Soroban Capital Partners, based in New York, was founded in 2010 by Eric Mandelblatt, who serves as Managing Partner and Chief Investment Officer. The firm focuses on public and private companies in the Industrial Economy, Technology, Consumer, and Payment & Information Services sectors, employing a concentrated, research-intensive, and long-term investment approach.
Eric W. Mandelblatt founded Soroban Capital after serving as a founding partner and portfolio manager at TPG-Axon Capital, a global investment firm he joined in 2005. He began his career in 1998 at Goldman Sachs & Co. as an equity research analyst covering the energy and power sectors. In 2002, he joined the Goldman Sachs Principal Strategies Group (formerly the Risk Arbitrage Department), where he became Chief Operating Officer of the US Principal Strategies business.
As of March 2024, Soroban Capital Partners manages $11.43 billion in discretionary assets across 12 clients. Their Q1 2024 13F filing reported $6.62 billion in managed 13F securities, with a top 10 holdings concentration of 85.08%. The firm's largest holding is Microsoft Corp., with 2,751,552 shares.
| Fund Name: | Soroban Capital Partners |
| Manager | Eric W. Mandelblatt |
| Portfolio Value | $6,615,855,867 |
| Change This QTR | +0.82% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | MSFT | 2,751,552 | $1,157,632,957 | -21% | 17.49% | ||
| 2. | CSX | 28,097,507 | $1,041,574,584 | -12% | 15.74% | ||
| 3. | UNP | 3,454,148 | $849,478,618 | -51% | 12.84% | ||
| 4. | GOOG | 3,575,580 | $544,417,811 | 8.22% | |||
| 5. | Brookfield Corp | 10,060,586 | $421,236,736 | 6.36% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2022-02-14 | ||||
| 2022-02-14 | ||||
| 2022-02-14 | ||||
| 2022-02-14 | ||||
| 2022-02-14 |
