Soroban Capital Partners LP — 13F holdings

Soroban Capital Partners LP reported 25 holdings worth $47.8B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $23.6B (49.3%)
2. META META PLATFORMS INC — $12.1B (25.3%)
3. AMZN AMAZON COM INC — $1.70B (3.5%)
4. MA MASTERCARD INCORPORATED — $1.29B (2.7%)
5. TDG TRANSDIGM GROUP INC — $1.20B (2.5%)
6. V Visa Inc — $1.13B (2.4%)
7. TSM TAIWAN SEMICONDUCTOR MFG LTD — $1.04B (2.2%)
8. DPZ DOMINOS PIZZA INC — $787M (1.6%)
9. GOOG ALPHABET INC — $753M (1.6%)
10. SPGI S&P GLOBAL INC — $705M (1.5%)