Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mairs & Power % | George Soros % |
|---|---|---|
| AMAZON COM INC | 5.8% | 7.3% |
| MICROSOFT CORP | 8.9% | 1.7% |
| NVIDIA CORPORATION | 8.9% | 1.7% |
| APPLE INC | 3.2% | 1.5% |
| JPMORGAN CHASE & CO. | 4.0% | 0.0% |
| ELI LILLY & CO | 3.6% | 0.3% |
| UNITEDHEALTH GROUP INC | 2.6% | 0.3% |
| TAIWAN SEMICONDUCTOR MFG LTD | 1.4% | 1.4% |
| SALESFORCE INC | 0.8% | 1.8% |
| WEC ENERGY GROUP INC | 1.9% | 0.1% |
| SPDR S&P 500 ETF TR | 0.2% | 1.3% |
| IDACORP INC | 0.4% | 1.0% |
| DISNEY WALT CO | 0.3% | 1.0% |
| EXACT SCIENCES CORP | 0.0% | 1.2% |
| XCEL ENERGY INC | 0.3% | 0.7% |
| CLEARWATER ANALYTICS HLDGS I | 0.0% | 0.9% |
| HONEYWELL INTL INC | 0.4% | 0.2% |
| WOODWARD INC | 0.0% | 0.7% |
| TEXAS INSTRS INC | 0.4% | 0.2% |
| RADNET INC | 0.1% | 0.5% |
| ZOETIS INC | 0.3% | 0.3% |
| BROADCOM INC | 0.0% | 0.5% |
| ACCENTURE PLC IRELAND | 0.0% | 0.5% |
| OLD NATL BANCORP IND | 0.1% | 0.3% |
| ADVANCED MICRO DEVICES INC | 0.0% | 0.0% |
Mairs & Power runs Mairs & Power Inc ($10.39B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 27 common positions, with 196 names unique to Mairs & Power's book and 191 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
