StockDriftsStockDriftsTop 27 Soroban Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 12.47% | 8.37M | $1.74B | +41.20%(+2.44M) | $212.90(+24.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 9.49% | 3.58M | $1.33B | -7.78%(-302.44K) | $275.25(+53.28%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 8.81% | 2.46M | $1.23B | +30.46%(+575.41K) | $507.64(-2.65%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 7.1% | 856.2K | $992.3M | +14.47%(+108.23K) | $1379.16(-16.69%) | 2026-03-31 | |
| DPZ | DOMINOS PIZZA INC | 6.4% | 2.50M | $895.3M | new | $387.81(-22.05%) | 2026-03-31 | |
| V | VISA INC | 6.4% | 2.96M | $895.0M | +19.18%(+476.62K) | $295.94(+10.07%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.73% | 1.40M | $801.0M | +19.36%(+227.12K) | $672.04(-8.60%) | 2026-03-31 | |
| EFX | EQUIFAX INC | 5.39% | 4.18M | $753.5M | +310.47%(+3.17M) | $207.84(-23.80%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 5.14% | 1.69M | $718.2M | +260.32%(+1.22M) | $482.48(-16.44%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.67% | 1.93M | $652.8M | -26.92%(-711.53K) | $213.87(+89.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.84% | +63.62% |
| Top 20 Holdings Unweighted | +24.55% | +93.23% |
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