Fund Update: Soroban Capital Partners LP Just Disclosed New Holdings

Soroban Capital Partners LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 577,835 shares of $CSGP (~$49,394,915). This was a increase of ~122.19% from their previous position.
• An increase of 538,300 shares of $TSM (~$59,065,806). This was a increase of ~55.96% from their previous position.
• A decrease of 10,085,280 shares of $CSX (~$345,097,887). This was a increase of ~-59.32% from their previous position.
• A decrease of 1,576,411 shares of $AEE (~$127,814,209). This was a increase of ~-58.28% from their previous position.
• An increase of 218,839 shares of $DTE (~$47,397,791). This was a increase of ~22.37% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Soroban Capital Partners LP for more details.