Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Robert Vinall % | George Soros % |
|---|---|---|
| ALPHABET INC | 2.4% | 2.7% |
| SALESFORCE INC | 0.7% | 1.8% |
| MICROSOFT CORP | 1.3% | 1.7% |
| INTERACTIVE BROKERS GROUP IN | 11.3% | 0.7% |
Robert Vinall runs RV Capital AG ($429.5M disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 4 common positions, with 8 names unique to Robert Vinall's book and 214 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
