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 | 2.5% | 3.5% |
| Alphabet Inc | 2.3% | 3.4% |
| Amazon Com Inc | 2.1% | 3.5% |
| Taiwan Semiconductor Manufac | 5.4% | 1.0% |
| Stmicroelectronics N V | 4.5% | 0.0% |
| Linde Plc | 0.4% | 1.7% |
| State Str Spdr S&P 500 Etf T | 1.3% | 0.7% |
| Tesla Inc | 1.0% | 0.4% |
| Crh Plc | 1.1% | 0.2% |
| Advanced Micro Devices Inc | 0.8% | 0.4% |
| Roku Inc | 0.5% | 0.3% |
| Coupang Inc | 0.9% | 0.0% |
| Eli Lilly & Co | 0.3% | 0.3% |
| Meta Platforms Inc | 0.5% | 0.2% |
| Woodward Inc | 0.5% | 0.1% |
| Reddit Inc | 0.2% | 0.0% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($5.21B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 16 common positions, with 78 names unique to Stanley Druckenmiller's book and 242 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 | 2.5% | 3.5% |
| Alphabet Inc | 2.3% | 3.4% |
| Amazon Com Inc | 2.1% | 3.5% |
| Taiwan Semiconductor Manufac | 5.4% | 1.0% |
| Stmicroelectronics N V | 4.5% | 0.0% |
| Linde Plc | 0.4% | 1.7% |
| State Str Spdr S&P 500 Etf T | 1.3% | 0.7% |
| Tesla Inc | 1.0% | 0.4% |
| Crh Plc | 1.1% | 0.2% |
| Advanced Micro Devices Inc | 0.8% | 0.4% |
| Roku Inc | 0.5% | 0.3% |
| Coupang Inc | 0.9% | 0.0% |
| Eli Lilly & Co | 0.3% | 0.3% |
| Meta Platforms Inc | 0.5% | 0.2% |
| Woodward Inc | 0.5% | 0.1% |
| Reddit Inc | 0.2% | 0.0% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($5.21B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 16 common positions, with 78 names unique to Stanley Druckenmiller's book and 242 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
