whalstreet

Josh TarasoffvsAndreas Halvorsen

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Josh Tarasoff
Greenlea Lane Capital Management, LLC
AUM
$343M
Positions
8
Shared %
38.7%
Whale B
Andreas Halvorsen
Viking Global Investors LP
AUM
$37.7B
Positions
76
Shared %
6.2%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockJosh weightAndreas weightJosh valueAndreas value
GOOGL · Alphabet Inc.9.2%2.2%$32M$835M
AMZN · Amazon Com Inc.21.3%1.9%$73M$722M
TSLA · Tesla Inc.8.2%2.0%$28M$764M
Unique to Josh Tarasoff
Top 10 by value held — not in the other's portfolio
StockWeightValue
BN · Brookfield Corp.18.9%$65M
BRK-A · Berkshire Hathaway Inc. Del14.8%$51M
MKL · Markel Group Inc.14.4%$49M
TRUP · Trupanion Inc.8.5%$29M
G17977110 · Burford Cap Ltd.4.8%$16M
Unique to Andreas Halvorsen
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.4.1%$1.6B
PNC · Pnc Finl Svcs Group Inc.4.0%$1.5B
TSM · Taiwan Semiconductor Mfg Ltd.4.0%$1.5B
V · Visa, Inc.3.7%$1.4B
808513105 · Schwab Charles Corp.3.7%$1.4B
DIS · Disney Walt Co.3.4%$1.3B
APD · Air Prods & Chems Inc.3.1%$1.2B
MCD · Mcdonalds Corp.2.9%$1.1B
BBIO · Bridgebio Pharma Inc.2.9%$1.1B
FTV · Fortive Corp.2.8%$1.1B
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★ WatchlistData from SEC EDGAR · whalstreet.com