Soroban Capital Partners LP

What Soroban Capital Partners LP does

Soroban Capital Partners LP is a privately held New York-based investment firm founded in 2010 by Eric W. Mandelblatt, who serves as Managing Partner and Chief Investment Officer. The firm invests in publicly traded companies across four sectors — Industrial Economy, Technology, Consumer, and Business Services — and offers two concentrated, research-intensive equity strategies: a long/short equity hedge fund product that pairs long positions in undervalued companies with shorts in overvalued names, and a long-only equity product focused on building concentrated public-company positions. The firm operates as a U.S. limited partnership, files 13F reports as an institutional investment manager, and runs with a small team of 11–50 employees.

The firm does not disclose revenue, AUM, or performance track records in the available materials, and its core differentiator is qualitative: a concentrated, long-term approach led by a founder whose prior roles include founding partner/portfolio manager at TPG-Axon Capital and Chief Operating Officer of Goldman Sachs' U.S. Principal Strategies business. Recent SEC 13F disclosures show sharply increased stakes in Western Digital (+1,926% in Q4) and American Electric Power (+176%), indicating active portfolio repositioning consistent with the firm's stated Industrial Economy thesis.

Revenue mechanics for an LP-structured fund of this type are the standard hedge fund model — periodic management fees on assets under management plus performance fees on fund returns — but specific fee rates, AUM, and LP composition are not disclosed in the source data. The firm's distribution to institutional investors is conducted via direct relationship management rather than public marketing.

Name

Soroban Capital Partners LP

Legal name

Soroban Capital Partners LP

Website

https://sorobancap.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Soroban Capital Partners LP is a New York-based, privately held investment firm founded in 2010 by Eric Mandelblatt that runs concentrated long/short and long-only equity strategies focused on public companies in the Industrial Economy, Technology, Consumer, and Business Services sectors.

Ownership category

akta.pro rank

Product category

Hedge Fund Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Multi-Sector / Generalist Growth Equity (FSANACAO)

Keywords

• Public equity investing
• Hedge fund management
• Long short equity
• Institutional asset management
• Industrial economy investing

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Core offering

Soroban Capital Partners LP is a private investment firm that manages concentrated, research-intensive equity portfolios for institutional clients. It invests in publicly traded companies in the Industrial Economy, Technology, Consumer, and Business Services sectors through two distinct strategies: a long/short equity hedge fund strategy and a long-only equity strategy, both managed with a long-term horizon.

Product overview

Soroban Capital Partners LP is an investment firm offering two distinct equity investment strategies: a Long/Short Equity Strategy that combines long positions in undervalued companies with short selling of overvalued securities, and a Long Only Equity Strategy focused on buying and holding public company stocks. The firm employs a concentrated, research-intensive, and long-term investment approach targeting the Industrial Economy, Technology, Consumer, and Business Services sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Long/Short Equity Strategy A hedge fund strategy that pairs long positions in undervalued public companies with short positions in overvalued securities, designed to deliver market-neutral returns across varying market conditions for institutional investors.
• Long Only Equity Strategy A traditional long-only investment approach that purchases and holds equity positions in public companies across the Industrial Economy, Technology, Consumer, and Business Services sectors, aimed at institutional investors seeking long-term equity exposure.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves5 records

Expansion highlights2 records

Direct peers

• Tiger Global Management: Runs long/short public equity and crossover private strategies, with significant public-equity exposure across Technology and Consumer — overlapping materially with Soroban's sector coverage.
• Lone Pine Capital: Concentrated long/short equity hedge fund with multi-sector coverage of public companies. Highly comparable given similar stock-picking style and size profile.
• Viking Global Investors: Long-established long/short equity hedge fund with a concentrated, research-driven approach across multiple sectors — directly comparable in strategy and institutional client focus.
• Whale Rock Capital Management: Concentrated long/short equity manager focused on public companies, founded by a prior Goldman principal — directly comparable along strategy, founder pedigree, and process.
• Appaloosa Management: Long/short equity hedge fund focused on public companies across multiple sectors with a research-intensive, high-conviction style — closely aligned with Soroban's stated approach.
• Greenlight Capital: Public-equity-focused long/short value-oriented hedge fund. Comparable in its concentrated, fundamentals-driven approach to public equities.
• Maverick Capital: Long/short equity hedge fund manager that invests across multiple sectors in public companies using a research-intensive, bottom-up approach — directly comparable to Soroban's strategy and process.
• Coatue Management: Public-equity long/short hedge fund with tech and adjacent sector focus, running both long/short and long-only mandates — structurally analogous to Soroban's two-strategy platform.

Broad incumbents

• Point72 Asset Management: Large, multi-strategy hedge fund with substantial long/short equity exposure alongside macro, private, and systematic strategies — broader incumbent rather than a focused long-only/long-short match to Soroban.
• Citadel Advisors: Mega-sized multi-strategy hedge fund with significant long/short equity, quantitative, and credit franchises. Overlaps Soroban on long/short equity but is materially larger and more diversified.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/soroban-capital-partners-lp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Soroban Capital Partners LP