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Li LuvsMairs and Power

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Li Lu
Himalaya Capital Management LLC
AUM
$3.6B
Positions
9
Shared %
73.4%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
8.6%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockLi weightMairs weightLi valueMairs value
GOOG · Alphabet Inc.21.6%5.1%$769M$533M
GOOGL · Alphabet Inc.22.3%0.2%$796M$16M
BAC · Bank America Corp.16.1%0.0%$574M$1M
BRK-B · Berkshire Hathaway Inc. Del12.6%0.1%$451M$12M
AAPL · Apple Inc.0.8%3.2%$30M$331M
Unique to Li Lu
Top 10 by value held — not in the other's portfolio
StockWeightValue
PDD · Pdd Holdings Inc.14.6%$523M
EWBC · East West Bancorp Inc.8.7%$312M
674599105 · Occidental Pete Corp.1.7%$60M
CROX · Crocs Inc.1.5%$54M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$925M
NVDA · Nvidia Corp.8.9%$923M
AMZN · Amazon Com Inc.5.8%$598M
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
GGG · Graco Inc.3.1%$320M
V · Visa, Inc.2.7%$281M
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
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★ WatchlistData from SEC EDGAR · whalstreet.com