Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Duquesne Family Office ⇄ Soros Fund Management
12Shared positions
3.9%Name overlap (Jaccard)
15+Only Duquesne…
15+Only Soros Fund…
Shared holdings · Q2 2026
| Security | Duquesne Family… weight | Soros Fund… weight |
|---|---|---|
| TSM Taiwan Semiconductor… | 6.5% | 4.1% |
| AMZN Amazon.com, Inc. | 3.0% | 4.7% |
| GOOGL Alphabet Inc. | 2.8% | 3.5% |
| STM STMicroelectronics N.V. | 5.3% | 0.0% |
| LIN Linde plc | 0.5% | 2.3% |
| RH Rh | 1.4% | 0.2% |
| AMD Advanced Micro Devices… | 1.0% | 0.5% |
| CPNG Coupang, Inc. | 1.1% | 0.0% |
| ROKU Roku, Inc. | 0.6% | 0.4% |
| WWD Woodward, Inc. | 0.7% | 0.2% |
| LLY Eli Lilly and Company | 0.3% | 0.4% |
| RDDT Reddit, Inc. | 0.2% | 0.0% |
Distinctively Duquesne Family Office
| NTRA Natera, Inc. | 19.9% |
| 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% |
| FLR Fluor Corporation | 1.2% |
Distinctively Soros Fund Management
| NVDA NVIDIA Corporation | 3.5% |
| EA Electronic Arts Inc. | 3.3% |
| AAPL Apple Inc. | 2.5% |
| TKO TKO Group Holdings… | 1.9% |
| SMCIP | 1.8% |
| AEP American Electric… | 1.7% |
| ETR Entergy Corporation | 1.7% |
| ITRI Itron, Inc. | 1.6% |
| DLR Digital Realty Trust… | 1.6% |
| GTLS Chart Industries, Inc. | 1.4% |
| NBIS Nebius Group N.V. | 1.4% |
| WBS Webster Financial… | 1.4% |
| IDA IDACORP, Inc. | 1.4% |
| NEE NextEra Energy, Inc. | 1.3% |
| HTO H2O America | 1.3% |
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