George Soros is one of the most iconic investors of the last century, famed not just for bold macro bets but also for building Soros Fund Management into a highly adaptive and opportunistic investing powerhouse. Today, the firm continues to operate with the same DNA: balancing global macro insights with carefully chosen equity positions that reflect both structural growth themes and defensive resilience.
Unlike many funds that spread risk across dozens of sectors, Soros Fund Management is willing to lean into concentrated ideas when conviction is high. These decisions often reflect a mix of long-term megatrends and near-term opportunities created by shifting economic or political dynamics. It’s this blend of tactical flexibility and strategic patience that makes Soros’s portfolio especially interesting to follow.
The latest 13F filing reveals not just what Soros Fund Management owns, but where it’s increasing exposure. Among the top holdings, several positions have seen meaningful increases, highlighting areas where the firm sees opportunity to compound wealth over time. Below are five of those names, spanning packaging, broadband, fintech, insurance, and enterprise software, each reflecting a distinct thesis within Soros’s broader view of the global economy.
1. Smurfit WestRock (SW) 7.47%% of portfolio
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Smurfit WestRock is Soros Fund Management’s largest disclosed holding at $322.8 million across 7.48 million shares. The position grew by more than 627,000 shares, or 9.16%, last quarter. The packaging giant is a leader in containerboard and corrugated packaging, a business with steady demand from consumer staples, e-commerce, and industrial supply chains.
For Soros, this is a bet on global consumption patterns and the staying power of companies that can generate recurring cash flows even in choppy markets. With sustainability pressures pushing customers toward recyclable solutions, Smurfit’s scale and efficiency position it to win long-term contracts and deliver stable returns.
2. Liberty Broadband (LBRDK) 3.28% of portfolio
At $141.7 million in value, Liberty Broadband is another high-conviction holding, with Soros Fund Management increasing its stake by 28.6% last quarter to 1.44 million shares. Broadband is the backbone of the digital economy, and as demand for high-speed connectivity accelerates, companies with scale and infrastructure have enduring relevance.
This position reflects Soros’s recognition that broadband is not just a utility but a growth enabler. From streaming services to remote work to AI-driven cloud applications, broadband usage continues to climb. By increasing exposure here, Soros aligns the fund with one of the most reliable secular growth stories of the next decade.
3. Interactive Brokers (IBKR) 2.87% of portfolio
Interactive Brokers saw one of the biggest position increases in the portfolio, with Soros boosting the stake by 181.8% to 2.23 million shares, now valued at $123.8 million. The company has built a reputation as one of the most technologically advanced brokerage platforms, catering to both retail and institutional clients across global markets.
For Soros, the thesis is clear: as investing becomes more global, more digital, and more cost-sensitive, Interactive Brokers is positioned to capture market share with its low fees, automation, and global reach. The sharp increase in shares highlights strong conviction in the company’s ability to grow revenue and scale as financial markets continue to evolve.
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4. Brown & Brown (BRO) 2.57% of portfolio
Insurance brokerage Brown & Brown entered Soros Fund Management’s portfolio in a much bigger way last quarter, with a 100% increase to 1 million shares, now valued at $110.9 million. Insurance distribution is a resilient business, with sticky customer relationships, recurring revenue, and pricing power that allows brokers to thrive even in slower growth environments.
By doubling down here, Soros is leaning into stability. While the fund often gravitates toward growth sectors, this move reflects a desire to balance the portfolio with defensive cash-flow generators. In volatile macro climates, insurance brokers provide predictable earnings streams that help stabilize overall returns.
5. Salesforce (CRM) 2.46% of portfolio
Salesforce rounds out the top five with $106.3 million across 389,776 shares, after Soros Fund Management raised its stake by nearly 14%. Salesforce is the global leader in customer relationship management software, with a wide range of cloud-based solutions supporting sales, marketing, and data-driven decision-making.
For Soros, the appeal lies in Salesforce’s recurring SaaS revenue model and its ability to layer in new AI-driven features that strengthen its moat. As enterprises digitize and automate more of their customer-facing processes, Salesforce is poised to remain a dominant player. This position reflects confidence in long-term SaaS adoption and the durability of enterprise software spending.
Focused Bets, Lasting Returns: Soros’ Equity Strategy
Soros Fund Management’s latest moves reveal a portfolio that blends resilience with growth, packaging and insurance for stability, broadband and fintech for infrastructure, and enterprise software for digital transformation.
While George Soros is best known for bold currency trades and macro bets, his equity portfolio demonstrates a disciplined approach to finding companies with strong cash flows, competitive advantages, and exposure to structural tailwinds. Together, these top five holdings provide a clear view into how one of the world’s most seasoned investors balances conviction with adaptability.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
