Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Peter Thiel % | George Soros % |
|---|---|---|
| AMAZON COM INC | 28.2% | 3.5% |
| AMERICAN ELEC PWR CO INC | 10.1% | 1.3% |
| CMS ENERGY CORP | 9.4% | 0.9% |
| VISTRA CORP | 14.1% | 0.0% |
| X-ENERGY INC | 0.9% | 0.5% |
| FIRSTENERGY CORP | 9.5% | 0.0% |
Peter Thiel runs Thiel Macro LLC ($418.7M disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 6 common positions, with 2 names unique to Peter Thiel's book and 253 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 | Peter Thiel % | George Soros % |
|---|---|---|
| AMAZON COM INC | 28.2% | 3.5% |
| AMERICAN ELEC PWR CO INC | 10.1% | 1.3% |
| CMS ENERGY CORP | 9.4% | 0.9% |
| VISTRA CORP | 14.1% | 0.0% |
| X-ENERGY INC | 0.9% | 0.5% |
| FIRSTENERGY CORP | 9.5% | 0.0% |
Peter Thiel runs Thiel Macro LLC ($418.7M disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 6 common positions, with 2 names unique to Peter Thiel's book and 253 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
