Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Viking Global % | Warren Buffett % |
|---|---|---|
| BANK AMERICA CORP | 0.7% | 10.4% |
| CHUBB LIMITED | 0.8% | 3.9% |
| ALPHABET INC | 2.2% | 2.0% |
| VISA INC | 3.7% | 1.1% |
| CAPITAL ONE FINL CORP | 1.9% | 0.6% |
| UNITEDHEALTH GROUP INC | 1.0% | 0.6% |
| AON PLC | 0.7% | 0.5% |
| AMAZON COM INC | 1.9% | 0.2% |
Viking Global runs Viking Global Investors LP ($37.68B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 8 common positions, with 68 names unique to Viking Global's book and 31 unique to Warren Buffett'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
