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Portfolio overlap · pairwise 13F intersection

Chase Coleman · Stanley Druckenmiller
what they both own

Both Chase Coleman (Tiger Global Management) and Stanley Druckenmiller (Duquesne Family Office) hold 7 of the same stocks per their latest 13F filings — a Jaccard overlap of 14.6% across portfolios of 29 and 26 positions. Combined position weight in shared names: 45.1% of each investor's portfolio capacity.

7
Shared tickers
14.6%
Jaccard overlap
45.1%
Joint conviction

Shared positions, ranked by joint conviction

Joint conviction = Chase Coleman's portfolio weight + Stanley Druckenmiller's portfolio weight. A stock that both investors size heavily ranks higher than one both hold marginally. Position weight reflects each investor's most recent 13F filing (45-day SEC lag applies; filings can be 1-3 months old).

TickerColemanDruckenmillerJointConvictionScore
TSM8.2%5.0%13.2%0
AMZN9.1%1.5%10.6%0
SEA5.6%2.7%8.3%0
BN4.9%1.8%6.7%0
CPNG2.9%1.5%4.4%0
MELI1.0%0.1%1.1%0
INTC0.3%0.5%0.8%0

Compare individually

Data note. Position percentages are derived from each investor's most recent SEC Form 13F filing (45-day lag), filtered to disclosed long positions only. 13F filings exclude short positions, options (mostly), foreign-domiciled holdings, and positions below the reporting threshold. Joint conviction is a descriptive sum, not a recommendation. Per HoldLens compliance: this page is factual portfolio comparison, not investment advice. Always verify against the source filing before acting.