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Stanley Druckenmiller vs David Tepper

Portfolio overlap & divergence from the latest 13F filings.

Stanley Druckenmiller

Duquesne Family Office

macro

David Tepper

Appaloosa

event-driven

Shared holdings

4

Portfolio overlap

4%

Positions (A · B)

68 · 31

Stocks they both own

StockStanley %David %
$AMZN

Amazon Com Inc

1.5%15.2%
$TSM

Taiwan Semiconductor Manufac

5%7.6%
$MU

Micron Technology Inc

0.2%9.5%
$SNDK

Sandisk Corp

0.7%3%

Only Stanley Druckenmiller owns

$NTRA18.1%$EWZ8.7%$INSM5.6%$RSP4.7%$YPF4.4%$TBBB3.3%$AA2.9%$NAMS2.9%$SE2.7%$STM2.7%

Only David Tepper owns

$GOOG8.4%$UBER7.7%$BABA7.3%$VST5.1%$EWY5%$NVDA4.3%$NRG4.3%$META4.2%$GLW2.6%$WHR1.8%

Frequently asked

What stocks do Stanley Druckenmiller and David Tepper both own?

They share 4 holdings, the largest overlaps being $AMZN, $TSM, $MU, $SNDK.

How similar are their portfolios?

Their disclosed long books overlap roughly 4% by position set. Stanley Druckenmiller runs 68 positions; David Tepper runs 31.

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