Soros Fund (George Soros) discloses updated portfolio positions in 13F filing: New BAC WFC HAIN positions
Highlights from 2020 Q2 filing as compared to Q1 2020:
- New positions in: PCG (~11.78 mln shares), SLQT (~5.56 mln), HAIN (~4.39 mln), IGSB (~2.91 mln), DKNG (~2.48 mln), MTG (~1.35 mln), SIRI (~1.05 mln), BAC (~1.19 mln), SPSB (~1.11 mln), WFC (~0.76 mln)
- Increased positions in: NLOK (to ~4.8 mln shares from ~2.7 mln shares), TMUS (to ~1.45 mln from ~0.12 mln), ARMK (to ~1.65 mln from ~0.45 mln), LQD (to ~1.38 mln from ~0.2 mln), VICI (to ~6.15 mln from ~4.98 mln) BK (to ~0.83 mln from ~0.24 mln), GRFS (to ~2.69 mln from ~2.33 mln) FOCS (to ~0.5 mln from ~0.19 mln), ETFC (to ~0.59 mln from ~0.43 mln),
- Maintained positions in: LBRDK (~5.28 mln shares), ALC (~0.7 mln shares), LPLA (~0.48 mln shares), GOOGL (~0.03 mln shares)
- Closed positions in: CVE (from ~2 mln shares), WMGI (from ~0.59 mln), CBOE (from ~0.06 mln), CNQ (from ~0.2 mln), KRP (from ~0.2 mln), LNT (from ~0.15 mln), LEN (from ~0.14 mln), INVH (from ~0.14 mln), ALL (from ~0.07 mln), DIS (from ~0.06 mln)
- Decreased positions in: PTON (to ~0.51 mln shares from ~2.99 mln shares) DHI (to ~1.8 mln from ~2.35 mln), ORCC (to ~0.4 mln from ~0.8 mln), VST (to ~0.43 mln from ~0.68 mln), TCO (to ~0.02 mln from ~0.19 mln), KKR (to ~0.21 mln from ~0.37 mln), TIF (to ~0.01 mln from ~0.12 mln), AVTR (to ~0.18 mln from ~0.22 mln), ATVI (to ~1.07 mln from ~1.1 mln)