Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mark Hillman % | George Soros % |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 1.8% | 1.0% |
| MICROSOFT CORP | 3.2% | 0.9% |
| SPDR S&P 500 ETF TR | 2.9% | 0.7% |
| WARNER BROS DISCOVERY INC | 3.9% | 0.5% |
| MICROCHIP TECHNOLOGY INC. | 0.3% | 0.3% |
| ADOBE INC | 1.6% | 0.1% |
| VERIZON COMMUNICATIONS INC | 1.7% | 0.0% |
| UNITEDHEALTH GROUP INC | 1.6% | 0.0% |
| DISNEY WALT CO | 1.8% | 0.0% |
Mark Hillman runs Hillman Capital Management Inc ($158.9M disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 9 common positions, with 43 names unique to Mark Hillman's book and 248 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 | Mark Hillman % | George Soros % |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 1.8% | 1.0% |
| MICROSOFT CORP | 3.2% | 0.9% |
| SPDR S&P 500 ETF TR | 2.9% | 0.7% |
| WARNER BROS DISCOVERY INC | 3.9% | 0.5% |
| MICROCHIP TECHNOLOGY INC. | 0.3% | 0.3% |
| ADOBE INC | 1.6% | 0.1% |
| VERIZON COMMUNICATIONS INC | 1.7% | 0.0% |
| UNITEDHEALTH GROUP INC | 1.6% | 0.0% |
| DISNEY WALT CO | 1.8% | 0.0% |
Mark Hillman runs Hillman Capital Management Inc ($158.9M disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 9 common positions, with 43 names unique to Mark Hillman's book and 248 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
