Bandingkan Manajer
Dua portofolio, satu peta — tumpang tindihnya, keyakinan bersama, dan apa yang dipegang masing-masing yang tidak dimiliki yang lain.
Lone Pine Capital ⇄ Coatue Management
10Posisi bersama
11.2%Tumpang tindih nama (Jaccard)
15+Hanya Lone Pine…
15+Hanya Coatue…
Kepemilikan bersama · Q2 2026
| Efek | Lone Pine Capital bobot | Coatue Management bobot |
|---|---|---|
| AMAT Applied Materials, Inc. | 5.3% | 6.3% |
| TSM Taiwan Semiconductor… | 0.3% | 8.8% |
| ASML ASML Holding N.V. | 6.9% | 1.2% |
| HUT Hut 8 Corp. | 4.1% | 2.3% |
| CVNA Carvana Co. | 4.2% | 0.4% |
| NU Nu Holdings Ltd. | 3.9% | 0.8% |
| APP AppLovin Corporation | 3.3% | 1.2% |
| GOOGL Alphabet Inc. | 0.5% | 3.6% |
| MTZ MasTec, Inc. | 3.4% | 0.4% |
| AGX Argan, Inc. | 1.8% | 0.1% |
Secara khas Lone Pine Capital
| NBIS Nebius Group N.V. | 7.2% |
| STX Seagate Technology… | 5.9% |
| HD The Home Depot, Inc. | 5.6% |
| MDLN Medline Inc. | 5.1% |
| LIN Linde plc | 4.9% |
| TER Teradyne, Inc. | 4.4% |
| GLW Corning Inc | 4.3% |
| PFGC Performance Food… | 4.0% |
| WULF TeraWulf Inc. | 3.6% |
| CRS Carpenter Technology… | 3.6% |
| TTMI TTM Technologies, Inc. | 3.1% |
| STRL Sterling… | 3.1% |
| USFD US Foods Holding Corp. | 3.1% |
| ONON On Holding AG | 2.9% |
| LPLA LPL Financial… | 2.1% |
Secara khas Coatue Management
| LRCX Lam Research… | 8.4% |
| MU Micron Technology… | 7.5% |
| SPCX Space Exploration… | 6.5% |
| GEV GE Vernova Inc. | 6.2% |
| AMZN Amazon.com, Inc. | 5.8% |
| 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% |
| EQIX Equinix, Inc. | 2.7% |
| NVDA NVIDIA Corporation | 2.5% |
| CEG Constellation Energy… | 2.4% |
| FPS Forgent Power… | 2.4% |
| MSFT Microsoft Corporation | 2.3% |
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