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George Soros
13F | |
| Soros Fund Management LLC | |
| Last update 2023-02-14 | 160 Stocks (27 new) |
| Value $4.38 Bil | Turnover 32 % |
| Portfolio Report | |
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 | Industry | Market Cap $Mil | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Industry | Market Cap $Mil | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % |
HZNP | Horizon Therapeutics PLC | Drug Manufacturers | 24,791.18 | 2,858,501 | 325,297.41 | New Holding | 7.42 | +7.42% | 1.25 | -3.96% | -4.64% | |
LQD | iShares iBoxx USD Investment Grade Corporate Bond ETF | 34,964.72 | 2,418,200 | 254,950.83 | New Holding | 5.82 | +5.82% | 0.69 | +2.93% | +4.52% | ||
FHN | First Horizon Corp | Banks | 9,006.09 | 8,535,983 | 209,131.58 | New Holding | 4.77 | +4.77% | 1.59 | -30.92% | -30.98% | |
AIMC | Altra Industrial Motion Corp | Industrial Products | 4,050.85 | 2,000,001 | 119,500.06 | New Holding | 2.73 | +2.73% | 3.07 | +4.13% | +3.88% | |
SGFY | Signify Health Inc | Healthcare Providers & Services | 6,813.89 | 2,825,466 | 80,977.86 | New Holding | 1.85 | +1.85% | 1.20 | +0.98% | +0.52% | |
FEZ | SPDR EURO Stoxx 50 ETF | 2,298.35 | 1,374,700 | 53,200.89 | New Holding | 1.21 | +1.21% | 2.56 | +10.04% | +10.49% | ||
SPY | S&P 500 ETF TRUST ETF | 360,402.45 | 120,182 | 45,961.20 | New Holding | 1.05 | +1.05% | 0.01 | +3.75% | +3.88% | ||
MTN | Vail Resorts Inc | Travel & Leisure | 8,852.79 | 120,000 | 28,602.00 | New Holding | 0.65 | +0.65% | 0.30 | -8.09% | -7.05% | |
EL | The Estee Lauder Companies Inc | Consumer Packaged Goods | 86,336.55 | 112,500 | 27,912.38 | New Holding | 0.64 | +0.64% | 0.03 | +0.55% | -2.32% | |
COLB | Columbia Banking System Inc | Banks | 4,273.36 | 685,171 | 20,644.20 | New Holding | 0.47 | +0.47% | 0.87 | -29.45% | -30.90% | |
CE | Celanese Corp | Chemicals | 11,257.59 | 170,030 | 17,383.87 | New Holding | 0.40 | +0.40% | 0.16 | -0.27% | +0.04% | |
COF | Capital One Financial Corp | Credit Services | 34,592.14 | 167,500 | 15,570.80 | New Holding | 0.36 | +0.36% | 0.04 | +0.40% | -2.05% | |
VFH | Vanguard Financials ETF | 7,428.87 | 168,100 | 13,906.91 | New Holding | 0.32 | +0.32% | 0.16 | -8.96% | -9.40% | ||
OMF | OneMain Holdings Inc | Credit Services | 4,148.68 | 275,000 | 9,160.25 | New Holding | 0.21 | +0.21% | 0.23 | +6.32% | +6.09% | |
DFS | Discover Financial Services | Credit Services | 24,081.63 | 80,000 | 7,826.40 | New Holding | 0.18 | +0.18% | 0.03 | -4.25% | -4.48% | |
SOFI | SoFi Technologies Inc | Credit Services | 5,364.33 | 1,250,000 | 5,762.50 | New Holding | 0.13 | +0.13% | 0.13 | +24.51% | +24.51% | |
XLY | Consumer Discretionary Select Sector SPDR | 13,655.85 | 41,895 | 5,411.16 | New Holding | 0.12 | +0.12% | 0.04 | +9.39% | +9.62% | ||
RRX | Regal Rexnord Corp | Industrial Products | 8,822.69 | 35,436 | 4,251.61 | New Holding | 0.10 | +0.10% | 0.05 | +12.54% | +10.99% | |
VAC | Marriott Vacations Worldwide Corp | Travel & Leisure | 4,718.48 | 32,217 | 4,336.09 | New Holding | 0.10 | +0.10% | 0.08 | -4.98% | -5.31% | |
GOOG | Alphabet Inc | Interactive Media | 1,354,070.24 | 46,600 | 4,134.82 | New Holding | 0.09 | +0.09% | 0 | +18.09% | +19.53% |
Total 291
