George Soros Stock Portfolio: Top 5 Large-Cap Stock Picks

In this article, we discuss the 5 top large-cap stock picks of George Soros. If you want to read our detailed analysis of these stocks, go directly to George Soros Stock Portfolio: Top 10 Large-Cap Stock Picks.

5. IHS Markit Ltd. (NYSE:INFO)

Number of Hedge Fund Holders: 61   

IHS Markit Ltd. (NYSE:INFO) is ranked fifth on our list of 10 top large-cap stock picks of George Soros. The firm operates in the business research and consulting industry and is headquartered in London. 13F filings reveal that Soros Fund Management owned 1.3 million shares in the company at the end of the second quarter of 2021 worth $152 million, representing 2.56% of the portfolio. 

On July 15, investment advisory Deutsche Bank reiterated a Buy rating on IHS Markit Ltd. (NYSE:INFO) stock and raised the price target to $127 from $123. Sameer Kalucha, an analyst at the advisory, issued the ratings update. 

At the end of the second quarter of 2021, 61 hedge funds in the database of Insider Monkey held stakes worth $5.9 billion in IHS Markit Ltd. (NYSE:INFO), up from 54 in the previous quarter worth $4 billion.

In its Q1 2021 investor letter, Artisan Partners, an asset management firm, highlighted a few stocks and IHS Markit Ltd. (NYSE:INFO) was one of them. Here is what the fund said:

“We ended our campaign in IHS Markit. IHS Markit is a global provider of information services to the financial services, automotive and energy sectors. Since beginning our investment campaign in 2009, we have been attracted to the company’s position relative to the meaningful secular tailwind driving demand for data and analytics to help guide business decisions. The company announced in Q4 it is merging with S&P Global, one of the largest credit ratings agencies globally and a provider of benchmarks, data and analytics to the global capital and commodities markets. We believe the combination provides a good level of cost and revenue synergies which will help drive profit growth, and S&P Global has a solid track record of acquiring and integrating new businesses. However, we exited our position as the combined entity will be well beyond our mid-cap market cap mandate.”