Soros Capital (George Soros) discloses updated portfolio positions in 13F filing: New MSFT TWTR positions, Exited FCX TME
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: AMKR (~0.39 mln shares), CSX (~0.35 mln), TWTR (~0.29 mln), GDDY (~0.23 mln), KLIC (~0.23 mln), RBLX (~0.13 mln), AMD (~0.11 mln), UBER (~0.11 mln), CCI (~0.08 mln), MSFT (~0.08 mln), AMZN (~10.6K), GOOGL (8.5K)
- Increased positions in: PACK (to ~4.63 mln shares from ~1.04 mln shares), ZNGA (to ~2.16 mln from ~1.41 mln), FISV (to ~0.5 mln from ~0.03 mln), AMAT (to ~0.26 mln from ~0.11 mln), SE (to ~0.1 mln from ~0.01 mln) AAPL (to ~0.19 mln from ~0.12 mln), FTCH (to ~0.25 mln from ~0.19 mln) TGT (to ~0.2 mln from ~0.14 mln), CZR (to ~0.26 mln from ~0.21 mln),
- Closed positions in: FCX (from ~0.6 mln shares), TME (from ~0.48 mln), WMG (from ~0.27 mln), VLRS (from ~0.21 mln), MP (from ~0.11 mln), HLT (from ~0.08 mln), VRT (from ~0.08 mln)
- Decreased positions in: MU (to ~0.18 mln shares from ~0.48 mln shares), TMUS (to ~0.12 mln from ~0.19 mln), IBN (to ~0.16 mln from ~0.19 mln), PHYS (to ~0.02 mln from ~0.05 mln), FNF (to ~0.04 mln from ~0.07 mln)