Soroban Capital Partners LP
13F filer · CIK 1517857 · New York, NY
Summary
Soroban Capital Partners LP reported $47.80B across 25 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AMZN (3.5%), MA (2.7%), TDG (2.5%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 12, trimmed 6 and sold out of 4.
Reported value$47.80B
Positions25incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions0
Added12
Trimmed6
Sold out4
Top 23 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 3.5%Value $1.70BPrice $246.67Shares 7.11M -15.01%Since Jun 30 +3.50%
Weight 2.7%Value $1.29BPrice $568.26Shares 2.51M +1.95%Since Jun 30 +10.64%
Weight 2.5%Value $1.20BPrice $1109Shares 898K +4.91%Since Jun 30 -16.73%
Weight 2.5%Value $1.17BPrice $509.22Shares 3.15M -12.20%Since Jun 30 +36.51%
Weight 2.4%Value $1.13BPrice $367.74Shares 3.29M +11.09%Since Jun 30 +7.18%
Weight 2.2%Value $1.04BPrice $452.88Shares 2.17M +12.59%Since Jun 30 -5.17%
Weight 1.7%Value $826.31MPrice $715.62Shares 1.47M +4.78%Since Jun 30 +27.04%
Weight 1.6%Value $786.93MPrice $292.27Shares 2.66M +6.53%Since Jun 30 -1.27%
Weight 1.6%Value $753.12MPrice $339.16Shares 2.13MSince Jun 30 -4.01%
Weight 1.5%Value $705.23MPrice $395.92Shares 1.73M +2.55%Since Jun 30 -2.78%
Weight 1.5%Value $700.10MPrice $145.78Shares 4.41M +5.41%Since Jun 30 -8.15%
Weight 1.2%Value $576.42MPrice $227.30Shares 2.43M +1.27%Since Jun 30 -4.23%
Weight 0.9%Value $414.62MPrice $91.32Shares 3.87M +0.52%Since Jun 30 -14.65%
Weight 0.6%Value $292.99MPrice $120.83Shares 1.92M -5.67%Since Jun 30 -20.70%
Weight 0.6%Value $266.95MPrice $98.10Shares 2.32M +34.86%Since Jun 30 -14.59%
Weight 0.5%Value $242.60MPrice $236.32Shares 863KSince Jun 30 -15.91%
Weight 0.4%Value $214.38MPrice $342.75Shares 600K +12.79%Since Jun 30 -4.09%
Weight 0.4%Value $213.66MPrice $39.10Shares 4.49MSince Jun 30 -17.77%
Weight 0.3%Value $161.59MPrice $82.35Shares 1.69M -28.93%Since Jun 30 -13.96%
Weight 0.3%Value $141.10MPrice $100.25Shares 1.25MSince Jun 30 -11.31%
Weight 0.3%Value $132.60MPrice $119.30Shares 969K -14.34%Since Jun 30 -12.80%
Weight 0.3%Value $122.74MPrice $101.45Shares 1.05M -12.27%Since Jun 30 -13.12%
Weight 0.2%Value $81.00MPrice $62.60Shares 1.06MSince Jun 30 -18.17%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 3.5% | $1.70B | +3.50% | -15.01% | Trim | |
| 2.7% | $1.29B | +10.64% | +1.95% | Add | |
| 2.5% | $1.20B | -16.73% | +4.91% | Add | |
| 2.5% | $1.17B | +36.51% | -12.20% | Trim | |
| 2.4% | $1.13B | +7.18% | +11.09% | Add | |
| 2.2% | $1.04B | -5.17% | +12.59% | Add | |
| 1.7% | $826.31M | +27.04% | +4.78% | Add | |
| 1.6% | $786.93M | -1.27% | +6.53% | Add | |
| 1.6% | $753.12M | -4.01% | — | Hold | |
| 1.5% | $705.23M | -2.78% | +2.55% | Add | |
| 1.5% | $700.10M | -8.15% | +5.41% | Add | |
| 1.2% | $576.42M | -4.23% | +1.27% | Add | |
| 0.9% | $414.62M | -14.65% | +0.52% | Add | |
| 0.6% | $292.99M | -20.70% | -5.67% | Trim | |
| 0.6% | $266.95M | -14.59% | +34.86% | Add | |
| 0.5% | $242.60M | -15.91% | — | Hold | |
| 0.4% | $214.38M | -4.09% | +12.79% | Add | |
| 0.4% | $213.66M | -17.77% | — | Hold | |
| 0.3% | $161.59M | -13.96% | -28.93% | Trim | |
| 0.3% | $141.10M | -11.31% | — | Hold | |
| 0.3% | $132.60M | -12.80% | -14.34% | Trim | |
| 0.3% | $122.74M | -13.12% | -12.27% | Trim | |
| 0.2% | $81.00M | -18.17% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.