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Free — 5 of 25

Data as of Q4 2025

All position changes for Soroban Capital Partners LP. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	MSFT Microsoft Corp	Decreased	3.9M	-2.6%	$2B	14.0%	0
2025-Q4	AMZN Amazon.com Inc	Decreased	5.9M	-17.2%	$1.3B	9.1%	0
2025-Q4	MA Mastercard Inc	Increased	1.9M	+72.0%	$1.1B	7.5%	94
2025-Q4	TDG TransDigm Group Inc	Increased	747,970	+28.7%	$985.8M	6.9%	79
2025-Q4	META Meta Platforms Inc	Increased	1.2M	+61.1%	$861.4M	6.0%	90
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