Compare
Put two managers' latest 13Fs side by side: the stocks they both own, then what only each one holds. Dollars are as filed.
25 stocks top 10 78.9%
Stanley Druckenmiller, Duquesne Family Office LLC
86 stocks top 10 43.8%
Blue: held by both managers, one shade per shared stock Gray: held by this manager only
Stocks both hold
Overlap
| Holding | David Tepper | $ | Δ weight | Stanley Druckenmiller | $ | Δ weight |
|---|---|---|---|---|---|---|
| AMZN, Amazon | 15.4% | $1.2B | Add +15.7% sh +0.3% | 2.5% | $129M | Add +1082.5% sh +2.2% |
| TSM, Taiwan Semiconductor | 10.2% | $788M | Add +24.3% sh +2.6% | 5.4% | $282M | Add +19.1% sh +0.5% |
| LRCX, Lam Research | 2.1% | $166M | 0.36% | $19M | New | |
| BIDU, Baidu | 1.9% | $148M | Add +87.1% sh +0.6% | 0.19% | $10M | New |
| AMD, Advanced Micro Devices | 1.5% | $115M | Reduce −10.8% sh +0.7% | 0.81% | $42M | New |
Left the overlap
| Holding | David Tepper | Stanley Druckenmiller |
|---|---|---|
| MU, Micron Technology | Reduce −41.4% sh +5.1% | Exit |
| SNDK, Sandisk | Exit | Reduce −8.5% sh +0.8% |
Only A
David Tepper, Appaloosa LP
| Holding | % | $ | Δ weight |
|---|---|---|---|
| MU, Micron Technology | 14.6% | $1.1B | Reduce −41.4% sh +5.1% |
| GOOG, Alphabet | 8.5% | $654M | Add +6.8% sh +0.1% |
| UBER, Uber | 7.2% | $555M | Add +21.5% sh −0.5% |
| EWY, iShares | 6.3% | $490M | Add +1.0% sh +1.4% |
| META, Meta Platforms | 4.9% | $380M | Add +54.6% sh +0.7% |
| VST, Vistra | 4.5% | $351M | Add +9.5% sh −0.6% |
| NVDA, Nvidia | 3.9% | $305M | Add +3.6% sh −0.4% |
| NRG, NRG Energy | 3.3% | $257M | Add +1.5% sh −0.9% |
| BABA, Alibaba | 2.5% | $192M | Reduce −42.3% sh −4.8% |
| BA, Boeing | 2.2% | $173M | New |
| AAL | 1.8% | $136M | New |
| CRWV, Coreweave | 1.4% | $107M | New |
| ASML | 1.3% | $99M | Add +1.0% sh +0.2% |
| AVGO, Broadcom | 0.73% | $57M | New |
| QCOM, Qualcomm | 0.60% | $46M | Reduce −49.9% sh −0.5% |
| SPCX, Space Exploration | 0.50% | $38M | New |
| ET, Energy Transfer | 0.39% | $30M | |
| MPLX, Mplx LP | 0.37% | $28M | |
| WHR, Whirlpool | 0.36% | $28M | Reduce −63.3% sh −1.4% |
| Goodyear Tire & Rubr | 0.13% | $10M | New |
Exited since 2026 Q1
| Holding | Was % | $ | Δ weight |
|---|---|---|---|
| SNDK, Sandisk | 3.0% | $179M | Exit |
| GLW, Corning | 2.6% | $154M | Exit |
| PDD, PDD Holdings | 1.5% | $92M | Exit |
| LHX, L3Harris | 1.2% | $68M | Exit |
| RTX | 1.1% | $66M | Exit |
| BALL | 0.83% | $49M | Exit |
| JD, JD.com | 0.65% | $39M | Exit |
| LYFT | 0.61% | $36M | Exit |
| MSFT, Microsoft | 0.56% | $33M | Exit |
| KWEB, Kraneshares Trust | 0.52% | $31M | Exit |
| UNH, UnitedHealth Group | 0.41% | $24M | Exit |
| DB, Deutsche Bank | 0.13% | $7.7M | Exit |
Only B
Stanley Druckenmiller, Duquesne Family Office LLC
| Holding | % | $ | Δ weight |
|---|---|---|---|
| NTRA, Natera | 16.6% | $865M | Add +4.0% sh −1.6% |
| STM, Stmicroelectronics | 4.5% | $232M | Add +18.8% sh +1.8% |
| INSM, Insmed | 2.9% | $152M | Add +23.4% sh −2.7% |
| YPF, Ypf Sociedad Anonima | 2.7% | $143M | Reduce −3.0% sh −1.7% |
| Bbb Foods | 2.3% | $121M | Reduce −6.7% sh −0.9% |
| GOOGL, Alphabet | 2.3% | $120M | New |
| EWZ, Ishares | 2.3% | $119M | |
| STX, Seagate Technology | 2.3% | $118M | Add +140.6% sh +1.7% |
| FOXA, Fox | 2.2% | $115M | New |
| UAL, United Airlines | 2.1% | $108M | Add +202.8% sh +1.4% |
| SE, Sea Limited | 2.0% | $105M | |
| CDW | 2.0% | $105M | New |
| NAMS | 2.0% | $104M | |
| SNDK, Sandisk | 1.5% | $79M | Reduce −8.5% sh +0.8% |
| RVMD, Revolution Medicines | 1.4% | $75M | Add +26.5% sh +0.5% |
| BTDR, Bitdeer | 1.2% | $65M | New |
| CRH, CRH PLC | 1.1% | $59M | Add +46.6% sh 0.0% |
| DAL, Delta Air Lines | 1.1% | $56M | New |
| FLR, Fluor | 0.99% | $51M | New |
| DHI, D.R. Horton | 0.93% | $49M | New |
| CPNG, Coupang | 0.89% | $46M | |
| PANW, Palo Alto Networks | 0.76% | $40M | New |
| CLF, Cliffs | 0.76% | $40M | Add +82.2% sh +0.2% |
| HUT, Hut 8 | 0.70% | $36M | New |
| CAI, Caris Life Sciences | 0.65% | $34M | |
| ARGT, Global X Funds | 0.58% | $30M | Reduce −15.1% sh −0.5% |
| FOXA, Fox | 0.57% | $30M | New |
| WWD, Woodward | 0.55% | $29M | Reduce −68.2% sh −1.7% |
| NUVB, Nuvation Bio | 0.49% | $26M | |
| PTGX, Protagonist Therapeutics | 0.49% | $26M | Add +30.8% sh 0.0% |
| ROKU, ROKU Inc | 0.49% | $25M | Reduce −75.5% sh −1.6% |
| CVCO, Cavco Industries | 0.47% | $24M | New |
| ADMA, Adma Biologics | 0.45% | $23M | Add +80.1% sh 0.0% |
| PURR, Hyperliquid Strategies | 0.44% | $23M | New |
| RMBS, Rambus | 0.44% | $23M | New |
| RYTM, Rhythm Pharmaceuticals | 0.43% | $23M | New |
| SKY, Champion Homes | 0.43% | $22M | New |
| DAKT, Daktronics | 0.42% | $22M | Add +99.6% sh +0.1% |
| PCT, Purecycle | 0.42% | $22M | Add +178.4% sh +0.3% |
| SCCO, Southern Copper | 0.41% | $21M | Add +1.0% sh −0.2% |
| LIN, Linde | 0.41% | $21M | |
| ENTG, Entegris | 0.41% | $21M | New |
| TEVA, Teva Pharmaceutical Industries | 0.41% | $21M | Reduce −73.7% sh −1.7% |
| U, Unity Software | 0.41% | $21M | |
| AEVA, Aeva Technologies | 0.40% | $21M | New |
| RIOT, Riot Blockchain | 0.40% | $21M | New |
| Q, Qnity | 0.39% | $21M | |
| EQIX, Equinix | 0.37% | $19M | New |
| DFTX, Definium Therapeutics | 0.32% | $17M | New |
| BLTE | 0.31% | $16M | |
| RSP | 0.30% | $16M | New |
| TXG, 10X Genomics | 0.30% | $15M | New |
| WAB, Wabtec | 0.29% | $15M | Reduce −40.4% sh −0.4% |
| LLY, Eli Lilly | 0.28% | $15M | New |
| XENE, Xenon Pharmaceuticals | 0.28% | $14M | |
| OLMA, Olema Pharmaceuticals | 0.24% | $12M | |
| RGEN, Repligen | 0.20% | $11M | New |
| RKT, Rocket Companies | 0.20% | $10M | New |
| ARM, Arm Holdings | 0.19% | $10M | Reduce −73.7% sh −0.3% |
| CVNA, Carvana | 0.19% | $9.9M | New |
| RDDT, Reddit | 0.19% | $9.8M | New |
| AA, Alcoa | 0.19% | $9.7M | Reduce −87.6% sh −2.8% |
| TMO, Thermo Fisher Scientific | 0.18% | $9.6M | New |
| DHR, Danaher | 0.18% | $9.6M | New |
| FFIV, F5 Networks | 0.18% | $9.2M | New |
| VIST | 0.16% | $8.6M | |
| Skeena Resources | 0.15% | $8M | New |
| JBS, JBS NV | 0.15% | $7.8M | |
| GLUE, Monte Rosa | 0.14% | $7.2M | New |
| Relay Therapeutics | 0.13% | $6.5M | New |
| DBVT | 0.12% | $6.3M | |
| CCC | 0.12% | $6M | New |
| UWMC, Uwm | 0.11% | $5.9M | New |
| Navitas Semiconductor | 0.11% | $5.6M | New |
| SOLS, Solstice Advanced Materials | 0.11% | $5.5M | |
| FTAI, Ftai Aviation | 0.10% | $5.5M | New |
| BEAM, Beam Therapeutics | 0.10% | $5.3M | New |
| AUR, Aurora Innovation | 0.08% | $4.3M | New |
| IREN, IREN Limited | 0.08% | $4M | New |
| Holding | 0.06% | $3M | New |
| WVE, Wave Life Sciences | 0.02% | $1M |
Exited since 2026 Q1
| Holding | Was % | $ | Δ weight |
|---|---|---|---|
| AVGO, Broadcom | 1.8% | $61M | Exit |
| OPCH, Option Care Health | 1.5% | $50M | Exit |
| FIGR, Figure Technology | 1.2% | $39M | Exit |
| QSR, Restaurant Brands International | 0.99% | $34M | Exit |
| LSCC, Lattice Semiconductor | 0.89% | $30M | Exit |
| HUM, Humana | 0.71% | $24M | Exit |
| TWLO, Twilio | 0.68% | $23M | Exit |
| JBL, Jabil | 0.65% | $22M | Exit |
| GSG | 0.61% | $21M | Exit |
| BE, Bloom Energy | 0.55% | $18M | Exit |
| INTC, Intel | 0.54% | $18M | Exit |
| NET, Cloudflare | 0.32% | $11M | Exit |
| LYB, Lyondellbasell | 0.31% | $11M | Exit |
| COHR, Coherent | 0.29% | $9.6M | Exit |
| TWST, Twist Bioscience | 0.29% | $9.8M | Exit |
| CLS, Celestica | 0.28% | $9.4M | Exit |
| STUB, Stubhub | 0.25% | $8.5M | Exit |
| MU, Micron Technology | 0.23% | $7.9M | Exit |
| SATS, Echostar | 0.21% | $7.1M | Exit |
| ALM, Almonty Industries | 0.20% | $6.8M | Exit |
| LITE, Lumentum | 0.14% | $4.9M | Exit |
| MELI, MercadoLibre | 0.14% | $4.8M | Exit |
| WST, West Pharmaceutical | 0.07% | $2.5M | Exit |