Soros Fund takes new stake in Talkspace, ups Nvidia and Warner Bros. Discovery in Q1 moves

Soros Fund took a new position in behavioral healthcare company Talkspace (TALK [https://seekingalpha.com/symbol/TALK]), increased its stake in Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]), EVgo (EVGO [https://seekingalpha.com/symbol/EVGO]), and Warner Bros. Discovery (WBD [https://seekingalpha.com/symbol/WBD]), while noticeably trimming its shares in Sunrun (RUN [https://seekingalpha.com/symbol/RUN]), among its first-quarter moves.

The fund, founded by Hungarian-American investor George Soros, disclosed the information in the latest 13F filing [https://www.sec.gov/Archives/edgar/data/1029160/000090266426002529/xslForm13F_X02/infotable.xml] on Friday.

The global asset manager initiated its position with 2.77M shares in Talkspace and added 2.99M new shares of Cemex (CX [https://seekingalpha.com/symbol/CX]) to its portfolio. It also purchased fresh stakes in Select Medical Holdings (SEM [https://seekingalpha.com/symbol/SEM]), Blackstone (BX [https://seekingalpha.com/symbol/BX]), Linde (LIN [https://seekingalpha.com/symbol/LIN]), and ServiceNow (NOW [https://seekingalpha.com/symbol/NOW]), among others.

Soros increased its position in Nvidia to 1.07M shares from 666K, while it now holds 6.04M shares of EVgo, up from 4.5M. Other notable increases include Clear Channel Outdoor Holdings (CCO [https://seekingalpha.com/symbol/CCO]) to 5.41M shares from 680K, Kenvue (KVUE [https://seekingalpha.com/symbol/KVUE]) to 3.16M from 1.25M shares, Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) to 501K from 416K shares, Electronic Arts (EA [https://seekingalpha.com/symbol/EA]) to 966K from 428K shares, and Warner Bros. Discovery (WBD [https://seekingalpha.com/symbol/WBD]) to 1.09M shares from 150K, among other names.

Meanwhile, Soros decreased a notable number of shares in Sunrun (20K from 2.23M shares) and in Ally Financial (ALLY [https://seekingalpha.com/symbol/ALLY]) (725K from 1.69M shares) during the first quarter. Some other names where the fund cut stakes are Datadog (DDOG [https://seekingalpha.com/symbol/DDOG]), Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]), Figure Technology Solutions (FIGR [https://seekingalpha.com/symbol/FIGR]), and Salesforce (CRM [https://seekingalpha.com/symbol/CRM]).

Lastly, some notable names from which the firm exited during the quarter include DigitalBridge Group (DBRG [https://seekingalpha.com/symbol/DBRG]), Indivior Pharmaceuticals (INDV [https://seekingalpha.com/symbol/INDV]), and Take-Two Interactive Software (TTWO [https://seekingalpha.com/symbol/TTWO]).

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