Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Duquesne Family Office ⇄ Sanders Capital, LLC
5Shared positions
3.9%Name overlap (Jaccard)
15+Only Duquesne…
15+Only Sanders…
Shared holdings · Q2 2026
| Security | Duquesne Family… weight | Sanders Capital, LLC weight |
|---|---|---|
| TSM Taiwan Semiconductor… | 6.5% | 12.5% |
| AMZN Amazon.com, Inc. | 3.0% | 7.0% |
| STX Seagate Technology… | 2.7% | 3.4% |
| UAL United Airlines Holdings… | 2.5% | 2.0% |
| DAL Delta Air Lines, Inc. | 1.3% | 2.7% |
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% |
| FOXA Fox Corporation | 2.6% |
| 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% |
| FLR Fluor Corporation | 1.2% |
Distinctively Sanders Capital, LLC
| GOOG Alphabet Inc. | 9.7% |
| META Meta Platforms, Inc. | 6.1% |
| MSFT Microsoft Corporation | 6.0% |
| NVDA NVIDIA Corporation | 4.5% |
| AMAT Applied Materials… | 4.4% |
| HCA HCA Healthcare, Inc. | 3.4% |
| AAPL Apple Inc. | 3.1% |
| CI Cigna Corporation | 2.8% |
| BAC Bank of America… | 2.6% |
| UNH UnitedHealth Group… | 2.5% |
| ELV Elevance Health Inc. | 2.3% |
| AVGO Broadcom Inc. | 2.0% |
| RTX RTX Corporation | 1.8% |
| V Visa Inc. | 1.6% |
| SPY State Street SPDR S&P… | 1.5% |
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