Soros buys JD.com, cuts AerCap in Q2

George Soros’ Soros Fund Management disclosed in an SEC filing its holdings as of June 30, 2024. The fund’s new buys during the second quarter were, by size of position, SPDR S&P 500 ETF Trust (SPY), ChampionX (CHX), Alibaba (BABA), Stericycle (SRCL), and JD.com (JD). Soros exited a number of positions during the quarter, including by size of previous position Aramark (ARMK), Okta (OKTA), Vestis (VSTS), Cloudflare (NET), and iShares China Large-Cap ETF (FXI). The fund increased its stake in a number of holdings, including by size of previous position AstraZeneca (AZN), WestRock (WRK), Axonics (AXNX), EchoStar (SATS), and Accenture (ACN). Soros reduced its stake in several holdings, including by size of previous position Novo (NVO), Alphabet Class A (GOOGL), AerCap (AER), CRH (CRH), and PG&E (PCG). The fund’s top holdings as of June 30, in order of size, were SPDR S&P 500 ETF Trust, AstraZeneca, WestRock, Alphabet, and AerCap.