Eric Mandelblatt
Eric Mandelblatt's Soroban Capital Partners LP holds 27 U.S.-equity positions worth $51.8B (SEC 13F, Q1 2026). Top positions: MICROSOFT CORP 45.4%, Meta Platforms, Inc. Class A Common Stock 23.6%, Amazon.Com Inc 11.4%. 13F-replication return is +67% over 3 years (-5 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 45.4% | 63.6M | $23.5B | ▲ 1536% (+59.7M) | $288.30 | $367.34 (+27%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 23.6% | 21.4M | $12.2B | ▲ 1724% (+20.2M) | $738.09 | $563.85 (−24%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 11.4% | 28.4M | $5.9B | ▲ 218% (+19.4M) | $190.26 | $232.79 (+22%) | 2026-03-31 |
| MA Mastercard Incorporated | 2.4% | 2.5M | $1.2B | ▲ 30% (+575K) | $363.41 | $484.09 (+33%) | 2026-03-31 |
| TDG TransDigm Group Incorporated | 1.9% | 856K | $992M | ▲ 14% (+108K) | $1,520.64 | $1,295.90 (−15%) | 2026-03-31 |
| DPZ Domino's Pizza Inc. | 1.7% | 2.5M | $895M | NEW (+2.5M) | $358.79 | $295.11 (−18%) | 2026-03-31 |
| V VISA Inc. | 1.7% | 3.0M | $895M | ▲ 19% (+477K) | $225.46 | $326.60 (+45%) | 2026-03-31 |
| EFX Equifax, Incorporated | 1.4% | 4.2M | $754M | ▲ 310% (+3.2M) | $256.53 | $153.49 (−40%) | 2026-03-31 |
| SPGI S&P Global Inc. | 1.4% | 1.7M | $718M | ▲ 260% (+1.2M) | $486.71 | $407.39 (−16%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 1.3% | 1.9M | $653M | ▼ 27% (−712K) | $173.67 | $467.67 (+169%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 1.2% | 2.1M | $611M | ▼ 40% (−1.4M) | $104.00 | $348.78 (+235%) | 2026-03-31 |
| FERG Ferguson Enterprises Inc. | 1.1% | 2.4M | $559M | ▼ 19% (−580K) | $160.23 | $237.28 (+48%) | 2026-03-31 |
| PNW Pinnacle West Capital Corporation | 0.8% | 3.9M | $388M | ▲ 34% (+977K) | $89.66 | $102.43 (+14%) | 2026-03-31 |
| WDC Western Digital Corp. | 0.6% | 1.1M | $310M | — | $40.43 | $732.62 (+1712%) | 2026-03-31 |
| DTE DTE Energy Company | 0.6% | 2.0M | $298M | ▲ 2.0% (+40K) | $110.26 | $146.83 (+33%) | 2026-03-31 |
| SO The Southern Company | 0.4% | 2.4M | $229M | ▼ 61% (−3.7M) | $77.57 | $93.43 (+20%) | 2026-03-31 |
| NI NiSource Inc. | 0.4% | 4.5M | $210M | ▼ 17% (−894K) | $26.55 | $47.63 (+79%) | 2026-03-31 |
| STX Seagate Technology Holdings PLC Ordinary Shares (Ireland) | 0.4% | 534K | $209M | — | $84.95 | $1,094.04 (+1188%) | 2026-03-31 |
| ETR Entergy Corporation | 0.4% | 1.7M | $194M | ▼ 47% (−1.5M) | $105.68 | $112.20 (+6%) | 2026-03-31 |
| NXPI NXP Semiconductors N.V. | 0.3% | 863K | $170M | NEW (+863K) | $196.86 | $323.24 (+64%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 0.3% | 532K | $153M | ▼ 37% (−308K) | $103.73 | $349.68 (+237%) | 2026-03-31 |
| AEP American Electric Power Company, Inc. | 0.3% | 1.1M | $148M | ▼ 56% (−1.4M) | $81.22 | $130.30 (+60%) | 2026-03-31 |
| WEC WEC Energy Group, Inc. | 0.3% | 1.2M | $139M | ▼ 14% (−190K) | $84.17 | $113.04 (+34%) | 2026-03-31 |
| AEE Ameren Corporation | 0.3% | 1.2M | $137M | — | $72.34 | $109.70 (+52%) | 2026-03-31 |
| REXR REXFORD INDUSTRIAL REALTY, INC. | 0.2% | 3.6M | $119M | ▼ 61% (−5.6M) | $39.15 | $33.37 (−15%) | 2026-03-31 |
| CMS CMS Energy Corporation | 0.2% | 1.1M | $82M | — | $58.07 | $73.80 (+27%) | 2026-03-31 |
| QSR Restaurant Brands International Inc. | 0.0% | 172K | $13M | ▼ 43% (−128K) | $72.12 | $71.85 (−0%) | 2026-03-31 |
FAQ ▾
What are Eric Mandelblatt's largest holdings?
As of the latest 13F: MICROSOFT CORP 45.4%, Meta Platforms, Inc. Class A Common Stock 23.6%, Amazon.Com Inc 11.4%, Mastercard Incorporated 2.4%, TransDigm Group Incorporated 1.9%.
How big is Soroban Capital Partners LP's 13F portfolio?
$51.8B across 27 disclosed U.S.-equity positions.
What is Eric Mandelblatt's 3-year performance?
+67% (13F-replication, price return), -5 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.