Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Cathie Wood % | Stanley Druckenmiller % |
|---|---|---|
| Natera Inc | 1.1% | 13.6% |
| Roku Inc | 4.2% | 1.5% |
| Amazon.com Inc | 1.9% | 4.0% |
| Taiwan Semiconductor Manufacturing Company Ltd | 1.5% | 3.9% |
| Teva Pharmaceutical Industries | 0.0% | 4.3% |
| MercadoLibre Inc | 0.4% | 2.3% |
| Sea Ltd | 0.1% | 2.9% |
| DoorDash Inc | 0.5% | 0.2% |
| Unity Software Inc | 0.3% | 0.4% |
| Zillow Group Inc | 0.1% | 0.3% |
Cathie Wood runs ARK Investment Management LLC ($15.07B disclosed). Stanley Druckenmiller runs Duquesne Family Office LLC ($4.22B disclosed). They share 10 common positions, with 186 names unique to Cathie Wood's book and 48 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
