Great investors · George Soros · Q3 2024
What George Soros bought and sold in Q3 2024
Soros Fund Management 13F portfolio as of Sep 30, 2024: 138 positions worth $3.5 bn. Largest: SW, AZN, AER, BABA. Filed with the SEC on Nov 14, 2024.
The 13F is filed by Soros Fund Management, not by George Soros personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q3 2024
- IncreasedSmurfit WestrockSW+4.9 pp
- IncreasedState Street Financial Select Sector ETFXLF+3.6 pp
- IncreasedGFL EnvironmentalGFL+2.9 pp
- IncreasedJD.comJD+1.6 pp
- NewGlobal PaymentsGPN+1.3 pp
- NewSalesforceCRM+1.2 pp
- NewSynchrony FinancialSYF+1.2 pp
- NewNasdaqNDAQ+1.0 pp
- NewVulcan MaterialsVMC+0.9 pp
- IncreasedUL SolutionsULS+0.9 pp
- IncreasedAlibaba Group HoldingBABA+0.8 pp
- NewSarepta TherapeuticsSRPT+0.7 pp
Sells in Q3 2024
- Sold outState Str Spdr S&P 500 ETF TSPY−6.9 pp
- ReducedAlphabetGOOGL−1.9 pp
- ReducedAxonicsAXNX−1.4 pp
- ReducedChampionx−1.4 pp
- Sold outNextera Energy−1.3 pp
- ReducedAccentureACN−1.2 pp
- ReducedBooking HoldingsBKNG−1.2 pp
- ReducedStericycle−0.9 pp
- Sold outDanaherDHR−0.8 pp
- Sold outVaneck ETF TrustSMH−0.8 pp
- ReducedCboe Global MarketsCBOE−0.7 pp
- Sold outTaiwan Semiconductor ManufacturingTSM−0.7 pp
38 companies with material moves, out of 157 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Soros Fund Management's Q3 2024 13F lists 138 lines of US-listed securities worth $3.5 bn; the largest is SW at 9.62% of the portfolio. It was accepted by the SEC on Nov 14, 2024 at 4:01 PM ET.
Against the previous quarter, it opened 52 positions (IVV, GPN, CRM and SYF and 48 more), closed 50 (SPY, Nextera Energy, DHR and SMH and 46 more), added to 33 (XLF, GFL, SW and JD and 29 more) and trimmed 32 (GOOGL, AXNX, LBRDK and Stericycle and 28 more). 19 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Smurfit Westrock SW | 6.9 M | $341M | 9.62% | +105% |
| 2 | Astrazeneca AZN | 2.7 M | $207M | 5.83% | +8.2% |
| 3 | AerCap Holdings AER | 1.6 M | $151M | 4.25% | +2.1% |
| 4 | Alibaba Group Holding BABA | 1.3 M | $139M | 3.91% | +27% |
| 5 | State Street Financial Select Sector ETF XLF | 2.8 M | $127M | 3.58% | ×228 |
| 6 | GFL Environmental GFL | 3.2 M | $126M | 3.55% | +487% |
| 7 | iShares Core S&P 500 ETF IVV | 215,000 | $124M | 3.50% | new |
| 8 | JD.com JD | 2.7 M | $109M | 3.08% | +114% |
| 9 | Liberty Broadband LBRDK | 1.1 M | $86.6M | 2.44% | −19% |
| 10 | Alphabet GOOGL | 517,890 | $85.9M | 2.42% | −43% |
| 11 | Axonics AXNX | 1.1 M | $73.1M | 2.06% | −41% |
| 12 | Jacobs Solutions J | 500,907 | $65.6M | 1.85% | +34% |
| 13 | UL Solutions ULS | 1.1 M | $56.1M | 1.58% | +127% |
| 14 | CRH public CRH | 587,074 | $54.4M | 1.54% | −2.4% |
| 15 | EchoStar ECHO | 2.2 M | $54.4M | 1.53% | −10% |
| 16 | Amazon.com AMZN | 280,210 | $52.2M | 1.47% | −3.7% |
| 17 | UBER Technologies UBER | 627,211 | $47.1M | 1.33% | −10% |
| 18 | Global Payments GPN | 460,000 | $47.1M | 1.33% | new |
| 19 | Salesforce CRM | 156,404 | $42.8M | 1.21% | new |
| 20 | Synchrony Financial SYF | 823,737 | $41.1M | 1.16% | new |
| 21 | Ishares EMXC | 642,500 | $39.3M | 1.11% | no change |
| 22 | D.R. Horton DHI | 198,445 | $37.9M | 1.07% | +11% |
| 23 | Nasdaq NDAQ | 500,000 | $36.5M | 1.03% | new |
| 24 | Stericycle | 590,300 | $36.0M | 1.02% | −46% |
| 25 | Insmed INSM | 478,601 | $34.9M | 0.99% | +1.7% |
| 26 | Merck MRK | 300,000 | $34.1M | 0.96% | no change |
| 27 | Onestream | 1.0 M | $33.9M | 0.96% | new |
| 28 | Vulcan Materials VMC | 130,859 | $32.8M | 0.92% | new |
| 29 | CSX CSX | 928,118 | $32.0M | 0.90% | +9.9% |
| 30 | Itron ITRI | 275,000 | $29.4M | 0.83% | +39% |
| 31 | Boston Scientific BSX | 350,001 | $29.3M | 0.83% | +40% |
| 32 | DoorDash DASH | 196,995 | $28.1M | 0.79% | no change |
| 33 | Flutter Entertainment FLUT | 114,726 | $27.2M | 0.77% | +14% |
| 34 | Accenture ACN | 75,852 | $26.8M | 0.76% | −62% |
| 35 | iShares National Muni Bond E ETF MUB | 241,400 | $26.2M | 0.74% | no change |
| 36 | Viking Holdings VIK | 750,000 | $26.2M | 0.74% | +15% |
| 37 | Sarepta Therapeutics SRPT | 206,583 | $25.8M | 0.73% | new |
| 38 | Exact Sciences EXAS | 378,590 | $25.8M | 0.73% | +68% |
| 39 | Booking Holdings BKNG | 6,114 | $25.8M | 0.73% | −63% |
| 40 | Microchip Technology MCHP | 310,000 | $24.9M | 0.70% | +170% |
| 41 | Championx | 797,848 | $24.1M | 0.68% | −68% |
| 42 | Rithm Capital RITM | 2.1 M | $23.8M | 0.67% | new |
| 43 | Interactive Brokers Group IBKR | 168,413 | $23.5M | 0.66% | −31% |
| 44 | Sanofi SNY | 400,000 | $23.1M | 0.65% | +167% |
| 45 | Illumina ILMN | 175,000 | $22.8M | 0.64% | new |
| 46 | Aurora Innovation AUR | 3.7 M | $21.7M | 0.61% | −45% |
| 47 | Atlassian TEAM | 130,160 | $20.7M | 0.58% | +40% |
| 48 | Renaissancere Holdings RNR | 74,030 | $20.2M | 0.57% | −9.5% |
| 49 | PACS Group PACS | 500,000 | $20.0M | 0.56% | +233% |
| 50 | Edwards Lifesciences EW | 300,000 | $19.8M | 0.56% | new |
| 51 | Lineage LINE | 250,000 | $19.6M | 0.55% | new |
| 52 | Datadog DDOG | 168,090 | $19.3M | 0.55% | +24% |
| 53 | Cooper Companies COO | 175,000 | $19.3M | 0.54% | new |
| 54 | Vanguard Financials ETF VFH | 174,588 | $19.2M | 0.54% | no change |
| 55 | Honeywell International HON | 92,828 | $19.2M | 0.54% | +18% |
| 56 | BGC Group BGC | 2.0 M | $18.6M | 0.52% | +3% |
| 57 | ServiceNow NOW | 20,575 | $18.4M | 0.52% | new |
| 58 | Magnolia Oil & Gas MGY | 742,000 | $18.1M | 0.51% | new |
| 59 | Springworks Therapeutics SWTX | 559,321 | $17.9M | 0.51% | +45% |
| 60 | Neurocrine Biosciences NBIX | 150,000 | $17.3M | 0.49% | −23% |
| 61 | TECK Resources TECK | 321,503 | $16.8M | 0.47% | +43% |
| 62 | Oracle ORCL | 98,374 | $16.8M | 0.47% | new |
| 63 | Corebridge Financial CRBG | 571,252 | $16.7M | 0.47% | +7% |
| 64 | Allstate ALL | 80,970 | $15.4M | 0.43% | −11% |
| 65 | Loar Holdings LOAR | 200,000 | $14.9M | 0.42% | no change |
| 66 | MKS MKSI | 134,770 | $14.7M | 0.41% | +57% |
| 67 | Darling Ingredients DAR | 387,475 | $14.4M | 0.41% | −33% |
| 68 | Hess Midstream HESM | 400,000 | $14.1M | 0.40% | new |
| 69 | Canadian Pacific Kansas City CP | 164,431 | $14.1M | 0.40% | new |
| 70 | State Street SPDR S&P Regional Bank ETF KRE | 245,890 | $13.9M | 0.39% | −23% |
| 71 | KeyCorp KEY | 826,400 | $13.8M | 0.39% | −36% |
| 72 | Evolus EOLS | 850,000 | $13.8M | 0.39% | no change |
| 73 | Privia Health Group PRVA | 750,000 | $13.7M | 0.39% | +25% |
| 74 | ATI ATI | 197,456 | $13.2M | 0.37% | +12% |
| 75 | Cboe Global Markets CBOE | 63,688 | $13.0M | 0.37% | −66% |
| 76 | Oscar Health OSCR | 600,000 | $12.7M | 0.36% | new |
| 77 | JPMorgan Chase JPM | 54,600 | $11.5M | 0.32% | no change |
| 78 | Nike NKE | 122,320 | $10.8M | 0.31% | −65% |
| 79 | indie Semiconductor INDI | 2.6 M | $10.3M | 0.29% | −3.5% |
| 80 | Freeport-McMoRan FCX | 200,000 | $10.0M | 0.28% | new |
| 81 | CrowdStrike Holdings CRWD | 35,278 | $9.9M | 0.28% | new |
| 82 | Goldman Sachs Group GS | 19,450 | $9.6M | 0.27% | −42% |
| 83 | Palomar Holdings PLMR | 100,000 | $9.5M | 0.27% | new |
| 84 | First Citizens Bancshares FCNCA | 5,088 | $9.4M | 0.26% | +53% |
| 85 | Popular BPOP | 90,900 | $9.1M | 0.26% | new |
| 86 | Acadian Asset Management AAMI | 346,293 | $8.8M | 0.25% | no change |
| 87 | American International Group AIG | 118,300 | $8.7M | 0.24% | −53% |
| 88 | Teledyne Technologies TDY | 17,999 | $7.9M | 0.22% | −9.4% |
| 89 | TC Energy TRP | 150,000 | $7.1M | 0.20% | new |
| 90 | Rapid7 RPD | 175,000 | $7.0M | 0.20% | new |
| 91 | Beacon Roofing Supply | 78,123 | $6.8M | 0.19% | new |
| 92 | CME Group CME | 30,028 | $6.6M | 0.19% | no change |
| 93 | Camping World Holdings CWH | 249,900 | $6.1M | 0.17% | new |
| 94 | Concentra Group Holdings Parent CON | 250,000 | $5.6M | 0.16% | new |
| 95 | Builders Firstsource BLDR | 28,800 | $5.6M | 0.16% | −56% |
| 96 | Enterprise Products Partners EPD | 190,000 | $5.5M | 0.16% | no change |
| 97 | Solaredge Technologies SEDG | 231,040 | $5.3M | 0.15% | new |
| 98 | Oneok OKE | 54,493 | $5.0M | 0.14% | no change |
| 99 | Helix Acquisition Corp II BBOT | 475,000 | $5.0M | 0.14% | no change |
| 100 | Ardent Health ARDT | 250,000 | $4.6M | 0.13% | new |
The 100 largest lines are shown. The other 38 add up to 2.23% of the portfolio; full 13F of Soros Fund Management →
Positions it closed (50)
- Spdr S&p 500 ETF Tr SPYwas 7.52% · 450,000 shares
- Nextera Energy was 1.36% · 900,000 shares
- Danaher DHRwas 0.92% · 120,000 shares
- Vaneck ETF Trust SMHwas 0.88% · 110,000 shares
- Taiwan Semiconductor Manufacturing TSMwas 0.78% · 146,850 shares
- Novo Nordisk A/s NVOwas 0.77% · 175,000 shares
- Apple AAPLwas 0.65% · 101,055 shares
- Humana HUMwas 0.63% · 55,000 shares
- Super Micro Computer SMCIwas 0.63% · 24,898 shares
- Dexcom DXCMwas 0.58% · 166,800 shares
- Pg&e PCGwas 0.54% · 1.0 M shares
- Ametek AMEwas 0.43% · 83,255 shares
- Ascendis Pharma A/s was 0.42% · 100,000 shares
- Norfolk Southern NSCwas 0.41% · 62,161 shares
- Agilent Technologies Awas 0.40% · 100,000 shares
- Ishares Tr LQDwas 0.40% · 120,734 shares
- BioMarin Pharmaceutical BMRNwas 0.39% · 156,053 shares
- UnitedHealth Group UNHwas 0.39% · 25,001 shares
- Carrier Global CARRwas 0.38% · 195,730 shares
- Intuitive Surgical ISRGwas 0.34% · 25,000 shares
- Natera NTRAwas 0.33% · 100,000 shares
- Dupont De Nemours DDwas 0.29% · 116,365 shares
- ON Semiconductor ONwas 0.27% · 130,000 shares
- Texas Instruments TXNwas 0.25% · 42,000 shares
- APi Group APGwas 0.23% · 200,000 shares
- Avantor AVTRwas 0.20% · 300,000 shares
- AAR AIRwas 0.19% · 82,930 shares
- Waystar Holding WAYwas 0.17% · 250,000 shares
- Granite Construction GVAwas 0.15% · 80,915 shares
- Rubrik RBRKwas 0.14% · 153,000 shares
- Soleno Therapeutics was 0.14% · 110,000 shares
- Micron Technology MUwas 0.12% · 30,600 shares
- Kenvue KVUEwas 0.10% · 186,000 shares
- Sempra SREwas 0.10% · 44,000 shares
- CCC Intelligent Solutions Holdings CCCwas 0.10% · 300,000 shares
- Silvaco Group SVCOwas 0.10% · 175,000 shares
- BP BPwas 0.09% · 85,000 shares
- WEBTOON Entertainment WBTNwas 0.08% · 120,000 shares
- Akamai Technologies AKAMwas 0.07% · 26,700 shares
- Global X Fds URAwas 0.07% · 75,000 shares
- Bowhead Specialty Holdings BOWwas 0.07% · 85,000 shares
- SoFi Technologies SOFIwas 0.06% · 300,000 shares
- Solventum SOLVwas 0.05% · 30,000 shares
- Alarm.com Holdings ALRMwas 0.04% · 20,880 shares
- Grail GRALwas 0.04% · 75,000 shares
- Abacus Global Management ABXwas 0.03% · 131,481 shares
- Marqeta was 0.03% · 200,000 shares
- Rapport Therapeutics RAPPwas 0.02% · 30,000 shares
- Broadcom AVGOwas 0.02% · 3,650 shares
- HashiCorp HCPwas 0.00% · 1 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Soros Fund Management's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.