whalstreet

Warren BuffettvsLi Lu

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Warren Buffett
Berkshire Hathaway Inc.
AUM
$274.2B
Positions
42
Shared %
39.0%
Whale B
Li Lu
Himalaya Capital Management LLC
AUM
$3.6B
Positions
9
Shared %
40.9%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockWarren weightLi weightWarren valueLi value
AAPL · Apple Inc.22.6%0.8%$62.0B$30M
BAC · Bank America Corp.10.4%16.1%$28.5B$574M
674599105 · Occidental Pete Corp.4.0%1.7%$10.9B$60M
GOOGL · Alphabet Inc.2.0%22.3%$5.6B$796M
Unique to Warren Buffett
Top 10 by value held — not in the other's portfolio
StockWeightValue
AXP · American Express Co.20.5%$56.1B
KO · Coca Cola Co.10.2%$28.0B
CVX · Chevron Corp. New7.2%$19.8B
MCO · Moodys Corp.4.6%$12.6B
CB · Chubb Limited3.9%$10.7B
KHC · Kraft Heinz Co.2.9%$7.9B
DVA · Davita Inc.1.3%$3.6B
KR · Kroger Co.1.1%$3.1B
V · Visa, Inc.1.1%$2.9B
SIRI · Sirius Xm Holdings Inc.0.9%$2.5B
Unique to Li Lu
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.21.6%$769M
PDD · Pdd Holdings Inc.14.6%$523M
BRK-B · Berkshire Hathaway Inc. Del12.6%$451M
EWBC · East West Bancorp Inc.8.7%$312M
CROX · Crocs Inc.1.5%$54M
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★ WatchlistData from SEC EDGAR · whalstreet.com