Eric Mandelblatt
Soroban Capital Partners
Value
14.3B
Stocks
29 Stocks (3 new)
Turnover
8.62%
CIK
1517857
Top Holdings
MSFT(14.05%) AMZN(9.08%) MA(7.50%) TDG(6.88%) GOOG(6.08%)
About Investor
Established investor leading Soroban Capital Partners, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Eric Mandelblatt Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| MSFT | - | MICROSOFT CORP | Information Technology | 2,013.3M | 3.9M | 14.0% | -105,478 | -2.6% | 2,969,829.4M |
| AMZN | - | AMAZON COM INC | Consumer Discretionary | 1,301.2M | 5.9M | 9.1% | -1,230,840 | -17.2% | 2,196,633.2M |
| MA | - | MASTERCARD INCORPORATED | Financials | 1,074.5M | 1.9M | 7.5% | 790,514 | 72.0% | 473,349.0M |
| TDG | - | TRANSDIGM GROUP INC | Industrials | 985.8M | 748.0K | 6.9% | 166,865 | 28.7% | 74,052.5M |
| GOOG | - | ALPHABET INC | Communication Services | 870.8M | 3.6M | 6.1% | 0 | No Change | 3,665,633.0M |
| META | - | META PLATFORMS INC | Communication Services | 861.4M | 1.2M | 6.0% | 444,720 | 61.1% | 1,614,716.5M |
| V | - | VISA INC | Financials | 848.2M | 2.5M | 5.9% | 793,177 | 46.9% | 620,674.5M |
| TSM | - | TAIWAN SEMICONDUCTOR MFG LTD | Information Technology | 738.2M | 2.6M | 5.2% | 798,830 | 43.3% | 1,880,211.6M |
| FERG | - | FERGUSON ENTERPRISES INC | Industrials | 668.8M | 3.0M | 4.7% | -677,444 | -18.5% | 52,421.0M |
| AMZN | Call | AMAZON COM INC | Consumer Discretionary | 658.7M | 3.0M | 4.6% | -2,000,000 | -40.0% | 2,196,633.2M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
MA
Mastercard Inco...
|
- | $430.8M | 791K | 72.0% | 7.50% | Increased |
|
V
Visa Inc
|
- | $275.9M | 793K | 46.9% | 5.92% | Increased |
|
EFX
Equifax Inc
|
- | $261.5M | 1M | - | 1.82% | New |
|
PNW
Pinnacle West C...
|
- | $258.0M | 3M | - | 1.80% | New |
|
META
Meta Platforms ...
|
- | $255.7M | 445K | 61.1% | 6.01% | Increased |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
AMZN
Amazon Com Inc
|
Call | $380.5M | 2M | -40.0% | 4.60% | Decreased |
|
AMZN
Amazon Com Inc
|
- | $234.2M | 1M | -17.2% | 9.08% | Decreased |
|
AEP
American Elec P...
|
- | $152.1M | 1M | -35.9% | 2.01% | Decreased |
|
FE
Firstenergy Cor...
|
- | $128.7M | 3M | - | 0.00% | Sold Out |
|
FERG
Ferguson Enterp...
|
- | $107.3M | 677K | -18.5% | 4.67% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Information Technology | 29.5% | 21.0% | -8.5% |
| Industrials | 10.6% | 16.1% | +5.5% |
| Consumer Discretionary | 10.5% | 13.8% | +3.3% |
| Utilities | 18.7% | 16.1% | -2.6% |
| Financials | 15.0% | 16.8% | +1.8% |
| Communication Services | 12.5% | 13.5% | +1.0% |
| Real Estate | 3.2% | 2.6% | -0.6% |
