Soroban Capital Partners LP activity
Every position Eric Mandelblatt opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
Add
12
Reduce
6
Exit
4
22 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| WDC | Exit | 0.60% to 0% | $310M | Q1→Q2 |
| STX | Exit | 0.40% to 0% | $209M | Q1→Q2 |
| REXR | Exit | 0.23% to 0% | $119M | Q1→Q2 |
| QSR | Exit | 0.02% to 0% | $13M | Q1→Q2 |
| TSM | Add | 1.3% to 2.2% | +12.6% sh | Q1→Q2 |
| V | Add | 1.7% to 2.4% | +11.1% sh | Q1→Q2 |
| TDG | Add | 1.9% to 2.5% | +4.9% sh | Q1→Q2 |
| MA | Add | 2.4% to 2.7% | +1.9% sh | Q1→Q2 |
| ETR | Add | 0.37% to 0.56% | +34.9% sh | Q1→Q2 |
| META | Add | 1.6% to 1.7% | +4.8% sh | Q1→Q2 |
| GOOGL | Add | 0.30% to 0.45% | +12.8% sh | Q1→Q2 |
| FERG | Add | 1.1% to 1.2% | +1.3% sh | Q1→Q2 |
| WST | Add | 0.75% to 0.87% | +0.5% sh | Q1→Q2 |
| SPGI | Add | 1.4% to 1.5% | +2.5% sh | Q1→Q2 |
| DPZ | Add | 1.7% to 1.7% | +6.5% sh | Q1→Q2 |
| EFX | Add | 1.5% to 1.5% | +5.4% sh | Q1→Q2 |
| AMZN | Reduce | 3.4% to 3.6% | −15.0% sh | Q1→Q2 |
| MSFT | Reduce | 2.6% to 2.5% | −12.2% sh | Q1→Q2 |
| SO | Reduce | 0.44% to 0.34% | −28.9% sh | Q1→Q2 |
| DTE | Reduce | 0.58% to 0.61% | −5.7% sh | Q1→Q2 |
| AEP | Reduce | 0.29% to 0.28% | −14.3% sh | Q1→Q2 |
| WEC | Reduce | 0.27% to 0.26% | −12.3% sh | Q1→Q2 |