Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Bill Ackman % | George Soros % |
|---|---|---|
| UBER TECHNOLOGIES INC | 12.7% | 0.1% |
| MICROSOFT CORP | 11.9% | 0.9% |
| AMAZON COM INC | 10.5% | 3.5% |
| META PLATFORMS INC | 9.2% | 0.2% |
| MASTERCARD INCORPORATED | 5.6% | 0.2% |
| S&P GLOBAL INC | 5.4% | 0.5% |
| NETFLIX INC. | 4.8% | 0.0% |
| HERTZ GLOBAL HLDGS INC | 0.2% | 0.0% |
Bill Ackman runs Pershing Square Capital Management, L.P. ($19.47B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 8 common positions, with 6 names unique to Bill Ackman's book and 251 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
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Bill Ackman % | George Soros % |
|---|---|---|
| UBER TECHNOLOGIES INC | 12.7% | 0.1% |
| MICROSOFT CORP | 11.9% | 0.9% |
| AMAZON COM INC | 10.5% | 3.5% |
| META PLATFORMS INC | 9.2% | 0.2% |
| MASTERCARD INCORPORATED | 5.6% | 0.2% |
| S&P GLOBAL INC | 5.4% | 0.5% |
| NETFLIX INC. | 4.8% | 0.0% |
| HERTZ GLOBAL HLDGS INC | 0.2% | 0.0% |
Bill Ackman runs Pershing Square Capital Management, L.P. ($19.47B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 8 common positions, with 6 names unique to Bill Ackman's book and 251 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
