SOROS CAPITAL MANAGEMENT LLC — 13F holdings

SOROS CAPITAL MANAGEMENT LLC reported 58 holdings worth $559M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. EWY ISHARES INC — $42.8M (7.7%)
2. MU MICRON TECHNOLOGY INC — $42.5M (7.6%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $37.5M (6.7%)
4. CAT CATERPILLAR INC — $34.9M (6.2%)
5. AMAT APPLIED MATLS INC — $34.5M (6.2%)
6. PACK RANPAK HOLDINGS CORP — $33.8M (6.1%)
7. FLEX FLEX LTD — $32.2M (5.8%)
8. AMD ADVANCED MICRO DEVICES INC — $30.2M (5.4%)
9. PUMP PROPETRO HLDG CORP — $20.7M (3.7%)
10. ON ON SEMICONDUCTOR CORP — $20.6M (3.7%)