Soroban Capital Partners Lp Top Holdings and 13F Report (2026) About Soroban Capital Partners LpInvestment ActivitySoroban Capital Partners Lp has $51.80 billion in total holdings as of March 31, 2026.Soroban Capital Partners Lp owns shares of 27 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 78.26% of the portfolio was purchased this quarter.About 4.82% of the portfolio was sold this quarter.This quarter, Soroban Capital Partners Lp has purchased 28 new stocks and bought additional shares in 10 stocks.Soroban Capital Partners Lp sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $23,537,145,067Meta Platforms $12,243,629,487Amazon.com $5,908,093,810Mastercard $1,231,411,570Transdigm Group $992,298,075 Largest New Holdings this Quarter 25754A201 - DOMINOS PIZZA INC $895,250,655 HoldingN6596X109 - NXP Semiconductors $169,942,545 Holding Largest Purchases this Quarter Microsoft 59,697,556 shares (about $22.10B)Meta Platforms 20,227,117 shares (about $11.57B)Amazon.com 19,441,478 shares (about $4.05B)DOMINOS PIZZA INC 2,495,194 shares (about $895.25M)Equifax 3,165,120 shares (about $569.94M) Largest Sales this Quarter Alphabet 1,444,082 shares (about $414.25M)Southern 3,718,097 shares (about $358.87M)Taiwan Semiconductor Manufacturing 711,534 shares (about $240.46M)American Electric Power 1,434,464 shares (about $188.03M)Rexford Industrial Realty 5,565,217 shares (about $182.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSoroban Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$23,537,145,067$22,098,244,304 â–²1,535.8%63,584,69145.4%Computer and TechnologyMETAMeta Platforms$12,243,629,487$11,572,540,449 â–²1,724.4%21,400,08323.6%Computer and TechnologyAMZNAmazon.com$5,908,093,810$4,049,076,623 â–²217.8%28,367,47411.4%Retail/WholesaleMAMastercard$1,231,411,570$287,510,360 â–²30.5%2,464,4992.4%Business ServicesTDGTransdigm Group$992,298,075$125,430,764 â–²14.5%856,1971.9%AerospaceDOMINOS PIZZA INC$895,250,655$895,250,655 â–²New Holding2,495,1941.7%COMVVisa$895,005,178$144,054,233 â–²19.2%2,961,2401.7%Business ServicesEFXEquifax$753,515,340$569,943,159 â–²310.5%4,184,5691.5%Business ServicesSPGIS&P Global$718,247,414$518,910,547 â–²260.3%1,688,6431.4%FinanceTSMTaiwan Semiconductor Manufacturing$652,760,564$240,462,915 â–¼-26.9%1,931,5301.3%Computer and TechnologyGOOGAlphabet$611,441,516$414,249,362 â–¼-40.4%2,131,4981.2%Computer and TechnologyFERGUSON ENTERPRISES INC$559,443,086$135,249,979 â–¼-19.5%2,398,3671.1%COMMON STOCK NEWPNWPinnacle West Capital$388,372,611$98,474,158 â–²34.0%3,854,8150.7%UtilitiesWDCWestern Digital$310,055,3840.0%1,146,2730.6%Computer and TechnologyDTEDTE Energy$298,065,522$5,843,390 â–²2.0%2,038,4730.6%UtilitiesSOSouthern$229,284,322$358,870,723 â–¼-61.0%2,375,5110.4%UtilitiesNINiSource$209,659,851$41,733,964 â–¼-16.6%4,493,3530.4%UtilitiesSTXSeagate Technology$209,342,4410.0%534,3640.4%Computer and TechnologyETREntergy$193,630,437$168,453,482 â–¼-46.5%1,723,3040.4%UtilitiesNXPINXP Semiconductors$169,942,545$169,942,545 â–²New Holding863,2660.3%Computer and TechnologyGOOGLAlphabet$152,944,537$88,568,480 â–¼-36.7%531,8700.3%Computer and TechnologyAEPAmerican Electric Power$148,320,035$188,029,541 â–¼-55.9%1,131,5230.3%UtilitiesWECWEC Energy Group$138,709,594$21,941,193 â–¼-13.7%1,198,1480.3%UtilitiesAEEAmeren$137,204,4520.0%1,248,2210.3%UtilitiesREXRRexford Industrial Realty$118,673,121$182,149,552 â–¼-60.6%3,625,8210.2%FinanceCMSCMS Energy$82,140,2300.0%1,058,7810.2%UtilitiesQSRRestaurant Brands International$12,711,909$9,458,092 â–¼-42.7%172,0150.0%Retail/WholesaleBNBrookfield$0$262,685,494 â–¼-100.0%00.0%FinanceUNPUnion Pacific$0$241,767,036 â–¼-100.0%00.0%TransportationCSXCSX$0$144,616,641 â–¼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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