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Soros buys Birkenstock and Merck, exits LPL Financial and General Motors
The Fly

Soros buys Birkenstock and Merck, exits LPL Financial and General Motors

George Soros’ Soros Fund Management disclosed in an SEC filing its holdings as of December 31, 2023. Soros’ new buys during the fourth quarter included, by size of position, Birkenstock (BIRK), Merck (MRK), Eli Lilly (LLY), and Avantor (AVTR). Soros’ exited positions during the quarter included, by size of previous position, LPL Financial (LPLA), General Motors (GM), Vail Resorts (MTN), and Five9 (FIVN). Soros increased its stake in holdings, including by size of previous position, Splunk (SPLK), AerCap (AER), Sempra (SRE), and Novo (NVO). Soros reduced its stake in holdings, including by size of previous position, Aptiv (APTV), Intuit (INTU), Alphabet (GOOGL), Kenvue (KVUE), and Amazon (AMZN). Soros’ top holdings as of December 31, in order of size, were Splunk, AerCap, Alphabet, and Novo.

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