Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Tom Gayner % | George Soros % |
|---|---|---|
| ALPHABET INC | 8.0% | 2.7% |
| AMAZON COM INC | 3.5% | 7.3% |
| APPLE INC | 2.6% | 1.5% |
| ANALOG DEVICES INC | 2.7% | 0.1% |
| MICROSOFT CORP | 1.7% | 1.7% |
| DISNEY WALT CO | 1.6% | 1.0% |
| TEXAS INSTRS INC | 1.2% | 0.2% |
| JPMORGAN CHASE & CO. | 0.6% | 0.0% |
| ACCENTURE PLC IRELAND | 0.3% | 0.5% |
| UBER TECHNOLOGIES INC | 0.1% | 0.4% |
| COMCAST CORP NEW | 0.2% | 0.0% |
| UNITEDHEALTH GROUP INC | 0.0% | 0.3% |
| CME GROUP INC | 0.1% | 0.1% |
| SHOPIFY INC | 0.1% | 0.0% |
Tom Gayner runs Markel Group Inc. ($11.94B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 14 common positions, with 112 names unique to Tom Gayner's book and 204 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
