Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Christopher Bloomstran % | George Soros % |
|---|---|---|
| AMAZON COM INC | 2.8% | 3.5% |
| ALPHABET INC | 3.1% | 3.4% |
| APPLE INC | 2.9% | 1.9% |
| LINDE PLC | 0.0% | 1.7% |
| TAIWAN SEMICONDUCTOR MFG LTD | 5.9% | 1.0% |
| TKO GROUP HOLDINGS INC | 0.0% | 1.4% |
| AMERICAN ELEC PWR CO INC | 0.0% | 1.3% |
| ENTERGY CORP NEW | 0.0% | 1.3% |
| NVIDIA CORPORATION | 2.9% | 1.0% |
| ITRON INC | 0.0% | 1.2% |
| DIGITAL RLTY TR INC | 0.0% | 1.2% |
| MICROSOFT CORP | 2.7% | 0.9% |
| BERKSHIRE HATHAWAY INC DEL | 2.7% | 0.8% |
| APOGEE THERAPEUTICS INC | 0.0% | 0.9% |
| SPDR S&P 500 ETF TR | 2.7% | 0.7% |
| BROADCOM INC | 0.1% | 0.8% |
| WEC ENERGY GROUP INC | 0.0% | 0.8% |
| TAYLOR MORRISON HOME CORP | 0.0% | 0.6% |
| MACERICH CO | 0.0% | 0.6% |
| DOORDASH INC | 0.0% | 0.6% |
| CORE SCIENTIFIC INC NEW | 0.0% | 0.5% |
| XCEL ENERGY INC | 0.0% | 0.5% |
| S&P GLOBAL INC | 0.0% | 0.5% |
| SEMPRA | 0.0% | 0.5% |
| JPMORGAN CHASE & CO. | 0.1% | 0.5% |
Christopher Bloomstran runs Semper Augustus Investments Group LLC ($663.1M disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 102 common positions, with 757 names unique to Christopher Bloomstran's book and 152 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 | Christopher Bloomstran % | George Soros % |
|---|---|---|
| AMAZON COM INC | 2.8% | 3.5% |
| ALPHABET INC | 3.1% | 3.4% |
| APPLE INC | 2.9% | 1.9% |
| LINDE PLC | 0.0% | 1.7% |
| TAIWAN SEMICONDUCTOR MFG LTD | 5.9% | 1.0% |
| TKO GROUP HOLDINGS INC | 0.0% | 1.4% |
| AMERICAN ELEC PWR CO INC | 0.0% | 1.3% |
| ENTERGY CORP NEW | 0.0% | 1.3% |
| NVIDIA CORPORATION | 2.9% | 1.0% |
| ITRON INC | 0.0% | 1.2% |
| DIGITAL RLTY TR INC | 0.0% | 1.2% |
| MICROSOFT CORP | 2.7% | 0.9% |
| BERKSHIRE HATHAWAY INC DEL | 2.7% | 0.8% |
| APOGEE THERAPEUTICS INC | 0.0% | 0.9% |
| SPDR S&P 500 ETF TR | 2.7% | 0.7% |
| BROADCOM INC | 0.1% | 0.8% |
| WEC ENERGY GROUP INC | 0.0% | 0.8% |
| TAYLOR MORRISON HOME CORP | 0.0% | 0.6% |
| MACERICH CO | 0.0% | 0.6% |
| DOORDASH INC | 0.0% | 0.6% |
| CORE SCIENTIFIC INC NEW | 0.0% | 0.5% |
| XCEL ENERGY INC | 0.0% | 0.5% |
| S&P GLOBAL INC | 0.0% | 0.5% |
| SEMPRA | 0.0% | 0.5% |
| JPMORGAN CHASE & CO. | 0.1% | 0.5% |
Christopher Bloomstran runs Semper Augustus Investments Group LLC ($663.1M disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 102 common positions, with 757 names unique to Christopher Bloomstran's book and 152 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
