Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Chuck Akre % | George Soros % |
|---|---|---|
| MASTERCARD INCORPORATED | 18.6% | 0.2% |
| SALESFORCE INC | 2.2% | 0.9% |
| SERVICENOW INC | 1.9% | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | 0.1% | 0.9% |
Chuck Akre runs Akre Capital Management, LLC ($6.12B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 4 common positions, with 15 names unique to Chuck Akre's book and 236 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 | Chuck Akre % | George Soros % |
|---|---|---|
| MASTERCARD INCORPORATED | 18.6% | 0.2% |
| SALESFORCE INC | 2.2% | 0.9% |
| SERVICENOW INC | 1.9% | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | 0.1% | 0.9% |
Chuck Akre runs Akre Capital Management, LLC ($6.12B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 4 common positions, with 15 names unique to Chuck Akre's book and 236 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
