Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Stanley Druckenmiller % | George Soros % |
|---|---|---|
| Amazon Com Inc | 4.0% | 7.3% |
| Alphabet Inc | 2.9% | 2.7% |
| Select Sector Spdr Tr | 7.1% | 0.2% |
| Taiwan Semiconductor Mfg Ltd | 3.9% | 1.4% |
| Invesco Exchange Traded Fd T | 5.3% | 0.3% |
| Woodward Inc | 4.2% | 0.7% |
| Coupang Inc | 3.8% | 0.0% |
| Figure Technology Solutio | 1.5% | 1.1% |
| Crh Plc | 1.4% | 0.3% |
| Cidara Therapeutics Inc | 0.3% | 0.8% |
| Flutter Entmt Plc | 0.6% | 0.3% |
| Doordash Inc | 0.2% | 0.4% |
| Stubhub Hldgs Inc | 0.7% | 0.1% |
| Purecycle Technologies Inc | 0.6% | 0.0% |
| Protagonist Therapeutics Inc | 0.3% | 0.1% |
| Unity Software Inc | 0.4% | 0.0% |
| Neptune Ins Hldgs Inc | 0.0% | 0.1% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($4.22B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 17 common positions, with 41 names unique to Stanley Druckenmiller's book and 201 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
