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
| CSX - CSX Corp | 16.62% | Add +9.6% | 57,630,864 | $26.64 | $1.5B | +5,030,569 | +$7M |
| MSFT - Microsoft | 12.15% | Reduce −17.7% | 4,818,934 | $232.90 | $1.1B | −1,035,711 | −$381M |
| UNP - Union Pac | 9.82% | Reduce −6.7% | 4,654,919 | $194.82 | $907M | −333,381 | −$157M |
| CVE - Cenovus Energy | 8.65% | Add +3.2% | 51,957,862 | $15.37 | $799M | +1,619,040 | −$158M |
| LOW - Lowes Cos | 6.52% | Reduce −17.9% | 3,208,883 | $187.81 | $603M | −698,780 | −$80M |
| AMZN - Amazon | 4.83% | Hold | 3,948,200 | $113.00 | $446M | — | — |
| GOOG - Alphabet · CL C | 4.00% | Add +1693.3% | 3,838,980 | $96.15 | $369M | +3,624,901 | −$99M |
| TECK - Teck Resources · CL B | 3.97% | Reduce −11.4% | 12,058,632 | $30.41 | $367M | −1,553,835 | −$49M |
| V - VISA · CL A | 3.77% | Reduce −45.8% | 1,960,650 | $177.65 | $348M | −1,658,500 | −$364M |
| MOS - Mosaic | 3.60% | Add +2.2% | 6,873,501 | $48.33 | $332M | +145,993 | +$14M |
| ADI - Analog Devices | 3.06% | Reduce −19.0% | 2,031,223 | $139.34 | $283M | −474,956 | −$83M |
| EQT - EQT Corp | 2.85% | Hold | 6,469,016 | $40.75 | $264M | — | — |
| CF - Cf Inds | 2.59% | Hold | 2,487,821 | $96.25 | $239M | — | — |
| YUM - Yum Brands | 2.46% | Hold | 2,138,859 | $106.34 | $227M | — | — |
| United States Stl | 2.16% | Reduce −5.9% | 11,000,000 | $18.12 | $199M | −683,862 | −$10M |
| WST - Westlake | 1.90% | Add +1.1% | 2,021,674 | $86.88 | $176M | +21,674 | −$20M |
| GOOGL - Alphabet · CL A | 1.87% | Add +1743.7% | 1,801,339 | $95.65 | $172M | +1,703,638 | −$41M |
| CNQ - Canadian Nat Res | 1.60% | Add +69.9% | 3,169,819 | $46.57 | $148M | +1,304,512 | +$47M |
| SU - Suncor Energy | 1.49% | Reduce −39.8% | 4,899,554 | $28.15 | $138M | −3,241,594 | −$148M |
| MA - Mastercard · CL A | 1.20% | New | 390,257 | $284.34 | $111M | +390,257 | +$111M |
| NTR - Nutrien | 0.99% | Reduce −60.4% | 1,092,051 | $83.38 | $91M | −1,663,154 | −$129M |
| WAB - Wabtec | 0.86% | Reduce −31.8% | 975,361 | $81.35 | $79M | −453,888 | −$38M |
| VALE - Vale S A | 0.30% | Reduce −80.3% | 2,062,324 | $13.32 | $27M | −8,426,064 | −$126M |
| KKR - Kkr Acquisition I · CLASS A | 0.27% | Hold | 2,500,000 | $9.84 | $25M | — | — |
| Holding · CL A | 0.27% | Hold | 2,500,000 | $9.82 | $25M | — | — |
| Holding · CL A | 0.24% | Hold | 2,276,601 | $9.78 | $22M | — | — |
| Msd Acquisition · CLASS A | 0.21% | Hold | 2,000,000 | $9.91 | $20M | — | — |
| Holding · CL A | 0.21% | Hold | 2,000,000 | $9.79 | $20M | — | — |
| OKLO - Altc Acquisition · CL A | 0.21% | Hold | 2,000,000 | $9.76 | $20M | — | — |
| Tio Tech A · CLASS A | 0.17% | Hold | 1,600,000 | $9.90 | $16M | — | — |
| Lerer Hippeau Acquisition · CL A | 0.16% | Hold | 1,500,000 | $9.82 | $15M | — | — |
| Holding | 0.16% | Hold | 1,470,000 | $9.90 | $15M | — | — |
| Tcv Acquisition · CL A | 0.15% | Hold | 1,430,876 | $9.80 | $14M | — | — |
| Holding · CLASS A | 0.13% | Hold | 1,200,000 | $9.84 | $12M | — | — |
| Big Sky Growth Partners · CLASS A | 0.13% | Hold | 1,200,000 | $9.78 | $12M | — | — |
| Group Nine Acquisition · CL A | 0.12% | Hold | 1,076,759 | $9.90 | $11M | — | — |
| Altimeter Growth 2 · CL A | 0.11% | Hold | 1,000,308 | $9.91 | $10M | — | — |
| Tpb Acquisition I · CL A | 0.09% | Hold | 873,250 | $9.92 | $9M | — | — |
| Liberty Media Acquisition | 0.08% | Hold | 779,130 | $9.94 | $8M | — | — |
| Ushg Acquisition · CL A | 0.04% | Hold | 343,842 | $9.85 | $3M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AA - Alcoa | 2.03% | Exit | 0 | $45.58 | $235M | −5,145,819 | −$235M |
| SPGI - S&P Global | 1.82% | Exit | 0 | $337.06 | $211M | −626,640 | −$211M |
| EFX - Equifax | 0.69% | Exit | 0 | $182.78 | $80M | −436,042 | −$80M |
| Nextdoor · CL A | 0.06% | Exit | 0 | $3.31 | $7M | −2,000,000 | −$7M |
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