Soroban Capital Partners LP Portfolio Holdings

Soroban Capital Partners LP

  • $12.3 Billion
  • Q3 2025

Soroban Capital Partners LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $12.3 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.07B, Amazon Com Inc with a value of $1.57B, Alphabet Inc. with a value of $871M, Trans Digm Group Inc with a value of $766M, and Mastercard Inc with a value of $625M.

Examining the 13F form we can see an increase of $3.29B in the current position value, from $8.98B to 12.3B.

Soroban Capital Partners LP is based out at New York, NY

Below you can find more details about Soroban Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $12.3 Billion
Technology: $2.85 Billion
Consumer Cyclical: $2.69 Billion
Utilities: $2.09 Billion
Communication Services: $1.71 Billion
Industrials: $1.28 Billion
Financial Services: $1.2 Billion
Real Estate: $378 Million
Healthcare: $70 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$2.07 Billion 16.86% of portfolio
3,992,613
Q3 2025 Added 2.15%
$2.39T
$1.57 Billion 12.81% of portfolio
7,156,836
Q3 2025 Added 49.04%
$1.74T
$871 Million 7.1% of portfolio
3,575,580
Q4 2023 New
$512B
$625 Million 5.1% of portfolio
1,098,573
Q3 2025 Added 5.92%
$533B
$577 Million 4.71% of portfolio
1,691,441
Q3 2025 Added 21.77%
$1.37T
$535 Million 4.36% of portfolio
728,246
Q3 2025 Added 26.85%
$1.46T
$515 Million 4.2% of portfolio
1,844,234
Q2 2025 Added 22.93%
$1.65T
$306 Million 2.49% of portfolio
1,257,370
Q2 2025 Reduced 34.35%
$222B
$40.5 Million 0.33% of portfolio
83,404
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $12.3 Billion
  • Prior Value $8.98 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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