Filing analysis
Soroban Capital Partners LP
13F-HR · period Q2 2026 · filed Aug 14, 2026
$47.80BReported 13F value
25Positions
+0New
12Increased
6Reduced
−4Exited
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| TSM Taiwan Semiconductor… | ▲ Add | +12.6% | $1.04B |
| V Visa Inc. | ▲ Add | +11.1% | $1.13B |
| TDG TransDigm Group Incorporated | ▲ Add | +4.9% | $1.20B |
| MSFT Microsoft Corporation | ▼ Trim | -12.2% | $1.17B |
| DPZ Domino's Pizza, Inc. | ▲ Add | +6.5% | $786.93M |
| ETR Entergy Corporation | ▲ Add | +34.9% | $266.95M |
| SO The Southern Company | ▼ Trim | -28.9% | $161.59M |
| GOOGL Alphabet Inc. | ▲ Add | +12.8% | $214.38M |
| MA Mastercard Incorporated | ▲ Add | +1.9% | $1.29B |
| EFX Equifax Inc. | ▲ Add | +5.4% | $700.10M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.