13F / manager view

How similar are
these two books?

PMCIOQuantLPGP
Compare complete normalized common-stock issuer overlap across Q1 and Q2, then inspect opposing actions in the bounded Q2 evidence window.
  • Q1 → Q2 2026
  • 16 managers
  • Common stock only
Pair selector

Choose two different managers. Each pair has a permanent URL. Cohort badges stay visible so unlike books are not read as equivalent conviction.

FundamentalDuquesne Family Office
SEC ↗Up to 100 Q2 common issuers plus 7 featured issuers. This is not the entire book.
FundamentalTiger Global Management
SEC ↗Up to 100 Q2 common issuers plus 5 featured issuers. This is not the entire book.
Duquesne Family Office92issuers in coverage
Tiger Global Management51issuers in coverage
01 / portfolio similarityfull normalized common books · Q1 and Q2
Fundamental · same-cohort comparison
Q2 shared issuers
10
of 121 in the union
Q2 issuer overlap
8.3%
Jaccard · shared / union
Q2 weighted overlap
18.7%
sum of smaller normalized weights
Q1 → Q2 weighted change
+5.1 pp
Q1 13.6%
Q1 → Q2 issuer change
+0.0 pp
Q1 8.3%

Similarity describes disclosed common-stock issuer overlap. It does not measure live exposure, intent, conviction or fund returns.

Largest shared Q2 issuer weights
Shared issuerDuquesne Family Office weightTiger Global Management weightOverlap contribution
TAIWAN SEMICONDUCTOR MANUFACCUSIP prefix 8740396.5%9.7%6.5%
AMAZON COM INCCUSIP prefix 0231353.0%9.6%3.0%
ALPHABET INCCUSIP prefix 02079K2.8%8.7%2.8%
SEA LTDCUSIP prefix 81141R2.4%5.0%2.4%
SEAGATE TECHNOLOGY HLDNGS PLCUSIP prefix G7997R2.7%1.1%1.1%
02 / bounded action windowcurrent common issuers within coverage
Shared current issuers within coverage
10
Left-only current issuers within coverage
75
Right-only current issuers within coverage
36
Opposing actions
5
03 / opposing actionssame issuer · opposite direction
Issuer values by manager
IssuerDuquesne Family OfficeTiger Global Management
Taiwan Semiconductor ManufacCUSIP prefix 874039increased589,680 shares · $281,613,000decreased4,881,008 shares · $2,331,022,991
Amazon Com IncCUSIP prefix 023135increased541,600 shares · $129,085,000decreased9,683,558 shares · $2,307,979,214
Alphabet IncCUSIP prefix 02079Knew336,300 shares · $120,184,000decreased5,805,687 shares · $2,074,778,363
Lam Research CorpCUSIP prefix 512807new43,600 shares · $18,893,000decreased3,163,495 shares · $1,370,837,288
Intel CorpCUSIP prefix 458140closed0 shares · $0increased4,252,690 shares · $593,803,105
04 / side-by-side coveragetop 50 displayed
Issuer values by manager
IssuerDuquesne Family OfficeTiger Global Management
Taiwan Semiconductor ManufacCUSIP prefix 874039increased589,680 shares · $281,613,000decreased4,881,008 shares · $2,331,022,991
Amazon Com IncCUSIP prefix 023135increased541,600 shares · $129,085,000decreased9,683,558 shares · $2,307,979,214
NVIDIA CORPORATIONCUSIP prefix 67066GNot in coveragedecreased11,198,773 shares · $2,240,762,490
Alphabet IncCUSIP prefix 02079Knew336,300 shares · $120,184,000decreased5,805,687 shares · $2,074,778,363
META PLATFORMS INCCUSIP prefix 30303MNot in coveragedecreased2,823,180 shares · $1,590,269,062
Lam Research CorpCUSIP prefix 512807new43,600 shares · $18,893,000decreased3,163,495 shares · $1,370,837,288
Sea LtdCUSIP prefix 81141Runchanged1,099,905 shares · $105,404,000decreased12,559,152 shares · $1,203,543,536
APPLIED MATLS INCCUSIP prefix 038222Not in coveragedecreased1,632,210 shares · $1,180,087,830
GE VERNOVA INCCUSIP prefix 36828ANot in coveragedecreased797,511 shares · $936,963,773
Natera IncCUSIP prefix 632307increased3,186,306 shares · $864,923,000Not in coverage
MICROSOFT CORPCUSIP prefix 594918Not in coveragedecreased2,266,913 shares · $845,603,887
CORPAY INCCUSIP prefix 219948Not in coverageincreased2,149,877 shares · $716,489,508
Coupang IncCUSIP prefix 22266Tunchanged2,667,485 shares · $46,334,000increased36,467,972 shares · $633,448,674
CEREBRAS SYSTEMS INCCUSIP prefix 15675DNot in coveragenew2,999,000 shares · $662,779,000
Broadcom IncCUSIP prefix 11135Fclosed0 shares · $0decreased1,754,062 shares · $662,596,921
Intel CorpCUSIP prefix 458140closed0 shares · $0increased4,252,690 shares · $593,803,105
SPOTIFY TECHNOLOGY S ACUSIP prefix L8681TNot in coveragedecreased1,171,427 shares · $537,837,279
TAKE-TWO INTERACTIVE SOFTWARCUSIP prefix 874054Not in coveragedecreased1,809,348 shares · $452,300,813
Reddit IncCUSIP prefix 75734Bnew56,550 shares · $9,816,000increased2,528,819 shares · $438,952,402
Advanced Micro Devices IncCUSIP prefix 007903new72,900 shares · $42,348,000new674,727 shares · $391,955,662
Seagate Technology Hldngs PlCUSIP prefix G7997Rincreased122,000 shares · $117,730,000new285,100 shares · $275,121,500
BLOCK INCCUSIP prefix 852234Not in coverageincreased4,576,007 shares · $347,776,532
APOLLO GLOBAL MGMT INCCUSIP prefix 03769MNot in coveragedecreased2,723,110 shares · $322,171,145
VISA INCCUSIP prefix 92826CNot in coveragenew798,697 shares · $274,024,954
MERCADOLIBRE INCCUSIP prefix 58733RNot in coverageincreased153,126 shares · $259,914,541
Stmicroelectronics N VCUSIP prefix 861012increased3,102,880 shares · $232,375,000Not in coverage
LIBERTY MEDIA CORP DELCUSIP prefix 531229Not in coveragedecreased2,278,555 shares · $216,781,723
Insmed IncCUSIP prefix 457669increased1,424,690 shares · $151,900,000Not in coverage
NU HLDGS LTDCUSIP prefix G6683NNot in coverageunchanged11,032,555 shares · $147,394,937
Fox CorpCUSIP prefix 35137Lnew2,837,200 shares · $144,623,000Not in coverage
Ypf Sociedad AnonimaCUSIP prefix 984245decreased3,138,897 shares · $142,726,000Not in coverage
WEALTHFRONT CORPCUSIP prefix 947002Not in coverageunchanged15,156,877 shares · $135,502,480
UNITEDHEALTH GROUP INCCUSIP prefix 91324PNot in coveragedecreased297,452 shares · $123,629,974
Bbb Foods IncCUSIP prefix G0896Cdecreased2,901,733 shares · $120,915,000Not in coverage
Ishares IncCUSIP prefix 464286unchanged3,436,170 shares · $118,548,000Not in coverage
CHIME FINL INCCUSIP prefix 16935CNot in coveragedecreased5,284,045 shares · $108,217,240
United Airls Hldgs IncCUSIP prefix 910047increased794,795 shares · $108,084,000Not in coverage
Cdw CorpCUSIP prefix 12514Gnew743,950 shares · $104,629,000Not in coverage
Newamsterdam Pharma CompanyCUSIP prefix N62509unchanged3,070,146 shares · $104,047,000Not in coverage
Danaher Corp DelCUSIP prefix 235851new50,300 shares · $9,581,000new456,000 shares · $86,858,880
EQUIPMENTSHARE COM INCCUSIP prefix 29445SNot in coverageunchanged4,579,646 shares · $90,035,840
SHERWIN WILLIAMS COCUSIP prefix 824348Not in coverageunchanged257,083 shares · $88,518,819
SERVICENOW INCCUSIP prefix 81762PNot in coveragedecreased873,485 shares · $86,719,591
Sandisk CorpCUSIP prefix 80004Cdecreased34,900 shares · $79,353,000Not in coverage
Revolution Medicines IncCUSIP prefix 76155Xincreased399,587 shares · $74,835,000Not in coverage
Bitdeer Technologies GroupCUSIP prefix G11448new4,074,993 shares · $64,670,000Not in coverage
SPACE EXPLORATION TECHN CORPCUSIP prefix 84615QNot in coveragenew375,000 shares · $64,072,500
Crh PlcCUSIP prefix G25508increased553,555 shares · $59,230,000Not in coverage
Delta Air Lines IncCUSIP prefix 247361new603,000 shares · $56,477,000Not in coverage
Fluor CorpCUSIP prefix 343412new982,200 shares · $51,457,000Not in coverage
Coverage / method

Similarity metrics use the complete normalized common-stock issuer book for each manager in Q1 and Q2. The action tables provide a separate bounded evidence window. Each manager contributes up to 100 current Q2 common issuers by reported value. The window also includes featured issuers that the manager holds or changed. Both views exclude CALL and PUT rows.

05 / more comparisonssame-manager pair pages · permanent canonical URLs

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