Funds › Soroban Capital Partners LP
Soroban Capital Partners LP
13F for Q2 2026, filed Aug 14, 2026. 23 positions worth $47.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AMZN Amazon.com, Inc. | 7.11M | $1.7B | 3.5% | -15.0% | 13F ↗ |
| 2 | MA Mastercard Incorporated | 2.51M | $1.3B | 2.7% | +1.9% | 13F ↗ |
| 3 | TDG Transdigm Group Incorporated | 898,197 | $1.2B | 2.5% | +4.9% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 3.15M | $1.2B | 2.5% | -12.2% | 13F ↗ |
| 5 | V Visa Inc. | 3.29M | $1.1B | 2.4% | +11.1% | 13F ↗ |
| 6 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 2.17M | $1.0B | 2.2% | +12.6% | 13F ↗ |
| 7 | META Meta Platforms, Inc. | 1.47M | $826.3M | 1.7% | +4.8% | 13F ↗ |
| 8 | DPZ Domino's Pizza Inc | 2.66M | $786.9M | 1.6% | +6.5% | 13F ↗ |
| 9 | GOOG Alphabet Inc. Class C | 2.13M | $753.1M | 1.6% | Unchanged | 13F ↗ |
| 10 | SPGI S&P Global Inc. | 1.73M | $705.2M | 1.5% | +2.5% | 13F ↗ |
| 11 | EFX Equifax, Inc. | 4.41M | $700.1M | 1.5% | +5.4% | 13F ↗ |
| 12 | FERG Ferguson Enterprises Inc. | 2.43M | $576.4M | 1.2% | +1.3% | 13F ↗ |
| 13 | PNW Pinnacle West Capital Corporation | 3.87M | $414.6M | 0.9% | +0.5% | 13F ↗ |
| 14 | DTE DTE Energy Company | 1.92M | $293.0M | 0.6% | -5.7% | 13F ↗ |
| 15 | ETR Entergy Corporation | 2.32M | $266.9M | 0.6% | +34.9% | 13F ↗ |
| 16 | NXPI NXP Semiconductors N.V. | 863,266 | $242.6M | 0.5% | Unchanged | 13F ↗ |
| 17 | GOOGL Alphabet Inc. Class A | 599,870 | $214.4M | 0.4% | +12.8% | 13F ↗ |
| 18 | NI NiSource Inc | 4.49M | $213.7M | 0.4% | Unchanged | 13F ↗ |
| 19 | SO Southern Company | 1.69M | $161.6M | 0.3% | -28.9% | 13F ↗ |
| 20 | AEE Ameren Corporation | 1.25M | $141.1M | 0.3% | Unchanged | 13F ↗ |
| 21 | AEP American Electric Power Company, Inc. | 969,250 | $132.6M | 0.3% | -14.3% | 13F ↗ |
| 22 | WEC WEC Energy Group, Inc. | 1.05M | $122.7M | 0.3% | -12.3% | 13F ↗ |
| 23 | CMS CMS Energy Corporation | 1.06M | $81.0M | 0.2% | Unchanged | 13F ↗ |
Changes since Q1 2026
0 new, 12 added to, 6 trimmed, 4 exited, 5 unchanged. By estimated dollars.
New positions (0)
None this quarter.
Added to (12)
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 2.17M | +12.6% | $116.2M |
| V Visa Inc. | 3.29M | +11.1% | $112.7M |
| ETR Entergy Corporation | 2.32M | +34.9% | $69.0M |
| TDG Transdigm Group Incorporated | 898,197 | +4.9% | $55.9M |
| DPZ Domino's Pizza Inc | 2.66M | +6.5% | $48.3M |
| META Meta Platforms, Inc. | 1.47M | +4.8% | $37.7M |
| EFX Equifax, Inc. | 4.41M | +5.4% | $35.9M |
| MA Mastercard Incorporated | 2.51M | +1.9% | $24.7M |
| GOOGL Alphabet Inc. Class A | 599,870 | +12.8% | $24.3M |
| SPGI S&P Global Inc. | 1.73M | +2.5% | $17.5M |
Trimmed (6)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer