Soroban Capital Partners LP

Est. AUM

$51.80B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORPCALL	COM	$22.21B	60000000	42.88%	SOLE
2	META PLATFORMS INCCALL	CL A	$11.44B	20000000	22.09%	SOLE
3	AMAZON COM INCCALL	COM	$4.17B	20000000	8.04%	SOLE
4	AMAZON COM INC	COM	$1.74B	8367474	3.36%	SOLE
5	MICROSOFT CORP	COM	$1.33B	3584691	2.56%	SOLE
6	MASTERCARD INCORPORATED	CL A	$1.23B	2464499	2.38%	SOLE
7	TRANSDIGM GROUP INC	COM	$992.3M	856197	1.92%	SOLE
8	DOMINOS PIZZA INC	COM	$895.3M	2495194	1.73%	SOLE
9	VISA INC	COM CL A	$895.0M	2961240	1.73%	SOLE
10	META PLATFORMS INC	CL A	$801.0M	1400083	1.55%	SOLE
11	EQUIFAX INC	COM	$753.5M	4184569	1.45%	SOLE
12	S&P GLOBAL INC	COM	$718.2M	1688643	1.39%	SOLE
13	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$652.8M	1931530	1.26%	SOLE
14	ALPHABET INC	CAP STK CL C	$611.4M	2131498	1.18%	SOLE
15	FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$559.4M	2398367	1.08%	SOLE
16	PINNACLE WEST CAP CORP	COM	$388.4M	3854815	0.75%	SOLE
17	WESTERN DIGITAL CORP	COM	$310.1M	1146273	0.60%	SOLE
18	DTE ENERGY CO	COM	$298.1M	2038473	0.58%	SOLE
19	SOUTHERN CO	COM	$229.3M	2375511	0.44%	SOLE
20	NISOURCE INC	COM	$209.7M	4493353	0.40%	SOLE
21	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$209.3M	534364	0.40%	SOLE
22	ENTERGY CORP NEW	COM	$193.6M	1723304	0.37%	SOLE
23	NXP SEMICONDUCTORS N V	COM	$169.9M	863266	0.33%	SOLE
24	ALPHABET INC	CAP STK CL A	$152.9M	531870	0.30%	SOLE
25	AMERICAN ELEC PWR CO INC	COM	$148.3M	1131523	0.29%	SOLE
26	WEC ENERGY GROUP INC	COM	$138.7M	1198148	0.27%	SOLE
27	AMEREN CORP	COM	$137.2M	1248221	0.26%	SOLE
28	REXFORD INDL RLTY INC	COM	$118.7M	3625821	0.23%	SOLE
29	CMS ENERGY CORP	COM	$82.1M	1058781	0.16%	SOLE
30	RESTAURANT BRANDS INTL INC	COM	$12.7M	172015	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.