Soroban Capital's Q3 Moves: New Union Pacific Stake, Duke Energy Exit, and Amazon Boost

Friday, Nov 14, 2025 4:55 pm ET1min read
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Soroban Capital, led by Eric Mandelblatt, acquired new stakes in Union Pacific and Thermo Fisher, closed out holdings in Duke Energy, and increased its stake in Amazon during Q3. The hedge fund's moves reflect shifting market dynamics and strategic repositioning in the portfolio.

Soroban Capital's Q3 Moves: New Union Pacific Stake, Duke Energy Exit, and Amazon Boost

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