Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Thomas Russo % | George Soros % |
|---|---|---|
| Amazon.com Inc | 0.0% | 7.3% |
| Uber Technologies Inc | 4.5% | 0.4% |
| Doordash Inc Cl A | 2.3% | 0.4% |
| Alphabet Inc Cl A | 0.1% | 2.7% |
| J.P. Morgan Chase | 1.8% | 0.0% |
| Microsoft Corp | 0.0% | 1.7% |
| Apple Inc | 0.0% | 1.5% |
| Disney Walt Productions | 0.0% | 1.0% |
| Comcast Corp New Cl A | 0.7% | 0.0% |
| Wal Mart Stores Inc | 0.0% | 0.0% |
Thomas Russo runs Gardner Russo & Quinn LLC ($9.26B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 10 common positions, with 77 names unique to Thomas Russo's book and 208 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
