whalstreet

Mairs and PowervsLee Ainslie

Side-by-side current 13F portfolio comparison · 32 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
37.4%
Whale B
Lee Ainslie
Maverick Capital Ltd.
AUM
$9.3B
Positions
178
Shared %
53.0%
Common holdings · 32
Stocks both whales currently hold — sorted by combined value
StockMairs weightLee weightMairs valueLee value
MSFT · Microsoft Corp.8.9%6.0%$925M$556M
NVDA · Nvidia Corp.8.9%6.0%$923M$557M
AMZN · Amazon Com Inc.5.8%5.9%$598M$550M
GOOG · Alphabet Inc.5.1%3.8%$533M$358M
TSM · Taiwan Semiconductor Mfg Ltd.1.4%5.4%$148M$504M
V · Visa, Inc.2.7%2.9%$281M$272M
TECH · Bio-Techne Corp.1.6%2.4%$163M$226M
PM · Philip Morris Intl Inc.0.0%3.7%$425K$349M
907818108 · Union Pac Corp.0.0%3.3%$1M$304M
AMAT · Applied Matls Inc.0.0%3.1%$3M$291M
BSX · Boston Scientific Corp.0.0%3.0%$970K$281M
RTX · Rtx Corp.0.0%2.7%$2M$251M
SHW · Sherwin Williams Co.1.5%1.0%$152M$92M
808513105 · Schwab Charles Corp.0.3%1.3%$27M$125M
DIS · Disney Walt Co.0.3%0.9%$34M$80M
KO · Coca Cola Co.0.0%1.2%$2M$109M
KHC · Kraft Heinz Co.0.4%0.0%$41M$2M
TGT · Target Corp.0.2%0.0%$19M$495K
HSY · Hershey Co.0.1%0.0%$12M$2M
LTH · Life Time Group Holdings Inc.0.0%0.1%$5M$5M
MCD · Mcdonalds Corp.0.0%0.0%$5M$4M
NKE · Nike Inc.0.0%0.0%$4M$2M
ADBE · Adobe Inc.0.0%0.1%$703K$5M
COST · Costco Wholesale Corp.0.0%0.0%$3M$2M
WMT · Walmart Inc.0.0%0.0%$2M$2M
LOW · Lowes Cos Inc.0.0%0.0%$2M$2M
BBY · Best Buy Inc.0.0%0.0%$446K$2M
UPS · United Parcel Service Inc.0.0%0.0%$2M$670K
PEP · Pepsico Inc.0.0%0.0%$1M$571K
NVS · Novartis Ag0.0%0.0%$205K$2M
ULTA · Ulta Beauty, Inc.0.0%0.0%$1M$494K
MO · Altria Group Inc.0.0%0.0%$263K$889K
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
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
NVT · Nvent Electric Plc2.1%$215M
META · Meta Platforms, Inc.2.0%$209M
ECL · Ecolab Inc.1.9%$202M
MSI · Motorola Solutions Inc.1.9%$201M
Unique to Lee Ainslie
Top 10 by value held — not in the other's portfolio
StockWeightValue
COF · Capital One Financial3.4%$314M
ASML · Asml Holding N.V.3.0%$279M
NTRA · Natera Inc.2.3%$216M
GFL · Gfl Environmental Inc.2.3%$216M
MNST · Monster Beverage Corp.2.2%$206M
133131102 · Camden Ppty Tr2.2%$202M
NU · Nu Hldgs Ltd.2.1%$196M
CVNA · Carvana Co.2.1%$195M
DKS · Dicks Sporting Goods Inc.1.8%$165M
WVE · Wave Life Sciences Ltd.1.8%$164M
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.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com