George Soros, the macro trader of the 1992 sterling bet; his family office is now run by a team with a broad, fast-turning book.
| Holding | Value | Weight | vs last quarter |
|---|---|---|---|
| AMZNAmazon Com Inc | $281.8M | 4.7% | trimmed -39% |
| TSMTaiwan Semiconductor Manufac | $249.4M | 4.1% | held |
| GOOGLAlphabet Inc | $213.1M | 3.5% | added +4% |
| NVDANvidia Corporation | $213.0M | 3.5% | held |
| EA*Electronic Arts Inc | $199.1M | 3.3% | held |
| AAPLApple Inc | $153.2M | 2.5% | added +6% |
| LINLinde Plc | $138.7M | 2.3% | added +3% |
| TKOTko Group Holdings Inc | $116.4M | 1.9% | trimmed -4% |
| —Super Micro Computer Inc | $111.5M | 1.8% | new |
| AEPAmerican Elec Pwr Co Inc | $105.1M | 1.7% | new |
| ETREntergy Corp New | $105.0M | 1.7% | added +1084% |
| ITRIItron Inc | $98.5M | 1.6% | added +46% |
| DLRDigital Rlty Tr Inc | $96.9M | 1.6% | added +840% |
| GTLSGBPChart Inds Inc | $87.0M | 1.4% | trimmed -11% |
| NBISNebius Group N.V. | $85.6M | 1.4% | new |
13F filings list US-listed long positions of managers above $100M, filed within 45 days of quarter end. Shorts, options structure and non-US holdings are not shown. Source: SEC EDGAR.