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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Coatue Management ⇄ Bnp Paribas Financial Markets

60Shared positions
1.3%Name overlap (Jaccard)
2+Only Coatue…
15+Only Bnp Paribas…

Shared holdings · Q2 2026

SecurityCoatue Management weightBnp Paribas… weight
MU Micron Technology, Inc. 7.5% 4.9%
TSM Taiwan Semiconductor… 8.8% 0.6%
LRCX Lam Research Corporation 8.4% 0.7%
AMZN Amazon.com, Inc. 5.8% 2.1%
AMAT Applied Materials, Inc. 6.3% 0.6%
SPCX Space Exploration… 6.5% 0.1%
GEV GE Vernova Inc. 6.2% 0.3%
NVDA NVIDIA Corporation 2.5% 3.5%
AVGO Broadcom Inc. 4.5% 1.3%
GOOGL Alphabet Inc. 3.6% 1.9%
ETN Eaton Corporation plc 4.4% 0.1%
INTC Intel Corp. 3.5% 1.0%
META Meta Platforms, Inc. 2.9% 1.0%
MSFT Microsoft Corporation 2.3% 1.4%
CBRS Cerebras Systems Inc. 3.2% 0.0%
EQIX Equinix, Inc. 2.7% 0.2%
FPS Forgent Power Solutions… 2.4% 0.1%
HUT Hut 8 Corp. 2.3% 0.0%
TSLA Tesla, Inc. 0.1% 2.0%
GOOG Alphabet Inc. 0.7% 1.3%
AMD Advanced Micro Devices… 0.1% 1.8%
ASML ASML Holding N.V. 1.2% 0.4%
NTRA Natera, Inc. 1.4% 0.0%
APP AppLovin Corporation 1.2% 0.1%
SPOT Spotify Technology S.A. 1.2% 0.0%
NFLX Netflix, Inc. 0.7% 0.4%
RDDT Reddit, Inc. 1.0% 0.0%
NU Nu Holdings Ltd. 0.8% 0.0%
QCOM QUALCOMM Incorporated 0.5% 0.3%
ISRG Intuitive Surgical, Inc. 0.6% 0.1%
VRT Vertiv Holdings Co 0.6% 0.1%
FCNCA First Citizens… 0.6% 0.0%
MTZ MasTec, Inc. 0.4% 0.1%
CVNA Carvana Co. 0.4% 0.0%
SNPS Synopsys, Inc. 0.3% 0.1%
CAI Caris Life Sciences, Inc. 0.4% 0.0%
DASH DoorDash, Inc. 0.2% 0.1%
PYPL PayPal Holdings, Inc. 0.1% 0.2%
GNRC Generac Holdings Inc. 0.2% 0.0%
SFM Sprouts Farmers Market… 0.2% 0.0%
ENPH Enphase Energy, Inc. 0.2% 0.0%
BAH Booz Allen Hamilton… 0.1% 0.0%
FIX Comfort Systems USA, Inc. 0.1% 0.1%
TTD The Trade Desk, Inc. 0.1% 0.1%
Z Zillow Group, Inc. Class C 0.1% 0.0%
NVAX Novavax, Inc. 0.1% 0.0%
PINS Pinterest, Inc. 0.1% 0.0%
AGX Argan, Inc. 0.1% 0.0%
QS QuantumScape Corporation 0.1% 0.0%
UPST Upstart Holdings, Inc. 0.1% 0.0%
PATH UiPath Inc. 0.0% 0.0%
ABR Arbor Realty Trust 0.0% 0.0%
MPT Medical Properties Trust… 0.0% 0.0%
PTON Peloton Interactive, Inc. 0.0% 0.0%
RNG RingCentral, Inc. 0.0% 0.0%
PLUG Plug Power Inc. 0.0% 0.0%
LCID Lucid Group, Inc. 0.0% 0.0%
SFIX Stitch Fix, Inc. 0.0% 0.0%
OLPX 0.0% 0.0%
CHPT 0.0% 0.0%

Distinctively Coatue Management

CEG Constellation Energy… 2.4%
AMC AMC Entertainment… 0.0%

Distinctively Bnp Paribas Financial…

AAPL Apple Inc. 1.6%
XBI State Street SPDR S&P… 1.4%
JPM JPMorgan Chase & Co. 1.4%
SPY State Street SPDR S&P… 1.3%
SNDK Sandisk Corporation 1.2%
IWM iShares Russell 2000… 1.1%
EWY iShares MSCI South… 0.9%
UNH UnitedHealth Group… 0.8%
GE GE Aerospace 0.8%
CSCO Cisco Systems, Inc. 0.8%
ORCL Oracle Corporation 0.6%
LLY Eli Lilly and Company 0.6%
V Visa Inc. 0.6%
SMH VanEck Semiconductor… 0.6%
SOXX iShares Semiconductor… 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