Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Bill Ackman % | George Soros % |
|---|---|---|
| AMAZON COM INC | 17.4% | 5.6% |
| UBER TECHNOLOGIES INC | 15.7% | 0.3% |
| MICROSOFT CORP | 15.3% | 1.1% |
| META PLATFORMS INC | 11.1% | 0.3% |
| ALPHABET INC | 0.7% | 2.3% |
Bill Ackman runs Pershing Square Capital Management, L.P. ($13.71B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 5 common positions, with 5 names unique to Bill Ackman's book and 235 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 % |
|---|---|---|
| AMAZON COM INC | 17.4% | 5.6% |
| UBER TECHNOLOGIES INC | 15.7% | 0.3% |
| MICROSOFT CORP | 15.3% | 1.1% |
| META PLATFORMS INC | 11.1% | 0.3% |
| ALPHABET INC | 0.7% | 2.3% |
Bill Ackman runs Pershing Square Capital Management, L.P. ($13.71B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 5 common positions, with 5 names unique to Bill Ackman's book and 235 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
