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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.

Not available for compare (2 funds pending snapshot coverage): Trian Fund Management, Starboard Value. See /universe for the full tracked list.

Overlap
2
Held by both
Only in A
248
Soros Fund Management
Only in B
7
JANA Partners
Combined overlap (entry-time)
$169.79M
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockSoros Fund ManagementJANA PartnersCombined
SPYSPDR S&P 500 ETF TR
$69.16M$57.36M$126.52M
EHABUSDENHABIT INC
$15.76M$27.51M$43.27M

Only in Soros Fund Management

Top 20 by current entry value
  • SWSMURFIT WESTROCK PLC
    $340.85M
  • RIVNRIVIAN AUTOMOTIVE INC
    $194.87M
  • GTLLGLOBAL PMTS INC
    $179.43M
  • 472145AF8JAZZ INVESTMENTS I LTD
    $173.18M
  • GOOGLALPHABET INC
    $166.66M
    +139%
  • LINLINDE PLC
    $128.86M
  • DBXDROPBOX INC
    $100.14M
  • BLBLACKLINE INC
    $94.86M
  • ETRENTERGY CORP NEW
    $93.64M
    +37%
  • BILLBILL HOLDINGS INC
    $83.34M
  • FIGRFIGURE TECHNOLOGY SOLUTIO
    $81.23M
    -4%
  • DISDISNEY WALT CO
    $75.08M
    -1%
  • RUNSUNRUN INC
    $73M
    -28%
  • HTOH2O AMERICA
    $72.09M
    +2%
  • AM6AMICUS THERAPEUTICS INC
    $71.2M
  • SNAPSNAP INC
    $71.15M
  • CWANCLEARWATER ANALYTICS HLDGS I
    $69.44M
    +5%
  • KDKKODIAK AI INC.
    $68.18M
  • PENPENUMBRA INC
    $66.8M
    +1%
  • MDLNMEDLINE INC
    $66.36M
    -19%

Only in JANA Partners

Top 20 by current entry value
  • FRPTFRESHPET INC
    $213.68M
    -28%
  • MRCYMERCURY SYS INC
    $195.94M
    +77%
  • NEWREURNEW RELIC INC
    $176.63M
  • FISFIDELITY NATL INFORMATION SV
    $173.72M
    -30%
  • 50540R409LABORATORY CORP AMER HLDGS
    $165.21M
  • THSTREEHOUSE FOODS INC
    $86.43M
  • LDOSLEIDOS HOLDINGS INC
    $28.75M
    +31%
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.