Latticework

Chase Coleman vs Jensen Investment Management

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Chase Coleman discloses $22.85B across 54 positions as of 2026Q1; Jensen Investment Management (Jensen Investment Management) discloses $5.07B across 84 as of 2026Q1. They overlap on 8 holdings.

The most similar books in the cohort — the two portfolios that overlap more than any other pair.

MetricBuffettJensen Investment Management
Disclosed portfolio$22.85B$5.07B
Positions5484
Top-5 concentration48%35%
Latest filing2026Q1 · May 15, 20262026Q1 · May 5, 2026
Cloning this 13F returned10.7%/yr over 12.2 yrs11.7%/yr over 12.2 yrs
S&P 500, same window13.8%/yr13.7%/yr

Clone returns replicate each manager's 13F at reported weights with the real disclosure lag; the S&P 500 figure beneath is measured over that manager's identical window (SPY total return). Because each manager has a different amount of 13F history, the two columns cover different spans — compare each manager against their own benchmark row, not across columns. Methodology.

Buffett's top 10

  1. GOOGL13.4%
  2. NVDA9.2%
  3. AMZN9.1%
  4. TSM8.2%
  5. META7.7%
  6. SE5.6%
  7. AVGO4.9%
  8. MSFT4.1%
  9. GEV3.7%
  10. LRCX3.6%

Jensen Investment Management's top 10

  1. MSFT8.5%
  2. GOOGL8.2%
  3. AAPL8.0%
  4. NVDA5.6%
  5. AMZN5.0%
  6. MA4.8%
  7. KLAC4.8%
  8. SYK4.5%
  9. LLY4.2%
  10. SHW4.0%

Where they agree

Shared holdingBuffett wt.Jensen Investment Management wt.
GOOGL13.4%8.2%
NVDA9.2%5.6%
AMZN9.1%5.0%
MSFT4.1%8.5%
META7.7%3.8%
TSM8.2%0.1%
AVGO4.9%2.7%
SHW0.4%4.0%

Where they diverge

Buffett's largest holding that Jensen Investment Managementdoesn't own: SE at 5.6% of the book. Jensen Investment Management's largest holding Buffett doesn't own: AAPL at 8.0%.

From SEC EDGAR Form 13F-HR filings (2026Q1 / 2026Q1). Long US-listed equities only — cash, shorts, bonds, and non-US positions are not disclosed, and both managers' real books extend beyond what a 13F shows. Not investment advice.