Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Duquesne Family Office ⇄ Wcm Investment Management, Llc
19Shared positions
5.7%Name overlap (Jaccard)
15+Only Duquesne…
15+Only Wcm…
Shared holdings · Q2 2026
| Security | Duquesne Family… weight | Wcm Investment… weight |
|---|---|---|
| TSM Taiwan Semiconductor… | 6.5% | 7.6% |
| STX Seagate Technology… | 2.7% | 9.3% |
| SE Sea Limited | 2.4% | 5.7% |
| AMZN Amazon.com, Inc. | 3.0% | 2.8% |
| STM STMicroelectronics N.V. | 5.3% | 0.0% |
| INSM Insmed Incorporated | 3.5% | 0.0% |
| LIN Linde plc | 0.5% | 3.0% |
| GOOGL Alphabet Inc. | 2.8% | 0.6% |
| TEVA Teva Pharmaceutical… | 0.5% | 2.5% |
| SNDK Sandisk Corporation | 1.8% | 0.0% |
| RVMD Revolution Medicines, Inc. | 1.7% | 0.0% |
| CPNG Coupang, Inc. | 1.1% | 0.1% |
| RMBS Rambus Inc. | 0.5% | 0.0% |
| RYTM Rhythm Pharmaceuticals… | 0.5% | 0.0% |
| ENTG Entegris, Inc. | 0.5% | 0.0% |
| LLY Eli Lilly and Company | 0.3% | 0.0% |
| BIDU Baidu, Inc. | 0.2% | 0.1% |
| VIST Vista Energy, S.A.B. de… | 0.2% | 0.0% |
| CCCS CCC Intelligent Solutions… | 0.1% | 0.0% |
Distinctively Duquesne Family Office
| NTRA Natera, Inc. | 19.9% |
| YPF YPF Sociedad Anónima | 3.3% |
| TBBB BBB Foods Inc. | 2.8% |
| EWZ iShares MSCI Brazil… | 2.7% |
| FOXA Fox Corporation | 2.6% |
| UAL United Airlines… | 2.5% |
| CDW CDW Corporation | 2.4% |
| BTDR Bitdeer Technologies… | 1.5% |
| RH Rh | 1.4% |
| DAL Delta Air Lines, Inc. | 1.3% |
| FLR Fluor Corporation | 1.2% |
| DHI D.R. Horton, Inc. | 1.1% |
| AMD Advanced Micro… | 1.0% |
| PANW Palo Alto Networks… | 0.9% |
| CLF Cleveland-Cliffs Inc. | 0.9% |
Distinctively Wcm Investment…
| ASML ASML Holding N.V. | 4.9% |
| PM Philip Morris… | 3.4% |
| APP AppLovin Corporation | 3.4% |
| GLW Corning Inc | 2.8% |
| IBN ICICI Bank Limited | 2.7% |
| CP Canadian Pacific… | 2.4% |
| SPOT Spotify Technology… | 2.4% |
| ACGL Arch Capital Group… | 2.1% |
| ILMN Illumina, Inc. | 2.0% |
| WDC Western Digital… | 1.9% |
| META Meta Platforms, Inc. | 1.9% |
| FERG Ferguson plc | 1.8% |
| NU Nu Holdings Ltd. | 1.8% |
| CAH Cardinal Health, Inc. | 1.8% |
| NVDA NVIDIA Corporation | 1.7% |
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