whalstreet

Nick TrainvsMairs and Power

Side-by-side current 13F portfolio comparison · 10 shared positions
Whale A
Nick Train
Lindsell Train Ltd.
AUM
$3.1B
Positions
27
Shared %
41.8%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
3.9%
Common holdings · 10
Stocks both whales currently hold — sorted by combined value
StockNick weightMairs weightNick valueMairs value
GOOGL · Alphabet Inc.15.6%0.2%$490M$16M
DIS · Disney Walt Co.9.9%0.3%$309M$34M
TMO · Thermo Fisher Scientific Inc.9.7%0.0%$303M$719K
V · Visa, Inc.0.1%2.7%$3M$281M
PEP · Pepsico Inc.6.3%0.0%$198M$1M
AXP · American Express Co.0.1%0.6%$3M$59M
ORCL · Oracle Corp.0.0%0.1%$1M$6M
NKE · Nike Inc.0.0%0.0%$1M$4M
KO · Coca Cola Co.0.0%0.0%$913K$2M
ADBE · Adobe Inc.0.1%0.0%$2M$703K
Unique to Nick Train
Top 10 by value held — not in the other's portfolio
StockWeightValue
TKO · Tko Group Holdings Inc.15.7%$494M
INTU · Intuit10.1%$317M
FICO · Fair Isaac Corp.8.5%$266M
MDLZ · Mondelez Intl Inc.6.5%$205M
PYPL · Paypal Holdings, Inc.6.0%$189M
EBAY · Ebay Inc.5.6%$175M
BF-A · Brown Forman Corp.2.2%$69M
MANU · Manchester Utd Plc New1.7%$53M
BF-A · Brown Forman Corp.1.3%$42M
SPGI · S&P Global Inc.0.1%$3M
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
GOOG · Alphabet Inc.5.1%$533M
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
AAPL · Apple Inc.3.2%$331M
GGG · Graco Inc.3.1%$320M
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
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