George Soros Exits AstraZeneca PLC, Impacting Portfolio by -3.98%

Insight into Soros's Strategic Moves in Q2 2025

George Soros (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into his investment moves during this period. Born in Budapest in 1930, George Soros (Trades, Portfolio) is chair of Soros Fund Management LLC. As one of historys most successful financiers, his views on investing and economic issues are widely followed. Soros established the Quantum Group of Funds hedge fund in 1973; the lead Quantum Fund famously shorted the British Pound in 1992. Soros converted his hedge fund into a family investment office in 2011; Soros Fund Management is advisor to the fund. His basic theory of investing is that financial markets are chaotic. The prices of stocks, bonds and currencies depend on the human beings who buy and sell them, and those traders often act out of highly emotional reactions rather than coolly logical calculations. Opportunities can be found by carefully studying the value and the market prices of assets. He focuses on a theory of "reflexivity," which is based on the premise that individual investor biases affect market transactions and the economy.

Warning! GuruFocus has detected 9 Warning Signs with SW.George Soros Exits AstraZeneca PLC, Impacting Portfolio by -3.98%

Summary of New Buy

George Soros (Trades, Portfolio) added a total of 52 stocks, among them:

The most significant addition was Brown & Brown Inc (NYSE:BRO), with 1,000,000 shares, accounting for 1.88% of the portfolio and a total value of $110.87 million. The second largest addition to the portfolio was Aramark (NYSE:ARMK), consisting of 1,550,092 shares, representing approximately 1.1% of the portfolio, with a total value of $64.90 million. The third largest addition was Circle Internet Group Inc (NYSE:CRCL), with 305,000 shares, accounting for 0.94% of the portfolio and a total value of $55.29 million.

Key Position Increases

George Soros (Trades, Portfolio) also increased stakes in a total of 48 stocks, among them:

The most notable increase was Interactive Brokers Group Inc (NASDAQ:IBKR), with an additional 1,441,099 shares, bringing the total to 2,233,727 shares. This adjustment represents a significant 181.81% increase in share count, a 1.35% impact on the current portfolio, with a total value of $123.77 million. The second largest increase was NVIDIA Corp (NASDAQ:NVDA), with an additional 482,539 shares, bringing the total to 540,292. This adjustment represents a significant 835.52% increase in share count, with a total value of $85.36 million.

Summary of Sold Out

George Soros (Trades, Portfolio) completely exited 73 holdings in the second quarter of 2025, as detailed below:

Lire la suite

AstraZeneca PLC (NASDAQ:AZN): George Soros (Trades, Portfolio) sold all 2,742,498 shares, resulting in a -3.98% impact on the portfolio. American Electric Power Co Inc (NASDAQ:AEP): George Soros (Trades, Portfolio) liquidated all 878,960 shares, causing a -1.9% impact on the portfolio.

Key Position Reduces

George Soros (Trades, Portfolio) also reduced positions in 34 stocks. The most significant changes include:

Reduced SPDR S&P 500 ETF Trust (SPY) by 266,022 shares, resulting in a -84.77% decrease in shares and a -2.94% impact on the portfolio. The stock traded at an average price of $571.44 during the quarter and has returned 10.09% over the past 3 months and 10.70% year-to-date. Reduced Alphabet Inc (NASDAQ:GOOGL) by 470,488 shares, resulting in a -94.58% reduction in shares and a -1.44% impact on the portfolio. The stock traded at an average price of $163.55 during the quarter and has returned 22.87% over the past 3 months and 7.46% year-to-date.

Portfolio Overview

At the second quarter of 2025, George Soros (Trades, Portfolio)'s portfolio included 172 stocks, with top holdings including 5.48% in Smurfit WestRock PLC (NYSE:SW), 2.44% in GFL Environmental Inc (NYSE:GFL), 2.38% in Flutter Entertainment PLC (NYSE:FLUT), 2.24% in Liberty Broadband Corp (NASDAQ:LBRDK), and 2.1% in Interactive Brokers Group Inc (NASDAQ:IBKR).George Soros Exits AstraZeneca PLC, Impacting Portfolio by -3.98%

The holdings are mainly concentrated in 10 of the 11 industries: Financial Services, Industrials, Technology, Consumer Cyclical, Communication Services, Utilities, Healthcare, Basic Materials, Consumer Defensive, and Real Estate.George Soros Exits AstraZeneca PLC, Impacting Portfolio by -3.98%

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.

This article first appeared on GuruFocus.

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