whalstreet

Samantha McLemorevsChase Coleman

Side-by-side current 13F portfolio comparison · 7 shared positions
Whale A
Samantha McLemore
Patient Capital Management, LLC
AUM
$2.6B
Positions
40
Shared %
27.9%
Whale B
Chase Coleman
Tiger Global Management LLC
AUM
$29.7B
Positions
54
Shared %
33.7%
Common holdings · 7
Stocks both whales currently hold — sorted by combined value
StockSamantha weightChase weightSamantha valueChase value
GOOGL · Alphabet Inc.7.0%11.2%$182M$3.3B
AMZN · Amazon Com Inc.5.0%7.8%$130M$2.3B
NVDA · Nvidia Corp.4.6%6.9%$119M$2.1B
META · Meta Platforms, Inc.3.6%6.1%$94M$1.8B
CHYM · Chime Finl Inc.2.0%1.2%$51M$357M
UNH · Unitedhealth Group Inc.4.7%0.5%$122M$139M
JD · Jd.Com Inc.0.9%0.0%$24M$10M
Unique to Samantha McLemore
Top 10 by value held — not in the other's portfolio
StockWeightValue
C · Citigroup Inc.5.8%$151M
RPRX · Royalty Pharma Plc5.0%$129M
QXO · Qxo Inc.4.8%$125M
NCLH · Norwegian Cruise Line Hldg L4.6%$118M
BIIB · Biogen Inc.3.9%$101M
CVS · Cvs Health Corp.3.8%$98M
IAC · Iac Inc.3.6%$93M
ET · Energy Transfer L P3.4%$87M
PGEN · Precigen Inc.3.0%$78M
ILMN · Illumina Inc.2.9%$76M
Unique to Chase Coleman
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$2.6B
SE · Sea Ltd.6.6%$2.0B
TTWO · Take-Two Interactive Softwar5.0%$1.5B
TSM · Taiwan Semiconductor Mfg Ltd.3.8%$1.1B
AVGO · Broadcom Inc.3.3%$995M
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
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★ WatchlistData from SEC EDGAR · whalstreet.com