Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mairs & Power % | George Soros % |
|---|---|---|
| NVIDIA CORPORATION | 8.9% | 1.0% |
| MICROSOFT CORP | 8.9% | 0.9% |
| AMAZON COM INC | 5.8% | 3.5% |
| APPLE INC | 3.2% | 1.9% |
| JPMORGAN CHASE & CO. | 4.0% | 0.5% |
| ELI LILLY & CO | 3.6% | 0.3% |
| UNITEDHEALTH GROUP INC | 2.6% | 0.0% |
| WEC ENERGY GROUP INC | 1.9% | 0.8% |
| TAIWAN SEMICONDUCTOR MFG LTD | 1.4% | 1.0% |
| META PLATFORMS INC | 2.0% | 0.2% |
| BIO-TECHNE CORP | 1.6% | 0.5% |
| JOHNSON & JOHNSON | 1.6% | 0.1% |
| VERIZON COMMUNICATIONS INC | 1.3% | 0.0% |
| IDACORP INC | 0.4% | 1.0% |
| ABBOTT LABS | 0.9% | 0.0% |
| TENNANT CO | 0.8% | 0.0% |
| SPDR S&P 500 ETF TR | 0.2% | 0.7% |
| XCEL ENERGY INC | 0.3% | 0.5% |
| BROADCOM INC | 0.0% | 0.8% |
| TEXAS INSTRS INC | 0.4% | 0.0% |
| MCDONALDS CORP | 0.0% | 0.4% |
| DISNEY WALT CO | 0.3% | 0.0% |
| ZOETIS INC | 0.3% | 0.0% |
| ADVANCED MICRO DEVICES INC | 0.0% | 0.4% |
| PHILIP MORRIS INTL INC | 0.0% | 0.2% |
Mairs & Power runs Mairs & Power Inc ($10.39B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 34 common positions, with 189 names unique to Mairs & Power's book and 222 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 | Mairs & Power % | George Soros % |
|---|---|---|
| NVIDIA CORPORATION | 8.9% | 1.0% |
| MICROSOFT CORP | 8.9% | 0.9% |
| AMAZON COM INC | 5.8% | 3.5% |
| APPLE INC | 3.2% | 1.9% |
| JPMORGAN CHASE & CO. | 4.0% | 0.5% |
| ELI LILLY & CO | 3.6% | 0.3% |
| UNITEDHEALTH GROUP INC | 2.6% | 0.0% |
| WEC ENERGY GROUP INC | 1.9% | 0.8% |
| TAIWAN SEMICONDUCTOR MFG LTD | 1.4% | 1.0% |
| META PLATFORMS INC | 2.0% | 0.2% |
| BIO-TECHNE CORP | 1.6% | 0.5% |
| JOHNSON & JOHNSON | 1.6% | 0.1% |
| VERIZON COMMUNICATIONS INC | 1.3% | 0.0% |
| IDACORP INC | 0.4% | 1.0% |
| ABBOTT LABS | 0.9% | 0.0% |
| TENNANT CO | 0.8% | 0.0% |
| SPDR S&P 500 ETF TR | 0.2% | 0.7% |
| XCEL ENERGY INC | 0.3% | 0.5% |
| BROADCOM INC | 0.0% | 0.8% |
| TEXAS INSTRS INC | 0.4% | 0.0% |
| MCDONALDS CORP | 0.0% | 0.4% |
| DISNEY WALT CO | 0.3% | 0.0% |
| ZOETIS INC | 0.3% | 0.0% |
| ADVANCED MICRO DEVICES INC | 0.0% | 0.4% |
| PHILIP MORRIS INTL INC | 0.0% | 0.2% |
Mairs & Power runs Mairs & Power Inc ($10.39B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 34 common positions, with 189 names unique to Mairs & Power's book and 222 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
