Soros boosts stake in Amazon, exits position in First Horizon

George Soros’ Soros Fund Management disclosed in an SEC filing its holdings as of June 30, 2023. Soros’ 23 new buys during the second quarter included, by size of position, RenaissanceRe Holdings (RNR), CRH PLC (CRH), General Motors (GM), Alibaba (BABA), and Pioneer Natural Resources (PXD). Soros exited 37 positions during the quarter, including by size of previous position, First Horizon (FHN), Bowlero (BOWL), American Water Works (AWK), Estee Lauder (EL), and Salesforce (CRM). Soros increased its stake in 20 holdings, including by size of previous position, Amazon (AMZN), AerCap (AER), Alphabet (GOOGL), Rivian (RIVN), and Aptiv (APTV). Soros reduced its stake in 20 holdings, including by size of previous position, Figs (FIGS), LPL Financial (LPLA), Indie Semiconductor (INDI), Fastly (FSLY), and Qualcomm (QCOM). Soros’ top holdings as of June 30, in order of size, were Horizon Therapeutics (HZNP), Alphabet, Liberty Broadband (LBRDK), and Amazon.