📊 Soros 13F — SOROS FUND MANAGEMENT LLC: $8.1B portfolio, 258 positions (Q2 2026)

1. TSM — $331M (4.1%) 2. NVDA — $293M (3.6%) 3. AMZN — $282M (3.5%) 4. GLOBAL PMTS INC — $223M (2.7%) 5. GOOGL — $213M (2.6%) 6. EA — $199M (2.4%) 7. BILL HOLDINGS INC — $181M (2.2%) 8. PG&E CORP — $180M (2.2%) 9. RIVIAN AUTOMOTIVE INC — $156M (1.9%) 10. AAPL — $153M (1.9%) 11. LINDE PLC — $139M (1.7%) 12. LUMENTUM HLDGS INC — $119M (1.5%) 13. TKO — $116M (1.4%) 14. SUPER MICRO COMPUTER INC — $111M (1.4%) 15. XLE — $106M (1.3%) 16. AEP — $105M (1.3%) 17. ETR — $105M (1.3%) 18. DROPBOX INC — $105M (1.3%) 19. JD.COM INC — $99M (1.2%) 20. ITRI — $98M (1.2%) … (+238 more)

1. TSM — $331M (4.1%)