Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Duquesne Family Office ⇄ Appaloosa
5Shared positions
4.8%Name overlap (Jaccard)
15+Only Duquesne…
15+Only Appaloosa
Shared holdings · Q2 2026
| Security | Duquesne Family… weight | Appaloosa weight |
|---|---|---|
| AMZN Amazon.com, Inc. | 3.0% | 15.9% |
| TSM Taiwan Semiconductor… | 6.5% | 10.5% |
| LRCX Lam Research Corporation | 0.4% | 2.2% |
| AMD Advanced Micro Devices… | 1.0% | 1.5% |
| BIDU Baidu, Inc. | 0.2% | 2.0% |
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% |
| GOOGL Alphabet 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% |
Distinctively Appaloosa
| MU Micron Technology… | 15.1% |
| GOOG Alphabet Inc. | 8.7% |
| UBER Uber Technologies… | 7.4% |
| EWY iShares MSCI South… | 6.6% |
| META Meta Platforms, Inc. | 5.1% |
| VST Vistra Corp. | 4.7% |
| NVDA NVIDIA Corporation | 4.1% |
| NRG NRG Energy, Inc. | 3.4% |
| BABA Alibaba Group Holding… | 2.6% |
| BA The Boeing Company | 2.3% |
| AAL American Airlines… | 1.8% |
| CRWV CoreWeave, Inc. Class… | 1.4% |
| ASML ASML Holding N.V. | 1.3% |
| AVGO Broadcom Inc. | 0.8% |
| QCOM QUALCOMM Incorporated | 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