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Elite Manager Tracking
The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Eric Mandelblatt
✓ VerifiedInstitutional Investor • Soroban Capital Partners
Value
$14.3B
Stocks
22 Stocks
Turnover
0.0%
Top Holdings
AMZN(12.65%) MA(9.63%) TDG(8.93%) MSFT(8.76%) V(8.42%)
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
Investment philosophy details pending verification.
Eric Mandelblatt Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $1695.0M | 0 | 12.7% | 0 | No Change |
| MA | None | Mastercard, Inc. | Financials | $1290.4M | 0 | 9.6% | 0 | No Change |
| TDG | None | TransDigm Group Inc. | Industrials | $1196.4M | 0 | 8.9% | 0 | No Change |
| MSFT | None | Microsoft Corp. | Information Technology | $1174.0M | 0 | 8.8% | 0 | No Change |
| V | None | Visa, Inc. | Financials | $1128.6M | 0 | 8.4% | 0 | No Change |
| 2330 | None | Taiwan Semiconductor Manufacturing Company Limited | General | $1038.6M | 0 | 7.8% | 0 | No Change |
| META | None | Meta Platforms, Inc. | Communication Services | $826.3M | 0 | 6.2% | 0 | No Change |
| DPZ | None | Domino's Pizza Inc. | Consumer Discretionary | $786.9M | 0 | 5.9% | 0 | No Change |
| SPGI | None | S&P Global Inc. | Financials | $705.2M | 0 | 5.3% | 0 | No Change |
| EFX | None | Equifax Inc. | Industrials | $700.1M | 0 | 5.2% | 0 | No Change |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
Recent Sells (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
13F Sector Breakdown
Financials23.3%
Consumer Discretionary18.5%
Industrials18.4%
General13.5%
Information Technology10.6%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Financials | 3 | $3124.3M | 23.3% |
| Consumer Discretionary | 2 | $2481.9M | 18.5% |
| Industrials | 3 | $2472.9M | 18.4% |
| General | 4 | $1808.0M | 13.5% |
| Information Technology | 2 | $1416.6M | 10.6% |
| Utilities | 6 | $1057.9M | 7.9% |
| Communication Services | 2 | $1040.7M | 7.8% |