Soroban Capital Partners LP
CIK 1517857
13F filing for Q2 2026・No. 212
- Holdings
- US$47.8B
- Quarter change
- −US$3.99B
- Entries
- 25
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
23 stocks worth US$14.16B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | — | 7,111,703 | US$1.7B | 11.97% |
| MAMASTERCARD INCORPORATEDCL A | — | 2,512,516 | US$1.29B | 9.12% |
| TDGTRANSDIGM GROUP INCCOM | — | 898,197 | US$1.2B | 8.45% |
| MSFTMicrosoftCOM | — | 3,147,241 | US$1.17B | 8.29% |
| VVISA INCCOM CL A | — | 3,289,580 | US$1.13B | 7.97% |
| TSMTSMC ADRSPONSORED ADS | — | 2,174,760 | US$1.04B | 7.34% |
| METAMetaCL A | — | 1,466,943 | US$826.31M | 5.84% |
| DPZDOMINOS PIZZA INCCOM | — | 2,658,202 | US$786.93M | 5.56% |
| GOOGALPHABET INCCAP STK CL C | — | 2,131,498 | US$753.12M | 5.32% |
| SPGIS&P GLOBAL INCCOM | — | 1,731,643 | US$705.23M | 4.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.