Soros buys Arthur J. Gallagher, boosts Accenture in Q4

George Soros’ Soros Fund Management disclosed in an SEC filing its holdings as of December 31, 2024. The fund’s new buys during the fourth quarter included, by size of position, iShares Russell 2000 ETF (IWM), Arthur J. Gallagher (AJG), SPDR S&P 500 ETF Trust (SPY), iShares iBoxx $ Investment Grand Corporate Bond ETF (LQD), and KraneShares CSI China Internet ETF (KWEB). Soros exited a number of positions during the quarter, including by size of previous position, iShares Core S&P 500 ETF (IVV), EchoStar (SATS), Global Payments (GPN), Merck (MRK), and Vulcan Materials (VMC). The fund increased its stake in several holdings, including by size of previous position Alphabet Class A (GOOGL), Salesforce (CRM), Smurfit WestRock (SW), Accenture (ACN), and Amazon (AMZN). Soros reduced its stake in a number of positions, including by size of previous position Financial Select Sector SPDR Fund (XLF), Alibaba (BABA), Jacobs (J), iShares MSCI Emerging Markets ex China ETF (EMXC), and Aurora Innovation (AUR). The fund’s top holdings as of December 31, in order of size, were Smurfit Westrock, Alphabet Class A, AstraZeneca (AZN), iShares Russell 2000 ETF, and GFL Environmental (GFL).