Soros Capital (George Soros) discloses updated portfolio positions in 13F filing: New U ULTA DKS positions
Highlights from 2021 Q3 filing as compared to Q2 2021:
- New positions in: U (~0.18 mln shares), ULTA (~0.09 mln), DKS (~0.08 mln), SNOW (~0.05 mln), IAC (~0.02 mln)
- Increased positions in: AMKR (to ~0.55 mln shares from ~0.39 mln shares), GDDY (to ~0.32 mln from ~0.23 mln), CZR (to ~0.33 mln from ~0.26 mln), CDK (to ~0.12 mln from ~0.09 mln), ATVI (to ~0.05 mln from ~0.03 mln)
- Maintained positions in: PACK (~4.63 mln shares), FISV (~0.51 mln shares), TWTR (~0.29 mln shares), CHDN (~0.03 mln shares), CHTR (~0.02 mln shares), ORLY (~0.02 mln shares)
- Closed positions in: ZNGA (from ~2.16 mln shares), CSX (from ~0.35 mln), FTCH (from ~0.25 mln), KLIC (from ~0.23 mln), AAPL (from ~0.19 mln), MU (from ~0.18 mln), IBN (from ~0.16 mln), ZG (from ~0.15 mln), AMD (from ~0.11 mln), MMYT (from ~0.11 mln)
- Decreased positions in: AMAT (to ~0.02 mln shares from ~0.26 mln shares), TMUS (to ~0.03 mln from ~0.12 mln), TGT (to ~0.16 mln from ~0.2 mln), DLTR (to ~0.01 mln from ~0.02 mln