whalstreet

Henry EllenbogenvsChase Coleman

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Henry Ellenbogen
Durable Capital Partners LP
AUM
$10.6B
Positions
40
Shared %
16.8%
Whale B
Chase Coleman
Tiger Global Management LLC
AUM
$29.7B
Positions
54
Shared %
6.9%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockHenry weightChase weightHenry valueChase value
CPNG · Coupang Inc.5.5%2.1%$577M$620M
APP · Applovin Corp.1.0%2.9%$110M$871M
DASH · Doordash Inc.7.7%0.0%$811M$6M
VEEV · Veeva Sys Inc.2.0%1.8%$212M$540M
FIG · Figma Inc.0.6%0.0%$65M$2M
Unique to Henry Ellenbogen
Top 10 by value held — not in the other's portfolio
StockWeightValue
RBC · Rbc Bearings Inc.10.0%$1.1B
MELI · Mercadolibre Inc.5.9%$620M
APG · Api Group Corp.5.4%$575M
XPO · Xpo Inc.5.1%$537M
CIGI · Colliers Intl Group Inc.4.7%$495M
FOUR · Shift4 Pmts Inc.3.9%$416M
CVNA · Carvana Co.3.7%$390M
FERG · Ferguson Enterprises3.3%$348M
77311W101 · Rocket Cos Inc.3.2%$338M
SHOP · Shopify Inc.3.1%$329M
Unique to Chase Coleman
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOGL · Alphabet Inc.11.2%$3.3B
MSFT · Microsoft Corp.8.9%$2.6B
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 Softwar5.0%$1.5B
TSM · Taiwan Semiconductor Mfg Ltd.3.8%$1.1B
AVGO · Broadcom Inc.3.3%$995M
APO · Apollo Global Mgmt Inc.3.0%$899M
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.
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★ WatchlistData from SEC EDGAR · whalstreet.com