Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Duquesne Family Office ⇄ Alkeon Capital Management Llc
8Shared positions
5.1%Name overlap (Jaccard)
15+Only Duquesne…
15+Only Alkeon…
Shared holdings · Q2 2026
| Security | Duquesne Family… weight | Alkeon Capital… weight |
|---|---|---|
| TSM Taiwan Semiconductor… | 6.5% | 6.5% |
| AMZN Amazon.com, Inc. | 3.0% | 5.3% |
| GOOGL Alphabet Inc. | 2.8% | 5.1% |
| LRCX Lam Research Corporation | 0.4% | 5.1% |
| RH Rh | 1.4% | 0.8% |
| EQIX Equinix, Inc. | 0.4% | 1.3% |
| AMD Advanced Micro Devices… | 1.0% | 0.0% |
| IREN IREN Limited | 0.1% | 0.1% |
Distinctively Duquesne Family Office
| NTRA Natera, Inc. | 19.9% |
| STM STMicroelectronics… | 5.3% |
| INSM Insmed Incorporated | 3.5% |
| YPF YPF Sociedad Anónima | 3.3% |
| TBBB BBB Foods Inc. | 2.8% |
| EWZ iShares MSCI Brazil… | 2.7% |
| STX Seagate Technology… | 2.7% |
| FOXA Fox Corporation | 2.6% |
| UAL United Airlines… | 2.5% |
| SE Sea Limited | 2.4% |
| CDW CDW Corporation | 2.4% |
| SNDK Sandisk Corporation | 1.8% |
| RVMD Revolution Medicines… | 1.7% |
| BTDR Bitdeer Technologies… | 1.5% |
| DAL Delta Air Lines, Inc. | 1.3% |
Distinctively Alkeon Capital…
| QQQ Invesco QQQ Trust… | 4.6% |
| KLAC KLA Corporation | 4.4% |
| META Meta Platforms, Inc. | 4.2% |
| 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% |
| V Visa Inc. | 1.9% |
| 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% |
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