Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Soroban Capital Partners LP (CIK 1517857) reported $51.80B across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($23.54B, 45.44%), META ($12.24B, 23.64%), AMZN ($5.91B, 11.41%), MA ($1.23B, 2.38%), TDG ($992.3M, 1.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $23.54B | 45.44% | 63.6M | Added |
| 2 | META | META PLATFORMS INC | $12.24B | 23.64% | 21.4M | Added |
| 3 | AMZN | AMAZON COM INC | $5.91B | 11.41% | 28.4M | Added |
| 4 | MA | MASTERCARD INCORPORATED | $1.23B | 2.38% | 2.5M | Added |
| 5 | TDG | TRANSDIGM GROUP INC | $992.3M | 1.92% | 856,197 | Added |
| 6 | V | VISA INC | $895.0M | 1.73% | 3.0M | Added |
| 7 | DPZ | DOMINOS PIZZA INC | $895.3M | 1.73% | 2.5M | New |
| 8 | EFX | EQUIFAX INC | $753.5M | 1.45% | 4.2M | Added |
| 9 | SPGI | S&P GLOBAL INC | $718.2M | 1.39% | 1.7M | Added |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $652.8M | 1.26% | 1.9M | Trimmed |
| 11 | GOOG | ALPHABET INC | $611.4M | 1.18% | 2.1M | Trimmed |
| 12 | FERG | FERGUSON ENTERPRISES INC | $559.4M | 1.08% | 2.4M | Trimmed |
| 13 | PNW | PINNACLE WEST CAP CORP | $388.4M | 0.75% | 3.9M | Added |
| 14 | WDC | WESTERN DIGITAL CORP | $310.1M | 0.60% | 1.1M | Hold |
| 15 | DTE | DTE ENERGY CO | $298.1M | 0.58% | 2.0M | Added |
| 16 | SO | SOUTHERN CO | $229.3M | 0.44% | 2.4M | Trimmed |
| 17 | NI | NISOURCE INC | $209.7M | 0.40% | 4.5M | Trimmed |
| 18 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $209.3M | 0.40% | 534,364 | Hold |
| 19 | ETR | ENTERGY CORP NEW | $193.6M | 0.37% | 1.7M | Trimmed |
| 20 | NXPI | NXP SEMICONDUCTORS N V | $169.9M | 0.33% | 863,266 | New |
| 21 | GOOGL | ALPHABET INC | $152.9M | 0.30% | 531,870 | Trimmed |
| 22 | AEP | AMERICAN ELEC PWR CO INC | $148.3M | 0.29% | 1.1M | Trimmed |
| 23 | WEC | WEC ENERGY GROUP INC | $138.7M | 0.27% | 1.2M | Trimmed |
| 24 | AEE | AMEREN CORP | $137.2M | 0.26% | 1.2M | Hold |
| 25 | REXR | REXFORD INDL RLTY INC | $118.7M | 0.23% | 3.6M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31