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% | 2.7% |
| AMAZON COM INC | 7.8% | 7.3% |
| MICROSOFT CORP | 8.9% | 1.7% |
| NVIDIA CORPORATION | 6.9% | 1.7% |
| TAKE-TWO INTERACTIVE SOFTWAR | 5.0% | 0.1% |
| TAIWAN SEMICONDUCTOR MFG LTD | 3.8% | 1.4% |
| BROADCOM INC | 3.3% | 0.5% |
| FLUTTER ENTMT PLC | 2.9% | 0.3% |
| COUPANG INC | 2.1% | 0.0% |
| WEALTHFRONT CORP | 0.7% | 0.0% |
| UNITEDHEALTH GROUP INC | 0.5% | 0.3% |
| FIGURE TECHNOLOGY SOLUTIO | 0.0% | 1.1% |
| PONY AI INC | 0.1% | 0.2% |
| CIRCLE INTERNET GROUP INC | 0.1% | 0.1% |
| UBER TECHNOLOGIES INC | 0.0% | 0.4% |
| DOORDASH INC | 0.0% | 0.4% |
| ETORO GROUP LTD | 0.0% | 0.1% |
| BULLISH | 0.0% | 0.1% |
Chase Coleman runs Tiger Global Management LLC ($29.71B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 18 common positions, with 35 names unique to Chase Coleman's book and 200 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
