Soros Capital discloses updated portfolio positions in 13F filing: New TSM UNP positions
Highlights from 2022 Q3 filing as compared to Q3 2022:
- New positions in: TSM (~0.03 mln shares), UNP (~0.01 mln)
- Increased positions in: CZR (to ~0.05 mln shares from ~0.02 mln shares), PDBC (to ~24.4K from ~16K), AMAT (to ~0.03 mln from ~0.02 mln), FIS (to ~0.04 mln from ~0.03 mln), VRT (to ~0.17 mln from ~0.16 mln)
- Maintained positions in: PACK (~4.63 mln shares), EQRX (~4.31 mln shares), AXTA (~0.1 mln shares), PHYS (~0.08 mln shares), ATVI (~0.02 mln shares)
- Closed positions in: SU (from ~0.47 mln shares), EQT (from ~0.3 mln), OXY (from ~0.22 mln), RBLX (from ~0.11 mln), AMKR (from ~0.07 mln), RTX (from ~0.05 mln), ORLY (from ~0.02 mln)
- Decreased positions in: MSFT (to ~0.02 mln shares from ~0.05 mln shares), FISV (to ~0.04 mln from ~0.06 mln), TMUS (to ~0.02 mln from ~0.03 mln), WAB (to ~0.04 mln from ~0.04 mln), TJX (to ~0.02 mln from ~0.03 mln), GDDY (to ~0.07 mln from ~0.08 mln)