whalstreet

Dennis HongvsDaniel Loeb

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Dennis Hong
Shawspring Partners LLC
AUM
$531M
Positions
11
Shared %
27.7%
Whale B
Daniel Loeb
Third Point LLC
AUM
$7.3B
Positions
44
Shared %
11.5%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockDennis weightDaniel weightDennis valueDaniel value
AMZN · Amazon Com Inc.5.1%6.9%$27M$500M
CSGP · Costar Group Inc.12.1%2.9%$64M$213M
BABA · Alibaba Group Holding Limited10.4%1.7%$55M$121M
Unique to Dennis Hong
Top 10 by value held — not in the other's portfolio
StockWeightValue
OKTA · Okta Inc.14.4%$76M
FOUR · Shift4 Pmts Inc.13.6%$72M
BRZE · Braze Inc.9.5%$51M
PCOR · Procore Technologies Inc.9.3%$50M
MNDY · Monday Com Ltd.7.1%$37M
FWONA · Liberty Media Corp. Del6.9%$37M
INTU · Intuit6.3%$34M
BLND · Blend Labs Inc.5.2%$27M
Unique to Daniel Loeb
Top 10 by value held — not in the other's portfolio
StockWeightValue
PCG · Pg&E Corp.7.6%$551M
NVDA · Nvidia Corp.7.6%$550M
MSFT · Microsoft Corp.6.1%$447M
907818108 · Union Pac Corp.5.8%$419M
CRH · Crh Plc4.5%$324M
SGI · Somnigroup International Inc.4.2%$304M
BN · Brookfield Corp.3.9%$285M
NSC · Norfolk Southn Corp.3.9%$282M
TDS · Telephone & Data Sys Inc.3.8%$274M
COF · Capital One Financial3.7%$267M
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★ WatchlistData from SEC EDGAR · whalstreet.com