Soroban Capital Partners LP
Top Portfolio Positions
26 positions ·
$51,185,857,222 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
63,584,691 | $23,537,145,067 | 45.98% |
| META |
Meta Platforms, Inc.
Communication Services
|
21,400,083 | $12,243,629,486 | 23.92% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,367,474 | $5,908,093,809 | 11.54% |
| MA |
Mastercard Inc
Financial Services
|
2,464,499 | $1,231,411,570 | 2.41% |
| TDG |
TransDigm Group INC
Industrials
|
856,197 | $992,298,075 | 1.94% |
| DPZ |
Dominos Pizza Inc
Consumer Cyclical
|
2,495,194 | $895,250,655 | 1.75% |
| V |
Visa Inc.
Financial Services
|
2,961,240 | $895,005,177 | 1.75% |
| EFX |
Equifax Inc
Industrials
|
4,184,569 | $753,515,339 | 1.47% |
| SPGI |
S&P Global Inc.
Financial Services
|
1,688,643 | $718,247,413 | 1.40% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,931,530 | $652,760,563 | 1.28% |
Portfolio Trend
Holdings in EFX
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $753,515,339 | 4,184,569 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $221,200,044 | 1,019,449 | Shares | Sole | 2026-02-17 | |
| 2022-06-30 | $79,699,756 | 436,042 | Shares | Sole | 2022-08-15 | |
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