AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…

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Head-to-head comparison

Warren Buffett vs Andreas Halvorsen

Berkshire Hathaway

Q10/10

"Buy wonderful companies at fair prices. Hold forever."

10 positionsSince 1965

Andreas Halvorsen

Viking Global Investors

Q8/10

"Long-short equity, deep fundamental research, Tiger Cub pedigree."

6 positionsSince 1999

Recent moves — Q4 2025

Latest quarter activity for each manager.

Warren Buffett

DPZADD +18%
Added to the surprise Domino's position.
OXYADD +12%
Continuing to build the Occidental stake.
CBADD +8%
Adding to insurance — home turf for Berkshire.
FNDNEW
New Floor & Decor position — retail bet.
BACREDUCE -7%
Still a top-5 position despite the trim.
AAPLREDUCE -3%
Small continued trim. Stabilizing.

Andreas Halvorsen

METAADD +78%
37.53% add — Q4's biggest META buyer.
MSFTADD +22%
Tiger-style quality compounder add.
NVDAADD +18%
Still leaning into AI infrastructure.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.