Skip to content
mapperlab
SOROS FUND MANAGEMENT LLC
13F-HR

Q1 2025

Period Mar 31, 2025Filed May 15, 2025View on EDGAR ↗
Compare vsprevious quarter (Q4 2024)
Positions
209
Total value
$6.7B
Top 10 concentration
27.5%
New positions
97

Holdings · 209

#Class
1SMURFIT WESTROCK PLC
SW · G8267P108
SHS$308.78M4.61%6,852,665-2.7%
2
FIRST SOLAR INC
336433107 · Call
COM$202.29M3.02%1,600,000New
3ASTRAZENECA PLC
AZNN · 046353108
SPONSORED ADR$201.57M3.01%2,742,498-13.1%
4
ISHARES TR
464287432 · Call
20 YR TR BD ETF$195.71M2.92%2,150,000+64.1%
5SPDR S&P 500 ETF TR
SPY · 78462F103
TR UNIT$175.54M2.62%313,800+165.9%
6RIVIAN AUTOMOTIVE INC
RIVN · 76954AAB9
NOTE 4.625% 3/1$156M2.33%159,436,000-6.5%
7DIGITALOCEAN HLDGS INC
DOCN · 25402DAB8
NOTE 12/0$155.26M2.32%166,500,000+16.2%
8
SPOTIFY USA INC
84921RAB6
NOTE 3/1$154.54M2.30%129,500,000New
9CENTERPOINT ENERGY INC
CNP · 15189TBD8
NOTE 4.250% 8/1$148.06M2.21%136,500,000New
10GFL ENVIRONMENTAL INC
GFL · 36168Q104
SUB VTG SHS$147.02M2.19%3,043,290-5.0%
11AERCAP HOLDINGS NV
AER · N00985106
SHS$130.75M1.95%1,279,744-13.9%
12DROPBOX INC
DBX · 26210CAC8
NOTE 3/0$129.5M1.93%131,250,000
13
FLUTTER ENTMT PLC
G3643J108
SHS$128.66M1.92%580,743+285.0%
14
SPDR S&P 500 ETF TR
78462F103 · Put
TR UNIT$111.88M1.67%200,000-33.3%
15
APPLE INC
037833100 · Put
COM$99.96M1.49%450,000+200.0%
16DROPBOX INC
DBX · 26210CAD6
NOTE 3/0$98.51M1.47%100,000,000
17AMERICAN ELEC PWR CO INC
AEP · 025537101
COM$96.04M1.43%878,960New
18LIBERTY BROADBAND CORP
LBRDK · 530307305
COM SER C$95.25M1.42%1,119,893
19ENTERGY CORP NEW
ETR · 29364G103
COM$93.64M1.40%1,095,279New
20WAYFAIR INC
W · 94419LAP6
NOTE 3.250% 9/1$92.22M1.38%94,000,000+50.4%
21SALESFORCE INC
CRM · 79466L302
COM$92M1.37%342,831+15.3%
22MARRIOTT VACATIONS WORLDWIDE
VAC · 57164YAD9
NOTE 1/1$90.96M1.36%94,754,000
23AMAZON COM INC
AMZN · 023135106
COM$82.5M1.23%433,641+30.5%
24OKTA INC
OKTA · 679295AD7
NOTE 0.125% 9/0$77.62M1.16%79,136,000
25ALPHABET INC
GOOGL · 02079K305
CAP STK CL A$76.93M1.15%497,458-62.6%
26STANDARDAERO INC
SARO · 85423L103
COM$71.96M1.07%2,701,218+119.1%
27
SELECT SECTOR SPDR TR
81369Y506 · Put
ENERGY$70.09M1.05%750,000New
28RAPID7 INC
RPD · 753422AF1
NOTE 0.250% 3/1$66.36M0.99%72,250,000+23.5%
29GOLDMAN SACHS GROUP INC
GS · 38141G104
COM$66.32M0.99%121,403+524.2%
30
CONFLUENT INC
20717MAB9
NOTE 1/1$64.73M0.97%70,000,000+288.9%
31ALLIANT ENERGY CORP
LNT · 018802AC2
NOTE 3.875% 3/1$64.3M0.96%60,000,000New
32PG&E CORP
PCG · 69331CAL2
NOTE 4.250%12/0$63.67M0.95%60,000,000New
33RIVIAN AUTOMOTIVE INC
RIVN · 76954AAD5
NOTE 3.625%10/1$63.01M0.94%72,500,000+52.6%
34JPMORGAN CHASE & CO.
JPM · 46625H100
COM$56.66M0.84%230,963New
35
ISHARES TR
464287184 · Put
CHINA LG-CAP ETF$53.76M0.80%1,500,000New
36
UNITEDHEALTH GROUP INC
91324P102 · Put
COM$52.38M0.78%100,000New
37TKO GROUP HOLDINGS INC
TKO · 87256C101
CL A$51.61M0.77%337,726New
38
ISHARES TR
464287655 · Put
RUSSELL 2000 ETF$49.87M0.74%250,000-66.7%
39CYBERARK SOFTWARE LTD
CYBR · M2682V108
SHS$49.73M0.74%147,127+4.9%
40UL SOLUTIONS INC
ULS · 903731107
CLASS A COM SHS$48.86M0.73%866,254-21.2%
41NASDAQ INC
NDAQ · 631103108
COM$47.46M0.71%625,634+25.1%
42UBER TECHNOLOGIES INC
UBER · 90353T100
COM$46.5M0.69%638,218-29.4%
43DBX ETF TR
ASHR · 233051879
XTRACK HRVST CSI$45.17M0.67%1,700,000New
44COREBRIDGE FINL INC
CRBG · 21871X109
COM$43.03M0.64%1,362,850+105.2%
45CANADIAN PACIFIC KANSAS CITY
CP · 13646K108
COM$41.77M0.62%594,960+117.4%
46ACCENTURE PLC IRELAND
ACN · G1151C101
SHS CLASS A$41.34M0.62%132,482-28.3%
47LPL FINL HLDGS INC
LPLA · 50212V100
COM$40.89M0.61%125,000New
48FIRST SOLAR INC
FSLR · 336433107
COM$38.83M0.58%307,144+41.8%
49UNITEDHEALTH GROUP INC
UNH · 91324P102
COM$37.24M0.56%71,100-8.7%
50
DBX ETF TR
233051879 · Put
XTRACK HRVST CSI$37.2M0.55%1,400,000New
51
ALLY FINL INC
02005N100 · Put
COM$36.47M0.54%1,000,000New
52
CRH PLC
G25508105
ORD$36.29M0.54%412,487-16.5%
53PENN ENTERTAINMENT INC
PENN · 707569AU3
NOTE 2.750% 5/1$35.97M0.54%35,000,000New
54
CLOUDFLARE INC
18915M107 · Call
CL A COM$33.81M0.50%300,000New
55
SPDR SER TR
78468R556 · Put
S&P OILGAS EXP$32.93M0.49%250,000New
56INTERACTIVE BROKERS GROUP IN
IBKR · 45841N107
COM CL A$32.81M0.49%198,157-11.0%
57ATI INC
ATI · 01741R102
COM$31.94M0.48%613,884+56.8%
58LAS VEGAS SANDS CORP
LVS · 517834107
COM$31.17M0.46%806,962New
59ITRON INC
ITRI · 465741106
COM$31.01M0.46%296,000-3.0%
60
INVESCO EXCH TRADED FD TR II
46138G706 · Put
SOLAR ETF$30.46M0.45%1,000,000New
61SUNRUN INC
RUN · 86771W105
COM$30.41M0.45%5,189,486+209.7%
62BRIGHTHOUSE FINL INC
BHF · 10922N103
COM$29.98M0.45%516,904New
63DATADOG INC
DDOG · 23804L103
CL A COM$29.76M0.44%299,958+56.1%
64
ENSTAR GROUP LIMITED
G3075P101
SHS$28.32M0.42%85,192New
65LUMENTUM HLDGS INC
LITE · 55024UAF6
NOTE 0.500% 6/1$28.19M0.42%30,500,000+369.2%
66NORDSTROM INC
JWNUSD · 655664100
COM$27.63M0.41%1,129,912New
67FEDEX CORP
FDX · 31428X106
COM$27.17M0.41%111,448+278.1%
68
SALESFORCE INC
79466L302 · Call
COM$26.84M0.40%100,000New
69NEUROCRINE BIOSCIENCES INC
NBIX · 64125C109
COM$26.52M0.40%239,823+19.9%
70BGC GROUP INC
BGC · 088929104
CL A$25.79M0.38%2,812,453+40.0%
71KELLANOVA
KEL · 487836108
COM$25.5M0.38%309,119New
72ISHARES TR
MUB · 464288414
NATIONAL MUN ETF$25.45M0.38%241,400
73SUNRUN INC
RUN · 86771WAD7
NOTE 4.000% 3/0$24.94M0.37%34,950,000New
74CONSOLIDATED EDISON INC
ED · 209115104
COM$24.92M0.37%225,350New
75TECK RESOURCES LTD
TECK · 878742204
CL B$24.33M0.36%667,818+92.4%
76
MICROCHIP TECHNOLOGY INC.
595017104 · Call
COM$24.21M0.36%500,000New
77INSMED INC
INSM · 457669307
COM PAR $.01$23.44M0.35%307,211-32.5%
78VIKING HOLDINGS LTD
VIK · G93A5A101
ORD SHS$22.17M0.33%557,680-38.0%
79H & E EQUIPMENT SERVICES INC
HEESEUR · 404030108
COM$22.09M0.33%233,027New
80LUMENTUM HLDGS INC
LITE · 55024UAD1
NOTE 0.500%12/1$22.03M0.33%21,250,000
81CORNING INC
GLW · 219350105
COM$21.52M0.32%470,000+16.0%
82
PLAYA HOTELS & RESORTS NV
N70544106
SHS$21.44M0.32%1,608,579New
83ANALOG DEVICES INC
ADI · 032654105
COM$21.42M0.32%106,200New
84VANGUARD WORLD FD
VFH · 92204A405
FINANCIALS ETF$20.86M0.31%174,588
85SNOWFLAKE INC
SNOW · 833445109
CL A$20.66M0.31%141,322+68.8%
86DUN & BRADSTREET HLDGS INC
DNB · 26484T106
COM$20.56M0.31%2,300,000New
87SPRINGWORKS THERAPEUTICS INC
SWTXUSD · 85205L107
COM$20.16M0.30%456,832-23.9%
88IDEX CORP
IEX · 45167R104
COM$19.77M0.29%109,262+257.6%
89ISHARES INC
ETHB · 46434G764
MSCI EMRG CHN$19.54M0.29%354,686
90SAILPOINT INC
SAIL · 78781J109
COM$19.4M0.29%1,034,730New
91SOLENO THERAPEUTICS INC
SLNO · 834203309
COM$19.34M0.29%270,663New
92DOORDASH INC
DASH · 25809K105
CL A$19.27M0.29%105,422-31.7%
93CSX CORP
CSX · 126408103
COM$19.2M0.29%652,526-7.6%
94WOLFSPEED INC
WOLF · 977852AB8
NOTE 0.250% 2/1$18.98M0.28%73,000,000-18.9%
95
FORD MTR CO
345370CZ1
NOTE 3/1$18.91M0.28%19,300,000-89.8%
96HUBSPOT INC
HUBS · 443573100
COM$18.64M0.28%32,623New
97NORTHROP GRUMMAN CORP
NOC · 666807102
COM$18.39M0.27%35,925New
98BERRY GLOBAL GROUP INC
BERYEUR · 08579W103
COM$18.27M0.27%261,662New
99WOLFSPEED INC
WOLF · 225447AD3
NOTE 1.750% 5/0$17.85M0.27%30,000,000
100WOLFSPEED INC
WOLF · 977852AD4
NOTE 1.875%12/0$17.55M0.26%74,000,000-25.3%
101PRIMO BRANDS CORPORATION
PRMB · 741623102
CLASS A COM SHS$17.42M0.26%490,909New
102KKR & CO INC
KKR · 48251W104
COM$17.13M0.26%148,147New
103PATTERSON COS INC
PDCOEUR · 703395103
COM$17.03M0.25%545,179New
104SOMNIGROUP INTERNATIONAL INC
SGI · 88023U101
COM$16.96M0.25%283,195New
105PONY AI INC
PONY · 732908108
SPONSORED ADS$16.77M0.25%1,901,848+114.6%
106ALNYLAM PHARMACEUTICALS INC
ALNY · 02043Q107
COM$16.2M0.24%60,000New
107KEYCORP
KEY · 493267108
COM$15.92M0.24%995,600+20.5%
108AURORA INNOVATION INC
AUR · 051774107
CLASS A COM$15.86M0.24%2,357,685+171.6%
109WOODWARD INC
WWD · 980745103
COM$15.44M0.23%84,586New
110INTRA-CELLULAR THERAPIES INC
ITCIEUR · 46116X101
COM$15.38M0.23%116,588New
111AIR TRANSPORT SERVICES GRP I
ATSG* · 00922R105
COM$15.21M0.23%677,819New
112AMER SPORTS INC
AS · G0260P102
COM SHS$14.71M0.22%550,270+0.0%
113KARMAN HLDGS INC
KRMN · 485924104
COMMON STOCK$14.66M0.22%438,580New
114CENTRUS ENERGY CORP
LEU · 15643U104
CL A$14.51M0.22%233,305+4.9%
115NIKE INC
NKE · 654106103
CL B$14.43M0.22%227,320+40.0%
116PACTIV EVERGREEN INC
PTVEUSD · 69526K105
COM$14.23M0.21%790,220New
117WESTERN DIGITAL CORP
WDC · 958102105
COM$14.15M0.21%350,000New
118LOAR HOLDINGS INC
LOAR · 53947R105
COM SHS$13.87M0.21%196,356-12.7%
119OWENS CORNING NEW
OC · 690742101
COM$13.75M0.21%96,251New
120ISHARES TR
TLT · 464287432
20 YR TR BD ETF$13.65M0.20%150,000+50.0%
121
CONFLUENT INC
20717M103 · Call
CLASS A COM$12.89M0.19%550,000New
122EVOLUS INC
EOLS · 30052C107
COM$11.98M0.18%995,485-9.5%
123GLOBE LIFE INC
GL · 37959E102
COM$11.8M0.18%89,600+86.7%
124ALLY FINL INC
ALLY · 02005N100
COM$11.71M0.17%320,973New
125OLD NATL BANCORP IND
ONB · 680033107
COM$11.14M0.17%525,785-52.8%
126WAYSTAR HLDG CORP
WAY · 946784105
COM$11.07M0.17%296,354+18.5%
127ADT INC DEL
ADT · 00090Q103
COM$11.07M0.17%1,359,600New
128TRIUMPH GROUP INC NEW
TFIN · 896818101
COM$10.99M0.16%433,839New
129AST SPACEMOBILE INC
ASTS · 00217D100
COM CL A$10.69M0.16%470,000New
130ALLSTATE CORP
ALL · 020002101
COM$10.41M0.16%50,270-29.6%
131MCKESSON CORP
MCK · 58155Q103
COM$10.09M0.15%15,000New
132FIRST CTZNS BANCSHARES INC N
FCNCA · 31946M103
CL A$10.09M0.15%5,444+9.4%
133BOSTON SCIENTIFIC CORP
BSX · 101137107
COM$10.09M0.15%100,000
134OKTA INC
OKTA · 679295AF2
NOTE 0.375% 6/1$10.04M0.15%10,500,000
135ONESTREAM INC
K4F · 68278B107
CL A$9.98M0.15%467,850-62.6%
136
BENTLEY SYS INC
08265TAB5
NOTE 0.125% 1/1$9.68M0.14%10,000,000-56.5%
137ALASKA AIR GROUP INC
ALK · 011659109
COM$9.18M0.14%186,448+6.1%
138AZEK CO INC
AZEK · 05478C105
CL A$9.04M0.13%185,000New
139ACADIAN ASSET MANAGEMENT INC
AAMI · 10948W103
COM$8.96M0.13%346,293
140
SUNRUN INC
86771W105 · Call
COM$8.79M0.13%1,500,000New
141SNAP INC
SNAP · 83304AAH9
NOTE 0.125% 3/0$8.48M0.13%10,000,000
142
AKAMAI TECHNOLOGIES INC
00971T101 · Call
COM$8.4M0.13%104,400New
143SERVICENOW INC
NOW · 81762P102
COM$8.39M0.13%10,542+37.2%
144WALGREENS BOOTS ALLIANCE INC
WBA · 931427108
COM$8.38M0.12%750,000New
145INTERPUBLIC GROUP COS INC
IPG · 460690100
COM$8.3M0.12%305,560New
146DANAHER CORPORATION
DHR · 235851102
COM$8.2M0.12%40,000-69.3%
147ISHARES TR
FXI · 464287184
CHINA LG-CAP ETF$8.06M0.12%225,000New
148REDFIN CORP
RDFN · 75737F108
COM$8.01M0.12%870,230New
149CME GROUP INC
CME · 12572Q105
COM$7.97M0.12%30,028
150RAPID7 INC
RPD · 753422104
COM$7.91M0.12%298,237+57.2%
151KRANESHARES TRUST
KWEB · 500767306
CSI CHI INTERNET$7.87M0.12%225,404-88.1%
152ALCOA CORP
AA · 013872106
COM$7.63M0.11%250,192New
153CARRIER GLOBAL CORPORATION
CARR · 14448C104
COM$7.58M0.11%119,636New
154ZURN ELKAY WATER SOLNS CORP
ZWS · 98983L108
COM$7.43M0.11%225,370New
155SYNCHRONY FINANCIAL
SYF · 87165B103
COM$7.33M0.11%138,402-80.4%
156INTEGER HLDGS CORP
ITGR · 45826H109
COM$7.29M0.11%61,783New
157JD.COM INC
JD · 47215P106
SPON ADS CL A$7.2M0.11%175,000-93.6%
158APPLIED MATLS INC
AMAT · 038222105
COM$7.19M0.11%49,518New
159NEBIUS GROUP N.V.
NBIS · N97284108
SHS CLASS A$7.04M0.10%333,333-31.3%
160BOOKING HOLDINGS INC
BKNG · 09857L108
COM$6.91M0.10%1,500-28.3%
161FIRST BANCSHARES INC MISS
FBMSUSD · 318916103
COM$6.67M0.10%197,205New
162
DESPEGAR COM CORP
G27358103
ORD SHS$6.62M0.10%352,384New
163NVIDIA CORPORATION
NVDA · 67066G104
COM$6.26M0.09%57,753New
164LCI INDS
LCII · 50189K103
COM$6.18M0.09%70,740New
165LAZARD INC
LAZ · 52110M109
COM$5.8M0.09%133,950+15.8%
166SMITHFIELD FOODS INC
SFD · 832248207
COM$5.64M0.08%276,560New
167D R HORTON INC
DHI · 23331A109
COM$5.56M0.08%43,700-73.1%
168FIRSTSUN CAP BANCORP
FSUN · 33767U107
COM$5.42M0.08%150,000New
169
RAPID7 INC
753422104 · Call
COM$5.37M0.08%202,400+709.6%
170TELEDYNE TECHNOLOGIES INC
TDY · 879360105
COM$4.61M0.07%9,264-41.0%
171
TITAN AMER SA
B9151N105
COMMON SHARES$4.4M0.07%325,694New
172ROCKET COS INC
RCKT · 77311W101
COM CL A$4.35M0.06%360,400New
173ISHARES INC
EWC · 464286509
MSCI CDA ETF$3.98M0.06%97,700
174BOWHEAD SPECIALTY HLDGS INC
BOW · 10240L102
COM SHS$3.91M0.06%96,254New
175ALKAMI TECHNOLOGY INC
ALKT · 01644J108
COM$3.9M0.06%148,700New
176F&G ANNUITIES & LIFE INC
FG · 30190A104
COMMON STOCK$3.61M0.05%100,000New
177UNITED CMNTY BKS BLAIRSVLE G
UCB · 90984P303
COM$3.38M0.05%120,000New
178EVGO INC
EVGO · 30052F100
CL A COM$2.99M0.04%1,125,400+99.2%
179CONFLUENT INC
8QR · 20717M103
CLASS A COM$2.93M0.04%125,000New
180COREWEAVE INC
CRWV · 21873S108
COM CL A$2.78M0.04%75,000New
181SERVICETITAN INC
TTAN · 81764X103
SHS CL A$2.6M0.04%27,356+9.4%
182CLOUDFLARE INC
NET · 18915M107
CL A COM$2.59M0.04%22,951New
183PENN ENTERTAINMENT INC
PENN · 707569109
COM$2.45M0.04%150,000-63.7%
184SIRIUSPOINT LTD
SPNT · G8192H106
COM$2.4M0.04%138,678New
185ISHARES TR
LQD · 464287242
IBOXX INV CP ETF$2.17M0.03%20,000-96.5%
186HAMILTON INSURANCE GROUP LTD
HG · G42706104
CL B$2.07M0.03%100,000-50.0%
187AFFIRM HLDGS INC
AFRM · 00827B106
COM CL A$2.03M0.03%45,000New
188SPYRE THERAPEUTICS INC
SYRE · 00773J202
COM NEW$2.02M0.03%125,000-50.0%
189SPDR SER TR
SPSB · 78464A474
PORTFOLIO SHORT$1.97M0.03%65,336+29.9%
190EQUITABLE HLDGS INC
EQH · 29452E101
COM$1.95M0.03%37,500New
191PARSONS CORP DEL
PSN · 70202L102
COM$1.82M0.03%30,751New
192CIPHER MINING INC
CIFR · 17253J106
COM$1.78M0.03%775,956New
193
HELIX ACQUISITION CORP II
G4444H101
CL A ORD SHS$1.7M0.03%150,000-68.4%
194
GAMESTOP CORP NEW
36467W109 · Call
CL A$1.67M0.02%75,000New
195NORTHPOINTE BANCSHARES INC.
NPB · 66661N886
COM SHS$1.45M0.02%100,358New
196GAMESTOP CORP NEW
GME · 36467W109
CL A$1.35M0.02%60,500New
197SNAP INC
SNAP · 83304AAF3
NOTE 5/0$1.34M0.02%1,500,000New
198PACIFIC BIOSCIENCES CALIF IN
PACB · 69404D108
COM$1.18M0.02%1,000,000-57.8%
199PG&E CORP
PCG · 69331C108
COM$988.57K0.01%57,542-47.2%
200ENPHASE ENERGY INC
ENPH · 29355AAH0
NOTE 3/0$951.56K0.01%1,000,000
201EAGLE FINL SVCS INC
EFSI · 26951R104
COM$819.75K0.01%25,000New
202SELECT SECTOR SPDR TR
XLF · 81369Y605
FINANCIAL$611.17K0.01%12,270
203CERIBELL INC
CBLL · 15678C102
COM$487.09K0.01%25,356+1.4%
204SANDY SPRING BANCORP INC
SD2 · 800363103
COM$432.05K0.01%15,458New
205
KESTRA MED TECHNOLOGIES LTD
G52441105
SHS$373.8K0.01%15,000New
206BETA BIONICS INC
BBNX · 08659B102
COM$317.85K0.00%25,968New
207BEYOND AIR INC
XAIR · 08862L103
COM$136.25K0.00%500,000-50.0%
208ALPHABET INC
GOOG · 02079K107
CAP STK CL C$98.89K0.00%633+9.0%
209
GRAB HOLDINGS LIMITED
G4124C109
CLASS A ORD$55.53K0.00%12,258New
Total filing value: $6.7B