KUJIRA WATCH / ソロス・ファンド・マネジメント（Soros Fund Management）
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Soros Fund Management

ソロス・ファンド・マネジメント
13F報告額 $8.1B
FIG. 01 — 上位保有銘柄（2026-06-30 時点）
AMZNAMAZON COM INC3.5%$281.8M
TSMTAIWAN SEMICONDUCTOR MANUFAC3.1%$249.4M
GLOBAL PMTS INC2.7%$222.7M
GOOGLALPHABET INC2.6%$213.1M
NVDANVIDIA CORPORATION2.6%$213.0M
ELECTRONIC ARTS INC2.4%$199.1M
BILL HOLDINGS INC2.2%$181.4M
PG&E CORP2.2%$179.6M
RIVIAN AUTOMOTIVE INC1.9%$155.8M
AAPLAPPLE INC1.9%$153.2M
LINDE PLC1.7%$138.7M
LUMENTUM HLDGS INC1.5%$119.3M
増加・新規
ALPHABET INCNEW
SPIRIT AEROSYSTEMS INCNEW
DBRGDIGITALBRIDGE GROUP INCNEW
SUPER MICRO COMPUTER INCNEW
AEPAMERICAN ELEC PWR CO INCNEW
APGEAPOGEE THERAPEUTICS INCNEW
NVDANVIDIA CORPORATIONNEW
SOUTHERN CONEW
NEBIUS GROUP N.V.NEW
TAYLOR MORRISON HOME CORPNEW
減少・売却
CRMSALESFORCE INCEXITED
PENPENUMBRA INCEXITED
CLEARWATER ANALYTICS HLDGS IEXITED
HOLOGIC INCEXITED
JAZZ INVESTMENTS I LTDEXITED
HONEYWELL INTL INCEXITED
SEALED AIR CORP NEWEXITED
AMICUS THERAPEUTICEXITED
XOPSPDR SERIES TRUSTEXITED
VARONIS SYS INCEXITED