Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Chase Coleman % | George Soros % |
|---|---|---|
| ALPHABET INC | 11.2% | 3.4% |
| MICROSOFT CORP | 8.9% | 0.9% |
| AMAZON COM INC | 7.8% | 3.5% |
| NVIDIA CORPORATION | 6.9% | 1.0% |
| META PLATFORMS INC | 6.1% | 0.2% |
| TAIWAN SEMICONDUCTOR MFG LTD | 3.8% | 1.0% |
| BROADCOM INC | 3.3% | 0.8% |
| APOLLO GLOBAL MGMT INC | 3.0% | 0.1% |
| REDDIT INC | 3.0% | 0.0% |
| COUPANG INC | 2.1% | 0.0% |
| SERVICENOW INC | 1.1% | 0.1% |
| NETFLIX INC | 0.8% | 0.0% |
| ELASTIC N V | 0.4% | 0.7% |
| UNITEDHEALTH GROUP INC | 0.5% | 0.0% |
| DOORDASH INC | 0.0% | 0.6% |
| PONY AI INC | 0.1% | 0.0% |
| UBER TECHNOLOGIES INC | 0.0% | 0.1% |
| FIGURE TECHNOLOGY SOLUTIO | 0.0% | 0.0% |
Chase Coleman runs Tiger Global Management LLC ($29.71B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 18 common positions, with 35 names unique to Chase Coleman's book and 239 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 | Chase Coleman % | George Soros % |
|---|---|---|
| ALPHABET INC | 11.2% | 3.4% |
| MICROSOFT CORP | 8.9% | 0.9% |
| AMAZON COM INC | 7.8% | 3.5% |
| NVIDIA CORPORATION | 6.9% | 1.0% |
| META PLATFORMS INC | 6.1% | 0.2% |
| TAIWAN SEMICONDUCTOR MFG LTD | 3.8% | 1.0% |
| BROADCOM INC | 3.3% | 0.8% |
| APOLLO GLOBAL MGMT INC | 3.0% | 0.1% |
| REDDIT INC | 3.0% | 0.0% |
| COUPANG INC | 2.1% | 0.0% |
| SERVICENOW INC | 1.1% | 0.1% |
| NETFLIX INC | 0.8% | 0.0% |
| ELASTIC N V | 0.4% | 0.7% |
| UNITEDHEALTH GROUP INC | 0.5% | 0.0% |
| DOORDASH INC | 0.0% | 0.6% |
| PONY AI INC | 0.1% | 0.0% |
| UBER TECHNOLOGIES INC | 0.0% | 0.1% |
| FIGURE TECHNOLOGY SOLUTIO | 0.0% | 0.0% |
Chase Coleman runs Tiger Global Management LLC ($29.71B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 18 common positions, with 35 names unique to Chase Coleman's book and 239 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
