Bandingkan Manajer
Dua portofolio, satu peta — tumpang tindihnya, keyakinan bersama, dan apa yang dipegang masing-masing yang tidak dimiliki yang lain.
Lone Pine Capital ⇄ Soros Fund Management
9Posisi bersama
3.5%Tumpang tindih nama (Jaccard)
15+Hanya Lone Pine…
15+Hanya Soros Fund…
Kepemilikan bersama · Q2 2026
| Efek | Lone Pine Capital bobot | Soros Fund… bobot |
|---|---|---|
| NBIS Nebius Group N.V. | 7.2% | 1.4% |
| LIN Linde plc | 4.9% | 2.3% |
| MDLN Medline Inc. | 5.1% | 1.1% |
| TSM Taiwan Semiconductor… | 0.3% | 4.1% |
| GOOGL Alphabet Inc. | 0.5% | 3.5% |
| CRS Carpenter Technology… | 3.6% | 0.0% |
| MTZ MasTec, Inc. | 3.4% | 0.1% |
| SHAZ SharonAI Holdings, Inc.… | 0.6% | 0.1% |
| IBKR Interactive Brokers… | 0.3% | 0.2% |
Secara khas Lone Pine Capital
| ASML ASML Holding N.V. | 6.9% |
| STX Seagate Technology… | 5.9% |
| HD The Home Depot, Inc. | 5.6% |
| AMAT Applied Materials… | 5.3% |
| TER Teradyne, Inc. | 4.4% |
| GLW Corning Inc | 4.3% |
| CVNA Carvana Co. | 4.2% |
| HUT Hut 8 Corp. | 4.1% |
| PFGC Performance Food… | 4.0% |
| NU Nu Holdings Ltd. | 3.9% |
| WULF TeraWulf Inc. | 3.6% |
| APP AppLovin Corporation | 3.3% |
| TTMI TTM Technologies, Inc. | 3.1% |
| STRL Sterling… | 3.1% |
| USFD US Foods Holding Corp. | 3.1% |
Secara khas Soros Fund Management
| AMZN Amazon.com, Inc. | 4.7% |
| 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% |
| WBS Webster Financial… | 1.4% |
| IDA IDACORP, Inc. | 1.4% |
| NEE NextEra Energy, Inc. | 1.3% |
| HTO H2O America | 1.3% |
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