Soroban Capital Partners LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SC
Soroban Capital Partners LP
Institutional Filer 318.66%$51.80B27

Current Portfolio Holdings

Showing all 27 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1MSFTMicrosoft CorporationTechnology63.6M$23.54B45.44%
2METAMeta Platforms, Inc.Technology21.4M$12.24B23.64%
3AMZNAmazon.com, Inc.Consumer Cyclical28.4M$5.91B11.41%
4MAMastercard IncorporatedFinancial Services2.5M$1.23B2.38%
5TDGTransDigm Group IncorporatedIndustrials856K$992.3M1.92%
6DPZDomino's Pizza, Inc.Consumer Cyclical2.5M$895.3M1.73%
7VVisa Inc.Financial Services3.0M$895.0M1.73%
8EFXEquifax Inc.Industrials4.2M$753.5M1.45%
9SPGIS&P Global Inc.Financial Services1.7M$718.2M1.39%
10TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology1.9M$652.8M1.26%
11GOOGAlphabet Inc.Technology2.1M$611.4M1.18%
12FERGFerguson plcIndustrials2.4M$559.4M1.08%
13PNWPinnacle West Capital CorporationUtilities3.9M$388.4M0.75%
14WDCWestern Digital CorporationTechnology1.1M$310.1M0.60%
15DTEDTE Energy CompanyUtilities2.0M$298.1M0.58%
Showing 1 to 15 of 27 holdings