Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | George Soros % | Li Lu % |
|---|---|---|
| ALPHABET INC | 2.3% | 44.8% |
| BERKSHIRE HATHAWAY INC DEL | 0.9% | 13.4% |
| APPLE INC | 1.7% | 0.9% |
| S&P GLOBAL INC | 0.1% | 1.6% |
George Soros runs Soros Fund Management LLC ($7.29B disclosed). Li Lu runs Himalaya Capital Management LLC ($3.20B disclosed). They share 4 common positions, with 236 names unique to George Soros's book and 9 unique to Li Lu'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 % | Li Lu % |
|---|---|---|
| ALPHABET INC | 2.3% | 44.8% |
| BERKSHIRE HATHAWAY INC DEL | 0.9% | 13.4% |
| APPLE INC | 1.7% | 0.9% |
| S&P GLOBAL INC | 0.1% | 1.6% |
George Soros runs Soros Fund Management LLC ($7.29B disclosed). Li Lu runs Himalaya Capital Management LLC ($3.20B disclosed). They share 4 common positions, with 236 names unique to George Soros's book and 9 unique to Li Lu'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
