Soroban Capital Partners ( Eric Mandelblatt) discloses updated portfolio positions in 13F filing: increased positions in NXPI and AAP; decreased positions in SBAC
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- Increased positions in: NXPI (to ~16.68 mln shares from ~9.75 mln shares), AAP (to ~2.4 mln from ~1.74 mln), AVGO (to ~2.81 mln from ~2.45 mln), CHTR (to ~2.02 mln from ~1.82 mln)
- Maintained positions in: FWONK (~12 mln shares), LYB (~3.86 mln shares)
- Decreased positions in: SBAC (to ~1.97 mln shares from ~3.32 mln shares), ADSK (to ~0.03 mln from ~0.34 mln)