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

Portfolio overlap

Positions (A · B)

89 · 27

Stocks they both own

Stock	Stanley %	David %
$AMZN Amazon Com Inc	4.6%	15.4%
$TSM Taiwan Semiconductor Manufac	5.4%	10.2%
$META Meta Platforms Inc	0.5%	4.9%
$LRCX Lam Research Corp	0.4%	2.1%
$AMD Advanced Micro Devices Inc	0.8%	1.5%
$BIDU Baidu Inc	0.2%	1.9%

Only Stanley Druckenmiller owns

$NTRA16.6%$INSM5.7%$EWZ5.1%$STM4.5%$RSP3.7%$YPF2.7%$CDW2.7%$TBBB2.3%$GOOGL2.3%$STX2.3%

Only David Tepper owns

$MU14.6%$GOOG8.5%$UBER7.2%$EWY6.3%$VST4.5%$NVDA3.9%$NRG3.3%$AAPL3.1%$BABA2.5%$BA2.2%

Frequently asked

What stocks do Stanley Druckenmiller and David Tepper both own?

They share 6 holdings, the largest overlaps being $AMZN, $TSM, $META, $LRCX, $AMD.

How similar are their portfolios?

Their disclosed long books overlap roughly 5% by position set. Stanley Druckenmiller runs 89 positions; David Tepper runs 27.

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.