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Emily Stewart: George Soros Might Invest $1 Billion in Ukraine -- Here's Where Else He's Investing

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George Soros said this week that he is ready to pour $1 billion in Ukraine -- as long as the West would do "whatever it takes" to rescue the war-ravaged country. With a $24 billion personal fortune, he can certainly afford it.

Soros has calmed down quite a bit since. In 2011, he stopped managing clients' money, and this January he reportedly retired for good. His fund, Soros Fund Management, still bears his moniker, and there's no doubt the billionaire -- who is said to base some of his investment decisions on back pain -- is well aware of, and likely involved in, where its funds are directed.

Soros Fund Management's most recent 13F filing, corresponding to the fourth quarter, indicates a clear shift toward European companies. The firm exited big positions in Intel Corp. (INTC) , Apple (AAPL) and Citrix Systems (CTXS) at the end of the year, swapping them for stakes in Netherlands-based LyondellBasell Industries (LYB) and Dublin-based Endo International (ENDP).

The billionaire's fund's top three positions are based outside the U.S. and Europe. Its holdings in these companies totaled $1.05 billion at the end of the fourth quarter -- roughly the same amount Soros may be looking to put into Ukraine.

Chinese e-commerce giant Alibaba (BABA) is Soros' top public equity position, valued at $457 million at the end of the fourth quarter. Soros isn't the only billionaire betting on "Baba" -- Dan Loeb's Third Point holds 10 million of the company's shares, worth nearly $840 million, and John Paulson's firm has 1.93 million shares.

The fund's No. 2 public equity holding is YPF (YPF), an oil and gas company based in Argentina. The country moved to renationalize YPF in 2012, seizing a majority stake from Spain's Repsol. While Argentina's instability may make some investors wary, it hasn't kept Soros away. As of his firms most recent 13F filing, he holds 11.65 million shares, a stake valued at $308 million at the end of 2014.

Israel's Teva Pharmaceuticals (TEVA) is Soros Fund Managament's third most significant holding, its position valued at $279 million as of December 31. The pharmaceutical company made headlines this week after announcing plans to acquire Auspex Pharmaceuticals (ASPX) in a $3.5 billion deal.


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