Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Francois Rochon % | George Soros % |
|---|---|---|
| ALPHABET INC | 3.8% | 2.3% |
| META PLATFORMS INC | 6.9% | 0.3% |
| TAIWAN SEMICONDUCTOR MFG LTD | 0.2% | 2.4% |
| APPLE INC | 0.1% | 1.7% |
| PROGRESSIVE CORP | 4.1% | 0.0% |
| MICROSOFT CORP | 0.0% | 1.1% |
| DISNEY WALT CO | 2.1% | 0.0% |
| JPMORGAN CHASE & CO | 0.6% | 0.5% |
| CAPITAL ONE FC | 0.1% | 0.5% |
| MASTERCARD INCORPORATED | 0.5% | 0.2% |
| LULULEMON ATHLETICA INC | 1.0% | 0.0% |
| SPDR S&P 500 ETF | 0.1% | 0.2% |
| BUILDERS FIRSTSOURCE INC | 0.3% | 0.0% |
Francois Rochon runs Giverny Capital Inc. ($3.00B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 13 common positions, with 36 names unique to Francois Rochon's book and 227 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 | Francois Rochon % | George Soros % |
|---|---|---|
| ALPHABET INC | 3.8% | 2.3% |
| META PLATFORMS INC | 6.9% | 0.3% |
| TAIWAN SEMICONDUCTOR MFG LTD | 0.2% | 2.4% |
| APPLE INC | 0.1% | 1.7% |
| PROGRESSIVE CORP | 4.1% | 0.0% |
| MICROSOFT CORP | 0.0% | 1.1% |
| DISNEY WALT CO | 2.1% | 0.0% |
| JPMORGAN CHASE & CO | 0.6% | 0.5% |
| CAPITAL ONE FC | 0.1% | 0.5% |
| MASTERCARD INCORPORATED | 0.5% | 0.2% |
| LULULEMON ATHLETICA INC | 1.0% | 0.0% |
| SPDR S&P 500 ETF | 0.1% | 0.2% |
| BUILDERS FIRSTSOURCE INC | 0.3% | 0.0% |
Francois Rochon runs Giverny Capital Inc. ($3.00B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 13 common positions, with 36 names unique to Francois Rochon's book and 227 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
