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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
27
Held by both
Only in A
6
Third Point
Only in B
5,979
Citadel Advisors
Combined overlap (entry-time)
$7.53B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockThird PointCitadel AdvisorsCombined
AMZNAMAZON COM INC
$534.48M$1.49B$2.02B
AVGOBROADCOM INC
$15.48M$776.67M$792.15M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$247.25M$341.45M$588.7M
NSCNORFOLK SOUTHN CORP
$495.68M$21.53M$517.2M
NVDANVIDIA CORPORATION
$157.15M$299.1M$456.25M
SGISOMNIGROUP INTERNATIONAL INC
$252.99M$88.83M$341.82M
MTZMASTEC INC
$154.29M$187.23M$341.52M
GQ9SPDR GOLD TR
$40.88M$244.26M$285.14M
METAMETA PLATFORMS INC
$51.49M$195.9M$247.39M
UNPUNION PAC CORP
$206.82M$39.02M$245.85M
LRCXLAM RESEARCH CORP
$16.02M$225.34M$241.36M
ASMLASML HOLDING N V
$15.85M$225.5M$241.35M
COFCAPITAL ONE FINL CORP
$164.95M$45.89M$210.84M
GOOGLALPHABET INC
$50.32M$112.66M$162.98M
LYVLIVE NATION ENTERTAINMENT IN
$127.96M$10.18M$138.13M
APGAPI GROUP CORP
$114.78M$23.15M$137.93M
CRSCARPENTER TECHNOLOGY CORP
$105.32M$16.98M$122.31M
DHRDANAHER CORPORATION
$98.77M$306.32K$99.08M
SNSHARKNINJA INC
$45.88M$23.22M$69.1M
TDSTELEPHONE & DATA SYS INC
$39.13M$12.76M$51.89M
G25508105CRH PLC
$48.74M$45.29K$48.78M
TDGTRANSDIGM GROUP INC
$28.97M$19.41M$48.38M
HUTHUT 8 CORP
$40.79M$777.41K$41.57M
KLACKLA CORP
$16.2M$24.02M$40.22M
SRTASTRATA CRITICAL MEDICAL INC
$25.3M$88.07K$25.39M
AURAURORA INNOVATION INC
$6.53M$3.77M$10.3M
SPRYARS PHARMACEUTICALS INC
$6.48M$772.35K$7.25M

Only in Third Point

Top 20 by current entry value
  • HTZHERTZ GLOBAL HLDGS INC
    $30.27M
    -71%
  • SMHVANECK ETF TRUST
    $15.34M
    +12%
  • CTEVCLARITEV CORPORATION
    $6.2M
    +20%
  • FLYXFLYEXCLUSIVE INC
    $5.62M
    -66%
  • AURAURORA INNOVATION INC
    $5.48M
    +54%
  • FLYXFLYEXCLUSIVE INC
    $80.85K
    -66%

Only in Citadel Advisors

Top 20 by current entry value
  • SPYSPDR S&P 500 ETF TR
    $3.05B
    +42%
  • NDQINVESCO QQQ TR
    $1.58B
  • AAPLAPPLE INC
    $1.15B
    +42%
  • KOCOCA COLA CO
    $1.02B
    +21%
  • BSXBOSTON SCIENTIFIC CORP
    $962.61M
    -27%
  • BACBANK AMERICA CORP
    $890.02M
    +38%
  • ISRGINTUITIVE SURGICAL INC
    $633.14M
    -7%
  • DISDISNEY WALT CO
    $598.38M
    +22%
  • PFEPFIZER INC
    $570.67M
    -1%
  • MSFTMICROSOFT CORP
    $555.6M
    +3%
  • TMOTHERMO FISHER SCIENTIFIC INC
    $543.43M
    -26%
  • TAT&T INC
    $518.59M
    +35%
  • HUMHUMANA INC
    $483.53M
    -12%
  • SPGIS&P GLOBAL INC
    $459.85M
    -14%
  • BMYBRISTOL-MYERS SQUIBB CO
    $455.65M
    +28%
  • LLYELI LILLY & CO
    $453.45M
    +8%
  • EQIXEQUINIX INC
    $426.81M
    +31%
  • ICLRICON PLC
    $426.38M
  • TGTTARGET CORP
    $416.62M
    -2%
  • ADBEADOBE INC
    $405.73M
    -53%
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.