whal
street
Leon Cooperman
vs
Chase Coleman
Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Leon Cooperman
Cooperman Leon G
AUM
$3.0B
Positions
40
Shared %
8.6%
Whale B
Chase Coleman
Tiger Global Management LLC
AUM
$29.7B
Positions
54
Shared %
20.8%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
Stock
Leon weight
Chase weight
Leon value
Chase value
GOOGL
· Alphabet Inc.
0.8%
11.2%
$23M
$3.3B
SE
· Sea Ltd.
1.4%
6.6%
$42M
$2.0B
APO
· Apollo Global Mgmt Inc.
6.4%
3.0%
$194M
$899M
Unique to Leon Cooperman
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
77311W101
· Rocket Cos Inc.
13.5%
$407M
VRT
· Vertiv Holdings Co.
11.6%
$350M
ET
· Energy Transfer L P
7.3%
$220M
MIR
· Mirion Technologies Inc.
6.5%
$196M
MP
· Mp Materials Corp.
5.0%
$152M
FIHL
· Fidelis Insurance Holdings L
4.6%
$138M
ELV
· Elevance Health Inc. Formerly
4.0%
$120M
LAD
· Lithia Mtrs Inc.
3.5%
$106M
ASH
· Ashland Inc.
3.3%
$100M
RRX
· Regal Rexnord Corporation
3.2%
$97M
Unique to Chase Coleman
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
MSFT
· Microsoft Corp.
8.9%
$2.6B
AMZN
· Amazon Com Inc.
7.8%
$2.3B
NVDA
· Nvidia Corp.
6.9%
$2.1B
META
· Meta Platforms, Inc.
6.1%
$1.8B
TTWO
· Take-Two Interactive Softwar
5.0%
$1.5B
TSM
· Taiwan Semiconductor Mfg Ltd.
3.8%
$1.1B
AVGO
· Broadcom Inc.
3.3%
$995M
RDDT
· Reddit Inc.
3.0%
$884M
APP
· Applovin Corp.
2.9%
$871M
FLUT
· Flutter Entmt Plc
2.9%
$861M
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Data from SEC EDGAR · whalstreet.com