Sarah KetterervsDuan Yongping

Side-by-side current 13F portfolio comparison · 8 shared positions

Whale A

Causeway Capital Management LLC

AUM

$7.3B

Positions

108

Shared %

7.6%

Whale B

H&H International Investment, LLC

AUM

$17.5B

Positions

Shared %

75.9%

Common holdings · 8

Stocks both whales currently hold — sorted by combined value

Stock	Sarah weight	Duan weight	Sarah value	Duan value
AAPL · Apple Inc.	0.0%	50.3%	$244K	$8.8B
NVDA · Nvidia Corp.	0.0%	7.7%	$701K	$1.3B
PDD · Pdd Holdings Inc.	0.6%	7.5%	$42M	$1.3B
GOOG · Alphabet Inc.	1.6%	3.3%	$116M	$582M
BABA · Alibaba Group Holding Limited	2.4%	2.1%	$176M	$375M
TSM · Taiwan Semiconductor Mfg Ltd.	2.1%	2.1%	$156M	$372M
MSFT · Microsoft Corp.	0.0%	2.4%	$467K	$415M
DIS · Disney Walt Co.	0.9%	0.5%	$62M	$81M

Unique to Sarah Ketterer

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

Stock	Weight	Value
CCL · Carnival Corp.	14.3%	$1.0B
CP · Canadian Pacific Kansas City	12.8%	$929M
SW · Smurfit Westrock Plc	10.2%	$740M
DB · Deutsche Bank A G	7.6%	$552M
06849F108 · Barrick Mng Corp.	3.6%	$264M
CTSH · Cognizant Technology Solutio	1.8%	$129M
MRK · Merck & Co.Inc. New	1.5%	$110M
CARR · Carrier Global Corporation	1.3%	$98M
G · Genpact Limited	1.3%	$97M
BCS · Barclays Plc	1.3%	$95M

Unique to Duan Yongping

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

Stock	Weight	Value
BRK-B · Berkshire Hathaway Inc. Del	20.6%	$3.6B
674599105 · Occidental Pete Corp.	3.1%	$542M
CRWV · Coreweave Inc.	0.1%	$21M
CRDO · Credo Technology Group Holdi	0.1%	$20M
ASML · Asml Holding N.V.	0.1%	$11M
TEM · Tempus Ai Inc.	0.0%	$6M

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