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SOROS FUND MANAGEMENT LLC
13F-HR

Q2 2019

Period Jun 30, 2019Filed Aug 14, 2019View on EDGAR ↗
Compare vs4 quarters back (Q2 2018)
Positions
151
Total value
$4.27B
Top 10 concentration
57.7%
New positions
85

Exited positions· 137 vs. Q2 2018

Holdings · 151

#Class
1LIBERTY BROADBAND CORP
LBRDK · 530307305
COM SER C$755.63M17.69%7,250,296-1.3%
2VICI PPTYS INC
VICI · 925652109
COM$452.61M10.60%20,535,657-4.5%
3
SPDR S&P 500 ETF TR
78462F103 · Put
TR UNIT$328.75M7.70%1,122,000-51.4%
4CAESARS ENTMT CORP
CZREUR · 127686103
COM$225.1M5.27%19,043,658-44.8%
5INVESCO QQQ TR
QQQ · 46090E103
UNIT SER 1$217.62M5.10%1,165,350New
6ALTABA INC
AABAUSD · 021346101
COM$170.51M3.99%2,457,938-9.0%
7RED HAT INC
RHT1EUR · 756577102
COM$97.38M2.28%518,629New
8CELGENE CORP
CELG · 151020104
COM$75.56M1.77%817,385New
9ALPHABET INC
GOOGL · 02079K305
CAP STK CL A$71.19M1.67%65,750+430.2%
10D R HORTON INC
DHI · 23331A109
COM$70.77M1.66%1,640,871New
11MONDELEZ INTL INC
MDLZ · 609207105
CL A$63.76M1.49%1,183,000New
12
ROVI CORP
779376AD4
NOTE 0.500% 3/0$61.8M1.45%63,222,000-45.8%
13GRIFOLS S A
GRFS · 398438408
SP ADR REP B NVT$44.86M1.05%2,125,925New
14DISNEY WALT CO
DIS · 254687106
COM DISNEY$43.99M1.03%315,000New
15LPL FINL HLDGS INC
LPLA · 50212V100
COM$43.78M1.03%536,699-6.2%
16ISHARES TR
IWB · 464287622
RUS 1000 ETF$42.77M1.00%262,740New
17EBAY INC
EBAY · 278642103
COM$42.07M0.98%1,065,000New
18SYMANTEC CORP
SYMCEUR · 871503108
COM$40.35M0.94%1,854,400New
19TESLA INC
TSLA · 88160RAC5
NOTE 1.250% 3/0$38.67M0.91%40,700,000New
20
INSEEGO CORP
45782BAA2
NOTE 5.500% 6/1$38.65M0.90%30,769,000
21
CYPRESS SEMICONDUCTOR CORP
232806AM1
NOTE 4.500% 1/1$36.14M0.85%21,500,000-2.3%
22ARCHER DANIELS MIDLAND CO
ADM · 039483102
COM$34.68M0.81%850,000New
23
ON SEMICONDUCTOR CORP
682189AK1
NOTE 1.000%12/0$34.47M0.81%28,000,000+1020.0%
24
VEECO INSTRS INC DEL
922417AD2
NOTE 2.700% 1/1$33.01M0.77%37,000,000+51.0%
25ENERGIZER HLDGS INC NEW
ENR · 29272W109
COM$32.07M0.75%830,000New
26VULCAN MATLS CO
VMC · 929160109
COM$31.58M0.74%230,000New
27CONAGRA BRANDS INC
CAG · 205887102
COM$30.5M0.71%1,150,000New
28
VIPER ENERGY PARTNERS LP
92763M105
COM UNT RP INT$29.28M0.69%950,000New
29E TRADE FINANCIAL CORP
ETRA · 269246401
COM NEW$28.91M0.68%648,118+53.1%
30UNITEDHEALTH GROUP INC
UNH · 91324P102
COM$28.06M0.66%115,000+455.6%
31KEURIG DR PEPPER INC
KDP · 49271V100
COM$28.03M0.66%970,000New
32
SPDR SERIES TRUST
78464A730 · Call
S&P OILGAS EXP$27.25M0.64%1,000,000New
33MORGAN STANLEY
MS · 617446448
COM NEW$27.18M0.64%620,468+22.0%
34MCCORMICK & CO INC
MKC · 579780206
COM NON VTG$27.13M0.64%175,000New
35
CANADIAN NAT RES LTD
136385101 · Call
COM$26.97M0.63%1,000,000
36SELECT SECTOR SPDR TR
XLF · 81369Y605
SBI INT-FINL$25.29M0.59%916,467New
37TESLA INC
TSLA · 88160RAG6
NOTE 2.000% 5/1$24.62M0.58%25,000,000New
38SYNCHRONY FINL
SYF · 87165B103
COM$23.91M0.56%689,729New
39JPMORGAN CHASE & CO
JPM · 46625H100
COM$23.73M0.56%212,244-67.7%
40
CTRIP COM INTL LTD
22943FAM2
NOTE 1.250% 9/1$22.91M0.54%23,000,000New
41FIRST DATA CORP NEW
FDC · 32008D106
COM CL A$22.4M0.52%827,402New
42
II VI INC
902104AB4
NOTE 0.250% 9/0$21.64M0.51%20,500,000New
43ANNALY CAP MGMT INC
NLY · 035710409
COM$21.59M0.51%2,364,306New
44EDGEWELL PERS CARE CO
EPC · 28035Q102
COM$21.56M0.50%800,000New
45COLGATE PALMOLIVE CO
CL · 194162103
COM$19.71M0.46%275,000New
46WORLDPAY INC
WP · 981558109
CL A$18.9M0.44%154,245New
47SLACK TECHNOLOGIES INC
WORK · 83088V102
COM CL A$18.7M0.44%498,771New
48BANK AMER CORP
BAC · 060505104
COM$18.68M0.44%643,968-70.0%
49BGC PARTNERS INC
BGCPEUR · 05541T101
CL A$18.66M0.44%3,567,145New
50SPDR S&P 500 ETF TR
SPY · 78462F103
TR UNIT$17.99M0.42%61,384New
51SANTANDER CONSUMER USA HDG I
SC · 80283M101
COM$17.06M0.40%712,175New
52
RAMBUS INC DEL
750917AG1
NOTE 1.375% 2/0$17.06M0.40%17,300,000New
53
NXP SEMICONDUCTORS N V
62952QAB6
NOTE 1.000%12/0$16.96M0.40%16,055,000New
54M & T BK CORP
MTB · 55261F104
COM$16.89M0.40%99,325+158.7%
55
CAESARS ENTMT CORP
127686AA1
NOTE 5.000%10/0$16.66M0.39%9,719,943-68.4%
56NRG ENERGY INC
NRG · 629377508
COM NEW$16.16M0.38%460,000+88.5%
57ZAYO GROUP HLDGS INC
ZAYOEUR · 98919V105
COM$15.39M0.36%467,671New
58AGNC INVT CORP
AGNC · 00123Q104
COM$14.3M0.33%850,213New
59WELLS FARGO CO NEW
WFC · 949746101
COM$13.52M0.32%285,630-69.9%
60LYFT INC
LYFT · 55087P104
CL A COM$13.14M0.31%200,000New
61CITIGROUP INC
C · 172967424
COM NEW$12.81M0.30%182,867-68.4%
62
INTELSAT S A
L5140P101
COM$12.41M0.29%638,117-64.8%
63CYPRESS SEMICONDUCTOR CORP
CYEUR · 232806109
COM$12.23M0.29%550,016New
64
ALLERGAN PLC
G0177J108
SHS$11.89M0.28%71,000New
65
DISH NETWORK CORP
25470MAB5
NOTE 3.375% 8/1$11.7M0.27%12,000,000-33.3%
66CF INDS HLDGS INC
CF · 125269100
COM$10.98M0.26%235,000New
67
ARRAY BIOPHARMA INC
04269X105
COM$9.14M0.21%197,179New
68CME GROUP INC
CME · 12572Q105
COM$8.95M0.21%46,130New
69VISTRA ENERGY CORP
VST · 92840M102
COM$8.83M0.21%390,000New
70MOSAIC CO NEW
MOS · 61945C103
COM$8.76M0.21%350,000New
71
VIAVI SOLUTIONS INC
925550AE5
NOTE 1.750% 6/0$8.53M0.20%7,346,000New
72BRIGHAM MINERALS INC
MNRLUSD · 10918L103
CL A COM$8.19M0.19%381,424New
73DENBURY RES INC
DNREUR · 247916208
COM NEW$8.06M0.19%6,500,000+38.3%
74VISA INC
V · 92826C839
COM CL A$7.8M0.18%44,944New
75
FALCON MINERALS CORP
30607B109
CL A COM$7.56M0.18%900,000New
76AMERICAN EXPRESS CO
AXP · 025816109
COM$6.92M0.16%56,077-66.9%
77EAST WEST BANCORP INC
EWBC · 27579R104
COM$6.74M0.16%144,138+135.5%
78S&P GLOBAL INC
SPGI · 78409V104
COM$6.59M0.15%28,920-66.6%
79
SILICON LABORATORIES INC
826919AB8
NOTE 1.375% 3/0$6.38M0.15%5,120,000New
80PNC FINL SVCS GROUP INC
PNC · 693475105
COM$6.3M0.15%45,904-60.7%
81ANADARKO PETE CORP
APC3EUR · 032511107
COM$6.26M0.15%88,714New
82US BANCORP DEL
USB · 902973304
COM NEW$6.24M0.15%119,003-75.6%
83SUNCOR ENERGY INC NEW
SU · 867224107
COM$6.23M0.15%200,000New
84TRAVELERS COMPANIES INC
TRV · 89417E109
COM$6.04M0.14%40,423-59.4%
85
CHUBB LIMITED
H1467J104
COM$5.94M0.14%40,306-69.7%
86TABLEAU SOFTWARE INC
DATA · 87336U105
CL A$5.87M0.14%35,370New
87BERRY PETE CORP
BRY · 08579X101
COM$5.83M0.14%550,000New
88SELECT SECTOR SPDR TR
XLE · 81369Y506
ENERGY$5.54M0.13%86,972New
89GCI LIBERTY INC
GLIBA · 36164V305
COM CLASS A$5.53M0.13%90,000-87.2%
90ENTERPRISE PRODS PARTNERS L
EPD · 293792107
COM$5.49M0.13%190,000New
91INTERCONTINENTAL EXCHANGE IN
ICE · 45866F104
COM$5.36M0.13%62,386-63.1%
92ETSY INC
ETSY · 29786A106
COM$5.3M0.12%86,300New
93OI S A
OIBR/USD · 670851500
SPONSORED ADR NE$5.27M0.12%2,623,192New
94MAGELLAN MIDSTREAM PRTNRS LP
WEP · 559080106
COM UNIT RP LP$5.23M0.12%81,700New
95PROGRESSIVE CORP OHIO
PGR · 743315103
COM$5.21M0.12%65,130-64.8%
96MARSH & MCLENNAN COS INC
MRSH · 571748102
COM$5.1M0.12%51,090-64.6%
97SPDR SERIES TRUST
XOPUSD · 78464A730
S&P OILGAS EXP$5.09M0.12%186,916New
98KIMBELL RTY PARTNERS LP
KRP · 49435R102
UNIT$4.92M0.12%304,776New
99PRUDENTIAL FINL INC
PRU · 744320102
COM$4.89M0.11%48,445-59.2%
100AON PLC
AON · G0408V102
SHS CL A$4.81M0.11%24,925-47.6%
101AFLAC INC
AFL · 001055102
COM$4.79M0.11%87,419-74.8%
102GOLDMAN SACHS GROUP INC
GS · 38141G104
COM$4.64M0.11%22,682-65.0%
103ENERGY TRANSFER LP
ET · 29273V100
COM UT LTD PTN$4.53M0.11%321,500New
104ALLSTATE CORP
ALL · 020002101
COM$4.49M0.11%44,195-71.4%
105BB&T CORP
BBTUSD · 054937107
COM$4.46M0.10%90,674-54.4%
106MERITAGE HOMES CORP
MTH · 59001A102
COM$4.2M0.10%81,704New
107NAVIENT CORPORATION
NAVI · 63938C108
COM$3.91M0.09%286,579New
108AMERICAN INTL GROUP INC
AIG · 026874784
COM NEW$3.84M0.09%72,063-72.2%
109CAPITAL ONE FINL CORP
COF · 14040H105
COM$3.53M0.08%38,861-74.7%
110
ANADARKO PETE CORP
032511107 · Put
COM$3.46M0.08%49,100New
111METLIFE INC
MET · 59156R108
COM$3.32M0.08%66,772-59.6%
112BANK NEW YORK MELLON CORP
BK · 064058100
COM$3M0.07%67,845-74.5%
113TIVO CORP
TIVOEUR · 88870P106
COM$2.97M0.07%403,423-82.7%
114WABCO HLDGS INC
WBC1EUR · 92927K102
COM$2.91M0.07%21,936New
115WESTERN MIDSTREAM PARTNERS L
WES · 958669103
COM UNIT LP INT$2.91M0.07%94,550New
116ALNYLAM PHARMACEUTICALS INC
ALNY · 02043Q107
COM$2.9M0.07%40,000New
117NASDAQ INC
NDAQ · 631103108
COM$2.9M0.07%30,177-0.2%
118CENTERPOINT ENERGY INC
CNP · 15189T107
COM$2.86M0.07%100,000New
119TOTAL S A
TTE · 89151E109
SPONSORED ADS$2.79M0.07%50,000New
120
ALTAIR ENGR INC
021369AA1
NOTE 0.250% 6/0$2.72M0.06%2,500,000New
121FRANKLIN RES INC
BEN · 354613101
COM$2.7M0.06%77,531-69.9%
122ZIONS BANCORPORATION N A
ZION · 989701107
COM$2.61M0.06%56,730-83.8%
123PRICE T ROWE GROUP INC
TROW · 74144T108
COM$2.61M0.06%23,756-67.9%
124EQM MIDSTREAM PARTNERS LP
EQMUSD · 26885B100
UNIT LTD PARTN$2.46M0.06%55,000New
125AMERIPRISE FINL INC
AMP · 03076C106
COM$2.38M0.06%16,426-67.3%
126NORTHERN TR CORP
NTRS · 665859104
COM$2.38M0.06%26,433-70.6%
127C&J ENERGY SVCS INC NEW
CJ1EUR · 12674R100
COM$2.36M0.06%200,000New
128MSCI INC
MSCI · 55354G100
COM$2.25M0.05%9,401-74.8%
129THE CHARLES SCHWAB CORPORATI
SCHW · 808513105
COM$2.15M0.05%53,404-74.2%
130CITIZENS FINL GROUP INC
CFG · 174610105
COM$2.11M0.05%59,730New
131DISCOVER FINL SVCS
DFSEUR · 254709108
COM$2.03M0.05%26,098-73.7%
132KEYCORP NEW
KEY · 493267108
COM$1.98M0.05%111,467-55.0%
133
CTRIP COM INTL LTD
22943FAF7
NOTE 1.000% 7/0$1.98M0.05%2,000,000New
134HUNTINGTON BANCSHARES INC
HBAN · 446150104
COM$1.88M0.04%136,085-74.2%
135WELLCARE HEALTH PLANS INC
WCGEUR · 94946T106
COM$1.82M0.04%6,400New
136BLACKROCK INC
BLKCHF · 09247X101
COM$1.73M0.04%3,680-71.7%
137
SUNTRUST BKS INC
867914103
COM$1.66M0.04%26,395-66.2%
138HUTCHISON CHINA MEDITECH LTD
HCM · 44842L103
SPONSORED ADR$1.65M0.04%75,000New
139CRAY INC
CRAY · 225223304
COM NEW$1.43M0.03%41,136New
140INVESCO LTD
IVZ · G491BT108
SHS$1.24M0.03%60,695New
141
CELGENE CORP
151020104 · Put
COM$1.09M0.03%11,800New
142TD AMERITRADE HLDG CORP
AMT · 87236Y108
COM$1.02M0.02%20,327-72.0%
143SVB FINL GROUP
SIVBEUR · 78486Q101
COM$991K0.02%4,412-88.9%
144STATE STR CORP
STT · 857477103
COM$968K0.02%17,264-77.0%
145
FALCON MINERALS CORP
30607B208
*W EXP 07/21/202$950K0.02%1,000,000New
146COMERICA INC
CMA · 200340107
COM$947K0.02%13,041-96.0%
147
DENBURY RES INC DEL
U2481AAK4
DEBT 6.375%12/3$877K0.02%1,348,000New
148FIFTH THIRD BANCORP
FITB · 316773100
COM$871K0.02%31,228-77.1%
149HORNBECK OFFSHORE SVCS INC N
HOSEUR · 440543106
COM$625K0.01%500,000New
150
II VI INC
902104108
COM$460K0.01%12,575New
151MONTAGE RES CORP
MR · 61179L100
COM$372K0.01%61,031New
Total filing value: $4.27B