Soroban Capital Partners as of March 31, 2019
Portfolio Holdings for Soroban Capital Partners
Soroban Capital Partners holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Technologies Corporation | 13.7 | $758M | 5.9M | 128.89 | |
| Marriott International (MAR) | 11.6 | $642M | 5.1M | 125.09 | |
| Nxp Semiconductors N V (NXPI) | 9.6 | $530M | 6.0M | 88.39 | |
| Alibaba Group Holding (BABA) | 9.4 | $520M | 2.8M | 182.45 | |
| Altice Usa Inc cl a (ATUS) | 7.8 | $430M | 20M | 21.48 | |
| Union Pacific Corporation (UNP) | 7.7 | $426M | 2.5M | 167.20 | |
| Norfolk Southern (NSC) | 6.1 | $339M | 1.8M | 186.89 | |
| Alphabet Inc Class C cs (GOOG) | 5.3 | $292M | 249k | 1173.31 | |
| Sap (SAP) | 4.7 | $260M | 2.2M | 115.46 | |
| Hilton Worldwide Holdings (HLT) | 4.6 | $256M | 3.1M | 83.11 | |
| W.R. Grace & Co. | 4.5 | $250M | 3.2M | 78.04 | |
| Qorvo (QRVO) | 3.8 | $212M | 3.0M | 71.73 | |
| Axalta Coating Sys (AXTA) | 3.4 | $188M | 7.5M | 25.21 | |
| Sony Corporation (SONY) | 2.2 | $123M | 2.9M | 42.24 | |
| Lam Research Corporation (LRCX) | 1.9 | $105M | 587k | 179.01 | |
| Applied Materials (AMAT) | 1.8 | $99M | 2.5M | 39.66 | |
| Linde | 1.2 | $69M | 391k | 175.93 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $26M | 22k | 1176.91 |
