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 | 21.62% | Add +0.8% | 58,100,864 | $30.98 | $1.8B | +470,000 | +$265M |
| MSFT - Microsoft | 12.47% | Reduce −10.2% | 4,327,559 | $239.82 | $1B | −491,375 | −$84M |
| CVE - Cenovus Energy | 12.12% | Hold | 51,957,862 | $19.41 | $1B | — | — |
| UNP - Union Pac | 11.58% | Hold | 4,654,919 | $207.07 | $964M | — | — |
| TECK - Teck Resources · CL B | 5.04% | Reduce −8.1% | 11,084,331 | $37.82 | $419M | −974,301 | +$53M |
| V - VISA · CL A | 4.29% | Reduce −12.2% | 1,720,650 | $207.76 | $357M | −240,000 | +$9M |
| LOW - Lowes Cos | 4.10% | Reduce −46.7% | 1,710,990 | $199.24 | $341M | −1,497,893 | −$262M |
| ADI - Analog Devices | 4.00% | Hold | 2,031,223 | $164.03 | $333M | — | — |
| AMZN - Amazon | 3.98% | Hold | 3,948,200 | $84.00 | $332M | — | — |
| GOOG - Alphabet · CL C | 3.81% | Reduce −6.9% | 3,575,580 | $88.73 | $317M | −263,400 | −$52M |
| MOS - Mosaic | 3.62% | Hold | 6,873,501 | $43.87 | $302M | — | — |
| EQT - EQT Corp | 2.63% | Hold | 6,469,016 | $33.83 | $219M | — | — |
| CF - Cf Inds | 2.52% | Reduce −1.1% | 2,460,321 | $85.20 | $210M | −27,500 | −$30M |
| WST - Westlake | 2.49% | Hold | 2,021,674 | $102.54 | $207M | — | — |
| CNQ - Canadian Nat Res | 2.11% | Hold | 3,169,819 | $55.53 | $176M | — | — |
| SU - Suncor Energy | 1.80% | Reduce −3.6% | 4,721,080 | $31.73 | $150M | −178,474 | +$12M |
| NTR - Nutrien | 1.07% | Add +11.8% | 1,221,005 | $73.03 | $89M | +128,954 | −$2M |
| United States Stl | 0.49% | Reduce −85.2% | 1,622,974 | $25.05 | $41M | −9,377,026 | −$159M |
| GOOGL - Alphabet · CL A | 0.25% | Reduce −86.7% | 240,000 | $88.23 | $21M | −1,561,339 | −$151M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| YUM - Yum Brands | 2.46% | Exit | 0 | $106.34 | $227M | −2,138,859 | −$227M |
| MA - Mastercard · CL A | 1.20% | Exit | 0 | $284.34 | $111M | −390,257 | −$111M |
| WAB - Wabtec | 0.86% | Exit | 0 | $81.35 | $79M | −975,361 | −$79M |
| VALE - Vale S A | 0.30% | Exit | 0 | $13.32 | $27M | −2,062,324 | −$27M |
| KKR - Kkr Acquisition I · CLASS A | 0.27% | Exit | 0 | $9.84 | $25M | −2,500,000 | −$25M |
| Holding · CL A | 0.27% | Exit | 0 | $9.82 | $25M | −2,500,000 | −$25M |
| Holding · CL A | 0.24% | Exit | 0 | $9.78 | $22M | −2,276,601 | −$22M |
| Msd Acquisition · CLASS A | 0.21% | Exit | 0 | $9.91 | $20M | −2,000,000 | −$20M |
| Holding · CL A | 0.21% | Exit | 0 | $9.79 | $20M | −2,000,000 | −$20M |
| OKLO - Altc Acquisition · CL A | 0.21% | Exit | 0 | $9.76 | $20M | −2,000,000 | −$20M |
| Tio Tech A · CLASS A | 0.17% | Exit | 0 | $9.90 | $16M | −1,600,000 | −$16M |
| Lerer Hippeau Acquisition · CL A | 0.16% | Exit | 0 | $9.82 | $15M | −1,500,000 | −$15M |
| Holding | 0.16% | Exit | 0 | $9.90 | $15M | −1,470,000 | −$15M |
| Tcv Acquisition · CL A | 0.15% | Exit | 0 | $9.80 | $14M | −1,430,876 | −$14M |
| Holding · CLASS A | 0.13% | Exit | 0 | $9.84 | $12M | −1,200,000 | −$12M |
| Big Sky Growth Partners · CLASS A | 0.13% | Exit | 0 | $9.78 | $12M | −1,200,000 | −$12M |
| Group Nine Acquisition · CL A | 0.12% | Exit | 0 | $9.90 | $11M | −1,076,759 | −$11M |
| Altimeter Growth 2 · CL A | 0.11% | Exit | 0 | $9.91 | $10M | −1,000,308 | −$10M |
| Tpb Acquisition I · CL A | 0.09% | Exit | 0 | $9.92 | $9M | −873,250 | −$9M |
| Liberty Media Acquisition | 0.08% | Exit | 0 | $9.94 | $8M | −779,130 | −$8M |
| Ushg Acquisition · CL A | 0.04% | Exit | 0 | $9.85 | $3M | −343,842 | −$3M |
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