)
  • HALLIBURTON CO ($48.87M)
  • GAP INC DEL ($34.01M)
  • DAVE & BUSTERS ENTMT INC ($32.57M)
  • HALLIBURTON CO ($31.4M)
  • SELECT SECTOR SPDR TR ($29.27M)
  • COMCAST CORP NEW ($28.04M)

Holdings · 219

#Class
1
LIBERTY BROADBAND CORP
530307305
COM SER C$657.16M10.67%7,669,036-1.0%
2
VICI PPTYS INC
925652109
COM$393.86M6.40%21,498,926New
3
CAESARS ENTMT CORP
127686103
COM$388.11M6.30%34,498,395
4
SPDR S&P 500 ETF TR
78462F103 · Put
TR UNIT$268.41M4.36%1,020,000New
5
ALTABA INC
021346101
COM$209.14M3.40%2,824,619+9.3%
6
FIREEYE INC
31816QAB7
NOTE 1.000% 6/0$177.02M2.88%185,672,000-9.7%
7
POWERSHARES QQQ TRUST
73935A104 · Put
UNIT SER 1$120.1M1.95%750,000New
8
SERVICESOURCE INTL INC
81763UAB6
NOTE 1.500% 8/0$119.08M1.93%121,085,000
9
ROVI CORP
779376AD4
NOTE 0.500% 3/0$113.61M1.85%116,687,000-28.3%
10
KENNEDY-WILSON HLDGS INC
489398107
COM$102.86M1.67%5,911,347-4.0%
11
NXP SEMICONDUCTORS N V
N6596X109
COM$94.3M1.53%805,990+54.2%
12
AETNA INC NEW
00817Y108
COM$92.2M1.50%545,585+174.2%
13
CAESARS ENTMT CORP
127686AA1
NOTE 5.000%10/0$88.67M1.44%50,719,943-26.3%
14
JPMORGAN CHASE & CO
46625H100
COM$79.14M1.29%719,660New
15
ROCKWELL COLLINS INC
774341101
COM$75.07M1.22%556,720+166.0%
16
BANK AMER CORP
060505104
COM$72.66M1.18%2,422,731+815.6%
17
SPDR S&P 500 ETF TR
78462F103 · Call
TR UNIT$68.42M1.11%260,000New
18
NETFLIX INC
64110L106
COM$64.98M1.06%220,000+207.7%
19
AMAZON COM INC
023135106
COM$63.97M1.04%44,200New
20
WELLS FARGO CO NEW
949746101
COM$59.38M0.96%1,132,913New
21
LAM RESEARCH CORP
512807108
COM$57.54M0.93%283,230+5.0%
22
EQT CORP
26884L109
COM$49.07M0.80%1,032,816-3.1%
23
CITIGROUP INC
172967424
COM NEW$47.51M0.77%703,918New
24
TIME WARNER INC
887317303
COM NEW$44.59M0.72%471,472+30.3%
25
ALPS ETF TR
00162Q866
ALERIAN MLP$43.65M0.71%4,658,900-41.9%
26
GCI LIBERTY INC
36164V305
COM CLASS A$43.61M0.71%825,000New
27
ZAYO GROUP HLDGS INC
98919V105
COM$43.59M0.71%1,275,900+54.7%
28
BAXTER INTL INC
071813109
COM$43.45M0.71%668,115+234.1%
29
POWERSHARES QQQ TRUST
73935A104 · Call
UNIT SER 1$43.24M0.70%270,000New
30
TIME WARNER INC
887317303 · Call
COM NEW$40.97M0.67%433,200+1204.8%
31
THERMO FISHER SCIENTIFIC INC
883556102
COM$39.85M0.65%193,000+235.7%
32
LABORATORY CORP AMER HLDGS
50540R409
COM NEW$39.27M0.64%242,781+122.7%
33
XL GROUP LTD
G98294104
COM$39.08M0.63%707,165New
34
VALIDUS HOLDINGS LTD
G9319H102
COM SHS$38.03M0.62%563,770New
35
DISH NETWORK CORP
25470MAB5
NOTE 3.375% 8/1$36.7M0.60%38,000,000+22.6%
36
TARGET CORP
87612E106
COM$36.46M0.59%525,086-6.0%
37
CIGNA CORPORATION
125509109
COM$35.85M0.58%213,700+75.5%
38
TESLA INC
88160RAB7
NOTE 0.250% 3/0$34.97M0.57%35,000,000New
39
FGL HLDGS
G3402M102
ORD SHS$33.61M0.55%3,310,938-5.7%
40
SPDR SERIES TRUST
78464A698
S&P REGL BKG$33.23M0.54%550,300-12.9%
41
DISCOVERY COMMUNICATNS NEW
25470F104
COM SER A$33.22M0.54%1,550,000New
42
LIONS GATE ENTMNT CORP
535919401
CL A VTG$32.29M0.52%1,250,000+212.5%
43
SIGMA DESIGNS INC
826565103
COM$31.74M0.52%5,118,789
44
TIVO CORP
88870P106
COM$31.52M0.51%2,325,901-39.6%
45
SOLAREDGE TECHNOLOGIES INC
83417M104
COM$30.77M0.50%585,057-42.1%
46
CROWN CASTLE INTL CORP NEW
22822V309
6.875% CON PFD A$27.86M0.45%25,000+66.7%
47
SERVICEMASTER GLOBAL HLDGS I
81761R109
COM$27.51M0.45%541,005+906.7%
48
SBA COMMUNICATIONS CORP NEW
78410G104
CL A$27.35M0.44%160,000+6.7%
49
ACTIVISION BLIZZARD INC
00507V109 · Put
COM$26.98M0.44%400,000New
50
MORGAN STANLEY
617446448
COM NEW$26.85M0.44%497,659New
51
ALLOT COMMUNICATIONS LTD
M0854Q105
SHS$26.83M0.44%4,986,063-5.7%
52
ELECTRONIC ARTS INC
285512109
COM$26.67M0.43%220,000New
53
ALPHABET INC
02079K305
CAP STK CL A$26.34M0.43%25,400+452.2%
54
MARVELL TECHNOLOGY GROUP LTD
G5876H105
ORD$25.94M0.42%1,235,200+311.7%
55
RINGCENTRAL INC
76680R206
CL A$25.72M0.42%405,000+62.0%
56
IAC INTERACTIVECORP
44919P508
COM$25.57M0.42%163,500New
57
VIAVI SOLUTIONS INC
925550AB1
NOTE 1.000% 3/0$25.49M0.41%25,000,000New
58
INTERXION HOLDING N.V
N47279109
SHS$25.16M0.41%405,000
59
CEMEX SAB DE CV
151290BR3
NOTE 3.720% 3/1$24.76M0.40%24,000,000+60.0%
60
US BANCORP DEL
902973304
COM NEW$24.53M0.40%485,637New
61
INSEEGO CORP
45782BAA2
NOTE 5.500% 6/1$24.43M0.40%30,769,000-35.6%
62
CANADIAN NAT RES LTD
136385101
COM$23.92M0.39%760,000+147.9%
63
COMERICA INC
200340107
COM$22.85M0.37%238,169+15.7%
64
PNC FINL SVCS GROUP INC
693475105
COM$22.14M0.36%146,385New
65
GENERAL MTRS CO
37045V100
COM$21.8M0.35%600,000-0.0%
66
MONSANTO CO NEW
61166W101
COM$21.25M0.35%182,089+4.2%
67
URBAN OUTFITTERS INC
917047102
COM$21.04M0.34%569,339-44.3%
68
TAYLOR MORRISON HOME CORP
87724P106
CL A$20.98M0.34%901,100+91.6%
69
LIBERTY MEDIA CORP DELAWARE
531229AE2
DEB 2.250% 9/3$20.91M0.34%20,000,000
70
MICROSEMI CORP
595137100
COM$20.71M0.34%320,045New
71
MICRON TECHNOLOGY INC
595112103
COM$20.64M0.34%395,912New
72
COTY INC
222070203
COM CL A$20.23M0.33%1,105,230+749.5%
73
CHUBB LIMITED
H1467J104
COM$19.67M0.32%143,844New
74
S&P GLOBAL INC
78409V104
COM$19.56M0.32%102,363New
75
ISHARES TR
464288513
IBOXX HI YD ETF$19.48M0.32%227,500New
76
HCA HEALTHCARE INC
40412C101
COM$19.4M0.32%200,000New
77
BIO RAD LABS INC
090572207
CL A$18.76M0.30%75,000New
78
ALPS ETF TR
00162Q866 · Put
ALERIAN MLP$18.74M0.30%2,000,000New
79
SERVICENOW INC
81762P102
COM$18.2M0.30%110,000New
80
SCHWAB CHARLES CORP NEW
808513105
COM$18.19M0.30%348,381+417.7%
81
LIBERTY INTERACTIVE CORP
53071M104
QVC GP COM SER A$17.62M0.29%700,000New
82
CEMEX SAB DE CV
151290BT9
NOTE 3.720% 3/1$17.56M0.29%17,000,000
83
AMERICAN EXPRESS CO
025816109
COM$16.96M0.28%181,847New
84
LPL FINL HLDGS INC
50212V100
COM$16.9M0.27%276,800+86.9%
85
WILLIAMS COS INC DEL
969457100
COM$16.81M0.27%676,360New
86
GOLDMAN SACHS GROUP INC
38141G104
COM$16.81M0.27%66,733New
87
MOLINA HEALTHCARE INC
60855R100
COM$16.62M0.27%204,762+554.2%
88
MGM RESORTS INTERNATIONAL
552953101 · Put
COM$16.37M0.27%467,500New
89
AMERICAN INTL GROUP INC
026874784
COM NEW$16.26M0.26%298,763New
90
MARSH & MCLENNAN COS INC
571748102
COM$15.83M0.26%191,703New
91
BLUE BUFFALO PET PRODS INC
09531U102
COM$15.65M0.25%393,000New
92
UNIVERSAL HLTH SVCS INC
913903100
CL B$15.64M0.25%132,100+1.5%
93
PROGRESSIVE CORP OHIO
743315103
COM$15.56M0.25%255,433New
94
MICROSOFT CORP
594918104
COM$15.53M0.25%170,200+195.0%
95
ALLSTATE CORP
020002101
COM$15.48M0.25%163,294New
96
DOMINION ENERGY INC
25746U109
COM$15.17M0.25%225,000New
97
VEECO INSTRS INC DEL
922417AD2
NOTE 2.700% 1/1$15.06M0.24%16,500,000New
98
CHARTER COMMUNICATIONS INC N
16119P108
CL A$14.94M0.24%48,000-2.6%
99
AFLAC INC
001055102
COM$14.83M0.24%338,884New
100
CENTURYLINK INC
156700106
COM$13.97M0.23%850,225-22.9%
101
ZIMMER BIOMET HLDGS INC
98956P102
COM$13.96M0.23%128,000-1.9%
102
E TRADE FINANCIAL CORP
269246401
COM NEW$13.8M0.22%248,992New
103
CAPITAL ONE FINL CORP
14040H105
COM$13.7M0.22%142,980New
104
SALESFORCE COM INC
79466L302
COM$13.62M0.22%117,126New
105
AVAYA HLDGS CORP
05351X101
COM$13.44M0.22%600,000New
106
BANK NEW YORK MELLON CORP
064058100
COM$13.4M0.22%260,066New
107
BB&T CORP
054937107
COM$13.27M0.22%255,014New
108
ZIONS BANCORPORATION
989701107
COM$13.23M0.21%250,896+29.0%
109
NAVISTAR INTL CORP NEW
63934EAS7
NOTE 4.750% 4/1$12.89M0.21%12,500,000New
110
PRICE T ROWE GROUP INC
74144T108
COM$12.76M0.21%118,147New
111
DENBURY RES INC
247916208
COM NEW$12.52M0.20%4,570,000-34.5%
112
TRAVELERS COMPANIES INC
89417E109
COM$12.51M0.20%90,072New
113
CME GROUP INC
12572Q105
COM CL A$12.3M0.20%76,027+153.4%
114
JDS UNIPHASE CORP
46612JAF8
DBCV 0.625% 8/1$12.17M0.20%11,853,000+3.1%
115
INTERCONTINENTAL EXCHANGE IN
45866F104
COM$11.94M0.19%164,644New
116
NORTHERN TR CORP
665859104
COM$11.85M0.19%114,888New
117
KAPSTONE PAPER & PACKAGING C
48562P103
COM$11.79M0.19%343,500New
118
NOMAD FOODS LTD
G6564A105
USD ORD SHS$11.42M0.19%725,365-21.0%
119
CROWN CASTLE INTL CORP NEW
22822V101
COM$10.96M0.18%100,000-50.4%
120
SPDR SERIES TRUST
78464A730 · Call
S&P OILGAS EXP$10.57M0.17%300,000New
121
PRUDENTIAL FINL INC
744320102
COM$10.25M0.17%98,953New
122
BROOKFIELD BUSINESS PARTNERS
G16234109
UNIT LTD LP$10.24M0.17%284,345+34.9%
123
SEMPRA ENERGY
816851406
6% PFD CONV A$10.24M0.17%100,000New
124
AMAZON COM INC
023135106 · Call
COM$10.13M0.16%7,000New
125
ALLSCRIPTS HEALTHCARE SOLUTN
01988PAD0
NOTE 1.250% 7/0$10.07M0.16%10,000,000New
126
RADIUS HEALTH INC
750469207
COM NEW$10.06M0.16%280,000New
127
HUNTINGTON BANCSHARES INC
446150104
COM$10.06M0.16%666,230New
128
ADVANCED MICRO DEVICES INC
007903107 · Call
COM$10.05M0.16%1,000,000New
129
FIFTH THIRD BANCORP
316773100
COM$9.82M0.16%309,421New
130
MCKESSON CORP
58155Q103
COM$9.62M0.16%68,255+20.8%
131
DISCOVER FINL SVCS
254709108
COM$9.42M0.15%130,983New
132
CATALYST BIOSCIENCES INC
14888D208
COM NEW$9.37M0.15%363,070New
133
REGIONS FINL CORP NEW
7591EP100
COM$9.23M0.15%496,621+63.5%
134
EVEREST RE GROUP LTD
G3223R108
COM$9.18M0.15%35,744New
135
CBOE GLOBAL MARKETS INC
12503M108
COM$8.7M0.14%76,257New
136
ARRAY BIOPHARMA INC
04269X105
COM$8.59M0.14%526,500New
137
CALIFORNIA RES CORP
13057Q206
COM NEW$8.58M0.14%500,000-69.3%
138
SUNCOR ENERGY INC NEW
867224107
COM$7.77M0.13%225,000New
139
HILTON GRAND VACATIONS INC
43283X105
COM$7.53M0.12%175,000New
140
TAKE-TWO INTERACTIVE SOFTWAR
874054109
COM$7.4M0.12%75,700-63.9%
141
LENNAR CORP
526057104
CL A$7.32M0.12%124,111New
142
PLAINS GP HLDGS L P
72651A207
LTD PARTNR INT A$7.31M0.12%336,249+124.2%
143
MARTIN MARIETTA MATLS INC
573284106
COM$6.95M0.11%33,500+56.5%
144
INVESCO LTD
G491BT108
SHS$6.54M0.11%204,318New
145
SURGERY PARTNERS INC
86881A100
COM$6.52M0.11%380,100New
146
PAYPAL HLDGS INC
70450Y103
COM$6.51M0.11%85,800New
147
STATE STR CORP
857477103
COM$6.31M0.10%63,288New
148
SUNTRUST BKS INC
867914103
COM$6.3M0.10%92,572New
149
AMERIPRISE FINL INC
03076C106
COM$6.23M0.10%42,076New
150
PAMPA ENERGIA S A
697660207
SPONS ADR LVL I$5.96M0.10%100,000
151
FIRST REP BK SAN FRANCISCO C
33616C100
COM$5.91M0.10%63,786New
152
FRANKLIN RES INC
354613101
COM$5.81M0.09%167,512New
153
METLIFE INC
59156R108
COM$5.78M0.09%125,944New
154
FIAT CHRYSLER AUTOMOBILES N
N31738102
SHS$5.74M0.09%279,737-49.6%
155
NVIDIA CORP
67066G104
COM$5.7M0.09%24,600New
156
HERITAGE INS HLDGS INC
42727J102
COM$5.63M0.09%371,078-40.3%
157
VALEANT PHARMACEUTICALS INTL
91911K102 · Put
COM$5.57M0.09%350,000-76.7%
158
GREAT PLAINS ENERGY INC
391164100
COM$5.56M0.09%175,000New
159
E TRADE FINANCIAL CORP
269246401 · Call
COM NEW$5.54M0.09%100,000New
160
CIGNA CORPORATION
125509109 · Call
COM$5.42M0.09%32,300New
161
PIONEER NAT RES CO
723787107
COM$5.15M0.08%30,000New
162
INTELSAT S A
L5140P101
COM$5.13M0.08%1,365,299New
163
EBAY INC
278642103
COM$5.03M0.08%125,000New
164
WEATHERFORD INTL LTD
947075AH0
NOTE 5.875% 7/0$4.94M0.08%5,500,000New
165
VOYA FINL INC
929089100
COM$4.92M0.08%97,500New
166
MONSANTO CO NEW
61166W101 · Call
COM$4.9M0.08%42,000New
167
VANECK VECTORS ETF TR
92189F718
OIL SVCS ETF$4.88M0.08%204,400
168
ORBITAL ATK INC
68557N103
COM$4.8M0.08%36,200+46.0%
169
NXP SEMICONDUCTORS N V
N6596X109 · Put
COM$4.8M0.08%41,000New
170
CSRA INC
12650T104
COM$4.74M0.08%115,000New
171
CHURCHILL DOWNS INC
171484108
COM$4.7M0.08%19,270-83.7%
172
PANDORA MEDIA INC
698354AB3
NOTE 1.750%12/0$4.58M0.07%5,000,000New
173
MULESOFT INC
625207105
CL A$4.42M0.07%100,500New
174
NASDAQ INC
631103108
COM$4.42M0.07%51,255New
175
BLACKROCK INC
09247X101
COM$4.4M0.07%8,125New
176
TEVA PHARMACEUTICAL INDS LTD
881624209 · Put
SPONSORED ADR$4.27M0.07%250,000-79.0%
177
CENOVUS ENERGY INC
15135U109
COM$4.27M0.07%500,000
178
M & T BK CORP
55261F104
COM$4.22M0.07%22,876New
179
SVB FINL GROUP
78486Q101
COM$4.07M0.07%16,962New
180
COMMSCOPE HLDG CO INC
20337X109
COM$4M0.06%100,000New
181
BRIGHT HORIZONS FAM SOL IN D
109194100
COM$3.99M0.06%40,000New
182
PG&E CORP
69331C108
COM$3.99M0.06%90,808New
183
ADVANCED MICRO DEVICES INC
007903107
COM$3.94M0.06%392,000+1390.5%
184
TRIBUNE MEDIA CO
896047503
CL A$3.78M0.06%93,175-27.3%
185
NEW YORK CMNTY BANCORP INC
649445103
COM$3.68M0.06%282,686New
186
LINCOLN NATL CORP IND
534187109
COM$3.14M0.05%42,929New
187
KEY ENERGY SVCS INC DEL
49309J103
COM$3.05M0.05%259,917-43.5%
188
NEW YORK TIMES CO
650111107
CL A$3.05M0.05%126,400New
189
INTEL CORP
458140100
COM$3.02M0.05%58,000New
190
PINNACLE ENTMT INC NEW
72348Y105
COM$3.02M0.05%100,000New
191
DISCOVERY COMMUNICATNS NEW
25470F302
COM SER C$2.93M0.05%150,000New
192
EAST WEST BANCORP INC
27579R104
COM$2.79M0.05%44,600New
193
XCEL ENERGY INC
98389B100
COM$2.73M0.04%60,000New
194
FRANKS INTL N V
N33462107
COM$2.72M0.04%500,000New
195
ALLIANT ENERGY CORP
018802108
COM$2.66M0.04%65,000New
196
MATCH GROUP INC
57665R106
COM$2.64M0.04%59,400New
197
VISA INC
92826C839
COM CL A$2.62M0.04%21,900
198
FRONTIER COMMUNICATIONS CORP
35906A306
COM NEW$2.6M0.04%350,000New
199
TPG PACE ENERGY HLDGS CORP
872656103
CL A$2.53M0.04%250,000New
200
DROPBOX INC
26210C104
CL A$2.34M0.04%75,000New
201
PAYCOM SOFTWARE INC
70432V102
COM$2.32M0.04%21,600New
202
AON PLC
G0408V102
SHS CL A$2.25M0.04%16,047New
203
DELL TECHNOLOGIES INC
24703L103
COM CL V$2.13M0.03%29,100-50.3%
204
EXPRESS SCRIPTS HLDG CO
30219G108
COM$2.11M0.03%30,500New
205
LAUDER ESTEE COS INC
518439104
CL A$2.02M0.03%13,500New
206
LULULEMON ATHLETICA INC
550021109
COM$2.01M0.03%22,500New
207
KEYCORP NEW
493267108
COM$1.98M0.03%101,323New
208
CYPRESS SEMICONDUCTOR CORP
232806109
COM$1.7M0.03%100,000New
209
SNAP INC
83304A106 · Call
CL A$1.38M0.02%87,000New
210
SNAP INC
83304A106
CL A$1.27M0.02%80,000-43.6%
211
EURONET WORLDWIDE INC
298736109
COM$1.14M0.02%14,400New
212
LIVANOVA PLC
G5509L101
SHS$1.01M0.02%11,431-96.2%
213
ILG INC
44967H101
COM$847K0.01%27,234
214
INTELSAT S A
L5140P101 · Call
COM$752K0.01%200,000New
215
MONEYGRAM INTL INC
60935Y208
COM NEW$752K0.01%87,290New
216
EXFO INC
302046107
SUB VTG SHS$311K0.01%74,052-93.2%
217
EASTMAN KODAK CO
277461133
*W EXP 09/03/201$2K0.00%8,383
218
EASTMAN KODAK CO
277461141
*W EXP 09/03/201$2K0.00%8,383
219
FGL HLDGS
G3402M110
*W EXP 11/30/202$00.00%1,000,000
Total filing value: $6.16B