13F / manager view

How similar are
these two books?

PMCIOQuantLPGP
Compare complete normalized common-stock issuer overlap across Q1 and Q2, then inspect opposing actions in the bounded Q2 evidence window.
  • Q1 → Q2 2026
  • 16 managers
  • Common stock only
Pair selector

Choose two different managers. Each pair has a permanent URL. Cohort badges stay visible so unlike books are not read as equivalent conviction.

FundamentalBerkshire Hathaway
SEC ↗Up to 100 Q2 common issuers plus 0 featured issuers. This is not the entire book.
FundamentalTiger Global Management
SEC ↗Up to 100 Q2 common issuers plus 5 featured issuers. This is not the entire book.
Berkshire Hathaway26issuers in coverage
Tiger Global Management51issuers in coverage
01 / portfolio similarityfull normalized common books · Q1 and Q2
Fundamental · same-cohort comparison
Q2 shared issuers
1
of 71 in the union
Q2 issuer overlap
1.4%
Jaccard · shared / union
Q2 weighted overlap
8.7%
sum of smaller normalized weights
Q1 → Q2 weighted change
+2.3 pp
Q1 6.3%
Q1 → Q2 issuer change
+0.1 pp
Q1 1.3%

Similarity describes disclosed common-stock issuer overlap. It does not measure live exposure, intent, conviction or fund returns.

Largest shared Q2 issuer weights
Shared issuerBerkshire Hathaway weightTiger Global Management weightOverlap contribution
ALPHABET INCCUSIP prefix 02079K12.6%8.7%8.7%
02 / bounded action windowcurrent common issuers within coverage
Shared current issuers within coverage
1
Left-only current issuers within coverage
25
Right-only current issuers within coverage
45
Opposing actions
1
03 / opposing actionssame issuer · opposite direction
Issuer values by manager
IssuerBerkshire HathawayTiger Global Management
ALPHABET INCCUSIP prefix 02079Kincreased105,979,600 shares · $37,764,088,383decreased5,805,687 shares · $2,074,778,363
04 / side-by-side coveragetop 50 displayed
Issuer values by manager
IssuerBerkshire HathawayTiger Global Management
APPLE INCCUSIP prefix 037833unchanged227,917,808 shares · $65,950,296,923Not in coverage
AMERICAN EXPRESS COCUSIP prefix 025816unchanged151,610,700 shares · $51,282,319,275Not in coverage
ALPHABET INCCUSIP prefix 02079Kincreased105,979,600 shares · $37,764,088,383decreased5,805,687 shares · $2,074,778,363
COCA COLA COCUSIP prefix 191216unchanged400,000,000 shares · $32,508,000,000Not in coverage
BANK OF AMER CORPCUSIP prefix 060505decreased483,394,015 shares · $27,543,790,975Not in coverage
CHEVRON CORPORATIONCUSIP prefix 166764unchanged84,375,856 shares · $13,986,141,890Not in coverage
OCCIDENTAL PETE CORPCUSIP prefix 674599unchanged264,941,431 shares · $12,868,205,304Not in coverage
CHUBB LIMITEDCUSIP prefix H1467Junchanged34,249,183 shares · $11,670,066,615Not in coverage
MOODYS CORPCUSIP prefix 615369unchanged24,669,778 shares · $11,173,435,852Not in coverage
KRAFT HEINZ COCUSIP prefix 500754unchanged325,634,818 shares · $7,691,494,401Not in coverage
DAVITA INCCUSIP prefix 23918Kdecreased28,880,209 shares · $6,425,268,898Not in coverage
DELTA AIR LINES INCCUSIP prefix 247361increased57,320,000 shares · $5,368,591,200Not in coverage
SIRIUSXM HOLDINGS INCCUSIP prefix 829933unchanged124,807,117 shares · $3,686,802,237Not in coverage
TAIWAN SEMICONDUCTOR MANUFACCUSIP prefix 874039Not in coveragedecreased4,881,008 shares · $2,331,022,991
AMAZON COM INCCUSIP prefix 023135Not in coveragedecreased9,683,558 shares · $2,307,979,214
VERISIGN INCCUSIP prefix 92343Eunchanged8,989,880 shares · $2,261,494,212Not in coverage
NVIDIA CORPORATIONCUSIP prefix 67066GNot in coveragedecreased11,198,773 shares · $2,240,762,490
KROGER COCUSIP prefix 501044decreased39,000,000 shares · $2,165,670,000Not in coverage
LIBERTY LIVE HOLDINGS INCCUSIP prefix 530909unchanged15,573,731 shares · $1,623,367,688Not in coverage
META PLATFORMS INCCUSIP prefix 30303MNot in coveragedecreased2,823,180 shares · $1,590,269,062
LAM RESEARCH CORPCUSIP prefix 512807Not in coveragedecreased3,163,495 shares · $1,370,837,288
ALLY FINL INCCUSIP prefix 02005Ndecreased27,000,000 shares · $1,240,650,000Not in coverage
LENNAR CORPCUSIP prefix 526057increased13,409,858 shares · $1,212,927,402Not in coverage
SEA LTDCUSIP prefix 81141RNot in coveragedecreased12,559,152 shares · $1,203,543,536
APPLIED MATLS INCCUSIP prefix 038222Not in coveragedecreased1,632,210 shares · $1,180,087,830
NEW YORK TIMES CO MTN BECUSIP prefix 650111increased15,700,000 shares · $1,098,686,000Not in coverage
GE VERNOVA INCCUSIP prefix 36828ANot in coveragedecreased797,511 shares · $936,963,773
MICROSOFT CORPCUSIP prefix 594918Not in coveragedecreased2,266,913 shares · $845,603,887
CORPAY INCCUSIP prefix 219948Not in coverageincreased2,149,877 shares · $716,489,508
CEREBRAS SYSTEMS INCCUSIP prefix 15675DNot in coveragenew2,999,000 shares · $662,779,000
BROADCOM INCCUSIP prefix 11135FNot in coveragedecreased1,754,062 shares · $662,596,921
COUPANG INCCUSIP prefix 22266TNot in coverageincreased36,467,972 shares · $633,448,674
CAPITAL ONE FINL CORPCUSIP prefix 14040Hdecreased3,000,000 shares · $601,860,000Not in coverage
INTEL CORPCUSIP prefix 458140Not in coverageincreased4,252,690 shares · $593,803,105
SPOTIFY TECHNOLOGY S ACUSIP prefix L8681TNot in coveragedecreased1,171,427 shares · $537,837,279
TAKE-TWO INTERACTIVE SOFTWARCUSIP prefix 874054Not in coveragedecreased1,809,348 shares · $452,300,813
LOUISIANA PAC CORPCUSIP prefix 546347unchanged5,664,793 shares · $445,592,617Not in coverage
REDDIT INCCUSIP prefix 75734BNot in coverageincreased2,528,819 shares · $438,952,402
NUCOR CORPCUSIP prefix 670346decreased1,857,752 shares · $413,814,258Not in coverage
ADVANCED MICRO DEVICES INCCUSIP prefix 007903Not in coveragenew674,727 shares · $391,955,662
BLOCK INCCUSIP prefix 852234Not in coverageincreased4,576,007 shares · $347,776,532
APOLLO GLOBAL MGMT INCCUSIP prefix 03769MNot in coveragedecreased2,723,110 shares · $322,171,145
SEAGATE TECHNOLOGY HLDNGS PLCUSIP prefix G7997RNot in coveragenew285,100 shares · $275,121,500
VISA INCCUSIP prefix 92826CNot in coveragenew798,697 shares · $274,024,954
MERCADOLIBRE INCCUSIP prefix 58733RNot in coverageincreased153,126 shares · $259,914,541
LIBERTY MEDIA CORP DELCUSIP prefix 531229Not in coveragedecreased2,278,555 shares · $216,781,723
MACYS INCCUSIP prefix 55616Pincreased7,347,426 shares · $173,031,882Not in coverage
NU HLDGS LTDCUSIP prefix G6683NNot in coverageunchanged11,032,555 shares · $147,394,937
WEALTHFRONT CORPCUSIP prefix 947002Not in coverageunchanged15,156,877 shares · $135,502,480
UNITEDHEALTH GROUP INCCUSIP prefix 91324PNot in coveragedecreased297,452 shares · $123,629,974
Coverage / method

Similarity metrics use the complete normalized common-stock issuer book for each manager in Q1 and Q2. The action tables provide a separate bounded evidence window. Each manager contributes up to 100 current Q2 common issuers by reported value. The window also includes featured issuers that the manager holds or changed. Both views exclude CALL and PUT rows.

05 / more comparisonssame-manager pair pages · permanent canonical URLs

Berkshire Hathaway vs

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