Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Soroban Capital Partners LP ⇄ Tiger Global Management
6Shared positions
9.5%Name overlap (Jaccard)
15+Only Soroban…
15+Only Tiger Global…
Shared holdings · Q2 2026
| Security | Soroban Capital… weight | Tiger Global… weight |
|---|---|---|
| AMZN Amazon.com, Inc. | 12.0% | 9.6% |
| TSM Taiwan Semiconductor… | 7.3% | 9.7% |
| META Meta Platforms, Inc. | 5.8% | 6.6% |
| MSFT Microsoft Corporation | 8.3% | 3.5% |
| GOOGL Alphabet Inc. | 1.5% | 8.7% |
| V Visa Inc. | 8.0% | 1.1% |
Distinctively Soroban Capital…
| MA Mastercard… | 9.1% |
| TDG TransDigm Group… | 8.5% |
| DPZ Domino's Pizza, Inc. | 5.6% |
| GOOG Alphabet Inc. | 5.3% |
| SPGI S&P Global Inc. | 5.0% |
| EFX Equifax Inc. | 4.9% |
| FERG Ferguson plc | 4.1% |
| PNW Pinnacle West Capital… | 2.9% |
| DTE DTE Energy Company | 2.1% |
| ETR Entergy Corporation | 1.9% |
| NXPI NXP Semiconductors… | 1.7% |
| NI NiSource Inc | 1.5% |
| SO The Southern Company | 1.1% |
| AEE Ameren Corporation | 1.0% |
| AEP American Electric… | 0.9% |
Distinctively Tiger Global…
| NVDA NVIDIA Corporation | 9.3% |
| LRCX Lam Research… | 5.7% |
| SE Sea Limited | 5.0% |
| AMAT Applied Materials… | 4.9% |
| GEV GE Vernova Inc. | 3.9% |
| CPAY Corpay, Inc. | 3.0% |
| CBRS Cerebras Systems Inc. | 2.8% |
| AVGO Broadcom Inc. | 2.8% |
| CPNG Coupang, Inc. | 2.6% |
| INTC Intel Corp. | 2.5% |
| SPOT Spotify Technology… | 2.2% |
| TTWO Take-Two Interactive… | 1.9% |
| RDDT Reddit, Inc. | 1.8% |
| AMD Advanced Micro… | 1.6% |
| XYZ Block, Inc. | 1.4% |
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