Soros Fund Management (George Soros) discloses updated portfolio positions in 13F filing: New CMCSA, CPN, FCAU, CPB positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: DNR (~2 mln shares), GSUM (~1.84 mln), CVE (~1.21 mln), CMCSA (~1.08 mln; also has calls), CPN (~0.75 mln), FCAU (~0.74 mln), SEDG (~0.7 mln), PACB (~0.67 mln), CPB (~0.57 mln), CTL (~0.54 mln)
- Increased positions in: VIAV (to ~5.13 mln shares from ~3.67 mln shares), CRC (to ~1.63 mln from ~0.78 mln), EQT (to ~1.26 mln from ~0.66 mln; also has calls), BV (to ~1.61 mln from ~1.31 mln), SIGM (to ~5.12 mln from ~4.61 mln), TWX (to ~1.02 mln from ~0.6 mln), MDLZ (to ~1.75 mln from ~1.35 mln) CARS (to ~0.81 mln from ~0.48 mln), CL (to ~0.43 mln from ~0.14 mln), AABA (to ~2.8 mln from ~2.54 mln)
- Maintained positions in: LBRDK (~7.74 mln shares), TIVO (~5.14 mln)
- Closed positions in: WMB (from ~1.56 mln shares), SNAP (from ~1.55 mln), ABEO (from ~0.9 mln), ATUS (from ~0.7 mln), QTM (from ~0.69 mln), NEP (from ~0.35 mln), RPD (from ~0.25 mln), BTU (from ~0.18 mln)
- Decreased positions in: NOMD (to ~1.02 mln shares from ~2.16 mln shares), MMYT (to ~0.58 mln from ~1.47 mln), KEG (to ~0.76 mln from ~1.25 mln), MODN (to ~2.16 mln from ~2.61 mln), PYPL (to ~0.29 mln from ~0.71 mln), FB (to ~0.11 mln from ~0.48 mln), CHDN (to ~0.21 mln from ~0.39 mln), ATGE (to ~0.63 mln from ~0.79 mln), BABA (to ~0.07 mln from ~0.19 mln)