whal
street
Daniel Loeb
vs
Andreas Halvorsen
Side-by-side current 13F portfolio comparison · 9 shared positions
Whale A
Daniel Loeb
Third Point LLC
AUM
$7.3B
Positions
44
Shared %
24.3%
Whale B
Andreas Halvorsen
Viking Global Investors LP
AUM
$37.7B
Positions
76
Shared %
16.7%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
Stock
Daniel weight
Andreas weight
Daniel value
Andreas value
MSFT
· Microsoft Corp.
6.1%
4.1%
$447M
$1.6B
TSM
· Taiwan Semiconductor Mfg Ltd.
1.8%
4.0%
$129M
$1.5B
AMZN
· Amazon Com Inc.
6.9%
1.9%
$500M
$722M
COF
· Capital One Financial
3.7%
1.9%
$267M
$716M
APG
· Api Group Corp.
1.6%
1.2%
$115M
$441M
CSX
· Csx Corp.
0.2%
1.3%
$18M
$501M
TMO
· Thermo Fisher Scientific Inc.
0.4%
1.2%
$29M
$460M
PGR
· Progressive Corp.
0.7%
0.8%
$50M
$303M
CSGP
· Costar Group Inc.
2.9%
0.3%
$213M
$97M
Unique to Daniel Loeb
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
PCG
· Pg&E Corp.
7.6%
$551M
NVDA
· Nvidia Corp.
7.6%
$550M
907818108
· Union Pac Corp.
5.8%
$419M
CRH
· Crh Plc
4.5%
$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
CASY
· Caseys Gen Stores Inc.
3.5%
$251M
CRS
· Carpenter Technology Corp.
3.4%
$247M
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
V
· Visa, Inc.
3.7%
$1.4B
808513105
· Schwab Charles Corp.
3.7%
$1.4B
DIS
· Disney Walt Co.
3.4%
$1.3B
APD
· Air Prods & Chems Inc.
3.1%
$1.2B
MCD
· Mcdonalds Corp.
2.9%
$1.1B
BBIO
· Bridgebio Pharma Inc.
2.9%
$1.1B
FTV
· Fortive Corp.
2.8%
$1.1B
SHW
· Sherwin Williams Co.
2.7%
$1.0B
BA
· Boeing Co.
2.3%
$858M
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Data from SEC EDGAR · whalstreet.com