Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Stephen Mandel % | Warren Buffett % |
|---|---|---|
| VISA INC | 0.0% | 1.1% |
| MASTERCARD INCORPORATED | 0.4% | 0.8% |
| CAPITAL ONE FINL CORP | 4.1% | 0.6% |
| AMAZON COM INC | 4.1% | 0.2% |
Stephen Mandel runs Lone Pine Capital LLC ($13.61B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 4 common positions, with 28 names unique to Stephen Mandel's book and 35 unique to Warren Buffett'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
