Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Alkeon Capital Management Llc ⇄ Soroban Capital Partners LP
11Shared positions
12.1%Name overlap (Jaccard)
15+Only Alkeon…
12+Only Soroban…
Shared holdings · Q2 2026
| Security | Alkeon Capital… weight | Soroban Capital… weight |
|---|---|---|
| AMZN Amazon.com, Inc. | 5.3% | 12.0% |
| TSM Taiwan Semiconductor… | 6.5% | 7.3% |
| MA Mastercard Incorporated | 1.5% | 9.1% |
| META Meta Platforms, Inc. | 4.2% | 5.8% |
| V Visa Inc. | 1.9% | 8.0% |
| MSFT Microsoft Corporation | 1.2% | 8.3% |
| TDG TransDigm Group… | 0.8% | 8.5% |
| GOOGL Alphabet Inc. | 5.1% | 1.5% |
| SPGI S&P Global Inc. | 0.3% | 5.0% |
| ETR Entergy Corporation | 1.5% | 1.9% |
| NI NiSource Inc | 0.6% | 1.5% |
Distinctively Alkeon Capital…
| LRCX Lam Research… | 5.1% |
| QQQ Invesco QQQ Trust… | 4.6% |
| KLAC KLA Corporation | 4.4% |
| AMAT Applied Materials… | 4.2% |
| TER Teradyne, Inc. | 4.0% |
| APH Amphenol Corporation | 3.9% |
| ADI Analog Devices, Inc. | 3.2% |
| CDNS Cadence Design… | 2.3% |
| SNPS Synopsys, Inc. | 2.2% |
| TWLO Twilio Inc. | 1.9% |
| NOK Nokia Oyj | 1.8% |
| MKSI MKS Inc. | 1.8% |
| VRT Vertiv Holdings Co | 1.8% |
| EXPE Expedia Group, Inc. | 1.8% |
| VMC Vulcan Materials… | 1.7% |
Distinctively Soroban Capital…
| DPZ Domino's Pizza, Inc. | 5.6% |
| GOOG Alphabet Inc. | 5.3% |
| EFX Equifax Inc. | 4.9% |
| FERG Ferguson plc | 4.1% |
| PNW Pinnacle West Capital… | 2.9% |
| DTE DTE Energy Company | 2.1% |
| NXPI NXP Semiconductors… | 1.7% |
| SO The Southern Company | 1.1% |
| AEE Ameren Corporation | 1.0% |
| AEP American Electric… | 0.9% |
| WEC WEC Energy Group, Inc. | 0.9% |
| CMS CMS Energy Corporation | 0.6% |
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