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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

233 changes from George Soros (Soros Fund Management), filed 2024-11-14 for period end 2024-09-30.

$6.9B portfolio value
StockActionChangeCurrentPortfolio Impact
78462F103
SPDR S&P 500 ETF TR
Increased$809.9M$1.2B11.70%
G8267P108
SMURFIT WESTROCK PLC
New$340.8M$340.8M4.92%
464287655
ISHARES TR
New$254.0M$254.0M3.67%
37833100
APPLE INC
Sold out-$179.2M$02.59%
96145D105
WESTROCK CO
Sold out-$168.0M$02.43%
81369Y605
SELECT SECTOR SPDR TR
Increased$149.1M$149.6M2.15%
595017AU8
MICROCHIP TECHNOLOGY INC.
New$129.7M$129.7M1.87%
01609W102
ALIBABA GROUP HLDG LTD
Increased$128.8M$202.6M1.86%
464287200
ISHARES TR
New$124.0M$124.0M1.79%
36168Q104
GFL ENVIRONMENTAL INC
Increased$104.9M$125.9M1.52%
464287432
ISHARES TR
Sold out-$101.9M$01.47%
26210CAD6
DROPBOX INC
New$100.1M$100.1M1.45%
92189F676
VANECK ETF TRUST
Sold out-$96.5M$01.39%
15678U128
CEREVEL THERAPEUTICS HLDNG I
Sold out-$88.0M$01.27%
02079K305
ALPHABET INC
Reduced-$80.8M$85.9M1.17%
25402DAB8
DIGITALOCEAN HLDGS INC
Increased$78.8M$103.2M1.14%
47215P106
JD.COM INC
Increased$76.3M$109.2M1.10%
76954A103
RIVIAN AUTOMOTIVE INC
Sold out-$73.1M$01.06%
464288513
ISHARES TR
Reduced-$72.4M$120.5M1.05%
22160K105
COSTCO WHSL CORP NEW
Reduced-$62.8M$22.2M0.91%
81369Y886
SELECT SECTOR SPDR TR
New$60.6M$60.6M0.88%
15872M104
CHAMPIONX CORPORATION
Reduced-$57.8M$24.1M0.84%
55024UAF6
LUMENTUM HLDGS INC
Reduced-$56.1M$5.6M0.81%
76954AAB9
RIVIAN AUTOMOTIVE INC
Reduced-$54.6M$140.2M0.79%
26210CAC8
DROPBOX INC
Increased$49.4M$134.2M0.71%
37940X102
GLOBAL PMTS INC
New$47.1M$47.1M0.68%
05465P101
AXONICS INC
Reduced-$46.2M$73.1M0.67%
65339F663
NEXTERA ENERGY INC
Sold out-$44.3M$00.64%
57164Y107
MARRIOTT VACATIONS WORLDWIDE
Sold out-$43.9M$00.63%
539183AA1
LIVONGO HEALTH INC
Sold out-$43.0M$00.62%
79466L302
SALESFORCE INC
New$42.8M$42.8M0.62%
62886HAX9
NCL CORP LTD
Reduced-$41.3M$31.4M0.60%
87165B103
SYNCHRONY FINANCIAL
New$41.1M$41.1M0.59%
55024UAD1
LUMENTUM HLDGS INC
Increased$41.1M$60.3M0.59%
722304102
PDD HOLDINGS INC
Sold out-$39.9M$00.58%
09857L108
BOOKING HOLDINGS INC
Reduced-$39.0M$25.8M0.56%
00971TAL5
AKAMAI TECHNOLOGIES INC
New$38.8M$38.8M0.56%
00971TAJ0
AKAMAI TECHNOLOGIES INC
Increased$37.6M$105.9M0.54%
631103108
NASDAQ INC
New$36.5M$36.5M0.53%
903731107
UL SOLUTIONS INC
Increased$35.0M$56.1M0.51%
G1151C101
ACCENTURE PLC IRELAND
Reduced-$33.9M$26.8M0.49%
68278B107
ONESTREAM INC
New$33.9M$33.9M0.49%
929160109
VULCAN MATLS CO
New$32.8M$32.8M0.47%
679295AD7
OKTA INC
Increased$32.6M$75.4M0.47%
235851102
DANAHER CORPORATION
Sold out-$30.0M$00.43%
25402D102
DIGITALOCEAN HLDGS INC
Reduced-$28.3M$15.1M0.41%
858912108
STERICYCLE INC
Reduced-$27.9M$36.0M0.40%
345370CZ1
FORD MTR CO
New$26.9M$26.9M0.39%
803607100
SAREPTA THERAPEUTICS INC
New$25.8M$25.8M0.37%
874039100
TAIWAN SEMICONDUCTOR MFG LTD
Sold out-$25.5M$00.37%
26210C104
DROPBOX INC
New$25.4M$25.4M0.37%
670100205
NOVO-NORDISK A S
Sold out-$25.0M$00.36%
78464A888
SPDR SER TR
New$24.9M$24.9M0.36%
4.609E+107
INVESCO QQQ TR
Sold out-$24.0M$00.35%
64828T201
RITHM CAPITAL CORP
New$23.8M$23.8M0.34%
977852AD4
WOLFSPEED INC
Reduced-$23.0M$50.5M0.33%
452327109
ILLUMINA INC
New$22.8M$22.8M0.33%
444859102
HUMANA INC
Sold out-$20.6M$00.30%
977852AB8
WOLFSPEED INC
Reduced-$20.4M$43.5M0.30%
86800U104
SUPER MICRO COMPUTER INC
Sold out-$20.4M$00.29%
2.8176E+112
EDWARDS LIFESCIENCES CORP
New$19.8M$19.8M0.29%
53566V106
LINEAGE INC
New$19.6M$19.6M0.28%
977852102
WOLFSPEED INC
Sold out-$19.3M$00.28%
216648501
COOPER COS INC
New$19.3M$19.3M0.28%
12503M108
CBOE GLOBAL MKTS INC
Reduced-$19.3M$13.0M0.28%
252131107
DEXCOM INC
Sold out-$18.9M$00.27%
81762P102
SERVICENOW INC
New$18.4M$18.4M0.27%
559663109
MAGNOLIA OIL & GAS CORP
New$18.1M$18.1M0.26%
69331C108
PG&E CORP
Sold out-$17.5M$00.25%
68389X105
ORACLE CORP
New$16.8M$16.8M0.24%
30063P105
EXACT SCIENCES CORP
Increased$16.3M$25.8M0.24%
80105N105
SANOFI
Increased$15.8M$23.1M0.23%
654106103
NIKE INC
Reduced-$15.7M$10.8M0.23%
69380Q107
PACS GROUP INC
Increased$15.6M$20.0M0.22%
46353108
ASTRAZENECA PLC
Increased$15.5M$206.7M0.22%
20717M103
CONFLUENT INC
Sold out-$14.8M$00.21%
09239B109
BLACKLINE INC
Sold out-$14.5M$00.21%
595017104
MICROCHIP TECHNOLOGY INC.
Increased$14.4M$24.9M0.21%
428103105
HESS MIDSTREAM LP
New$14.1M$14.1M0.20%
13646K108
CANADIAN PACIFIC KANSAS CITY
New$14.1M$14.1M0.20%
31100100
AMETEK INC
Sold out-$13.9M$00.20%
86771W105
SUNRUN INC
Reduced-$13.7M$1.4M0.20%
04351P101
ASCENDIS PHARMA A/S
Sold out-$13.6M$00.20%
46982L108
JACOBS SOLUTIONS INC
Increased$13.5M$65.6M0.19%
655844108
NORFOLK SOUTHN CORP
Sold out-$13.3M$00.19%
679295105
OKTA INC
Increased$13.2M$69.4M0.19%
00846U101
AGILENT TECHNOLOGIES INC
Sold out-$13.0M$00.19%
464287242
ISHARES TR
Sold out-$12.9M$00.19%
09061G101
BIOMARIN PHARMACEUTICAL INC
Sold out-$12.8M$00.19%
91324P102
UNITEDHEALTH GROUP INC
Sold out-$12.7M$00.18%
687793109
OSCAR HEALTH INC
New$12.7M$12.7M0.18%
23331A109
D R HORTON INC
Increased$12.7M$37.9M0.18%
14448C104
CARRIER GLOBAL CORPORATION
Sold out-$12.3M$00.18%
46120E602
INTUITIVE SURGICAL INC
Sold out-$11.1M$00.16%
278768106
ECHOSTAR CORP
Increased$11.0M$54.4M0.16%
632307104
NATERA INC
Sold out-$10.8M$00.16%
08265TAB5
BENTLEY SYS INC
Sold out-$10.4M$00.15%
530307305
LIBERTY BROADBAND CORP
Increased$10.4M$86.6M0.15%
94419LAF8
WAYFAIR INC
Reduced-$10.4M$111.3M0.15%
57164YAD9
MARRIOTT VACATIONS WORLDWIDE
Increased$10.2M$88.6M0.15%
26874784
AMERICAN INTL GROUP INC
Reduced-$10.1M$8.7M0.15%
418100103
HASHICORP INC
Sold out-$10.1M$00.15%
101137107
BOSTON SCIENTIFIC CORP
Increased$10.1M$29.3M0.15%
35671D857
FREEPORT- MCMORAN INC
New$10.0M$10.0M0.14%
22788C105
CROWDSTRIKE HLDGS INC
New$9.9M$9.9M0.14%
465741106
ITRON INC
Increased$9.8M$29.4M0.14%
225447AD3
WOLFSPEED INC
Reduced-$9.8M$37.1M0.14%
64125C109
NEUROCRINE BIOSCIENCES INC
Reduced-$9.5M$17.3M0.14%
69753M105
PALOMAR HLDGS INC
New$9.5M$9.5M0.14%
26614N102
DUPONT DE NEMOURS INC
Sold out-$9.4M$00.14%
G25508105
CRH PLC
Increased$9.3M$54.4M0.13%
733174700
POPULAR INC
New$9.1M$9.1M0.13%
682189105
ON SEMICONDUCTOR CORP
Sold out-$8.9M$00.13%
G3643J108
FLUTTER ENTMT PLC
Increased$8.9M$27.2M0.13%
419879101
HAWAIIAN HOLDINGS INC
Sold out-$8.7M$00.13%
882508104
TEXAS INSTRS INC
Sold out-$8.2M$00.12%
00187Y100
API GROUP CORP
Sold out-$7.5M$00.11%
87807B107
TC ENERGY CORP
New$7.1M$7.1M0.10%
237266101
DARLING INGREDIENTS INC
Reduced-$7.0M$14.4M0.10%
25809K105
DOORDASH INC
Increased$6.9M$28.1M0.10%
73685109
BEACON ROOFING SUPPLY INC
New$6.8M$6.8M0.10%
05352A100
AVANTOR INC
Sold out-$6.4M$00.09%
45841N107
INTERACTIVE BROKERS GROUP IN
Reduced-$6.3M$23.5M0.09%
45569U101
INDIE SEMICONDUCTOR INC
Reduced-$6.2M$10.3M0.09%
13462K109
CAMPING WORLD HLDGS INC
New$6.1M$6.1M0.09%
361105
AAR CORP
Sold out-$6.0M$00.09%
878742204
TECK RESOURCES LTD
Increased$6.0M$16.8M0.09%
05580M108
B. RILEY FINANCIAL INC
New$5.7M$5.7M0.08%
20603L102
CONCENTRA GROUP HOLDINGS PAR
New$5.6M$5.6M0.08%
38141G104
GOLDMAN SACHS GROUP INC
Reduced-$5.5M$9.6M0.08%
N00985106
AERCAP HOLDINGS NV
Increased$5.5M$150.6M0.08%
946784105
WAYSTAR HLDG CORP
Sold out-$5.4M$00.08%
83417M104
SOLAREDGE TECHNOLOGIES INC
New$5.3M$5.3M0.08%
387328107
GRANITE CONSTR INC
Sold out-$5.0M$00.07%
781154109
RUBRIK INC.
Sold out-$4.7M$00.07%
493267108
KEYCORP
Reduced-$4.6M$13.8M0.07%
03980N107
ARDENT HEALTH PARTNERS INC
New$4.6M$4.6M0.07%
30052C107
EVOLUS INC
Increased$4.5M$13.8M0.07%
88579Y101
3M CO
New$4.5M$4.5M0.07%
834203309
SOLENO THERAPEUTICS INC
Sold out-$4.5M$00.06%
53947R105
LOAR HOLDINGS INC
Increased$4.2M$14.9M0.06%
49468101
ATLASSIAN CORPORATION
Increased$4.2M$20.7M0.06%
97023105
BOEING CO
New$4.2M$4.2M0.06%
G93A5A101
VIKING HOLDINGS LTD
Increased$4.1M$26.2M0.06%
G6700G107
NVENT ELECTRIC PLC
New$4.1M$4.1M0.06%
595112103
MICRON TECHNOLOGY INC
Sold out-$4.0M$00.06%
753422104
RAPID7 INC
Reduced-$4.0M$17.0M0.06%
23135106
AMAZON COM INC
Reduced-$4.0M$52.2M0.06%
422806208
HEICO CORP NEW
Reduced-$3.9M$2.1M0.06%
126408103
CSX CORP
Increased$3.8M$32.0M0.05%
31946M103
FIRST CTZNS BANCSHARES INC N
Increased$3.8M$9.4M0.05%
90353T100
UBER TECHNOLOGIES INC
Reduced-$3.7M$47.1M0.05%
12008R107
BUILDERS FIRSTSOURCE INC
Reduced-$3.6M$5.6M0.05%
55306N104
MKS INSTRS INC
Increased$3.4M$14.7M0.05%
G89479102
TORM PLC
New$3.4M$3.4M0.05%
85205L107
SPRINGWORKS THERAPEUTICS INC
Increased$3.4M$17.9M0.05%
457669307
INSMED INC
Increased$3.4M$34.9M0.05%
01741R102
ATI INC
Increased$3.4M$13.2M0.05%
49177J102
KENVUE INC
Sold out-$3.4M$00.05%
816851109
SEMPRA
Sold out-$3.3M$00.05%
12510Q100
CCC INTELLIGENT SOLUTIONS HL
Sold out-$3.3M$00.05%
74276R102
PRIVIA HEALTH GROUP INC
Increased$3.2M$13.7M0.05%
51774107
AURORA INNOVATION INC
Increased$3.2M$21.7M0.05%
82728C102
SILVACO GROUP INC
Sold out-$3.1M$00.05%
58933Y105
MERCK & CO INC
Reduced-$3.1M$34.1M0.04%
55622104
BP PLC
Sold out-$3.1M$00.04%
82981J851
SITE CTRS CORP
New$3.0M$3.0M0.04%
833445109
SNOWFLAKE INC
Reduced-$3.0M$412,8070.04%
922280102
VARONIS SYS INC
New$2.9M$2.9M0.04%
146869102
CARVANA CO
New$2.8M$2.8M0.04%
94845U105
WEBTOON ENTMT INC
Sold out-$2.7M$00.04%
87318A101
TWFG INC
New$2.7M$2.7M0.04%
438516106
HONEYWELL INTL INC
Increased$2.4M$19.2M0.04%
00971T101
AKAMAI TECHNOLOGIES INC
Sold out-$2.4M$00.03%
459506101
INTERNATIONAL FLAVORS&FRAGRA
New$2.4M$2.4M0.03%
88929104
BGC GROUP INC
Increased$2.3M$18.6M0.03%
37954Y871
GLOBAL X FDS
Sold out-$2.2M$00.03%
10240L102
BOWHEAD SPECIALTY HLDGS INC
Sold out-$2.2M$00.03%
15189T107
CENTERPOINT ENERGY INC
New$2.1M$2.1M0.03%
09077V100
BIOAGE LABS INC
New$2.1M$2.1M0.03%
83406F102
SOFI TECHNOLOGIES INC
Sold out-$2.0M$00.03%
G7496G103
RENAISSANCERE HLDGS LTD
Increased$1.9M$20.2M0.03%
23804L103
DATADOG INC
Increased$1.8M$19.3M0.03%
78464A698
SPDR SER TR
Reduced-$1.8M$13.9M0.03%
92204A405
VANGUARD WORLD FD
Increased$1.8M$19.2M0.03%
294600101
EQUITRANS MIDSTREAM CORP
Sold out-$1.7M$00.03%
26884L109
EQT CORP
New$1.7M$1.7M0.02%
25470MAF6
DISH NETWORK CORPORATION
Reduced-$1.7M$98.5M0.02%
83444M101
SOLVENTUM CORP
Sold out-$1.6M$00.02%
398438408
GRIFOLS S A
Reduced-$1.4M$3.3M0.02%
11642105
ALARM COM HLDGS INC
Sold out-$1.3M$00.02%
69404D108
PACIFIC BIOSCIENCES CALIF IN
Increased$1.2M$3.6M0.02%
46434G764
ISHARES INC
Increased$1.2M$39.3M0.02%
384747101
GRAIL INC
Sold out-$1.2M$00.02%
00258Y104
ABACUS LIFE INC
Sold out-$1.1M$00.02%
10948W103
BRIGHTSPHERE INVT GROUP INC
Increased$1.1M$8.8M0.02%
21871X109
COREBRIDGE FINL INC
Increased$1.1M$16.7M0.02%
57142B104
MARQETA INC
Sold out-$1.1M$00.02%
70614W100
PELOTON INTERACTIVE INC
New$998,412$998,4120.01%
52110M109
LAZARD INC
Increased$947,940$3.9M0.01%
23939101
AMENTUM HOLDINGS INC
New$870,782$870,7820.01%
00773J202
SPYRE THERAPEUTICS INC
Increased$855,500$4.3M0.01%
753422AF1
RAPID7 INC
Increased$786,900$53.5M0.01%
55287L101
MBX BIOSCIENCES INC
New$779,400$779,4000.01%
20002101
ALLSTATE CORP
Increased$751,861$15.4M0.01%
12572Q105
CME GROUP INC
Increased$722,173$6.6M0.01%
75383L102
RAPPORT THERAPEUTICS INC
Sold out-$697,800$00.01%
98937L105
ZENAS BIOPHARMA INC
New$634,500$634,5000.01%
11135F101
BROADCOM INC
Sold out-$586,018$00.01%
08862L103
BEYOND AIR INC
New$572,931$572,9310.01%
78464A474
SPDR SER TR
Increased$572,200$1.5M0.01%
682680103
ONEOK INC NEW
Increased$522,043$5.0M0.01%
55477103
BICARA THERAPEUTICS INC
New$509,400$509,4000.01%
464288414
ISHARES TR
Increased$502,112$26.2M0.01%
46625H100
JPMORGAN CHASE & CO.
Increased$469,560$11.5M0.01%
464286509
ISHARES INC
Increased$432,811$4.1M0.01%
G42706104
HAMILTON INSURANCE GROUP LTD
Reduced-$294,500$3.9M0.00%
G0508H110
ARCADIUM LITHIUM PLC
Reduced-$255,000$1.4M0.00%
G0772R208
BANK OF NT BUTTERFIELD&SON L
Increased$177,760$3.7M0.00%
879360105
TELEDYNE TECHNOLOGIES INC
Increased$172,547$7.9M0.00%
91332UAB7
UNITY SOFTWARE INC
Increased$172,343$3.7M0.00%
18915MAC1
CLOUDFLARE INC
Increased$160,816$8.3M0.00%
958669103
WESTERN MIDSTREAM PARTNERS L
Reduced-$138,989$3.6M0.00%
G4124C109
GRAB HOLDINGS LIMITED
New$138,654$138,6540.00%
02079K107
ALPHABET INC
New$133,418$133,4180.00%
92556V106
VIATRIS INC
New$118,828$118,8280.00%
Y2065G121
DHT HOLDINGS INC
New$114,326$114,3260.00%
G4444H101
HELIX ACQUISITION CORP II
Increased$109,203$5.0M0.00%
679295AF2
OKTA INC
Increased$101,640$9.8M0.00%
01626W101
ALIGHT INC
New$88,534$88,5340.00%
29355AAH0
ENPHASE ENERGY INC
Increased$27,810$941,2000.00%
83304AAH9
SNAP INC
Increased$25,600$8.0M0.00%
293792107
ENTERPRISE PRODS PARTNERS L
Increased$24,700$5.5M0.00%

Evidence

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Increased47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2024-11-14, covering period end 2024-09-30.

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Increased01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2024-11-14, covering period end 2024-09-30.

PT
Increased464287655

Paul Tudor Jones II

Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2024-11-14, covering period end 2024-09-30.

George Soros (Soros Fund Management) disclosed new in SMURFIT WESTROCK PLC | TradingNote AI