George Soros is the founder of Soros Fund Management. In 1970 he co-founded the Quantum Fund with Jim Rogers and Christoper Ink, which created the bulk of the Soros fortune. Legendary was his currency speculation against the British Bank of England:
On September 16, 1992, Soros's fund sold short more than USD 10 billion worth of pounds sterling, profiting from the Bank of England's reluctance to either raise its interest rates to levels comparable to those of other European Exchange Rate Mechanism countries or to float its currency. Finally, the Bank of England withdrew the currency from the European Exchange Rate Mechanism, devaluing the pound sterling. Soros earned an estimated worth of USD 1.1 billion in the process. He was dubbed "the man who broke the Bank of England." UK Treasury estimated the total costs of Black Wednesday at GBP 3.4 billion in 1997.
Here is a top 30 list of his investment positions as of December 31, 2011. Soros Fund Management LLC was valued at USD 4.18 billion. Top New Buys: GOOG, CMVT, KEY, SPY, FCX, STLD, LMCA, DLPH, TRIP, X
During the quarter George Soros had 110 total positions.
Here are his top stocks:
| Symbol / Co | Analysis | Sector/ | Mkt | P/E |
| | | Industry | Cap | |
| MSI | 5.55% of portfolio. | Technology/ | 15.58B | 23.46 |
| Motorola Solution... | 1.54% held. | Telecommunications | | |
| | 5.01 million shares. | | | |
| | Position decreased by 1.59 million shares, -24%. | | | |
| IOC | 5.37% of portfolio. | Basic Materials/ | 3.27B | n/a |
| InterOil Corporation | 9.16% held. | Energy | | |
| | 4.39 million shares. | | | |
| | Position unchanged. | | | |
| AGRO | 5.02% of portfolio. | Consumer Goods/ | 1.12B | 0 |
| Adecoagro SA | 21.1% held. | Food & Beverage | | |
| | 25.38 million shares. | | | |
| | Position decreased by 101,340 shares, -0.4%. | | | |
| GOOG | 4.01% of portfolio. | Technology/ | 148.72B | 20.39 |
| Google Inc. A | 0.1% held. | Internet | | |
| | 259,900 shares. | | | |
| | Position increased by 258,770 shares, +22,982%. | | | |
| WPRT | 2.57% of portfolio. | Consumer Goods/ | 1.84B | n/a |
| Westport Innovations | 6.67% held. | Automotive | | |
| | 3.23 million shares. | | | |
| | Position increased by 68,000 shares, +2.2%. | | | |
| CMVT | 2.41% of portfolio. | Technology/ | 1.32B | n/a |
| Comverse Technolo... | 7% held. | Telecommunications | | |
| | 14.72 million shares. | | | |
| | Position NEW. | | | |
| EXAR | 1.04% of portfolio. | Technology/ | 298.45M | 118.5 |
| Exar Corporation | 14.88% held. | Electronics | | |
| | 6.67 million shares. | | | |
| | Position unchanged. | | | |
| AAPL | 0.92% of portfolio. | Technology/ | 391.88B | 15.11 |
| Apple Inc. | 0.01% held. | Computer Hardware | | |
| | 95,000 shares. | | | |
| | Position increased by 11,580 shares, +13.9%. | | | |
| WFC | 0.79% of portfolio. | Financial/ | 161.05B | 10.78 |
| Wells Fargo & Co | 0.02% held. | Banking | | |
| | 1.2 million shares. | | | |
| | Position increased by 1.1 million shares, +1,047%. | | | |
| ESRX | 0.77% of portfolio. | Health Care/ | 25.11B | 20.92 |
| Express Scripts | 0.15% held. | Health Services | | |
| | 722,770 shares. | | | |
| | Position increased by 516,470 shares, +240.4. | | | |
| DISH | 0.75% of portfolio. | Services/ | 5.99B | 9.21 |
| DISH Network Corp | 0.53% held. | Media | | |
| | 1.1 million shares. | | | |
| | Position decreased by 261,060 shares, -19.1. | | | |
| MRCY | 0.73% of portfolio. | Technology/ | 458.55M | 18.59 |
| Mercury Computer ... | 7.5% held. | Computer Hardware | | |
| | 2.29 million shares. | | | |
| | Position increased by 71,780 shares, +3.2%. | | | |
| YPF | 0.71% of portfolio. | Basic Materials/ | 15.89B | 7.44 |
| YPF Sociedad Anonima | 0.22% held. | Energy | | |
| | 860,260 shares. | | | |
| | Position increased by 315,860 shares, +58%. | | | |
| MHS | 0.7% of portfolio. | Services/ | 24.00B | 18.49 |
| Medco Health Solu... | 0.14% held. | Wholesale | | |
| | 526,620 shares. | | | |
| | Position increased by 476,620 shares, +953%. | | | |
| EXTR | 0.57% of portfolio. | Technology/ | 279.17M | n/a |
| Extreme Networks ... | 8.8% held. | Computer Hardware | | |
| | 8.21 million shares. | | | |
| | Position decreased by 40,400 shares, -0.5%. | | | |
| MDCO | 0.56% of portfolio. | Health Care/ | 1.02B | 8.75 |
| Medicines | 2.3% held. | Drugs | | |
| | 1.25 million shares. | | | |
| | Position decreased by 450,000 shares, -26.5%. | | | |
| DVA | 0.54% of portfolio. | Health Care/ | 7.56B | 17.35 |
| DaVita Inc | 0.32% held. | Health Services | | |
| | 300,000 shares. | | | |
| | Position decreased by 188,000 shares, -38.5%. | | | |
| DTV | 0.49% of portfolio. | Services/ | 30.88B | 13.28 |
| DIRECTV | 0.07% held. | Media | | |
| | 474,450 shares. | | | |
| | Position increased by 72,850 shares, +18.2%. | | | |
| CHTR | 0.47% of portfolio. | Services/ | 6.10B | n/a |
| Charter Communica... | 0.32% held. | Media | | |
| | 345,300 shares. | | | |
| | Position increased by 48,050 shares, +16.2%. | | | |
| SLE | 0.42% of portfolio. | Consumer Goods/ | 11.24B | 68.77 |
| Sara Lee Corporation | 0.16% held. | Food & Beverage | | |
| | 928,000 shares. | | | |
| | Position increased by 388,400 shares, +72%. | | | |
| TXN | 0.42% of portfolio. | Technology/ | 37.16B | 17.37 |
| Texas Instruments... | 0.05% held. | Electronics | | |
| | 600,000 shares. | | | |
| | Position increased by 500,000 shares, +500%. | | | |
| ACTG | 0.35% of portfolio. | Services/ | 1.73B | n/a |
| Acacia Research C... | 0.9% held. | Diversified Services | | |
| | 400,870 shares. | | | |
| | Position decreased by 369,250 shares, -48%. | | | |
| KEY | 0.35% of portfolio. | Financial/ | 7.75B | 8.47 |
| KeyCorp | 0.2% held. | Banking | | |
| | 1.89 million shares. | | | |
| | Position NEW. | | | |
| LORL | 0.34% of portfolio. | Technology/ | 1.44B | 18.79 |
| Loral Space & Com... | 1% held. | Telecommunications | | |
| | 221,560 shares. | | | |
| | Position unchanged. | | | |
| DAL | 0.34% of portfolio. | Services/ | 7.95B | 9.28 |
| Delta Air Lines Inc | 0.2% held. | Transportation | | |
| | 1.77 million shares. | | | |
| | Position increased by 1.74 million shares, +6,173%. | | | |
| SPY | 0.34% of portfolio. | Financial/ | 101.89B | 16.52 |
| SPDR S&P 500 ETF | 112,550 shares. | Financial Services | | |
| | Position NEW. | | | |
| BFLY | 0.33% of portfolio. | Services/ | 56.61M | n/a |
| Bluefly Inc. | 22.9% held. | Specialty Retail | | |
| | 6.48 million shares. | | | |
| | Position unchanged. | | | |
| BIDU | 0.33% of portfolio. | Technology/ | 42.49B | 7.11 |
| Baidu Inc. | 0.04% held. | Internet | | |
| | 118,500 shares. | | | |
| | Position increased by 74,580 shares, +169.8%. | | | |
| FCX | 0.33% of portfolio. | Basic Materials/ | 41.68B | 8.16 |
| Freeport-McMoRan ... | 0.04% held. | Metals & Mining | | |
| | 370,300 shares. | | | |
| | Position NEW. | | | |
| STLD | 0.31% of portfolio. | Basic Materials/ | 3.38B | 11.09 |
| Steel Dynamics Inc | 0.5% held. | Metals & Mining | | |
| | 1 million shares. | | | |
| | Position NEW. | | | |
MSI, IOC, AGRO, GOOG,WPRT, CMVT, EXAR, AAPL, WFC, ESRX, DISH, MRCY, YPF, MHS, EXTR, MDCO, DVA, DTV, CHTR, SLE, TXN, ACTG, KEY, LORL, DAL, SPY, BFLY, BIDU, FCX, STLD
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