Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Lee Ainslie % | Warren Buffett % |
|---|---|---|
| COCA COLA CO | 1.2% | 11.6% |
| ALPHABET INC | 3.8% | 6.3% |
| KRAFT HEINZ CO | 0.0% | 2.8% |
| SIRIUSXM HOLDINGS INC | 0.1% | 1.1% |
| CAPITAL ONE FINL CORP | 3.4% | 0.5% |
| NEW YORK TIMES CO | 0.0% | 0.5% |
Lee Ainslie runs Maverick Capital Ltd ($9.31B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 6 common positions, with 172 names unique to Lee Ainslie's book and 20 unique to Warren Buffett'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 | Lee Ainslie % | Warren Buffett % |
|---|---|---|
| COCA COLA CO | 1.2% | 11.6% |
| ALPHABET INC | 3.8% | 6.3% |
| KRAFT HEINZ CO | 0.0% | 2.8% |
| SIRIUSXM HOLDINGS INC | 0.1% | 1.1% |
| CAPITAL ONE FINL CORP | 3.4% | 0.5% |
| NEW YORK TIMES CO | 0.0% | 0.5% |
Lee Ainslie runs Maverick Capital Ltd ($9.31B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 6 common positions, with 172 names unique to Lee Ainslie's book and 20 unique to Warren Buffett'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
