Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Lindsell Train % | George Soros % |
|---|---|---|
| ALPHABET INC | 16.6% | 2.7% |
| TKO GROUP HOLDINGS INC | 14.9% | 1.8% |
| DISNEY WALT CO | 10.0% | 1.0% |
| FAIR ISAAC CORP | 9.3% | 0.0% |
| CME GROUP INC | 0.1% | 0.1% |
Lindsell Train runs Lindsell Train Ltd ($3.94B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 5 common positions, with 22 names unique to Lindsell Train's book and 213 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
