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Li LuvsMatrix Asset Advisors Inc./Ny

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
Matrix Asset Advisors Inc./Ny
Matrix Asset Advisors Inc./Ny
AUM
$1.1B
Positions
105
Shared %
8.2%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockLi weightMatrix weightLi valueMatrix value
GOOG · Alphabet Inc.21.6%3.8%$769M$41M
GOOGL · Alphabet Inc.22.3%0.1%$796M$1M
BAC · Bank America Corp.16.1%0.2%$574M$3M
BRK-B · Berkshire Hathaway Inc. Del12.6%0.5%$451M$6M
AAPL · Apple Inc.0.8%3.6%$30M$39M
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 Matrix Asset Advisors Inc./Ny
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.5.8%$63M
02072Q812 · Ea Series Trust4.4%$48M
PNC · Pnc Finl Svcs Group Inc.3.7%$40M
JPM · Jpmorgan Chase & Co.3.6%$40M
MS · Morgan Stanley3.6%$39M
PEP · Pepsico Inc.3.4%$37M
QCOM · Qualcomm Inc.3.4%$37M
USB · Us Bancorp Del3.4%$37M
AMGN · Amgen Inc.3.2%$35M
MDT · Medtronic Plc3.0%$33M
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★ WatchlistData from SEC EDGAR · whalstreet.com