William Von MuefflingvsChase Coleman

Side-by-side current 13F portfolio comparison · 9 shared positions

Whale A

Cantillon Capital Management LLC

AUM

$15.1B

Positions

Shared %

32.6%

Whale B

Tiger Global Management LLC

AUM

$29.7B

Positions

Shared %

34.3%

Common holdings · 9

Stocks both whales currently hold — sorted by combined value

Stock	William weight	Chase weight	William value	Chase value
GOOGL · Alphabet Inc.	7.1%	11.2%	$1.1B	$3.3B
MSFT · Microsoft Corp.	2.7%	8.9%	$412M	$2.6B
AVGO · Broadcom Inc.	8.3%	3.3%	$1.3B	$995M
TSM · Taiwan Semiconductor Mfg Ltd.	5.6%	3.8%	$843M	$1.1B
FLUT · Flutter Entmt Plc	0.9%	2.9%	$140M	$861M
SPOT · Spotify Technology S A	1.4%	2.5%	$213M	$733M
AMAT · Applied Matls Inc.	3.5%	0.8%	$520M	$230M
UBER · Uber Technologies Inc.	2.5%	0.0%	$374M	$12M
FWONA · Liberty Media Corp. Del	0.6%	0.9%	$88M	$264M

Unique to William Von Mueffling

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
IBKR · Interactive Brokers Group In	5.0%	$754M
SPGI · S&P Global Inc.	4.4%	$658M
ADI · Analog Devices Inc.	4.0%	$608M
CBRE · Cbre Group Inc.	3.5%	$533M
V · Visa, Inc.	3.5%	$519M
ICE · Intercontinental Exchange In	3.1%	$463M
BLK · Blackrock Inc.	2.9%	$436M
CME · Cme Group Inc.	2.7%	$409M
FERG · Ferguson Enterprises	2.7%	$408M
FAST · Fastenal Co.	2.5%	$379M

Unique to Chase Coleman

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
AMZN · Amazon Com Inc.	7.8%	$2.3B
NVDA · Nvidia Corp.	6.9%	$2.1B
SE · Sea Ltd.	6.6%	$2.0B
META · Meta Platforms, Inc.	6.1%	$1.8B
TTWO · Take-Two Interactive Softwar	5.0%	$1.5B
APO · Apollo Global Mgmt Inc.	3.0%	$899M
RDDT · Reddit Inc.	3.0%	$884M
APP · Applovin Corp.	2.9%	$871M
LRCX · Lam Research Corp.	2.2%	$668M
GEV · Ge Vernova Inc.	2.1%	$636M

Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.

★ WatchlistData from SEC EDGAR · whalstreet.com