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.

FundamentalSoros Fund Management
SEC ↗Up to 100 Q2 common issuers plus 21 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.
Soros Fund Management121issuers in coverage
Tiger Global Management51issuers in coverage
01 / portfolio similarityfull normalized common books · Q1 and Q2
Fundamental · same-cohort comparison
Q2 shared issuers
20
of 274 in the union
Q2 issuer overlap
7.3%
Jaccard · shared / union
Q2 weighted overlap
16.6%
sum of smaller normalized weights
Q1 → Q2 weighted change
-0.0 pp
Q1 16.6%
Q1 → Q2 issuer change
-0.8 pp
Q1 8.1%

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

Largest shared Q2 issuer weights
Shared issuerSoros Fund Management weightTiger Global Management weightOverlap contribution
AMAZON COM INCCUSIP prefix 0231353.7%9.6%3.7%
ALPHABET INCCUSIP prefix 02079K3.6%8.7%3.6%
TAIWAN SEMICONDUCTOR MANUFACCUSIP prefix 8740393.3%9.7%3.3%
NVIDIA CORPORATIONCUSIP prefix 67066G2.8%9.3%2.8%
MICROSOFT CORPCUSIP prefix 5949180.9%3.5%0.9%
02 / bounded action windowcurrent common issuers within coverage
Shared current issuers within coverage
17
Left-only current issuers within coverage
102
Right-only current issuers within coverage
29
Opposing actions
3
03 / opposing actionssame issuer · opposite direction
Issuer values by manager
IssuerSoros Fund ManagementTiger Global Management
ALPHABET INCCUSIP prefix 02079Kincreased1,796,286 shares · $273,265,811decreased5,805,687 shares · $2,074,778,363
BROADCOM INCCUSIP prefix 11135Fincreased165,246 shares · $62,421,677decreased1,754,062 shares · $662,596,921
REDDIT INCCUSIP prefix 75734Bdecreased11,003 shares · $1,909,901increased2,528,819 shares · $438,952,402
04 / side-by-side coveragetop 50 displayed
Issuer values by manager
IssuerSoros Fund ManagementTiger Global Management
AMAZON COM INCCUSIP prefix 023135decreased1,182,529 shares · $281,843,962decreased9,683,558 shares · $2,307,979,214
TAIWAN SEMICONDUCTOR MANUFACCUSIP prefix 874039decreased522,158 shares · $249,366,996decreased4,881,008 shares · $2,331,022,991
NVIDIA CORPORATIONCUSIP prefix 67066Gdecreased1,064,635 shares · $213,022,817decreased11,198,773 shares · $2,240,762,490
ALPHABET INCCUSIP prefix 02079Kincreased1,796,286 shares · $273,265,811decreased5,805,687 shares · $2,074,778,363
META PLATFORMS INCCUSIP prefix 30303Mdecreased21,776 shares · $12,266,203decreased2,823,180 shares · $1,590,269,062
LAM RESEARCH CORPCUSIP prefix 512807Not in coveragedecreased3,163,495 shares · $1,370,837,288
SEA LTDCUSIP prefix 81141RNot in coveragedecreased12,559,152 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
MICROSOFT CORPCUSIP prefix 594918decreased189,971 shares · $70,862,982decreased2,266,913 shares · $845,603,887
BROADCOM INCCUSIP prefix 11135Fincreased165,246 shares · $62,421,677decreased1,754,062 shares · $662,596,921
CORPAY INCCUSIP prefix 219948Not in coverageincreased2,149,877 shares · $716,489,508
CEREBRAS SYSTEMS INCCUSIP prefix 15675Dnew150,000 shares · $33,150,000new2,999,000 shares · $662,779,000
COUPANG INCCUSIP prefix 22266TNot in coverageincreased36,467,972 shares · $633,448,674
INTEL CORPCUSIP prefix 458140new100,000 shares · $13,963,000increased4,252,690 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 75734Bdecreased11,003 shares · $1,909,901increased2,528,819 shares · $438,952,402
ADVANCED MICRO DEVICES INCCUSIP prefix 007903increased50,757 shares · $29,485,249new674,727 shares · $391,955,662
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
SEAGATE TECHNOLOGY HLDNGS PLCUSIP prefix G7997RNot in coveragenew285,100 shares · $275,121,500
VISA INCCUSIP prefix 92826CNot in coveragenew798,697 shares · $274,024,954
MERCADOLIBRE INCCUSIP prefix 58733RNot in coverageincreased153,126 shares · $259,914,541
GLOBAL PMTS INCCUSIP prefix 37940Xunchanged247,500,000 shares · $222,694,485Not in coverage
LIBERTY MEDIA CORP DELCUSIP prefix 531229Not in coveragedecreased2,278,555 shares · $216,781,723
LUMENTUM HLDGS INCCUSIP prefix 55024Udecreased28,506,000 shares · $207,543,376closed0 shares · $0
ELECTRONIC ARTS INCCUSIP prefix 285512increased970,990 shares · $199,091,790Not in coverage
BILL HOLDINGS INCCUSIP prefix 090043decreased209,704,662 shares · $182,284,192Not in coverage
PG&E CORPCUSIP prefix 69331Cunchanged175,000,000 shares · $179,601,903Not in coverage
RIVIAN AUTOMOTIVE INCCUSIP prefix 76954Adecreased131,565,000 shares · $155,838,659Not in coverage
APPLE INCCUSIP prefix 037833increased529,538 shares · $153,227,116Not in coverage
NU HLDGS LTDCUSIP prefix G6683NNot in coverageunchanged11,032,555 shares · $147,394,937
LINDE PLCCUSIP prefix G54950increased267,349 shares · $138,738,090Not in coverage
WEALTHFRONT CORPCUSIP prefix 947002Not in coverageunchanged15,156,877 shares · $135,502,480
UNITEDHEALTH GROUP INCCUSIP prefix 91324Pdecreased3,885 shares · $1,614,723decreased297,452 shares · $123,629,974
TKO GROUP HOLDINGS INCCUSIP prefix 87256Cdecreased578,157 shares · $116,388,786Not in coverage
SUPER MICRO COMPUTER INCCUSIP prefix 86800Unew2,175,408 shares · $111,471,398Not in coverage
CHIME FINL INCCUSIP prefix 16935CNot in coveragedecreased5,284,045 shares · $108,217,240
AMERICAN ELEC PWR CO INCCUSIP prefix 025537new768,000 shares · $105,070,080Not in coverage
ENTERGY CORP NEWCUSIP prefix 29364Gincreased913,912 shares · $104,971,932Not in coverage
DROPBOX INCCUSIP prefix 26210Cunchanged103,500,000 shares · $104,610,636Not in coverage
JD.COM INCCUSIP prefix 47215Pdecreased100,000,000 shares · $98,546,765decreased201,500 shares · $5,134,220
ITRON INCCUSIP prefix 465741increased1,137,853 shares · $98,458,420Not in coverage
DIGITAL RLTY TR INCCUSIP prefix 253868increased539,618 shares · $96,904,600Not in coverage
BLACKLINE INCCUSIP prefix 09239Bunchanged101,000,000 shares · $93,258,284Not in coverage
SERVICENOW INCCUSIP prefix 81762Pdecreased48,570 shares · $4,822,030decreased873,485 shares · $86,719,591
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
CHART INDS INCCUSIP prefix 16115Qdecreased416,233 shares · $86,967,723Not 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

Soros Fund Management vs

Tiger Global Management vs