Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | AKO Capital % | Warren Buffett % |
|---|---|---|
| MOODYS CORP | 5.7% | 4.6% |
| VISA INC | 7.7% | 1.1% |
| MASTERCARD INCORPORATED | 0.9% | 0.8% |
| AMAZON COM INC | 6.1% | 0.2% |
AKO Capital runs Ako Capital LLP ($6.6M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 4 common positions, with 18 names unique to AKO Capital'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
