Soroban Capital Partners LP Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$17.5B

Holdings

24

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
BUDANHEUSER BUSCH INBEV SA/NV
34,146,706$3.8T21403.22%Call
2
NXPINXP SEMICONDUCTORS N V
15,029,194$1.8T10025.27%
3
CMCSACOMCAST CORP NEW
40,807,929$1.4T7949.95%Call
4
MGMMGM RESORTS INTERNATIONAL
36,967,361$1.3T7380.90%Call
5
UNPUNION PAC CORP
9,404,446$1.3T7207.82%
6
GOOGALPHABET INC
1,033,490$1.1T6079.56%Call
7
AVGOBROADCOM LTD
3,723,581$877.5B5002.68%
8
MARMARRIOTT INTL INC NEW
6,000,000$815.9B4651.58%Call
9
LBRDKLIBERTY BROADBAND CORP
8,892,050$762.0B4344.17%
10
STZCONSTELLATION BRANDS INC
3,074,600$700.8B3995.27%Call
11
METAFACEBOOK INC
4,339,100$693.3B3952.97%Call
12
WBAWALGREENS BOOTS ALLIANCE INC
9,684,100$634.0B3614.73%Call
13
PXGBXPRAXAIR INC
3,000,000$432.9B2468.10%Call
14
NSCNORFOLK SOUTHERN CORP
2,883,187$391.5B2231.94%
15
FWONALIBERTY MEDIA CORP DELAWARE
12,000,000$370.2B2110.62%
16
CHTRCHARTER COMMUNICATIONS INC N
1,096,455$341.2B1945.51%
17
SAPSAP SE
2,313,408$243.3B1387.00%
18
AMJEURJPMORGAN CHASE & CO
7,450,000$178.8B1019.39%Call
19
UPSUNITED PARCEL SERVICE INC
1,500,000$157.0B895.05%Call
20
ENERGY TRANSFER PARTNERS LP
6,000,000$146.0B832.28%Call
21
ETENERGY TRANSFER EQUITY L P
9,000,000$127.9B729.14%Call
22
AXTAAXALTA COATING SYS LTD
2,767,000$83.5B476.26%
23
PAAPLAINS ALL AMERN PIPELINE L
1,250,000$27.5B157.00%Call
24
EPDENTERPRISE PRODS PARTNERS L
1,000,000$24.5B139.57%Call