Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | George Soros % | Bill Ackman % |
|---|---|---|
| AMAZON COM INC | 7.3% | 14.3% |
| UBER TECHNOLOGIES INC | 0.4% | 15.9% |
| ALPHABET INC | 2.7% | 13.8% |
George Soros runs Soros Fund Management LLC ($7.46B disclosed). Bill Ackman runs Pershing Square Capital Management, L.P. ($15.53B disclosed). They share 3 common positions, with 215 names unique to George Soros's book and 7 unique to Bill Ackman'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
