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 | 0.3% | 5.6% |
| Taiwan Semiconductor Manufac | 5.7% | 2.4% |
| Linde Plc | 0.7% | 1.8% |
| Woodward Inc | 2.6% | 0.5% |
| Broadcom Inc | 2.1% | 0.7% |
| Alcoa Corp | 3.4% | 0.0% |
| Figure Technology Solutio | 1.3% | 0.5% |
| Crh Plc | 1.4% | 0.2% |
| Coupang Inc | 1.7% | 0.0% |
| Humana Inc | 0.8% | 0.2% |
| Cloudflare Inc | 0.4% | 0.0% |
| Stubhub Hldgs Inc | 0.3% | 0.0% |
| Micron Technology Inc | 0.3% | 0.0% |
| Purecycle Technologies Inc | 0.2% | 0.0% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($2.94B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 14 common positions, with 51 names unique to Stanley Druckenmiller's book and 226 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 | Stanley Druckenmiller % | George Soros % |
|---|---|---|
| Amazon Com Inc | 0.3% | 5.6% |
| Taiwan Semiconductor Manufac | 5.7% | 2.4% |
| Linde Plc | 0.7% | 1.8% |
| Woodward Inc | 2.6% | 0.5% |
| Broadcom Inc | 2.1% | 0.7% |
| Alcoa Corp | 3.4% | 0.0% |
| Figure Technology Solutio | 1.3% | 0.5% |
| Crh Plc | 1.4% | 0.2% |
| Coupang Inc | 1.7% | 0.0% |
| Humana Inc | 0.8% | 0.2% |
| Cloudflare Inc | 0.4% | 0.0% |
| Stubhub Hldgs Inc | 0.3% | 0.0% |
| Micron Technology Inc | 0.3% | 0.0% |
| Purecycle Technologies Inc | 0.2% | 0.0% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($2.94B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 14 common positions, with 51 names unique to Stanley Druckenmiller's book and 226 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
