Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Akuna Securities Llc ⇄ Altimeter Capital
7Shared positions
28.0%Name overlap (Jaccard)
5+Only Akuna…
13+Only Altimeter…
Shared holdings · Q2 2026
| Security | Akuna Securities Llc weight | Altimeter Capital weight |
|---|---|---|
| NVDA NVIDIA Corporation | 43.2% | 19.2% |
| CBRS Cerebras Systems Inc. | 1.3% | 16.2% |
| SPCX Space Exploration… | 10.5% | 3.1% |
| CRWV CoreWeave, Inc. Class A… | 0.1% | 6.2% |
| AMZN Amazon.com, Inc. | 0.0% | 5.9% |
| MSFT Microsoft Corporation | 0.0% | 4.8% |
| HOOD Robinhood Markets, Inc. | 0.0% | 0.9% |
Distinctively Akuna Securities Llc
| IWM iShares Russell 2000… | 30.4% |
| NFLX Netflix, Inc. | 5.8% |
| IBIT iShares Bitcoin Trust… | 4.6% |
| GLD SPDR Gold Shares | 3.7% |
| AMD Advanced Micro… | 0.3% |
Distinctively Altimeter Capital
| META Meta Platforms, Inc. | 7.8% |
| TSM Taiwan Semiconductor… | 6.9% |
| ARM Arm Holdings plc… | 5.9% |
| UBER Uber Technologies… | 5.4% |
| SNOW Snowflake Inc. | 5.0% |
| QCOM QUALCOMM Incorporated | 3.5% |
| MU Micron Technology… | 2.5% |
| AMAT Applied Materials… | 1.9% |
| KLAC KLA Corporation | 1.8% |
| LRCX Lam Research… | 1.7% |
| GOOGL Alphabet Inc. | 0.6% |
| SNPS Synopsys, Inc. | 0.6% |
| GRAB Grab Holdings Limited | 0.0% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology