Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Cathie Wood % | Warren Buffett % |
|---|---|---|
| Amazon.com Inc | 1.9% | 0.2% |
Cathie Wood runs ARK Investment Management LLC ($15.07B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 1 common positions, with 195 names unique to Cathie Wood's book and 38 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
