4 Top-Performing Stocks Coleman and Halvorsen Both Own

The 2 tiger cubs' firms have several outperforming stocks in common

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Jun 23, 2022
Summary
  • Both Chase Coleman and Halvorsen studied under Julian Robertson.
  • Several of the gurus’ common holdings have outperformed the benchmark over the past three months.
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According to the All-in-One Guru Screener, a Premium feature of GuruFocus,

Chase Coleman (Trades, Portfolio)’s Tiger Global Management and Andreas Halvorsen (Trades, Portfolio)’s Viking Global LP have several stocks in common. Among their common holdings, four of them have outperformed the Standard & Poor’s 500 index over the past three months: Li Auto Inc. (LI, Financial), JD.com Inc. (JD, Financial), Mastercard Inc. (MA, Financial) and Visa Inc. (V, Financial).

Background

Both Coleman and Halvorsen studied under

Julian Robertson (Trades, Portfolio), founder of Tiger Management. The two gurus both apply long-term investing strategies that select high-quality stocks using fundamental analysis.

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While Tiger Global primarily focuses on small-cap companies and technology stocks, the New York-based firm also considers companies that have strong management teams and can benefit from secular growth trends. As of March, the firm’s $26.64 billion 13F equity portfolio contains 88 stocks with a quarterly turnover of 11%.

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Likewise, Viking invests in companies based on a thorough assessment of the company’s business model, management quality and cyclical and secular trends.

As of March, Viking’s $24.64 billion 13F equity portfolio contains 90 stocks with a quarterly turnover of 20%.

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Investors should be aware 13F filings do not give a complete picture of a firm’s holdings as the reports only include its positions in U.S. stocks and American depository receipts, but they can still provide valuable information. Further, the reports only reflect trades and holdings as of the most-recent portfolio filing date, which may or may not be held by the reporting firm today or even when this article was published.

Li Auto

Tiger Global and Viking have a combined weight of 2.55% in Li Auto (

LI, Financial).

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Shares of Li Auto traded around $39.49 on Thursday. The stock has gained approximately 35.78% over the past three months, outperforming the S&P 500 by approximately 51.01%.

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The Beijing-based auto manufacturer has a financial strength rank of 7 out of 10 and a profitability rank of 2 out of 10. However, the company does not have enough data to compute a rank for GF Value, growth and momentum and thus, the GF Score may give an incomplete picture of the stock’s potential.

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Other gurus with holdings in Li Auto include

Baillie Gifford (Trades, Portfolio) and Ray Dalio (Trades, Portfolio)’s Bridgewater Associates.

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JD.com

Tiger Global and Viking have a combined weight of 11% in JD.com (

JD, Financial).

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Shares of JD.com traded around $61.90, showing the stock is significantly undervalued based on Thursday’s price-to-GF Value ratio of 0.59. The stock has gained approximately 5.65% over the past three months, outperforming the S&P 500 by approximately 20.88%.

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The Beijing-based e-commerce company has a GF Score of 76 out of 100 based on a GF Value rank of 10 out of 10, a growth rank of 9 out of 10, a financial strength rank of 7 out of 10, a profitability rank of 5 out of 10 and a momentum rank of 1 out of 10.

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Other gurus with holdings in JD.com include Dodge & Cox and

Chris Davis (Trades, Portfolio)’ Davis Selected Advisors.

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Mastercard

The two firms have a combined weight of 3.57% in Mastercard (

MA, Financial).

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Shares of Mastercard traded around $316.76, showing the stock is modestly undervalued based on Thursday’s price-to-GF Value ratio of 0.77. The stock has outperformed the S&P 500 by approximately 7.22% over the past three months.

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The Purchase, New York-based credit card company has a GF Score of 99 out of 100, driven by a rank of 10 out of 10 for profitability, growth and momentum, a GF Value rank of 9 out of 10 and a financial strength rank of 6 out of 10.

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Visa

The two firms have a combined weight of 2.48% in Visa (

V, Financial).

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Shares of Visa traded around $196.64, showing the stock is modestly undervalued based on Thursday’s price-to-GF Value ratio of 0.76. The stock has outperformed the S&P 500 by approximately 4.97% over the past three months.

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The San Francisco-based payment processing company has a GF Score of 99 out of 100, driven by a rank of 10 out of 10 for profitability, growth and GF Value, a financial strength rank of 7 out of 10 and a momentum rank of 8 out of 10.

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Disclosures

I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours. Click for the complete disclosure
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