Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Seth Klarman % | Li Lu % |
|---|---|---|
| No shared positions. | ||
Seth Klarman runs BAUPOST GROUP LLC/MA ($5.12B disclosed). Li Lu runs Himalaya Capital Management LLC ($3.20B disclosed). They share 0 common positions, with 22 names unique to Seth Klarman's book and 13 unique to Li Lu'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 | Seth Klarman % | Li Lu % |
|---|---|---|
| No shared positions. | ||
Seth Klarman runs BAUPOST GROUP LLC/MA ($5.12B disclosed). Li Lu runs Himalaya Capital Management LLC ($3.20B disclosed). They share 0 common positions, with 22 names unique to Seth Klarman's book and 13 unique to Li Lu'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
