Bandingkan Manajer
Dua portofolio, satu peta — tumpang tindihnya, keyakinan bersama, dan apa yang dipegang masing-masing yang tidak dimiliki yang lain.
Duquesne Family Office ⇄ Coatue Management
11Posisi bersama
7.9%Tumpang tindih nama (Jaccard)
15+Hanya Duquesne…
15+Hanya Coatue…
Kepemilikan bersama · Q2 2026
| Efek | Duquesne Family… bobot | Coatue Management bobot |
|---|---|---|
| NTRA Natera, Inc. | 19.9% | 1.4% |
| TSM Taiwan Semiconductor… | 6.5% | 8.8% |
| LRCX Lam Research Corporation | 0.4% | 8.4% |
| AMZN Amazon.com, Inc. | 3.0% | 5.8% |
| GOOGL Alphabet Inc. | 2.8% | 3.6% |
| EQIX Equinix, Inc. | 0.4% | 2.7% |
| HUT Hut 8 Corp. | 0.8% | 2.3% |
| RDDT Reddit, Inc. | 0.2% | 1.0% |
| CAI Caris Life Sciences, Inc. | 0.8% | 0.4% |
| AMD Advanced Micro Devices… | 1.0% | 0.1% |
| CVNA Carvana Co. | 0.2% | 0.4% |
Secara khas Duquesne Family Office
| 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% |
| RH Rh | 1.4% |
| DAL Delta Air Lines, Inc. | 1.3% |
Secara khas Coatue Management
| MU Micron Technology… | 7.5% |
| SPCX Space Exploration… | 6.5% |
| AMAT Applied Materials… | 6.3% |
| GEV GE Vernova Inc. | 6.2% |
| AVGO Broadcom Inc. | 4.5% |
| ETN Eaton Corporation plc | 4.4% |
| INTC Intel Corp. | 3.5% |
| CBRS Cerebras Systems Inc. | 3.2% |
| META Meta Platforms, Inc. | 2.9% |
| NVDA NVIDIA Corporation | 2.5% |
| CEG Constellation Energy… | 2.4% |
| FPS Forgent Power… | 2.4% |
| MSFT Microsoft Corporation | 2.3% |
| APP AppLovin Corporation | 1.2% |
| SPOT Spotify Technology… | 1.2% |
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