Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Pat Dorsey % | George Soros % |
|---|---|---|
| SUNBELT RENTALS HOLDINGS INC | 11.4% | 0.5% |
| META PLATFORMS INC | 7.4% | 0.3% |
| S&P GLOBAL INC | 7.5% | 0.1% |
| UBER TECHNOLOGIES INC | 6.2% | 0.3% |
Pat Dorsey runs Dorsey Asset Management, LLC ($1.26B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 4 common positions, with 7 names unique to Pat Dorsey's book and 236 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 | Pat Dorsey % | George Soros % |
|---|---|---|
| SUNBELT RENTALS HOLDINGS INC | 11.4% | 0.5% |
| META PLATFORMS INC | 7.4% | 0.3% |
| S&P GLOBAL INC | 7.5% | 0.1% |
| UBER TECHNOLOGIES INC | 6.2% | 0.3% |
Pat Dorsey runs Dorsey Asset Management, LLC ($1.26B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 4 common positions, with 7 names unique to Pat Dorsey's book and 236 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
