---
name: Copy Soros Fund Management
kind: hedgecopy-fund
cik: 0001029160
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Soros Fund Management (13F follow-the-filing)

Soros Fund Management files a 13F-HR with the SEC each quarter (CIK 0001029160). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +17.0% vs SPY +22.9% (alpha -5.9%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +8.5% vs SPY +17.3%
- Follow-the-filing TTM: +1.5% vs SPY +16.2% (alpha -14.7%)
- Quarters of history: 17; average coverage 67%; flags: low_coverage, hard_to_copy

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 4.7% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.1% |
| 3 | GOOGL | ALPHABET INC | 3.5% |
| 4 | NVDA | NVIDIA CORPORATION | 3.5% |
| 5 | — | ELECTRONIC ARTS INC | 3.3% |
| 6 | AAPL | APPLE INC | 2.5% |
| 7 | — | LINDE PLC | 2.3% |
| 8 | TKO | TKO GROUP HOLDINGS INC | 1.9% |
| 9 | — | SUPER MICRO COMPUTER INC | 1.8% |
| 10 | AEP | AMERICAN ELEC PWR CO INC | 1.7% |
| 11 | ETR | ENTERGY CORP NEW | 1.7% |
| 12 | ITRI | ITRON INC | 1.6% |
| 13 | DLR | DIGITAL RLTY TR INC | 1.6% |
| 14 | — | CHART INDS INC | 1.4% |
| 15 | — | NEBIUS GROUP N.V. | 1.4% |
| 16 | — | WEBSTER FINL CORP | 1.4% |
| 17 | IDA | IDACORP INC | 1.4% |
| 18 | — | NEXTERA ENERGY INC | 1.3% |
| 19 | HTO | H2O AMERICA | 1.3% |
| 20 | — | APOGEE THERAPEUTICS INC | 1.2% |

## About the fund

Soros Fund Management is a private investment firm and family office based in New York City. It serves as the primary asset manager for the Open Society Foundations and invests globally across a wide range of asset classes and strategies.

- Strategy: Global macro
- Type: Family office, Macro
- Founders: George Soros, Jim Rogers
- Key people: George Soros (Chairman); Dawn Fitzpatrick (CEO and Chief Investment Officer); Alexander Soros (Chair of the Open Society Foundations and overseer of the investment committee)
- Founded 1970 · HQ New York City, United States
- Reported AUM: $25.0bn (as of 2024-12-31)
- Website: https://sorosfundmgmt.com/

### Approach
The firm employs a global macro approach that combines top-down macroeconomic analysis with bottom-up security selection. It utilizes a multi-asset strategy across public and private markets, including equities, fixed income, currencies, commodities, and alternative assets. The firm is known for its active management, willingness to take concentrated positions, and sophisticated use of derivatives and hedging to manage risk and protect its permanent capital base.

### History
Founded in 1970 by George Soros and Jim Rogers, the firm originally operated as a hedge fund, most notably managing the Quantum Group of Funds. In 2011, the firm returned all outside capital to investors and transitioned into a family office structure. Today, it serves as the permanent capital base for the Open Society Foundations.

### Notable positions / campaigns
- Shorting the British pound (1992): Shorting the British pound, forcing the UK to withdraw from the European Exchange Rate Mechanism.
- IndyMac Bank acquisition (2009): Partnered with other hedge funds to acquire the bank.
- Audacy bankruptcy proceedings (2024): Largest creditor in prepackaged Chapter 11 bankruptcy proceedings.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001029160"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.