Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Peter Thiel % | George Soros % |
|---|---|---|
| No shared positions. | ||
Peter Thiel runs Thiel Macro LLC (— disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 0 common positions, with 1 names unique to Peter Thiel's book and 218 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
