EdgeMarket › What Soroban Capital Partners Lp reported owning
What Soroban Capital Partners Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
51.8BPositions
30Quarter
2026-03-31Shown below
27largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 1.7B | 3.4% | 8.4M | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 1.3B | 2.6% | 3.6M | 483.24 | -4.4% |
| MA Mastercard Inc | 1.2B | 2.4% | 2.5M | 580.63 | -2.0% |
| TDG TransDigm Group INC | 992.3M | 1.9% | 856.2K | 1,200.35 | -14.4% |
| DPZ DOMINOS PIZZA INC | 895.3M | 1.7% | 2.5M | 341.85 | -22.8% |
| V VISA INC. | 895.0M | 1.7% | 3.0M | 371.04 | +7.9% |
| META Meta Platforms, Inc. | 801.0M | 1.5% | 1.4M | 549.90 | -26.5% |
| EFX EQUIFAX INC | 753.5M | 1.5% | 4.2M | 192.62 | -22.4% |
| SPGI S&P Global Inc. | 718.2M | 1.4% | 1.7M | 431.29 | -22.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 652.8M | 1.3% | 1.9M | 418.95 | +83.3% |
| GOOG Alphabet Inc. | 611.4M | 1.2% | 2.1M | 341.75 | +70.7% |
| FERG Ferguson Enterprises Inc. /DE/ | 559.4M | 1.1% | 2.4M | 242.24 | +5.1% |
| PNW PINNACLE WEST CAPITAL CORP | 388.4M | 0.7% | 3.9M | 97.36 | +5.5% |
| WDC WESTERN DIGITAL CORP | 310.1M | 0.6% | 1.1M | 459.44 | +507.4% |
| DTE DTE ENERGY CO | 298.1M | 0.6% | 2.0M | 135.22 | -3.8% |
| SO SOUTHERN CO | 229.3M | 0.4% | 2.4M | 88.94 | -6.3% |
| NI NISOURCE INC. | 209.7M | 0.4% | 4.5M | 40.62 | -4.5% |
| STX Seagate Technology Holdings plc | 209.3M | 0.4% | 534.4K | 850.00 | +436.6% |
| ETR ENTERGY CORP /DE/ | 193.6M | 0.4% | 1.7M | 104.62 | +16.5% |
| NXPI NXP Semiconductors N.V. | 169.9M | 0.3% | 863.3K | 225.56 | -1.4% |
| GOOGL Alphabet Inc. | 152.9M | 0.3% | 531.9K | 344.82 | +73.0% |
| AEP AMERICAN ELECTRIC POWER CO INC | 148.3M | 0.3% | 1.1M | — | — |
| WEC WEC ENERGY GROUP, INC. | 138.7M | 0.3% | 1.2M | 106.01 | -2.7% |
| AEE AMEREN CORP | 137.2M | 0.3% | 1.2M | 106.13 | +4.1% |
| REXR Rexford Industrial Realty, Inc. | 118.7M | 0.2% | 3.6M | 37.23 | -5.4% |
| CMS CMS ENERGY CORP | 82.1M | 0.2% | 1.1M | 68.27 | -6.5% |
| QSR Restaurant Brands International Inc. | 12.7M | 0.0% | 172.0K | 80.86 | +26.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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