Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Soroban Capital Partners LP ⇄ Blair William & Co/Il
23Shared positions
1.2%Name overlap (Jaccard)
0+Only Soroban…
15+Only Blair William…
Shared holdings · Q2 2026
| Security | Soroban Capital… weight | Blair William &… weight |
|---|---|---|
| AMZN Amazon.com, Inc. | 12.0% | 3.6% |
| MSFT Microsoft Corporation | 8.3% | 3.3% |
| MA Mastercard Incorporated | 9.1% | 1.1% |
| V Visa Inc. | 8.0% | 1.6% |
| TDG TransDigm Group… | 8.5% | 0.6% |
| GOOG Alphabet Inc. | 5.3% | 2.7% |
| TSM Taiwan Semiconductor… | 7.3% | 0.2% |
| META Meta Platforms, Inc. | 5.8% | 1.0% |
| DPZ Domino's Pizza, Inc. | 5.6% | 0.0% |
| SPGI S&P Global Inc. | 5.0% | 0.1% |
| EFX Equifax Inc. | 4.9% | 0.0% |
| FERG Ferguson plc | 4.1% | 0.1% |
| GOOGL Alphabet Inc. | 1.5% | 2.2% |
| PNW Pinnacle West Capital… | 2.9% | 0.0% |
| DTE DTE Energy Company | 2.1% | 0.0% |
| ETR Entergy Corporation | 1.9% | 0.0% |
| NXPI NXP Semiconductors N.V. | 1.7% | 0.0% |
| NI NiSource Inc | 1.5% | 0.0% |
| SO The Southern Company | 1.1% | 0.0% |
| AEE Ameren Corporation | 1.0% | 0.0% |
| AEP American Electric Power… | 0.9% | 0.0% |
| WEC WEC Energy Group, Inc. | 0.9% | 0.0% |
| CMS CMS Energy Corporation | 0.6% | 0.0% |
Distinctively Soroban Capital…
Distinctively Blair William & Co/Il
| AAPL Apple Inc. | 4.3% |
| NVDA NVIDIA Corporation | 2.8% |
| GEV GE Vernova Inc. | 2.0% |
| JPM JPMorgan Chase & Co. | 1.9% |
| SPY State Street SPDR S&P… | 1.6% |
| COST Costco Wholesale… | 1.3% |
| IDXX IDEXX Laboratories… | 1.3% |
| APH Amphenol Corporation | 1.1% |
| RSP Invesco S&P 500 Equal… | 1.1% |
| PANW Palo Alto Networks… | 1.1% |
| LLY Eli Lilly and Company | 1.1% |
| VEU Vanguard FTSE… | 1.0% |
| MU Micron Technology… | 0.9% |
| IVV iShares Core S&P 500… | 0.9% |
| FAST Fastenal Company | 0.9% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology