Soros buys Disney, boosts Amazon in Q3

George Soros’ Soros Fund Management disclosed in an SEC filing its holdings as of September 30, 2025. The fund’s new buys during Q3 included, by size of position, Invesco S&P 500 Equal Weight ETF (RSP), Disney (DIS), Sunrun (RUN), CMS Energy (CMS), and Merus (MRUS). Soros exited several positions during the quarter, including by size of previous position Liberty Broadband Class C (LBRDK), AerCap (AER), JBT Marel (JBTM), ATI Inc. (ATI), and Canadian Pacific Kansas City (CP). The fund increased its stake in Amazon (AMZN), Alphabet Class A (GOOGL), Apple (AAPL), TKO (TKO), and Kodiak AI (KDK), and reduced its stake in Brown & Brown (BRO), GFL Environmental (GFL), StandardAero (SARO), Entergy (ETR), and CRH (CRH). The fund’s top holdings as of September 30, in order of size, were Amazon, Smurfit Westrock (SW), Alphabet Class A, Invesco S&P 500 Equal Weight ETF, and TKO.