Social Portfolio Overlap

Score = 3 for each Coteau Long Book name they hold, plus 1 for each other name they hold in one of our themes (AI chips and networking, memory and storage, AI data centers, power, space and defense, hyperscalers, biotech and health). Sales and shorts are left out. Sources checked Oct 21, 2026.

holdings are self-reported in public posts and may be partial (Autopilot shows only each portfolio's top 3) or out of date. Autopilot creators are not registered investment advisers. Being listed is not an endorsement, and nobody listed is affiliated with Coteau. Research only, not advice.

Built from public pages only: Autopilot's public portfolio pages (top 3 holdings per portfolio, plus full lists where a launch filing was posted publicly), people's own posts on X, and free Substack, newsletter and forum posts. Anything behind a paywall is left out, as are platform-built trackers of someone else's statements. X handles are shown only where the account is the source or the creator's own page names it; otherwise the entry shows the name and source link only.

Weights, where shown, are as the source posted them and drift with prices. Portfolios change; check the source for current holdings. Scores are recalculated whenever the Coteau Long Book changes (conviction_20_2026-10-21_r2.csv).

Coteau publishes research and model portfolios. It does not manage money or give personal advice. Nobody listed here is affiliated with or endorsed by Coteau, and listing is not an endorsement of them.