Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Lindsell Train % | George Soros % |
|---|---|---|
| ALPHABET INC | 16.6% | 3.4% |
| TKO GROUP HOLDINGS INC | 14.9% | 1.4% |
| DISNEY WALT CO | 10.0% | 0.0% |
| S&P GLOBAL INC | 0.1% | 0.5% |
| COCA COLA CO | 0.0% | 0.2% |
| CME GROUP INC | 0.1% | 0.1% |
| VERISK ANALYTICS INC | 0.0% | 0.1% |
| ADOBE INC | 0.0% | 0.1% |
Lindsell Train runs Lindsell Train Ltd ($3.94B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 8 common positions, with 19 names unique to Lindsell Train's book and 251 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 | Lindsell Train % | George Soros % |
|---|---|---|
| ALPHABET INC | 16.6% | 3.4% |
| TKO GROUP HOLDINGS INC | 14.9% | 1.4% |
| DISNEY WALT CO | 10.0% | 0.0% |
| S&P GLOBAL INC | 0.1% | 0.5% |
| COCA COLA CO | 0.0% | 0.2% |
| CME GROUP INC | 0.1% | 0.1% |
| VERISK ANALYTICS INC | 0.0% | 0.1% |
| ADOBE INC | 0.0% | 0.1% |
Lindsell Train runs Lindsell Train Ltd ($3.94B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 8 common positions, with 19 names unique to Lindsell Train's book and 251 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
