Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | AKO Capital % | George Soros % |
|---|---|---|
| AMAZON COM INC | 6.1% | 7.3% |
| SALESFORCE INC | 1.3% | 1.8% |
| MICROSOFT CORP | 7.5% | 1.7% |
| FLUTTER ENTMT PLC | 10.2% | 0.3% |
| ANALOG DEVICES INC | 5.2% | 0.1% |
| FAIR ISAAC CORP | 2.9% | 0.0% |
AKO Capital runs Ako Capital LLP ($6.6M disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 6 common positions, with 16 names unique to AKO Capital's book and 212 unique to George Soros's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
