Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Alkeon Capital Management Llc ⇄ Tiger Global Management
16Shared positions
14.7%Name overlap (Jaccard)
15+Only Alkeon…
15+Only Tiger Global…
Shared holdings · Q2 2026
| Security | Alkeon Capital… weight | Tiger Global… weight |
|---|---|---|
| TSM Taiwan Semiconductor… | 6.5% | 9.7% |
| AMZN Amazon.com, Inc. | 5.3% | 9.6% |
| GOOGL Alphabet Inc. | 5.1% | 8.7% |
| META Meta Platforms, Inc. | 4.2% | 6.6% |
| LRCX Lam Research Corporation | 5.1% | 5.7% |
| NVDA NVIDIA Corporation | 0.3% | 9.3% |
| AMAT Applied Materials, Inc. | 4.2% | 4.9% |
| MSFT Microsoft Corporation | 1.2% | 3.5% |
| V Visa Inc. | 1.9% | 1.1% |
| SPOT Spotify Technology S.A. | 0.4% | 2.2% |
| INTC Intel Corp. | 0.0% | 2.5% |
| MELI MercadoLibre, Inc. | 0.7% | 1.1% |
| AMD Advanced Micro Devices… | 0.0% | 1.6% |
| UBER Uber Technologies, Inc. | 1.2% | 0.0% |
| SHW The Sherwin-Williams… | 0.4% | 0.4% |
| DASH DoorDash, Inc. | 0.7% | 0.0% |
Distinctively Alkeon Capital…
| QQQ Invesco QQQ Trust… | 4.6% |
| KLAC KLA Corporation | 4.4% |
| 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% |
| TJX The TJX Companies… | 1.6% |
| MA Mastercard… | 1.5% |
Distinctively Tiger Global…
| SE Sea Limited | 5.0% |
| GEV GE Vernova Inc. | 3.9% |
| CPAY Corpay, Inc. | 3.0% |
| CBRS Cerebras Systems Inc. | 2.8% |
| AVGO Broadcom Inc. | 2.8% |
| CPNG Coupang, Inc. | 2.6% |
| TTWO Take-Two Interactive… | 1.9% |
| RDDT Reddit, Inc. | 1.8% |
| XYZ Block, Inc. | 1.4% |
| APO Apollo Global… | 1.3% |
| STX Seagate Technology… | 1.1% |
| FWONA Formula One Group | 0.9% |
| NU Nu Holdings Ltd. | 0.6% |
| WLTH Wealthfront… | 0.6% |
| UNH UnitedHealth Group… | 0.5% |
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