Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Viking Global % | Warren Buffett % |
|---|---|---|
| APPLE INC | 2.6% | 22.0% |
| CHUBB LTD SWITZ | 1.2% | 4.2% |
| CAPITAL ONE FINL CORP | 0.8% | 0.5% |
Viking Global runs Viking Global Investors LP ($35.75B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 3 common positions, with 74 names unique to Viking Global's book and 23 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
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Viking Global % | Warren Buffett % |
|---|---|---|
| APPLE INC | 2.6% | 22.0% |
| CHUBB LTD SWITZ | 1.2% | 4.2% |
| CAPITAL ONE FINL CORP | 0.8% | 0.5% |
Viking Global runs Viking Global Investors LP ($35.75B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 3 common positions, with 74 names unique to Viking Global's book and 23 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
