 | |
George Soros13F | |
| Soros Fund Management LLC | |
| Last update 2025-02-14 | 162 Stocks (68 new) |
| Value $4.87 Bil | Turnover 32 % |
George Soros Profile
Born in Budapest in 1930, George Soros is chair of Soros Fund Management LLC. As one of history’s most successful financiers, his views on investing and economic issues are widely followed.
Soros established the Quantum Group of Funds hedge fund in 1973; the lead Quantum Fund famously shorted the British Pound in 1992.
Soros converted his hedge fund into a family investment office in 2011; Soros Fund Management is advisor to the fund.
Soros established the Quantum Group of Funds hedge fund in 1973; the lead Quantum Fund famously shorted the British Pound in 1992.
Soros converted his hedge fund into a family investment office in 2011; Soros Fund Management is advisor to the fund.
George Soros Investing Philosophy
His basic theory of investing is that financial markets are chaotic. The prices of stocks, bonds and currencies depend on the human beings who buy and sell them, and those traders often act out of highly emotional reactions rather than coolly logical calculations. Opportunities can be found by carefully studying the value and the market prices of assets. He focuses on a theory of "reflexivity," which is based on the premise that individual investor biases affect market transactions and the economy.
George Soros's Portfolio
George Soros Current Holdings
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
IWM | iShares Russell 2000 ETF | 751,800 | 166,117.7 | New Holding | 3.410 | +3.41% | 0.230 | -14.93% | -11.95% | 61,828.8 | ||
AJG | Arthur J. Gallagher & Co | 300,000 | 85,155.0 | New Holding | 1.750 | +1.75% | 0.120 | +11.54% | +13.76% | 82,423.3 | Insurance | |
SPY | SPDR S&P 500 ETF Trust | 118,000 | 69,157.4 | New Holding | 1.420 | +1.42% | 0.010 | -9.16% | -5.76% | 572,602.9 | ||
LQD | iShares iBoxx USD Investment Grade Corporate Bond ETF | 570,000 | 60,898.8 | New Holding | 1.250 | +1.25% | 0.200 | +1.95% | +2.22% | 29,740.2 | ||
KWEB | KraneShares CSI China Internet ETF | 1,900,404 | 55,567.8 | New Holding | 1.140 | +1.14% | 0.950 | +4.81% | +9.47% | 7,365.4 | ||
CYBR | CyberArk Software Ltd | 140,318 | 46,746.9 | New Holding | 0.960 | +0.96% | 0.280 | -2.90% | +4.84% | 17,275.4 | Software | |
UNH | UnitedHealth Group Inc | 77,913 | 39,413.1 | New Holding | 0.810 | +0.81% | 0.010 | -21.05% | -16.89% | 381,056.1 | Healthcare Plans | |
FSLR | First Solar Inc | 216,642 | 38,181.0 | New Holding | 0.780 | +0.78% | 0.200 | -15.68% | -19.51% | 15,213.1 | Semiconductors | |
VTR | Ventas Inc | 550,000 | 32,389.5 | New Holding | 0.670 | +0.67% | 0.130 | +12.86% | +16.55% | 29,833.5 | REITs | |
SARO | StandardAero Inc | 1,232,825 | 30,524.8 | New Holding | 0.630 | +0.63% | 0.370 | +1.69% | +6.95% | 8,856.5 | Aerospace & Defense | |
DHR | Danaher Corp | 130,472 | 29,949.8 | New Holding | 0.620 | +0.62% | 0.020 | -19.67% | -13.99% | 141,087.1 | Medical Diagnostics & Research | |
VLY | Valley National Bancorp | 3,000,000 | 27,180.0 | New Holding | 0.560 | +0.56% | 0.540 | -14.44% | -3.95% | 4,810.6 | Banks | |
LLY | Eli Lilly and Co | 33,639 | 25,969.3 | New Holding | 0.530 | +0.53% | 0.000 | +12.82% | +14.78% | 794,307.3 | Drug Manufacturers | |
ONB | Old National Bancorp | 1,114,502 | 24,190.3 | New Holding | 0.500 | +0.50% | 0.350 | -9.10% | -3.38% | 6,652.9 | Banks | |
CG | The Carlyle Group Inc | 459,585 | 23,204.5 | New Holding | 0.480 | +0.48% | 0.130 | -30.86% | -22.17% | 14,085.2 | Asset Management | |
MSFT | Microsoft Corp | 53,287 | 22,460.5 | New Holding | 0.460 | +0.46% | 0.000 | -11.58% | -6.85% | 2,913,005.9 | Software | |
AUB | Atlantic Union Bankshares Corp | 575,846 | 21,813.0 | New Holding | 0.450 | +0.45% | 0.640 | -25.76% | -28.34% | 3,859.8 | Banks | |
GLW | Corning Inc | 405,000 | 19,245.6 | New Holding | 0.400 | +0.40% | 0.050 | -18.09% | -6.49% | 37,852.4 | Hardware | |
AS | Amer Sports Inc | 550,000 | 15,378.0 | New Holding | 0.320 | +0.32% | 0.100 | -20.93% | -13.52% | 13,407.9 | Travel & Leisure | |
ADC | Agree Realty Corp | 215,000 | 15,146.8 | New Holding | 0.310 | +0.31% | 0.200 | +6.43% | +8.51% | 8,325.1 | REITs |
Total 223
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers