whal
street
Bill Ackman
vs
Chase Coleman
Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Bill Ackman
Pershing Square Capital Management, L.P.
AUM
$15.5B
Positions
11
Shared %
42.9%
Whale B
Chase Coleman
Tiger Global Management LLC
AUM
$29.7B
Positions
54
Shared %
25.1%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
Stock
Bill weight
Chase weight
Bill value
Chase value
AMZN
· Amazon Com Inc.
14.3%
7.8%
$2.2B
$2.3B
META
· Meta Platforms, Inc.
11.4%
6.1%
$1.8B
$1.8B
GOOGL
· Alphabet Inc.
1.4%
11.2%
$212M
$3.3B
UBER
· Uber Technologies Inc.
15.9%
0.0%
$2.5B
$12M
Unique to Bill Ackman
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
BN
· Brookfield Corp.
18.1%
$2.8B
GOOG
· Alphabet Inc.
12.5%
$1.9B
QSR
· Restaurant Brands Intl Inc.
10.0%
$1.6B
HHH
· Howard Hughes Holdings Inc.
9.7%
$1.5B
HLT
· Hilton Worldwide Hldgs Inc.
5.6%
$870M
SEG
· Seaport Entmt Group Inc.
0.6%
$99M
HTZ
· Hertz Global Hldgs Inc.
0.5%
$78M
Unique to Chase Coleman
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
MSFT
· Microsoft Corp.
8.9%
$2.6B
NVDA
· Nvidia Corp.
6.9%
$2.1B
SE
· Sea Ltd.
6.6%
$2.0B
TTWO
· Take-Two Interactive Softwar
5.0%
$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 Plc
2.9%
$861M
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Data from SEC EDGAR · whalstreet.com