George Soros’ Soros Fund Management disclosed in an SEC filing its holdins as of June 30, 2022. The fund’s 27 new buys during the second quarter included, by size of position, Biohaven Pharma (BHVN), Alleghany (Y), GCP Applied Technologies (GCP), Turning Point Therapeutics (TPTX), and Tesla (TSLA). Soros exited 31 holdings during the quarter, including by size of previous position iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD), Lucid (LCID), TJX (TJX), MGM Resorts (MGM), and Didi Global (DIDIY). The fund increased its stake in 22 holdings, including by size of previous position Salesforce (CRM), Indie Semiconductor (INDI), T-Mobile (TMUS), Qualcomm (QCOM), and TransDigm (TDG). Soros reduced its stake in 16 holdings, including by size of previous position Rivian (RIVN), Liberty Broadband Class C (LBRDK), JPMorgan (JPM), DR Horton (DHI), and Airbnb (ABNB). The fund’s top holdings as of June 30, in order of size, were Rivian, Amazon (AMZN), Liberty Broadband Class C, DR Horton, and Biohaven.
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