Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | George Soros % | Bill Ackman % |
|---|---|---|
| UBER TECHNOLOGIES INC | 0.1% | 12.7% |
| MICROSOFT CORP | 0.9% | 11.9% |
| AMAZON COM INC | 3.5% | 10.5% |
| META PLATFORMS INC | 0.2% | 9.2% |
| MASTERCARD INCORPORATED | 0.2% | 5.6% |
| S&P GLOBAL INC | 0.5% | 5.4% |
| NETFLIX INC. | 0.0% | 4.8% |
| HERTZ GLOBAL HLDGS INC | 0.0% | 0.2% |
George Soros runs Soros Fund Management LLC ($8.14B disclosed). Bill Ackman runs Pershing Square Capital Management, L.P. ($19.47B disclosed). They share 8 common positions, with 251 names unique to George Soros's book and 6 unique to Bill Ackman'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 | George Soros % | Bill Ackman % |
|---|---|---|
| UBER TECHNOLOGIES INC | 0.1% | 12.7% |
| MICROSOFT CORP | 0.9% | 11.9% |
| AMAZON COM INC | 3.5% | 10.5% |
| META PLATFORMS INC | 0.2% | 9.2% |
| MASTERCARD INCORPORATED | 0.2% | 5.6% |
| S&P GLOBAL INC | 0.5% | 5.4% |
| NETFLIX INC. | 0.0% | 4.8% |
| HERTZ GLOBAL HLDGS INC | 0.0% | 0.2% |
George Soros runs Soros Fund Management LLC ($8.14B disclosed). Bill Ackman runs Pershing Square Capital Management, L.P. ($19.47B disclosed). They share 8 common positions, with 251 names unique to George Soros's book and 6 unique to Bill Ackman'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
