2 hedge funds and family offices disclose a CMS position in their latest SEC 13F filing — combined $113.8M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | George Soros | Soros Fund Management LLC | 970,362 | $74.2M | 0.91% | 2026-06-30 |
| 2 | Peter Thiel | Thiel Macro LLC | 517,124 | $39.6M | 9.45% | 2026-06-30 |
As of the latest 13F window, 2 tracked superinvestors hold CMS. The largest disclosed position is George Soros at $74.2M (0.9% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying CMS, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
2 hedge funds and family offices disclose a CMS position in their latest SEC 13F filing — combined $113.8M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | George Soros | Soros Fund Management LLC | 970,362 | $74.2M | 0.91% | 2026-06-30 |
| 2 | Peter Thiel | Thiel Macro LLC | 517,124 | $39.6M | 9.45% | 2026-06-30 |
As of the latest 13F window, 2 tracked superinvestors hold CMS. The largest disclosed position is George Soros at $74.2M (0.9% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying CMS, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
