Featured 13F manager
Soroban Capital Partners LP Eric Mandelblatt
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $47.8B 13F
- $14.2B Equity
- 23 Positions
- 2026 Q2
- −7.7% QoQ
Options-heavy 13F
long equity 29.6% of 13F · equity $14.2B
13F reported value includes option notionals
- Options & other 75.2%
- AMZN - Amazon 3.5%
- MA - Mastercard · CL A 2.7%
- TDG - Transdigm Group 2.5%
- MSFT - Microsoft 2.4%
- V - VISA · CL A 2.4%
- TSM - Taiwan Semiconductor 2.2%
- META - Meta Platforms · CL A 1.7%
- DPZ - Dominos Pizza 1.6%
- GOOG - Alphabet · CL C 1.6%
- SPGI - S&P Global 1.5%
- EFX - Equifax 1.5%
- FERG - Ferguson Enterprises 1.2%
13F value over time
Book
| MSFT - Microsoft | 14.61% | Reduce −8.1% | 6,015,503 | $308.31 | $1.9B | −533,584 | −$348M |
| CSX - CSX Corp | 12.08% | Add +4.0% | 40,930,248 | $37.45 | $1.5B | +1,569,187 | +$53M |
| UNP - Union Pac | 9.30% | Reduce −7.5% | 4,320,603 | $273.21 | $1.2B | −350,064 | +$4M |
| AMZN - Amazon | 6.94% | Add +11.3% | 270,195 | $3,260 | $881M | +27,440 | +$71M |
| CVE - Cenovus Energy | 6.37% | Add +345.7% | 48,463,822 | $16.68 | $808M | +37,589,837 | +$675M |
| LOW - Lowes Cos | 4.91% | Reduce −19.6% | 3,080,009 | $202.19 | $623M | −748,541 | −$367M |
| GOOG - Alphabet · CL C | 3.93% | Reduce −28.1% | 178,779 | $2,793 | $499M | −69,891 | −$220M |
| TECK - Teck Resources · CL B | 3.90% | Add +10.9% | 12,259,467 | $40.39 | $495M | +1,205,000 | +$177M |
| V - VISA · CL A | 3.61% | Reduce −6.7% | 2,067,846 | $221.77 | $459M | −148,139 | −$22M |
| United States Stl | 3.47% | Add +90.3% | 11,683,862 | $37.74 | $441M | +5,544,722 | +$295M |
| AA - Alcoa | 3.38% | Add +25.2% | 4,757,980 | $90.03 | $428M | +958,940 | +$202M |
| ADI - Analog Devices | 3.03% | Reduce −14.8% | 2,328,479 | $165.18 | $385M | −404,263 | −$96M |
| MOS - Mosaic | 2.59% | Add +12.3% | 4,937,895 | $66.50 | $328M | +542,275 | +$156M |
| CF - Cf Inds | 2.12% | Add +20.1% | 2,614,851 | $103.06 | $269M | +437,998 | +$115M |
| NTR - Nutrien | 1.94% | Add +170.5% | 2,369,284 | $103.99 | $246M | +1,493,535 | +$181M |
| YUM - Yum Brands | 1.89% | New | 2,025,602 | $118.53 | $240M | +2,025,602 | +$240M |
| EQT - EQT Corp | 1.76% | Reduce −10.2% | 6,500,043 | $34.41 | $224M | −738,627 | +$66M |
| WST - Westlake | 1.72% | Add +49.2% | 1,773,725 | $123.40 | $219M | +584,616 | +$103M |
| VALE - Vale S A | 1.58% | Add +30.3% | 10,026,519 | $19.99 | $200M | +2,331,508 | +$93M |
| SU - Suncor Energy | 1.56% | Add +37.5% | 6,084,148 | $32.59 | $198M | +1,658,500 | +$88M |
| CNQ - Canadian Nat Res | 1.04% | Reduce −16.9% | 2,126,657 | $61.98 | $132M | −432,582 | +$24M |
| GOOGL - Alphabet · CL A | 1.03% | Add +13.2% | 46,885 | $2,781 | $130M | +5,466 | +$10M |
| RIVN - Rivian Automotive · CL A | 0.32% | Hold | 800,000 | $50.24 | $40M | — | — |
| KKR - Kkr Acquisition I · CLASS A | 0.19% | Hold | 2,500,000 | $9.83 | $25M | — | — |
| Holding · CL A | 0.19% | Hold | 2,500,000 | $9.76 | $24M | — | — |
| Holding · CL A | 0.18% | Hold | 2,276,601 | $9.77 | $22M | — | — |
| Holding · CL A | 0.15% | Hold | 2,000,000 | $9.80 | $20M | — | — |
| Msd Acquisition · CLASS A | 0.15% | Hold | 2,000,000 | $9.80 | $20M | — | — |
| OKLO - Altc Acquisition · CL A | 0.15% | Hold | 2,000,000 | $9.76 | $20M | — | — |
| Tio Tech A · CLASS A | 0.12% | Hold | 1,600,000 | $9.79 | $16M | — | — |
| Lerer Hippeau Acquisition · CL A | 0.12% | Hold | 1,500,000 | $9.80 | $15M | — | — |
| Holding | 0.11% | Hold | 1,470,000 | $9.77 | $14M | — | — |
| Tcv Acquisition · CL A | 0.11% | Hold | 1,430,876 | $9.76 | $14M | — | — |
| Nextdoor · CL A | 0.09% | Hold | 2,000,000 | $5.99 | $12M | — | — |
| Holding · CLASS A | 0.09% | Hold | 1,200,000 | $9.73 | $12M | — | — |
| Big Sky Growth Partners · CLASS A | 0.09% | Hold | 1,200,000 | $9.72 | $12M | — | — |
| Group Nine Acquisition · CL A | 0.08% | Hold | 1,076,759 | $9.79 | $11M | — | — |
| Altimeter Growth 2 · CL A | 0.08% | Hold | 1,000,308 | $9.82 | $10M | — | — |
| Tpb Acquisition I · CL A | 0.07% | Hold | 873,250 | $9.72 | $8M | — | — |
| Liberty Media Acquisition | 0.06% | Hold | 779,130 | $9.91 | $8M | — | — |
| Ushg Acquisition · CL A | 0.03% | Hold | 343,842 | $10.11 | $3M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| META - Meta Platforms · CL A | 4.04% | Exit | 0 | $336.35 | $533M | −1,584,840 | −$533M |
| FIS - Fidelity Natl Info | 3.20% | Exit | 0 | $109.15 | $422M | −3,869,963 | −$422M |
| NFLX - Netflix | 2.42% | Exit | 0 | $602.44 | $320M | −531,135 | −$320M |
| MA - Mastercard · CL A | 2.22% | Exit | 0 | $359.32 | $293M | −814,251 | −$293M |
| Ihs Markit | 2.20% | Exit | 0 | $132.92 | $291M | −2,188,681 | −$291M |
| WAB - Wabtec | 1.50% | Exit | 0 | $92.11 | $198M | −2,145,863 | −$198M |
| PLNT - Planet Fitness · CL A | 0.90% | Exit | 0 | $90.58 | $119M | −1,311,475 | −$119M |
| SPGI - S&P Global | 0.34% | Exit | 0 | $471.93 | $45M | −95,983 | −$45M |
| Angel Pond · CL A | 0.09% | Exit | 0 | $9.67 | $12M | −1,200,000 | −$12M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 25 | $47.8B | −7.7% | 13F-HR | 8/14/2026 | 000091957426005518 |
| 2026 Q1 | 30 | $51.8B | +261.4% | 13F-HR | 5/15/2026 | 000091957426003541 |
| 2025 Q4 | 29 | $14.3B | +8.1% | 13F-HR | 2/17/2026 | 000091957426001180 |
| 2025 Q3 | 30 | $13.3B | +29.4% | 13F-HR | 11/14/2025 | 000091957425007008 |
| 2025 Q2 | 29 | $10.3B | +44.7% | 13F-HR | 8/14/2025 | 000091957425004902 |
| 2025 Q1 | 27 | $7.1B | −5.1% | 13F-HR | 5/15/2025 | 000091957425003247 |
| 2024 Q4 | 24 | $7.5B | +3.4% | 13F-HR | 2/14/2025 | 000091957425001519 |
| 2024 Q3 | 24 | $7.2B | +6.2% | 13F-HR | 11/14/2024 | 000091957424006733 |
| 2024 Q2 | 25 | $6.8B | +2.9% | 13F-HR | 8/14/2024 | 000091957424004747 |
| 2024 Q1 | 24 | $6.6B | −18.1% | 13F-HR | 5/15/2024 | 000091957424003199 |
| 2023 Q4 | 29 | $8.1B | +19.5% | 13F-HR | 2/14/2024 | 000091957424001475 |
| 2023 Q3 | 15 | $6.8B | −8.7% | 13F-HR | 11/14/2023 | 000091957423006409 |
| 2023 Q2 | 14 | $7.4B | +1.6% | 13F-HR | 8/14/2023 | 000091957423004831 |
| 2023 Q1 | 17 | $7.3B | −12.4% | 13F-HR | 5/15/2023 | 000091957423003323 |
| 2022 Q4 | 19 | $8.3B | −9.9% | 13F-HR | 2/14/2023 | 000091957423001670 |
| 2022 Q3 | 40 | $9.2B | −20.2% | 13F-HR | 11/14/2022 | 000091957422006769 |
| 2022 Q2 | 44 | $11.6B | −8.8% | 13F-HR | 8/15/2022 | 000091957422005094 |
| 2022 Q1 | 43 | $12.7B | −3.9% | 13F-HR | 5/16/2022 | 000091957422003506 |
| 2021 Q4 | 52 | $13.2B | +23.7% | 13F-HR | 2/14/2022 | 000091957422001581 |
| 2021 Q3 | 42 | $10.7B | — | 13F-HR | 11/15/2021 | 000091957421006848 |
About
Soroban Capital Partners LP
20 processed 13Fs on this site · 2021 Q3–2026 Q2