Davis Selected AdvisersvsChase Coleman

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

Whale A

AUM

$21.8B

Positions

112

Shared %

17.1%

Whale B

Tiger Global Management LLC

AUM

$29.7B

Positions

Shared %

59.0%

Common holdings · 13

Stocks both whales currently hold — sorted by combined value

Stock	Davis weight	Chase weight	Davis value	Chase value
GOOGL · Alphabet Inc.	4.1%	11.2%	$890M	$3.3B
AMZN · Amazon Com Inc.	3.3%	7.8%	$713M	$2.3B
META · Meta Platforms, Inc.	4.5%	6.1%	$984M	$1.8B
MSFT · Microsoft Corp.	0.1%	8.9%	$29M	$2.6B
SE · Sea Ltd.	0.7%	6.6%	$153M	$2.0B
NVDA · Nvidia Corp.	0.1%	6.9%	$20M	$2.1B
TSM · Taiwan Semiconductor Mfg Ltd.	0.0%	3.8%	$2M	$1.1B
APP · Applovin Corp.	0.6%	2.9%	$134M	$871M
LRCX · Lam Research Corp.	0.0%	2.2%	$594K	$668M
AMAT · Applied Matls Inc.	1.9%	0.8%	$409M	$230M
UNH · Unitedhealth Group Inc.	1.5%	0.5%	$338M	$139M
CHYM · Chime Finl Inc.	0.2%	1.2%	$48M	$357M
JD · Jd.Com Inc.	0.0%	0.0%	$8M	$10M

Unique to Davis Selected Advisers

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

Stock	Weight	Value
COF · Capital One Financial	7.2%	$1.6B
CTRA · Coterra Energy Inc.	6.0%	$1.3B
USB · Us Bancorp Del	5.3%	$1.2B
VTRS · Viatris Inc.	4.9%	$1.1B
MGM · Mgm Resorts International	4.1%	$899M
CVS · Cvs Health Corp.	4.0%	$879M
TSN · Tyson Foods Inc.	3.9%	$839M
MKL · Markel Group Inc.	3.4%	$734M
BRK-A · Berkshire Hathaway Inc. Del	3.0%	$663M
WFC · Wells Fargo Co. New	3.0%	$652M

Unique to Chase Coleman

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

Stock	Weight	Value
TTWO · Take-Two Interactive Softwar	5.0%	$1.5B
AVGO · Broadcom Inc.	3.3%	$995M
APO · Apollo Global Mgmt Inc.	3.0%	$899M
RDDT · Reddit Inc.	3.0%	$884M
FLUT · Flutter Entmt Plc	2.9%	$861M
SPOT · Spotify Technology S A	2.5%	$733M
GEV · Ge Vernova Inc.	2.1%	$636M
CPNG · Coupang Inc.	2.1%	$620M
VEEV · Veeva Sys Inc.	1.8%	$540M
CPAY · Corpay Inc.	1.8%	$527M

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