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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 ⇄ Mirae Asset Global Investments Co., Ltd.

53Shared positions
3.2%Name overlap (Jaccard)
12+Only Coatue…
15+Only Mirae Asset…

Shared holdings · Q2 2026

SecurityCoatue Management weightMirae Asset Global… weight
SPCX Space Exploration… 6.5% 8.5%
MU Micron Technology, Inc. 7.5% 2.9%
TSM Taiwan Semiconductor… 8.8% 1.0%
LRCX Lam Research Corporation 8.4% 1.2%
NVDA NVIDIA Corporation 2.5% 6.1%
AMZN Amazon.com, Inc. 5.8% 2.6%
AMAT Applied Materials, Inc. 6.3% 1.3%
AVGO Broadcom Inc. 4.5% 2.6%
GOOGL Alphabet Inc. 3.6% 2.9%
GEV GE Vernova Inc. 6.2% 0.3%
MSFT Microsoft Corporation 2.3% 2.9%
INTC Intel Corp. 3.5% 1.2%
ETN Eaton Corporation plc 4.4% 0.1%
META Meta Platforms, Inc. 2.9% 1.5%
CBRS Cerebras Systems Inc. 3.2% 0.0%
EQIX Equinix, Inc. 2.7% 0.1%
CEG Constellation Energy… 2.4% 0.1%
AMD Advanced Micro Devices… 0.1% 2.2%
GOOG Alphabet Inc. 0.7% 1.4%
ASML ASML Holding N.V. 1.2% 0.7%
TSLA Tesla, Inc. 0.1% 1.7%
APP AppLovin Corporation 1.2% 0.2%
NTRA Natera, Inc. 1.4% 0.0%
SPOT Spotify Technology S.A. 1.2% 0.0%
QCOM QUALCOMM Incorporated 0.5% 0.7%
NFLX Netflix, Inc. 0.7% 0.5%
RDDT Reddit, Inc. 1.0% 0.0%
ISRG Intuitive Surgical, Inc. 0.6% 0.2%
NU Nu Holdings Ltd. 0.8% 0.0%
VRT Vertiv Holdings Co 0.6% 0.2%
FCNCA First Citizens… 0.6% 0.0%
MTZ MasTec, Inc. 0.4% 0.0%
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%
GNRC Generac Holdings Inc. 0.2% 0.0%
ENPH Enphase Energy, Inc. 0.2% 0.0%
PYPL PayPal Holdings, Inc. 0.1% 0.0%
BAH Booz Allen Hamilton… 0.1% 0.0%
FIX Comfort Systems USA, Inc. 0.1% 0.1%
AGX Argan, Inc. 0.1% 0.0%
NVAX Novavax, Inc. 0.1% 0.0%
Z Zillow Group, Inc. Class C 0.1% 0.0%
QS QuantumScape Corporation 0.1% 0.0%
UPST Upstart Holdings, Inc. 0.1% 0.0%
TTD The Trade Desk, Inc. 0.1% 0.0%
PINS Pinterest, Inc. 0.1% 0.0%
PATH UiPath Inc. 0.0% 0.0%
MPT Medical Properties Trust… 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%
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