George Soros’ Soros Fund Management disclosed in an SEC filing its holdings as of December 31, 2025. Soros’ new buys during the fourth quarter included, by size of position, Dayforce (DAY), Exact Sciences (EXAS), New Gold (NGD), and Confluent (CFLT). Soros exited a number of positions during the quarter, including by size of previous position, Aramark (ARMK), KKR (KKR), and Amer Sports (AS). Soros increased its stake in a number of holdings, including by size of previous position, Microsoft (MSFT), TSMC (TSM), Electronic Arts (EA), Air Lease (AL), and Amazon (AMZN). Soros reduced its stake in a number of holdings, including by size of previous position, Smurfit Westrock (SW), Flutter (FLUT), Interactive Brokers (IBKR), and Snowflake (SNOW). Soros’ top holdings as of December 31, 2025, in order of size, were Amazon, Alphabet (GOOGL), Salesforce (CRM), TKO (TKO), and Microsoft.
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