Bandingkan Manajer
Dua portofolio, satu peta — tumpang tindihnya, keyakinan bersama, dan apa yang dipegang masing-masing yang tidak dimiliki yang lain.
Coatue Management ⇄ Tiger Global Management
18Posisi bersama
19.4%Tumpang tindih nama (Jaccard)
15+Hanya Coatue…
15+Hanya Tiger Global…
Kepemilikan bersama · Q2 2026
| Efek | Coatue Management bobot | Tiger Global… bobot |
|---|---|---|
| TSM Taiwan Semiconductor… | 8.8% | 9.7% |
| AMZN Amazon.com, Inc. | 5.8% | 9.6% |
| LRCX Lam Research Corporation | 8.4% | 5.7% |
| GOOGL Alphabet Inc. | 3.6% | 8.7% |
| NVDA NVIDIA Corporation | 2.5% | 9.3% |
| AMAT Applied Materials, Inc. | 6.3% | 4.9% |
| GEV GE Vernova Inc. | 6.2% | 3.9% |
| META Meta Platforms, Inc. | 2.9% | 6.6% |
| AVGO Broadcom Inc. | 4.5% | 2.8% |
| SPCX Space Exploration… | 6.5% | 0.3% |
| CBRS Cerebras Systems Inc. | 3.2% | 2.8% |
| INTC Intel Corp. | 3.5% | 2.5% |
| MSFT Microsoft Corporation | 2.3% | 3.5% |
| SPOT Spotify Technology S.A. | 1.2% | 2.2% |
| RDDT Reddit, Inc. | 1.0% | 1.8% |
| AMD Advanced Micro Devices… | 0.1% | 1.6% |
| NU Nu Holdings Ltd. | 0.8% | 0.6% |
| DASH DoorDash, Inc. | 0.2% | 0.0% |
Secara khas Coatue Management
| MU Micron Technology… | 7.5% |
| ETN Eaton Corporation plc | 4.4% |
| EQIX Equinix, Inc. | 2.7% |
| CEG Constellation Energy… | 2.4% |
| FPS Forgent Power… | 2.4% |
| HUT Hut 8 Corp. | 2.3% |
| NTRA Natera, Inc. | 1.4% |
| APP AppLovin Corporation | 1.2% |
| ASML ASML Holding N.V. | 1.2% |
| NFLX Netflix, Inc. | 0.7% |
| GOOG Alphabet Inc. | 0.7% |
| ISRG Intuitive Surgical… | 0.6% |
| FCNCA First Citizens… | 0.6% |
| VRT Vertiv Holdings Co | 0.6% |
| QCOM QUALCOMM Incorporated | 0.5% |
Secara khas Tiger Global…
| SE Sea Limited | 5.0% |
| CPAY Corpay, Inc. | 3.0% |
| CPNG Coupang, Inc. | 2.6% |
| TTWO Take-Two Interactive… | 1.9% |
| XYZ Block, Inc. | 1.4% |
| APO Apollo Global… | 1.3% |
| STX Seagate Technology… | 1.1% |
| V Visa Inc. | 1.1% |
| MELI MercadoLibre, Inc. | 1.1% |
| FWONA Formula One Group | 0.9% |
| WLTH Wealthfront… | 0.6% |
| UNH UnitedHealth Group… | 0.5% |
| CHYM Chime Financial, Inc.… | 0.5% |
| EQPT EquipmentShare.com… | 0.4% |
| SHW The Sherwin-Williams… | 0.4% |
Asal-usul data: Tumpang tindih dihitung secara langsung dari posisi saham biasa kedua manajer yang telah diurai untuk Q2 2026. Hanya posisi long yang dilaporkan — lindung nilai dan aset non-13F tidak terlihat. Metodologi