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Cross-fund
Compare two funds
Where do these two managers overlap, and where do they diverge? Common holdings ranked by combined exposure, plus the largest positions unique to each.
ABerkshire HathawayPershing SquareTiger GlobalRenaissance TechnologiesBridgewater AssociatesCitadel AdvisorsSoros Fund ManagementAppaloosaTwo Sigma InvestmentsElliott ManagementThird PointLone Pine CapitalCoatue ManagementViking Global InvestorsD1 Capital PartnersGreenlight CapitalGlenview CapitalD.E. ShawAQR Capital ManagementMillennium ManagementScion Asset ManagementMaverick CapitalJANA PartnersDuquesne Family OfficePoint72 Asset Management
BBerkshire HathawayPershing SquareTiger GlobalRenaissance TechnologiesBridgewater AssociatesCitadel AdvisorsSoros Fund ManagementAppaloosaTwo Sigma InvestmentsElliott ManagementThird PointLone Pine CapitalCoatue ManagementViking Global InvestorsD1 Capital PartnersGreenlight CapitalGlenview CapitalD.E. ShawAQR Capital ManagementMillennium ManagementScion Asset ManagementMaverick CapitalJANA PartnersDuquesne Family OfficePoint72 Asset Management
Not available for compare (2 funds pending snapshot coverage): Trian Fund Management, Starboard Value. See /universe for the full tracked list.
Overlap
28
Held by both
Only in A
3,172
D.E. Shaw
Only in B
1
Berkshire Hathaway
Combined overlap (entry-time)
$112.23B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | D.E. Shaw | Berkshire Hathaway | Combined |
|---|---|---|---|
KHCKRAFT HEINZ CO | $31.62M | $22.98B | $23.01B |
BACBANK AMERICA CORP | $54.3M | $17.21B | $17.26B |
KOCOCA COLA CO | $31.11M | $16.04B | $16.08B |
AXPAMERICAN EXPRESS CO | $190.64M | $11.33B | $11.53B |
OXYOCCIDENTAL PETE CORP | $6.55M | $7.74B | $7.74B |
H1467J104CHUBB LIMITED | $1.87M | $6.72B | $6.72B |
GOOGLALPHABET INC | $539.5M | $4.34B | $4.88B |
CVXCHEVRON CORP NEW | $16.71M | $4.1B | $4.11B |
AAPLAPPLE INC | $2.11B | $1.07B | $3.18B |
DALDELTA AIR LINES INC DEL | $4.08M | $2.65B | $2.65B |
SIRISIRIUS XM HOLDINGS INC | $1.09M | $2.49B | $2.49B |
DVADAVITA HEALTHCARE PARTNERS I | $20.38M | $1.81B | $1.83B |
MCOMOODYS CORP | $20.19M | $1.52B | $1.54B |
GOOGALPHABET INC | $253.79M | $1.03B | $1.28B |
STZCONSTELLATION BRANDS INC | $5.88M | $1.24B | $1.25B |
COFCAPITAL ONE FINL CORP | $61.86M | $954.1M | $1.02B |
LLYVKLIBERTY LIVE HOLDINGS INC | $97.2M | $907.91M | $1.01B |
NUENUCOR CORP | $988.77K | $856.79M | $857.78M |
LENLENNAR CORP | $3.18M | $779.69M | $782.86M |
VRSNVERISIGN INC | $261.86M | $486.68M | $748.54M |
KRKROGER CO | $49.66M | $549.07M | $598.74M |
LLYVALIBERTY LIVE HOLDINGS INC | $78.14M | $406.41M | $484.54M |
ALLYALLY FINL INC | $26.66M | $389.99M | $416.65M |
NYTNEW YORK TIMES CO | $5.46M | $351.66M | $357.13M |
LPXLOUISIANA PAC CORP | $12.88M | $296.69M | $309.57M |
NVRNVR INC | $842.33K | $70.57M | $71.41M |
JEFJEFFERIES FINL GROUP INC | $10.37M | $12.79M | $23.16M |
LEN/BLENNAR CORP | $660.13K | $17.24M | $17.9M |
Only in D.E. Shaw
Top 20 by current entry value
- MSFTMICROSOFT CORP$2.29B+3%
- NVDANVIDIA CORPORATION$1.39B+88%
- AMZNAMAZON COM INC$1.29B+56%
- VVISA INC$914.42M+29%
- ADBEADOBE INC$862.38M-53%
- AVGOBROADCOM INC$855.83M+171%
- METAMETA PLATFORMS INC$746.9M+17%
- TSLATESLA INC$743.99M+104%
- CMGCHIPOTLE MEXICAN GRILL INC$555.51M-35%
- NFLXNETFLIX INC$531.73M+35%
- UNHUNITEDHEALTH GROUP INC$519.75M-30%
- LNGCHENIERE ENERGY INC$514.49M+37%
- PGRPROGRESSIVE CORP$504.83M-5%
- Q4982L109IREN LIMITED$502.95M
- PLTRPALANTIR TECHNOLOGIES INC$495.95M+336%
- ACNACCENTURE PLC IRELAND$493.92M
- CVNACARVANA CO$470.45M+132%
- RCLROYAL CARIBBEAN GROUP$467.01M
- SHWSHERWIN WILLIAMS CO$454.92M-13%
- AMDADVANCED MICRO DEVICES INC$446.65M+199%
Only in Berkshire Hathaway
Top 20 by current entry value
- MMACYS INC$54.96M+20%
Caveats
- “Held” means the fund's most recent snapshot trade for that CUSIP is open. Heavy funds (RenTech, Citadel, Two Sigma, Soros) use only the last 8 quarters of snapshots, so very-long-held positions outside that window won't appear.
- Dollar values are entry-time amounts from the snapshot — useful for ranking, not for current mark-to-market sizing.
- Options and ADRs are excluded by the snapshot trade engine.
- Sector overlap and add/trim disagreement charts are planned once the reference-data layer ships.