GB Meka
All whale portfolios
Macro style

George Soros

Soros Fund Management · Reads the big picture — economy, interest rates, currencies — before picking stocks

13F report Q2 2026Filed with the SEC on 2026-08-14
Portfolio value (US stocks)
$7.6B
Stocks held
254
New / Added
92 / 39
Trimmed / Sold out
66 / 88

Top 5 holdings: AMZN 3.7%, TSM 3.3%, GLOBAL PMTS INC 2.9%, GOOGL 2.8%, NVDA 2.8%

Holdings in or near the buy zone today

From stocks George Soros holds · latest close

See all

Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated

Trades in Q2 2026

Compared with the previous quarter's report

SUPER MICRO COMPUTER INC

SUPER MICRO COMPUTER INC

$111M
1.5% of portfolio
AEP

AMERICAN ELEC PWR CO INC

$105M
1.4% of portfolio
NEBIUS GROUP N.V.

NEBIUS GROUP N.V.

$86M
1.1% of portfolio
APOGEE THERAPEUTICS INC

APOGEE THERAPEUTICS INC

$75M
1.0% of portfolio
SOUTHERN CO

SOUTHERN CO

$66M
0.9% of portfolio
DBRG

DIGITALBRIDGE GROUP INC

$65M
0.9% of portfolio
ALPHABET INC

ALPHABET INC

$60M
0.8% of portfolio
SPIRIT AEROSYSTEMS INC

SPIRIT AEROSYSTEMS INC

$54M
0.7% of portfolio
TAYLOR MORRISON HOME CORP

TAYLOR MORRISON HOME CORP

$52M
0.7% of portfolio
MAC

MACERICH CO

$49M
0.6% of portfolio
ADVANCED ENERGY INDS

ADVANCED ENERGY INDS

$46M
0.6% of portfolio
XE

X-ENERGY INC

$41M
0.5% of portfolio
HON

HONEYWELL INTL INC

$39M
0.5% of portfolio
TECH

BIO-TECHNE CORP

$38M
0.5% of portfolio
NUVALENT INC

NUVALENT INC

$37M
0.5% of portfolio
INNIO NV

INNIO NV

$37M
0.5% of portfolio
HONA

HONEYWELL AEROSPACE INC

$36M
0.5% of portfolio
CBRS

CEREBRAS SYSTEMS INC

$33M
0.4% of portfolio
TEX

TEREX CORP NEW

$32M
0.4% of portfolio
GBTG

GLOBAL BUSINESS TRAVEL GROUP

$31M
0.4% of portfolio
ENRD

EINRIDE AB

$26M
0.3% of portfolio
VERSIGENT PLC

VERSIGENT PLC

$25M
0.3% of portfolio
MAIR

MADISON AIR SOLUTIONS CORP

$24M
0.3% of portfolio
PAYO

PAYONEER GLOBAL INC

$23M
0.3% of portfolio
ACA

ARCOSA INC

$23M
0.3% of portfolio

Showing the 25 largest of 92

All holdings

Weight = value of that stock ÷ total value of US stocks in the report

AMZNTrimmed

AMAZON COM INC · Consumer Cyclical · shares -39%

3.7%
$282M
Since report +5.8%
TSMHeld

TAIWAN SEMICONDUCTOR MANUFAC · Technology

3.3%
$249M
Since report -3.5%
GLOBAL PMTS INCHeld

GLOBAL PMTS INC

2.9%
$223M
GOOGLHeldHit target T1

ALPHABET INC · Communication Services

2.8%
$213M
Since report -2.0%
NVDAHeld

NVIDIA CORPORATION · Technology

2.8%
$213M
Since report +15.3%
ELECTRONIC ARTS INCHeld

ELECTRONIC ARTS INC

2.6%
$199M
BILL HOLDINGS INCHeld

BILL HOLDINGS INC

2.4%
$181M
PG&E CORPHeld

PG&E CORP

2.4%
$180M
RIVIAN AUTOMOTIVE INCTrimmed

RIVIAN AUTOMOTIVE INC · shares -8%

2.0%
$156M
AAPLAdded

APPLE INC · Technology · shares +6%

2.0%
$153M
Since report +16.9%
LINDE PLCHeld

LINDE PLC

1.8%
$139M
LUMENTUM HLDGS INCTrimmed

LUMENTUM HLDGS INC · shares -15%

1.6%
$119M
TKOHeld

TKO GROUP HOLDINGS INC · Communication Services

1.5%
$116M
Since report -11.1%
SUPER MICRO COMPUTER INCNew buy

SUPER MICRO COMPUTER INC

1.5%
$111M
AEPNew buy

AMERICAN ELEC PWR CO INC · Utilities

1.4%
$105M
Since report -12.0%
ETRAdded

ENTERGY CORP NEW · Utilities · shares +1084%

1.4%
$105M
Since report -12.6%
DROPBOX INCHeld

DROPBOX INC

1.4%
$105M
JD.COM INCTrimmed

JD.COM INC · shares -33%

1.3%
$99M
ITRIAdded

ITRON INC · Technology · shares +46%

1.3%
$98M
Since report +2.4%
DLRAdded

DIGITAL RLTY TR INC · Real Estate · shares +840%

1.3%
$97M
Since report -1.2%

Showing the 200 largest positions out of 254

Portfolio value over time

Each quarter per the 13F report (value at quarter end)

Latest $7.6B

Q1 2025189 stocks
Q2 2025172 stocks
Q3 2025173 stocks
Q4 2025229 stocks
Q1 2026250 stocks
Q2 2026254 stocks
Top holdings’ weight over time
QuarterAMZNTSMGLOBAL PMTS GOOGLNVDA
Q2 20263.7%3.3%2.9%2.8%2.8%
Q1 20265.6%2.4%3.0%2.3%2.6%
Q4 20257.3%1.4%2.4%2.7%1.7%
Q3 20257.7%0.6%3.4%2.5%1.6%
Q2 20251.4%0.5%3.1%0.1%1.5%
Q1 20251.5%––1.4%0.1%

Sector breakdown

Other / funds / unknown
43.8%
Technology
17.0%
Utilities
8.1%
Financial Services
6.9%
Consumer Cyclical
6.4%
Industrials
6.3%
Communication Services
5.4%
Real Estate
2.6%
Healthcare
2.1%
Consumer Defensive
1.3%

Other whales

13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice