Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Cathie Wood % | Stanley Druckenmiller % |
|---|---|---|
| Tesla Inc | 7.5% | 1.0% |
| Natera Inc | 1.2% | 16.6% |
| Advanced Micro Devices Inc | 5.3% | 0.8% |
| Taiwan Semiconductor Manufacturing Company Ltd | 1.5% | 5.4% |
| Amazon.com Inc | 2.5% | 2.1% |
| 10X Genomics Inc | 2.5% | 0.3% |
| Beam Therapeutics Inc | 2.3% | 0.1% |
| Meta Platforms Inc | 0.9% | 0.5% |
| Sea Ltd | 0.1% | 2.0% |
| Roku Inc | 0.5% | 0.5% |
| Eli Lilly & Co | 0.6% | 0.3% |
| State Street SPDR S&P 500 ETF Trust | 0.0% | 1.3% |
| Aurora Innovation Inc | 0.3% | 0.1% |
| Baidu Inc | 0.2% | 0.2% |
| Teva Pharmaceutical Industries | 0.0% | 0.4% |
Cathie Wood runs ARK Investment Management LLC ($15.40B disclosed). Stanley Druckenmiller runs Duquesne Family Office LLC ($5.21B disclosed). They share 15 common positions, with 175 names unique to Cathie Wood's book and 78 unique to Stanley Druckenmiller's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Cathie Wood % | Stanley Druckenmiller % |
|---|---|---|
| Tesla Inc | 7.5% | 1.0% |
| Natera Inc | 1.2% | 16.6% |
| Advanced Micro Devices Inc | 5.3% | 0.8% |
| Taiwan Semiconductor Manufacturing Company Ltd | 1.5% | 5.4% |
| Amazon.com Inc | 2.5% | 2.1% |
| 10X Genomics Inc | 2.5% | 0.3% |
| Beam Therapeutics Inc | 2.3% | 0.1% |
| Meta Platforms Inc | 0.9% | 0.5% |
| Sea Ltd | 0.1% | 2.0% |
| Roku Inc | 0.5% | 0.5% |
| Eli Lilly & Co | 0.6% | 0.3% |
| State Street SPDR S&P 500 ETF Trust | 0.0% | 1.3% |
| Aurora Innovation Inc | 0.3% | 0.1% |
| Baidu Inc | 0.2% | 0.2% |
| Teva Pharmaceutical Industries | 0.0% | 0.4% |
Cathie Wood runs ARK Investment Management LLC ($15.40B disclosed). Stanley Druckenmiller runs Duquesne Family Office LLC ($5.21B disclosed). They share 15 common positions, with 175 names unique to Cathie Wood's book and 78 unique to Stanley Druckenmiller's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
