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Mairs and PowervsChase Coleman

Side-by-side current 13F portfolio comparison · 11 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
31.3%
Whale B
Chase Coleman
Tiger Global Management LLC
AUM
$29.7B
Positions
54
Shared %
51.7%
Common holdings · 11
Stocks both whales currently hold — sorted by combined value
StockMairs weightChase weightMairs valueChase value
MSFT · Microsoft Corp.8.9%8.9%$925M$2.6B
GOOGL · Alphabet Inc.0.2%11.2%$16M$3.3B
NVDA · Nvidia Corp.8.9%6.9%$923M$2.1B
AMZN · Amazon Com Inc.5.8%7.8%$598M$2.3B
META · Meta Platforms, Inc.2.0%6.1%$209M$1.8B
TSM · Taiwan Semiconductor Mfg Ltd.1.4%3.8%$148M$1.1B
AVGO · Broadcom Inc.0.0%3.3%$1M$995M
GEV · Ge Vernova Inc.0.0%2.1%$610K$636M
UNH · Unitedhealth Group Inc.2.6%0.5%$274M$139M
SHW · Sherwin Williams Co.1.5%0.3%$152M$83M
AMAT · Applied Matls Inc.0.0%0.8%$3M$230M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
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
V · Visa, Inc.2.7%$281M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
ECL · Ecolab Inc.1.9%$202M
MSI · Motorola Solutions Inc.1.9%$201M
Unique to Chase Coleman
Top 10 by value held — not in the other's portfolio
StockWeightValue
SE · Sea Ltd.6.6%$2.0B
TTWO · Take-Two Interactive Softwar5.0%$1.5B
APO · Apollo Global Mgmt Inc.3.0%$899M
RDDT · Reddit Inc.3.0%$884M
APP · Applovin Corp.2.9%$871M
FLUT · Flutter Entmt Plc2.9%$861M
SPOT · Spotify Technology S A2.5%$733M
LRCX · Lam Research Corp.2.2%$668M
CPNG · Coupang Inc.2.1%$620M
VEEV · Veeva Sys Inc.1.8%$540M
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★ WatchlistData from SEC EDGAR · whalstreet.com