George Soros Stock Picks

Investors looking for George Soros stock picks need look no further than the long positions filed on form 13F as of 12/31/2023, versus the prior quarter. Comparing the most recent positions versus those of the prior quarter reveals to investors which stock picks are new investments, which prior picks were exited (arguably these could then be termed "stock pans"), and whether prior picks were sold down or the positions increased. Although the data is only updated quarterly, and funds are only required to report long positions (meaning there may be offsetting short positions we don't know about), this information can still be a great jumping-off point for further research.

Entity	Shares/Amount Change	Position Value Change
George Soros Stock Picks — Biggest New Positions
VAC	+70,967,000	+$83,922
LNTH	+69,000,000	+$77,432
SPOTIFY USA INC	+63,000,000	+$55,751
JETBLUE AIRWAYS CORP	+67,000,000	+$48,024
BIRK	+625,000	+$30,456
MRK	+225,000	+$24,530
FXI	+1,000,000	+$24,030
LLY	+33,000	+$19,236
AVTR	+800,000	+$18,264
ISRG	+50,000	+$16,868

Entity	Shares/Amount Change	Position Value Change
George Soros Stock Pans — Biggest Exited Positions
HZNP	-3,289,584	-$380,572
ATVI	-3,000,001	-$280,890
ABCM	-6,183,749	-$139,938
LQD	-860,000	-$87,737
DEN	-502,682	-$49,268
XLE	-400,000	-$36,156
LPLA	-134,495	-$31,963
ARKK	-500,000	-$19,835
MTN	-83,000	-$18,417
ARM	-325,000	-$17,394

Entity	Shares/Amount Change	Position Value Change
George Soros Previous Stock Picks — Biggest Position Increases
WOLF	+171,400,000	+$152,770
SNAP	+110,470,000	+$123,825
BL	+78,756,000	+$53,497
LITE	+40,600,000	+$66,129
PTON	+35,500,000	+$29,545
U	+25,900,000	+$27,647
DOCN	+24,258,862	+$31,999
NET	+23,891,700	+$47,324
CFLT	+21,312,000	+$59,287
SPLK	+19,405,639	-$62,654

Entity	Shares/Amount Change	Position Value Change
George Soros Previous Stock Picks — Biggest Position Decreases
SE	-231,956,900	-$163,706
MSTR	-21,095,000	+$5,383
INDI	-2,400,000	-$7,664
TLT	-2,025,000	-$174,502
HYG	-1,625,000	-$124,933
AYX	-1,370,900	-$47,960
KWEB	-1,182,000	-$32,756
ENPH	-1,000,000	-$845
XLU	-980,000	-$56,652

Soros Fund Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $7,646,367
At 09/30/2023: $7,047,301

Combined Holding Report Includes:
SOROS FUND MANAGEMENT LLC
SOROS GEORGE

Soros Fund Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Soros Fund Management LLC 13F filings. Link to 13F filings: SEC filings

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