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David AbramsvsChase Coleman

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
David Abrams
Abrams Capital Management, L.P.
AUM
$5.7B
Positions
12
Shared %
19.8%
Whale B
Chase Coleman
Tiger Global Management LLC
AUM
$29.7B
Positions
54
Shared %
19.4%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockDavid weightChase weightDavid valueChase value
GOOGL · Alphabet Inc.10.6%11.2%$600M$3.3B
META · Meta Platforms, Inc.3.8%6.1%$215M$1.8B
CPNG · Coupang Inc.5.4%2.1%$307M$620M
Unique to David Abrams
Top 10 by value held — not in the other's portfolio
StockWeightValue
LOAR · Loar Holdings Inc.38.4%$2.2B
LAD · Lithia Mtrs Inc.14.6%$828M
SGI · Somnigroup International Inc.9.1%$518M
ABG · Asbury Automotive Group Inc.8.8%$501M
WTW · Willis Towers Watson Plc Ltd.4.2%$237M
UHAL · U Haul Holding Company2.7%$152M
ET · Energy Transfer L P1.8%$101M
NUVB · Nuvation Bio Inc.0.6%$34M
UHAL · U Haul Holding Company0.0%$2M
Unique to Chase Coleman
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$2.6B
AMZN · Amazon Com Inc.7.8%$2.3B
NVDA · Nvidia Corp.6.9%$2.1B
SE · Sea Ltd.6.6%$2.0B
TTWO · Take-Two Interactive Softwar5.0%$1.5B
TSM · Taiwan Semiconductor Mfg Ltd.3.8%$1.1B
AVGO · Broadcom Inc.3.3%$995M
APO · Apollo Global Mgmt Inc.3.0%$899M
RDDT · Reddit Inc.3.0%$884M
APP · Applovin Corp.2.9%$871M
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★ WatchlistData from SEC EDGAR · whalstreet.com