Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Thomas Russo % | George Soros % |
|---|---|---|
| Mastercard Inc Cl A | 9.1% | 0.2% |
| Philip Morris International In | 9.0% | 0.3% |
| Berkshire Hathaway Inc Cl B | 6.3% | 0.9% |
| Netflix Inc | 6.3% | 0.1% |
| Sunbelt Rentals Holdings Inc | 4.6% | 0.5% |
| Amazon.com Inc | 0.0% | 5.6% |
| Uber Technologies Inc | 4.4% | 0.3% |
| Doordash Inc Cl A | 1.8% | 0.4% |
| Alphabet Inc Cl A | 0.0% | 2.3% |
| Apple Inc | 0.0% | 1.7% |
| Microsoft Corp | 0.0% | 1.1% |
| J.P. Morgan Chase | 0.5% | 0.5% |
| Comcast Corp New Cl A | 0.8% | 0.0% |
| McDonalds Corp | 0.0% | 0.5% |
| Coca-Cola | 0.0% | 0.2% |
| Wal Mart Stores Inc | 0.0% | 0.1% |
| Johnson & Johnson | 0.0% | 0.1% |
| McCormick Inc | 0.0% | 0.1% |
| Abbott Labs | 0.0% | 0.1% |
| Disney Walt Productions | 0.0% | 0.0% |
Thomas Russo runs Gardner Russo & Quinn LLC ($8.50B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 20 common positions, with 66 names unique to Thomas Russo's book and 220 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 | Thomas Russo % | George Soros % |
|---|---|---|
| Mastercard Inc Cl A | 9.1% | 0.2% |
| Philip Morris International In | 9.0% | 0.3% |
| Berkshire Hathaway Inc Cl B | 6.3% | 0.9% |
| Netflix Inc | 6.3% | 0.1% |
| Sunbelt Rentals Holdings Inc | 4.6% | 0.5% |
| Amazon.com Inc | 0.0% | 5.6% |
| Uber Technologies Inc | 4.4% | 0.3% |
| Doordash Inc Cl A | 1.8% | 0.4% |
| Alphabet Inc Cl A | 0.0% | 2.3% |
| Apple Inc | 0.0% | 1.7% |
| Microsoft Corp | 0.0% | 1.1% |
| J.P. Morgan Chase | 0.5% | 0.5% |
| Comcast Corp New Cl A | 0.8% | 0.0% |
| McDonalds Corp | 0.0% | 0.5% |
| Coca-Cola | 0.0% | 0.2% |
| Wal Mart Stores Inc | 0.0% | 0.1% |
| Johnson & Johnson | 0.0% | 0.1% |
| McCormick Inc | 0.0% | 0.1% |
| Abbott Labs | 0.0% | 0.1% |
| Disney Walt Productions | 0.0% | 0.0% |
Thomas Russo runs Gardner Russo & Quinn LLC ($8.50B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 20 common positions, with 66 names unique to Thomas Russo's book and 220 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
