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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
12
Held by both
Only in A
238
Soros Fund Management
Only in B
32
D1 Capital Partners
Combined overlap (entry-time)
$2.72B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | Soros Fund Management | D1 Capital Partners | Combined |
|---|---|---|---|
AMZNAMAZON COM INC | $56.21M | $309.42M | $365.63M |
SGISOMNIGROUP INTERNATIONAL INC | $16.96M | $346.57M | $363.53M |
GOOGLALPHABET INC | $166.66M | $134.84M | $301.49M |
AVGOBROADCOM INC | $35.43M | $220.18M | $255.62M |
DASHDOORDASH INC | $21.22M | $215.84M | $237.06M |
CPNGCOUPANG INC | $2.19M | $219.23M | $221.42M |
DISDISNEY WALT CO | $75.08M | $138.09M | $213.17M |
RDDTREDDIT INC | $3.24M | $187.56M | $190.8M |
APOAPOLLO GLOBAL MGMT INC | $14.64M | $174.76M | $189.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $28.42M | $111.05M | $139.47M |
NVDANVIDIA CORPORATION | $6.26M | $115.05M | $121.3M |
COFCAPITAL ONE FINL CORP | $32.86M | $86.84M | $119.7M |
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
- 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%
- 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%
- SPYSPDR S&P 500 ETF TR$69.16M+26%
- KDKKODIAK AI INC.$68.18M
- PENPENUMBRA INC$66.8M+1%
- MDLNMEDLINE INC$66.36M-19%
- HO1HOLOGIC INC$65.28M
Only in D1 Capital Partners
Top 20 by current entry value
- CARTMAPLEBEAR INC$858.25M+60%
- NUNU HLDGS LTD$372.05M
- G4253H101JAMES HARDIE INDS PLC$364.95M
- TMOTHERMO FISHER SCIENTIFIC INC$356.36M+9%
- SCHWSCHWAB CHARLES CORP$340.96M+1%
- SHWSHERWIN WILLIAMS CO$311.76M-20%
- MELIMERCADOLIBRE INC$301M-19%
- XPOXPO INC$271.53M+86%
- SESEA LTD$231.03M-34%
- SPOTSPOTIFY TECHNOLOGY S A$229.9M
- CVNACARVANA CO$210.14M-4%
- MLMMARTIN MARIETTA MATLS INC$190.06M+3%
- JCIJOHNSON CTLS INTL PLC$162.2M
- APPAPPLOVIN CORP$155.76M+18%
- CLSCELESTICA INC$152.55M+31%
- KNXKNIGHT-SWIFT TRANSN HLDGS IN$147.37M+81%
- ADSKAUTODESK INC$134.88M+5%
- LYVLIVE NATION ENTERTAINMENT IN$102.84M-1%
- ADIANALOG DEVICES INC$93.04M+0%
- FLSFLOWSERVE CORP$88.26M+45%
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.