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← Soros Fund Management LLC, its record

Soros Fund Management LLC and MFS Investment Management: where the books meet

At Q2 2026, at least 21% of the two 13F books was the same, across 85 stocks both listed, against 8.0% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%11%21%Q2 2013: 8.0%, 55 in bothQ3 2013: 8.9%, 74 in bothQ4 2013: 9.1%, 76 in bothQ1 2014: 9.1%, 86 in both14Q2 2014: 7.6%, 75 in bothQ3 2014: 6.7%, 71 in bothQ4 2014: 4.4%, 39 in bothQ1 2015: 4.1%, 46 in both15Q2 2015: 4.9%, 50 in bothQ3 2015: 7.0%, 63 in bothQ4 2015: 6.3%, 59 in bothQ1 2016: 5.7%, 58 in both16Q2 2016: 3.1%, 35 in bothQ3 2016: 3.9%, 52 in bothQ4 2016: 6.0%, 53 in bothQ1 2017: 5.5%, 72 in both17Q2 2017: 4.9%, 47 in bothQ3 2017: 7.9%, 61 in bothQ4 2017: 4.5%, 53 in bothQ1 2018: 14%, 83 in both18Q2 2018: 11%, 73 in bothQ3 2018: 11%, 72 in bothQ4 2018: 9.6%, 65 in bothQ1 2019: 8.4%, 70 in both19Q2 2019: 7.8%, 55 in bothQ3 2019: 7.7%, 59 in bothQ4 2019: 8.9%, 59 in bothQ1 2020: 4.6%, 31 in both20Q2 2020: 6.7%, 36 in bothQ3 2020: 4.0%, 34 in bothQ4 2020: 5.6%, 38 in bothQ1 2021: 8.5%, 37 in both21Q2 2021: 8.1%, 35 in bothQ3 2021: 7.9%, 29 in bothQ4 2021: 6.3%, 28 in bothQ1 2022: 7.7%, 26 in both22Q2 2022: 6.7%, 25 in bothQ3 2022: 7.0%, 27 in bothQ4 2022: 6.4%, 30 in bothQ1 2023: 7.0%, 33 in both23Q2 2023: 6.6%, 27 in bothQ3 2023: 7.8%, 44 in bothQ4 2023: 7.1%, 33 in bothQ1 2024: 8.3%, 43 in both24Q2 2024: 10%, 46 in bothQ3 2024: 7.9%, 41 in bothQ4 2024: 10%, 44 in bothQ1 2025: 9.7%, 47 in both25Q2 2025: 7.4%, 39 in bothQ3 2025: 13%, 50 in bothQ4 2025: 15%, 65 in bothQ1 2026: 18%, 76 in both26Q2 2026: 21%, 85 in both
  • Q2 2013: 8.0%, 55 in both
  • Q3 2013: 8.9%, 74 in both
  • Q4 2013: 9.1%, 76 in both
  • Q1 2014: 9.1%, 86 in both
  • Q2 2014: 7.6%, 75 in both
  • Q3 2014: 6.7%, 71 in both
  • Q4 2014: 4.4%, 39 in both
  • Q1 2015: 4.1%, 46 in both
  • Q2 2015: 4.9%, 50 in both
  • Q3 2015: 7.0%, 63 in both
  • Q4 2015: 6.3%, 59 in both
  • Q1 2016: 5.7%, 58 in both
  • Q2 2016: 3.1%, 35 in both
  • Q3 2016: 3.9%, 52 in both
  • Q4 2016: 6.0%, 53 in both
  • Q1 2017: 5.5%, 72 in both
  • Q2 2017: 4.9%, 47 in both
  • Q3 2017: 7.9%, 61 in both
  • Q4 2017: 4.5%, 53 in both
  • Q1 2018: 14%, 83 in both
  • Q2 2018: 11%, 73 in both
  • Q3 2018: 11%, 72 in both
  • Q4 2018: 9.6%, 65 in both
  • Q1 2019: 8.4%, 70 in both
  • Q2 2019: 7.8%, 55 in both
  • Q3 2019: 7.7%, 59 in both
  • Q4 2019: 8.9%, 59 in both
  • Q1 2020: 4.6%, 31 in both
  • Q2 2020: 6.7%, 36 in both
  • Q3 2020: 4.0%, 34 in both
  • Q4 2020: 5.6%, 38 in both
  • Q1 2021: 8.5%, 37 in both
  • Q2 2021: 8.1%, 35 in both
  • Q3 2021: 7.9%, 29 in both
  • Q4 2021: 6.3%, 28 in both
  • Q1 2022: 7.7%, 26 in both
  • Q2 2022: 6.7%, 25 in both
  • Q3 2022: 7.0%, 27 in both
  • Q4 2022: 6.4%, 30 in both
  • Q1 2023: 7.0%, 33 in both
  • Q2 2023: 6.6%, 27 in both
  • Q3 2023: 7.8%, 44 in both
  • Q4 2023: 7.1%, 33 in both
  • Q1 2024: 8.3%, 43 in both
  • Q2 2024: 10%, 46 in both
  • Q3 2024: 7.9%, 41 in both
  • Q4 2024: 10%, 44 in both
  • Q1 2025: 9.7%, 47 in both
  • Q2 2025: 7.4%, 39 in both
  • Q3 2025: 13%, 50 in both
  • Q4 2025: 15%, 65 in both
  • Q1 2026: 18%, 76 in both
  • Q2 2026: 21%, 85 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockSoros Fund Management LLCMFS Investment Management
Amazon Com Inc(AMZN)3.5%Trimmed2.8%Added
Alphabet Inc(GOOGL)2.6%Added3.3%Added
Nvidia Corp(NVDA)2.6%Trimmed4.3%Trimmed
Apple Inc(AAPL)1.9%Added2.8%Added
Taiwan Semiconductor MFG LTD(TSM)3.1%Trimmed1.5%Trimmed
Linde PLC(LIN)1.7%Added1.0%Added
Microsoft Corp(MSFT)0.9%Trimmed2.8%Trimmed
Broadcom Inc(AVGO)0.8%Added1.7%Added
JPMorgan Chase & Co(JPM)0.5%Held1.3%Trimmed
438516205(HON)0.5%New0.4%New
43849r105(HONA)0.4%New0.4%New
Xcel Energy Inc(XEL)0.5%Added0.4%Trimmed
Advanced Micro Devices Inc(AMD)0.4%Added0.4%Added
Micron Technology Inc(MU)0.3%Added0.5%Added
Kenvue Inc(KVUE)0.6%Trimmed0.3%Trimmed
58507v107(MDLN)0.8%Added0.2%Added
Philip Morris Intl Inc(PM)0.2%Held0.5%Trimmed
Tko Group Holdings Inc(TKO)1.4%Trimmed0.2%Added
Snowflake Inc(SNOW)0.4%Added0.2%Added
Tesla MTRS Inc(TSLA)0.4%Added0.2%Added

and 65 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Amazon Com Inc(AMZN)Soros Fund Management LLC trimmed; MFS Investment Management added
  • Morgan Stanley(MS)Soros Fund Management LLC started; MFS Investment Management trimmed
  • Texas Instrs Inc(TXN)Soros Fund Management LLC started; MFS Investment Management trimmed
  • Dominion Energy Inc(D)Soros Fund Management LLC started; MFS Investment Management trimmed
  • Xcel Energy Inc(XEL)Soros Fund Management LLC added; MFS Investment Management trimmed
  • Tko Group Holdings Inc(TKO)Soros Fund Management LLC trimmed; MFS Investment Management added
  • American Elec PWR Co Inc(AEP)Soros Fund Management LLC started; MFS Investment Management trimmed
  • Uber Technologies Inc(UBER)Soros Fund Management LLC trimmed; MFS Investment Management added
  • Sempra Energy(SRE)Soros Fund Management LLC added; MFS Investment Management trimmed
  • Cloudflare Inc(NET)Soros Fund Management LLC trimmed; MFS Investment Management added
  • Datadog Inc(DDOG)Soros Fund Management LLC trimmed; MFS Investment Management added
  • Carlyle Group Inc(CG)Soros Fund Management LLC trimmed; MFS Investment Management added
Soros Fund Management LLC: the recordMFS Investment Management: the record

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