乔治·索罗斯——1992 年狙击英镑的宏观交易者；家族办公室现由团队管理，持仓广、换手快。
| 持仓 | 市值 | 占比 | 较上季 |
|---|---|---|---|
| AMZNAmazon Com Inc | $281.8M | 4.7% | 减仓 -39% |
| TSMTaiwan Semiconductor Manufac | $249.4M | 4.1% | 持平 |
| GOOGLAlphabet Inc | $213.1M | 3.5% | 加仓 +4% |
| NVDANvidia Corporation | $213.0M | 3.5% | 持平 |
| EA*Electronic Arts Inc | $199.1M | 3.3% | 持平 |
| AAPLApple Inc | $153.2M | 2.5% | 加仓 +6% |
| LINLinde Plc | $138.7M | 2.3% | 加仓 +3% |
| TKOTko Group Holdings Inc | $116.4M | 1.9% | 减仓 -4% |
| —Super Micro Computer Inc | $111.5M | 1.8% | 新建仓 |
| AEPAmerican Elec Pwr Co Inc | $105.1M | 1.7% | 新建仓 |
| ETREntergy Corp New | $105.0M | 1.7% | 加仓 +1084% |
| ITRIItron Inc | $98.5M | 1.6% | 加仓 +46% |
| DLRDigital Rlty Tr Inc | $96.9M | 1.6% | 加仓 +840% |
| GTLSGBPChart Inds Inc | $87.0M | 1.4% | 减仓 -11% |
| NBISNebius Group N.V. | $85.6M | 1.4% | 新建仓 |
13F 列出的是管理规模超 1 亿美元的机构在美股的多头持仓，季末后 45 天内申报。空头、期权结构和非美持仓不在内。来源：SEC EDGAR。