Portfolio overlap & divergence from the latest 13F filings.
Shared holdings
11
Portfolio overlap
9%
Positions (A · B)
89 · 46
| Stock | Stanley % | Chase % |
|---|---|---|
| $TSM Taiwan Semiconductor Manufac | 5.4% | 9.7% |
| $AMZN Amazon Com Inc | 4.6% | 9.6% |
| $GOOGL Alphabet Inc | 2.3% | 8.7% |
| $META Meta Platforms Inc | 0.5% | 6.6% |
| $SE Sea Ltd | 2% | 5% |
| $LRCX Lam Research Corp | 0.4% | 5.7% |
| $CPNG Coupang Inc | 0.9% | 2.6% |
| $STX Seagate Technology Hldngs Pl | 2.3% | 1.1% |
| $AMD Advanced Micro Devices Inc | 0.8% | 1.6% |
| $RDDT Reddit Inc | 0.2% | 1.8% |
| $DHR Danaher Corp Del | 0.2% | 0.4% |
What stocks do Stanley Druckenmiller and Chase Coleman both own?
They share 11 holdings, the largest overlaps being $TSM, $AMZN, $GOOGL, $META, $SE.
How similar are their portfolios?
Their disclosed long books overlap roughly 9% by position set. Stanley Druckenmiller runs 89 positions; Chase Coleman runs 46.
Overlap computed from disclosed long equity positions (SEC 13F / N-PORT). Diversified books are capped to their largest positions. Not financial advice.