Mairs and PowervsAndreas Halvorsen

Side-by-side current 13F portfolio comparison · 18 shared positions

Whale A

Mairs & Power Inc.

AUM

$10.4B

Positions

243

Shared %

27.7%

Whale B

Viking Global Investors LP

AUM

$37.7B

Positions

Shared %

39.7%

Common holdings · 18

Stocks both whales currently hold — sorted by combined value

Stock	Mairs weight	Andreas weight	Mairs value	Andreas value
MSFT · Microsoft Corp.	8.9%	4.1%	$925M	$1.6B
V · Visa, Inc.	2.7%	3.7%	$281M	$1.4B
TSM · Taiwan Semiconductor Mfg Ltd.	1.4%	4.0%	$148M	$1.5B
808513105 · Schwab Charles Corp.	0.3%	3.7%	$27M	$1.4B
AMZN · Amazon Com Inc.	5.8%	1.9%	$598M	$722M
DIS · Disney Walt Co.	0.3%	3.4%	$34M	$1.3B
SHW · Sherwin Williams Co.	1.5%	2.7%	$152M	$1.0B
MCD · Mcdonalds Corp.	0.0%	2.9%	$5M	$1.1B
JPM · Jpmorgan Chase & Co.	4.0%	1.6%	$411M	$614M
BA · Boeing Co.	0.0%	2.3%	$493K	$858M
GOOGL · Alphabet Inc.	0.2%	2.2%	$16M	$835M
AMD · Advanced Micro Devices Inc.	0.0%	2.1%	$431K	$801M
UNH · Unitedhealth Group Inc.	2.6%	1.0%	$274M	$395M
TMO · Thermo Fisher Scientific Inc.	0.0%	1.2%	$719K	$460M
CB · Chubb Limited	0.0%	0.8%	$728K	$316M
BAC · Bank America Corp.	0.0%	0.7%	$1M	$247M
BSX · Boston Scientific Corp.	0.0%	0.6%	$970K	$239M
LOW · Lowes Cos Inc.	0.0%	0.6%	$2M	$220M

Unique to Mairs and Power

Top 10 by value held — not in the other's portfolio

Unique to Andreas Halvorsen

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
PNC · Pnc Finl Svcs Group Inc.	4.0%	$1.5B
APD · Air Prods & Chems Inc.	3.1%	$1.2B
BBIO · Bridgebio Pharma Inc.	2.9%	$1.1B
FTV · Fortive Corp.	2.8%	$1.1B
ICE · Intercontinental Exchange In	2.1%	$778M
TSLA · Tesla Inc.	2.0%	$764M
TMUS · T-Mobile Us Inc.	2.0%	$762M
COF · Capital One Financial	1.9%	$716M
JCI · Johnson Controls Intl. Plc	1.9%	$709M
DKNG · Draftkings Inc. New	1.7%	$659M

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.

★ WatchlistData from SEC EDGAR · whalstreet.com