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Head-to-head comparison

Warren Buffett vs Andreas Halvorsen

Warren Buffett
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
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Recent moves — Q1 2026

Latest quarter activity for each manager.

Warren Buffett
  • GOOGLADD +204%
  • NYTADD +199%
  • DALNEW
  • GOOGNEW
  • MACYSNEW
  • LENADD +43%
  • VEXIT
  • MAEXIT
  • UNHEXIT
  • DPZEXIT
  • AONEXIT
  • POOLEXIT
  • AMZNEXIT
  • CHTREXIT
  • HEIEXIT
  • LAMREXIT
  • LSXMAEXIT
  • BATRAEXIT
  • DEOEXIT
  • ALLEEXIT
  • LILAKEXIT
  • STZREDUCE -95%
  • NUCORREDUCE -39%
  • CVXREDUCE -35%
Andreas Halvorsen
  • CVNAADD +162%
  • TMOADD +110%
  • AAPLNEW
  • FEDEXNEW
  • METANEW
  • ATINEW
  • WATNEW
  • LULUNEW
  • EWNEW
  • VADD +59%
  • TSLAADD +47%
  • JPMADD +42%
  • AONADD +39%
  • CSXADD +35%
  • GMADD +35%
  • SEAADD +29%
  • CBADD +28%
  • PGRADD +21%
  • DHRADD +19%
  • FTVADD +17%
  • BMRNADD +17%
  • HCAADD +8%
  • SCHWADD +6%
  • AMDEXIT
  • CHEWYEXIT
  • UBSEXIT
  • UNHEXIT
  • SAIAEXIT
  • TWEXIT
  • BACEXIT
  • BSXEXIT
  • FIGMAEXIT
  • LOWEXIT
  • IQVEXIT
  • CSGPEXIT
  • AMZNREDUCE -62%
  • APIREDUCE -49%
  • COFREDUCE -45%
  • MSFTREDUCE -28%
  • TMUSREDUCE -21%
  • BBIOREDUCE -18%
  • GOOGLREDUCE -10%
  • TSMREDUCE -9%

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