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CIK 1517857

13F portfolio (2026-Q1)
$14.0B
Positions
27
Implied 1Y CAGR
+19.7%
modeled · as filed

Reported long US book (13F) · Δ vs 2025-Q4 · methodology

Implied return what this book implies methodology →

Open in PORT →

As filed = each book applied at quarter-end (what it did) · As copyable = applied at the 45-day filing deadline (what a follower could have earned).

Computing…

Exposures · what it owns, by sector & size (2026-Q1)

Holdings
27
Top 5
44.3%
Top 10
71.6%
Effective N
15.8
HHI
0.063

By sector

Financials: 20.3%Information Technology: 19.1%Consumer Discretionary: 19.0%Industrials: 16.5%Utilities: 13.1%Communication Services: 11.2%Real Estate: 0.8%Sector
Financials20.3%
Information Technology19.1%
Consumer Discretionary19.0%
Industrials16.5%
Utilities13.1%
Communication Services11.2%
Real Estate0.8%

By market cap

Mega (>$200B): 48.4%Large ($10–200B): 46.1%Unknown: 4.7%Mid ($2–10B): 0.8%Size
Mega (>$200B)48.4%
Large ($10–200B)46.1%
Unknown4.7%
Mid ($2–10B)0.8%

By region

North America: 95.3%Asia-Pacific: 4.7%Region
North America95.3%
Asia-Pacific4.7%

By industry group GICS — finer than sector

Industry groupWeightNames
Commercial Services & Supplies25.74%4
Utilities13.06%9
Specialty Retail12.47%1
Software & IT Services11.20%3
Distributors10.41%2
Software9.49%1
Aerospace & Defense7.10%1
Semiconductors & Semiconductor Equipment5.89%2
Technology Hardware & Equipment3.72%2
Equity Real Estate Investment Trusts (REITs)0.85%1
Hotels, Restaurants & Leisure0.09%1

Top holdings

#TickerNameSectorWeight
1AMZNAMAZON COM INCConsumer Discretionary12.47%
2MSFTMICROSOFT CORPInformation Technology9.49%
3MAMastercard IncFinancials8.81%
4TDGTransDigm Group INCIndustrials7.10%
5DPZDOMINOS PIZZA INCConsumer Discretionary6.40%
6VVISA INC.Financials6.40%
7METAMeta Platforms, Inc.Communication Services5.73%
8EFXEQUIFAX INCIndustrials5.39%
9SPGIS&P Global Inc.Financials5.14%
10TSMTaiwan Semiconductor Manufacturing Co LtdInformation Technology4.67%

27/27 classified; unclassified names are still shown.

Sector allocation over time · how the sector mix & top names shifted each quarter

top 5 per sector, the rest → “Other” · 52 quarters
0%25%50%75%100%20132014201520162017201820192020202120222023202420252026MSFTNXPIADSKAVGOSAPOther Information TechnologyUNPCSXBABANSCRTXOther IndustrialsGOOGOPTUGOOGLCHTRLBRDKOther Communication ServicesAMZNLOWMARYUMMGMOther Consumer DiscretionaryWMBLNGAEPCNPEXCOther UtilitiesBUDDGSTZTAPDLTROther Consumer StaplesTECKAPDLYBHUNAXTAOther MaterialsVMAFISSPGIFISVCVEEQTMPCSUOKEOther EnergyBNSBACREXRCBRECSGPOther Real EstateTMODHRTALKTIME WARNER CABLE INCCBS CORP NEWUNITED TECHNOLOGIES CORPPRECISION CASTPARTS CORPRAYTHEON COOther Unclassified

Sector allocation over 52 reported quarters, 2013-Q2 to 2026-Q1, 68 bands (top holdings within each sector). Latest quarter 2026-Q1: Other Industrials 16.5%, AMZN 12.5%, Other Utilities 12.0%, MSFT 9.5%, MA 8.8%. Use the arrow keys to read a quarter.

Information TechnologyMSFT, NXPI, ADSK, AVGO, SAP · other
IndustrialsUNP, CSX, BABA, NSC, RTX · other
Communication ServicesGOOG, OPTU, GOOGL, CHTR, LBRDK · other
Consumer DiscretionaryAMZN, LOW, MAR, YUM, MGM · other
UtilitiesWMB, LNG, AEP, CNP, EXC · other
Consumer StaplesBUD, DG, STZ, TAP, DLTR · other
MaterialsTECK, APD, LYB, HUN, AXTA · other
FinancialsV, MA, FIS, SPGI, FISV
EnergyCVE, EQT, MPC, SU, OKE · other
Real EstateBN, SBAC, REXR, CBRE, CSGP · other
Health CareTMO, DHR, TALK
UnclassifiedTIME WARNER CABLE INC, CBS CORP NEW, UNITED TECHNOLOGIES CORP, PRECISION CASTPARTS CORP, RAYTHEON CO · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 100.0% of the book is classified (unclassified names are still shown).

Style box · size × value-growth placement (2026-Q1), classified on today's fundamentals (not point-in-time) — load into PORT to overlay your own book

ValueCore (blend)GrowthSmallMidLarge10%4%15%7%4%7%48%
holdings, colored by sector (26 classified)Soroban Capital Partners LP centroid (Large Growth)
FinancialsConsumer DiscretionaryIndustrialsInformation TechnologyUtilitiesCommunication ServicesReal Estate

Style box summary for Soroban Capital Partners LP: centroid Large Growth. Heaviest cells: Large Growth 48.4%, Mid Core 15.2%, Small Core 10.0%.

Classified: 95.3% of book weight (26/27 names) · unclassified 4.7%.

Contribution holdings-based, any period

Attribution lands once this book has priced history across the window. Try a longer period.

Holdings· 27 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#SecuritySharesValueWeightΔ QoQ
1AMZNAMAZON COM INC8,367,474$1.7B12.5%ADD 41%
2MSFTMICROSOFT CORP3,584,691$1.3B9.5%TRIM −8%
3MAMASTERCARD INCORPORATED2,464,499$1.2B8.8%ADD 30%
4TDGTRANSDIGM GROUP INC856,197$992M7.1%ADD 14%
5DPZDOMINOS PIZZA INC2,495,194$895M6.4%NEW
6VVISA INC2,961,240$895M6.4%ADD 19%
7METAMETA PLATFORMS INC1,400,083$801M5.7%ADD 19%
8EFXEQUIFAX INC4,184,569$754M5.4%ADD 310%
9SPGIS&P GLOBAL INC1,688,643$718M5.1%ADD 260%
10TSMTAIWAN SEMICONDUCTOR MFG LTD1,931,530$653M4.7%TRIM −27%
11GOOGALPHABET INC2,131,498$611M4.4%TRIM −40%
12FERGFERGUSON ENTERPRISES INC2,398,367$559M4.0%TRIM −19%
13PNWPINNACLE WEST CAP CORP3,854,815$388M2.8%ADD 34%
14WDCWESTERN DIGITAL CORP1,146,273$310M2.2%HOLD
15DTEDTE ENERGY CO2,038,473$298M2.1%HOLD
16SOSOUTHERN CO2,375,511$229M1.6%TRIM −61%
17NINISOURCE INC4,493,353$210M1.5%TRIM −17%
18STXSEAGATE TECHNOLOGY HLDNGS PL534,364$209M1.5%HOLD
19ETRENTERGY CORP NEW1,723,304$194M1.4%TRIM −47%
20NXPINXP SEMICONDUCTORS N V863,266$170M1.2%NEW
21GOOGLALPHABET INC531,870$153M1.1%TRIM −37%
22AEPAMERICAN ELEC PWR CO INC1,131,523$148M1.1%TRIM −56%
23WECWEC ENERGY GROUP INC1,198,148$139M1.0%TRIM −14%
24AEEAMEREN CORP1,248,221$137M1.0%HOLD
25REXRREXFORD INDL RLTY INC3,625,821$119M0.8%TRIM −61%
26CMSCMS ENERGY CORP1,058,781$82M0.6%HOLD
27QSRRESTAURANT BRANDS INTL INC172,015$13M0.1%TRIM −43%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed
Security2024-Q42025-Q12025-Q22025-Q32025-Q42026-Q1Latest value
AMZNAMAZON COM INC1.8M4.8M7.2M5.9M8.4M$1.7B
MSFTMICROSOFT CORP3.4M4.1M3.9M4.0M3.9M3.6M$1.3B
MAMASTERCARD INCORPORATED981K922K1.0M1.1M1.9M2.5M$1.2B
TDGTRANSDIGM GROUP INC16K581K748K856K$992M
DPZDOMINOS PIZZA INC2.5M$895M
VVISA INC2.0M1.5M1.4M1.7M2.5M3.0M$895M
METAMETA PLATFORMS INC574K728K1.2M1.4M$801M
EFXEQUIFAX INC1.0M4.2M$754M
SPGIS&P GLOBAL INC469K1.7M$718M
TSMTAIWAN SEMICONDUCTOR MFG LTD962K1.5M1.8M1.8M2.6M1.9M$653M
GOOGALPHABET INC3.6M3.6M3.6M3.6M3.6M2.1M$611M
FERGFERGUSON ENTERPRISES INC3.6M3.7M3.7M3.0M2.4M$559M
PNWPINNACLE WEST CAP CORP2.9M3.9M$388M
WDCWESTERN DIGITAL CORP151K3.1M1.1M1.1M1.1M$310M
DTEDTE ENERGY CO978K1.2M918K850K2.0M2.0M$298M

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Related· where to look next

Similar managersFinancials 20%
🔒 Alberta Investment Management Corp
🔒 Banco Santander, S.A.
🔒 Beutel, Goodman & Co Ltd.
🔒 DIAMOND HILL CAPITAL MANAGEMENT INC
Firm lineageForm ADV + cited

Where this firm's principals came from, and what its alumni went on to found.

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1
Similar managers — “Similar” = same top sector (Financials) + closest 13F size, self excluded; NOT a style or performance match, and a filer whose real business is elsewhere (shorts, private, non-13F) can still surface.
Also hold AMZN — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it.
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