Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Guy Spier % | George Soros % |
|---|---|---|
| ALPHABET INC | 1.0% | 2.3% |
| MASTERCARD INCORPORATED | 12.2% | 0.2% |
| MICRON TECHNOLOGY INC | 6.5% | 0.0% |
Guy Spier runs Aquamarine Capital Management, LLC ($170.2M disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 3 common positions, with 8 names unique to Guy Spier's book and 237 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 | Guy Spier % | George Soros % |
|---|---|---|
| ALPHABET INC | 1.0% | 2.3% |
| MASTERCARD INCORPORATED | 12.2% | 0.2% |
| MICRON TECHNOLOGY INC | 6.5% | 0.0% |
Guy Spier runs Aquamarine Capital Management, LLC ($170.2M disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 3 common positions, with 8 names unique to Guy Spier's book and 237 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
