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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
24
Held by both
Only in A
226
Soros Fund Management
Only in B
215
Maverick Capital
Combined overlap (entry-time)
$1.99B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockSoros Fund ManagementMaverick CapitalCombined
LINLINDE PLC
$128.86M$211.25M$340.11M
DISDISNEY WALT CO
$75.08M$187.07M$262.15M
ABTABBOTT LABORATORIES
$4.59M$180.51M$185.1M
AMDADVANCED MICRO DEVICES INC
$3.68M$137.64M$141.32M
NVDANVIDIA CORPORATION
$6.26M$128.82M$135.08M
AMZNAMAZON COM INC
$56.21M$70.79M$127M
COFCAPITAL ONE FINL CORP
$32.86M$85.17M$118.03M
GFLGFL ENVIRONMENTAL INC
$20.93M$92.82M$113.75M
MSFTMICROSOFT CORP
$16.62M$85.33M$101.95M
MDLNMEDLINE INC
$66.36M$33.44M$99.8M
FLRFLUOR CORP NEW
$4.84M$66.04M$70.87M
PMPHILIP MORRIS INTL INC
$18.57M$44.71M$63.28M
MCDMCDONALDS CORP
$38.4M$3.81M$42.21M
ACHCACADIA HEALTHCARE COMPANY IN
$527.12K$41.18M$41.71M
STUBSTUBHUB HLDGS INC
$14.73M$15.69M$30.41M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$28.42M$455.61K$28.88M
KVUEKENVUE INC
$21.5M$1.59M$23.08M
CFGCITIZENS FINL GROUP INC
$17.44M$1.33M$18.77M
KOCOCA COLA CO
$11.46M$1.44M$12.89M
BGBUNGE GLOBAL SA
$7.71M$3.05M$10.76M
GLGLOBE LIFE INC
$5.35M$1.54M$6.9M
ENSENERSYS
$4.15M$1.48M$5.63M
AMTMAMENTUM HOLDINGS INC
$3.17M$1.21M$4.38M
HUNHUNTSMAN CORP
$384.35K$868.92K$1.25M

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%
  • 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%
  • HO1HOLOGIC INC
    $65.28M
  • BRK/BBERKSHIRE HATHAWAY INC DEL
    $63.87M

Only in Maverick Capital

Top 20 by current entry value
  • GOOGALPHABET INC
    $358.2M
    +19%
  • AMATAPPLIED MATLS INC
    $290.73M
    +36%
  • BSXBOSTON SCIENTIFIC CORP
    $280.73M
    -35%
  • VVISA INC
    $272.45M
    +1%
  • RTXRTX CORPORATION
    $227.5M
    +0%
  • CPTCAMDEN PPTY TR
    $202.3M
    -2%
  • INFQINFLEQTION INC
    $195.63M
    +54%
  • ASMLASML HOLDING N V
    $184.32M
  • RGENREPLIGEN CORP
    $178.95M
    +17%
  • TECHBIO-TECHNE CORP
    $167.59M
    -16%
  • DHRDANAHER CORP DEL
    $155.41M
    +9%
  • AGXARGAN INC
    $137.5M
    +60%
  • MMSIMERIT MED SYS INC
    $134.52M
    -38%
  • COMPCOMPASS INC
    $133.58M
    -17%
  • INTCINTEL CORP
    $132.19M
    -2%
  • DKSDICKS SPORTING GOODS INC
    $118.44M
    +1%
  • MNSTMONSTER BEVERAGE CORP NEW
    $90.33M
    +24%
  • MOHMOLINA HEALTHCARE INC
    $86.08M
    -4%
  • CVNACARVANA CO
    $82.07M
    +2%
  • NVONOVO-NORDISK A S
    $76.44M
    -4%
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.