Cathie Wood vs Stanley Druckenmiller

Portfolio overlap & divergence from the latest 13F filings.

Cathie Wood

ARK Invest

growth

Stanley Druckenmiller

Duquesne Family Office

macro

Shared holdings

Portfolio overlap

Positions (A · B)

181 · 68

Stocks they both own

Stock	Cathie %	Stanley %
$NTRA Natera Inc	1.1%	18.1%
$TSM Taiwan Semiconductor Manufacturing Company Ltd	1.6%	5%
$ROKU Roku Inc	2.8%	2.1%
$AMZN Amazon.com Inc	2.2%	1.5%
$AVGO Broadcom Inc	1%	1.8%
$TWST Twist Bioscience Corp	2.3%	0.3%

Only Cathie Wood owns

$TSLA8.2%$AMD4.3%$CRSP4.2%$SHOP3.9%$PLTR3.5%$TEM3.4%$CRCL3.3%$HOOD3.2%$COIN3.2%$TER2.9%

Only Stanley Druckenmiller owns

$EWZ8.7%$INSM5.6%$RSP4.7%$YPF4.4%$TBBB3.3%$AA2.9%$NAMS2.9%$SE2.7%$STM2.7%$WWD2.2%

Frequently asked

What stocks do Cathie Wood and Stanley Druckenmiller both own?

They share 6 holdings, the largest overlaps being $NTRA, $TSM, $ROKU, $AMZN, $AVGO.

How similar are their portfolios?

Their disclosed long books overlap roughly 5% by position set. Cathie Wood runs 181 positions; Stanley Druckenmiller runs 68.

More comparisons

Buffett vs Burry Buffett vs Wood Buffett vs Aschenbrenner Buffett vs Griffin Buffett vs Druckenmiller Buffett vs Dalio Buffett vs Ackman Buffett vs Soros Buffett vs Icahn Buffett vs Tepper

Overlap computed from disclosed long equity positions (SEC 13F / N-PORT). Diversified books are capped to their largest positions. Not financial advice.