Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Pat Dorsey % | George Soros % |
|---|---|---|
| S&P GLOBAL INC | 8.3% | 0.5% |
| UBER TECHNOLOGIES INC | 8.1% | 0.1% |
| META PLATFORMS INC | 7.2% | 0.2% |
| SUNBELT RENTALS HOLDINGS INC | 5.5% | 0.5% |
Pat Dorsey runs Dorsey Asset Management, LLC ($1.56B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 4 common positions, with 7 names unique to Pat Dorsey's book and 255 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 % |
|---|---|---|
| S&P GLOBAL INC | 8.3% | 0.5% |
| UBER TECHNOLOGIES INC | 8.1% | 0.1% |
| META PLATFORMS INC | 7.2% | 0.2% |
| SUNBELT RENTALS HOLDINGS INC | 5.5% | 0.5% |
Pat Dorsey runs Dorsey Asset Management, LLC ($1.56B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 4 common positions, with 7 names unique to Pat Dorsey's book and 255 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
