George Soros, famed investor and philanthropist, had a portfolio valued at more than $7.6 billion as of Dec. 31, 2010. This was up from $6.6 billion for Soros Fund Management at the end of the third quarter.
Moves: Soros' portfolio still favors gold, adding to its largest holding, the SPDR Gold Trust (GLD), and hanging onto its stake in NovaGold Resources (NG), its fifth-largest holding. The firm continued to like Apple (AAPL) and to bet big on Delta Air Lines (DAL) in the fourth quarter.
Soros also made shifts in alternative energy, selling out of its positions in First Solar (FSLR) and MEMC Electronic Materials (MEMC), and opening new positions in solar stocks SatCon (SATC) and JA Solar (JASO).
Here are Soros Fund Management's top stock holdings as of Dec. 31, 2010:
• SPDR Gold Trust Gold Shares (GLD)
• InterOil (IOC)
• Monsanto (MON)
• Delta Air Lines (DAL)
• NovaGold Resources (NG)
• Plains Exploration & Production (PXP)
• Teva Pharamceutical (TEVA)
• Emdeon (EM)
• Apple (AAPL)
See the full SEC filing for George Soros's portfolio.
- SPDR Gold Trust
- NovaGold Resources
- George Soros