Soroban Capital Partners
Soroban Capital Partners reported 23 stocks worth $14.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMZN (12.0%), MA (9.1%) and TDG (8.4%). Compared with Q1 2026, the fund added to MA, TDG and V, trimmed AMZN, MSFT and DTE and sold out of WDC, STX and REXR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMZN Amazon Com Inc | $1.7B | 12.0% | 7.1M | −1.3M (−15%) | 6 of 8 | |
| 2 |  MA Mastercard Incorporated | $1.3B | 9.1% | 2.5M | +48K (+2%) | 8 of 8 | |
| 3 |  TDG Transdigm Group Inc | $1.2B | 8.4% | 898K | +42K (+5%) | 5 of 8 | |
| 4 |  MSFT Microsoft Corp | $1.2B | 8.3% | 3.1M | −437K (−12%) | 8 of 8 | |
| 5 |  V Visa Inc | $1.1B | 8.0% | 3.3M | +328K (+11%) | 8 of 8 | |
| 6 |  TSM Taiwan Semiconductor Mfg Ltd | $1B | 7.3% | 2.2M | +243K (+13%) | 8 of 8 | |
| 7 |  META Meta Platforms Inc | $826M | 5.8% | 1.5M | +67K (+5%) | 5 of 8 | |
| 8 |  DPZ Dominos Pizza Inc | $787M | 5.6% | 2.7M | +163K (+7%) | 2 of 8 | |
| 9 |  GOOG Alphabet Inc | $753M | 5.3% | 2.1M | No change | 8 of 8 | |
| 10 |  SPGI S&P Global Inc | $705M | 5.0% | 1.7M | +43K (+3%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying sharesReported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Soroban Capital Partners 13F FAQ
What does Soroban Capital Partners own?
Soroban Capital Partners reported 23 stocks worth $14.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMZN (12.0%), MA (9.1%) and TDG (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Soroban Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 12 added to, 6 trimmed and 4 sold out. It sold all of WDC, STX and REXR.
When will Soroban Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Soroban Capital Partners's portfolio worth?
The Q2 2026 filing reports $14.2B in US stocks ($47.8B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.