Soros Capital discloses updated portfolio positions in 13F filing: New AEO BABA AFRM positions, Exited WULF IREN
Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- New positions in: AEO (514K), BABA (114K), AFRM (112K), GEV (55K), DHI (52K), EXAS (52K), MSFT (48K), DHR (21K), ASML (21K), PWR (19K), UNH (17K)
- Increased positions in: UBER (to 140K from 9K), ICE (to 121K from 20K), FLUT (to 94K from 5K), AMZN (to 106K from 23K), AMAT (to 82K from 9K), BLDR (to 64K from 9K), META (to 49K from 1K), CASY (to 28K from 1K), ULTA (to 27K from 1K), FI (to 55K from 32K), PTLO (to 49K from 32K), ARHS (to 22K from 18K), DKNG (to 12K from 8K), VRSN (to 14K from 11K), CZR (to 93K from 90K), STZ (to 14K from 11K)
- Maintained positions in: PACK (4.63 mln shares), NMRA (0.51 mln shares), CSGP (0.09 mln shares)
- Closed positions in: WULF (from 2.3 mln shares), IREN (from 1.32 mln), DLTR (from 24K), TMUS (from 15K), CRM (from 12K)
- Decreased positions in: CORZ (to 862K from 1511K), TSM (to 105K from 136K), ALC (to 27K from 40K), GDDY (to 23K from 30K), PHYS (to 32K from 39K), CCI (to 25K from 28K)