Soros Fund (George Soros) disclosed updated portfolio positions in 13F filing: New GCP BHVN ACI positions, Exited MGM SLDP
Highlights from 2022 Q2 filing as compared to Q1 2022:
- New positions in: GCP (~2.11 mln shares), BHVN (~1.26 mln), ACI (~0.5 mln), KMI (~0.5 mln), CWH (~0.33 mln), UBER (~0.3 mln), DRE (~0.26 mln), WMB (~0.23 mln), LVS (~0.22 mln)
- Increased positions in: INDI (to ~9.12 mln shares from ~4.36 mln shares), AMZN (to ~2 mln from ~1.41 mln), FIGS (to ~3.49 mln from ~2.9 mln), CRM (to ~0.63 mln from ~0.26 mln), BOWL (to ~9.67 mln from ~9.4 mln) FRSH (to ~2.04 mln from ~1.95 mln), QCOM (to ~0.23 mln from ~0.15 mln) NKE (to ~0.35 mln from ~0.3 mln),
- Maintained positions in: ARMK (~3.62 mln shares), LPLA (~0.19 mln)
- Closed positions in: MGM (from ~0.35 mln shares), SLDP (from ~0.35 mln), STEM (from ~0.3 mln), TJX (from ~0.25 mln), COLB (from ~0.24 mln), CZR (from ~0.16 mln), TOST (from ~0.15 mln), SHEL (from ~0.1 mln), EXP (from ~0.09 mln)
- Decreased positions in: RIVN (to ~17.84 mln shares from ~19.84 mln shares), OPEN (to ~1.65 mln from ~1.86 mln), JPM (to ~0.01 mln from ~0.19 mln), FLNC (to ~0.15 mln from ~0.26 mln), PTRA (to ~2.82 mln from ~2.92 mln), TTE (to ~0.05 mln from ~0.13 mln), ABNB (to ~0.05 mln from ~0.08 mln), TSM (to ~0.06 mln from ~0.09 mln), ADI (to ~0.12 mln from ~0.15 mln), DHI (to ~2.98 mln from ~3.01 mln)