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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
16
Held by both
Only in A
13
Berkshire Hathaway
Only in B
3,197
Renaissance Technologies
Combined overlap (entry-time)
$64.33B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | Berkshire Hathaway | Renaissance Technologies | Combined |
|---|---|---|---|
BACBANK AMERICA CORP | $17.21B | $67.51M | $17.27B |
KOCOCA COLA CO | $16.04B | $227.08K | $16.04B |
AXPAMERICAN EXPRESS CO | $11.33B | $166.63M | $11.5B |
GOOGLALPHABET INC | $4.34B | $1.01M | $4.34B |
CVXCHEVRON CORP NEW | $4.1B | $47.69M | $4.14B |
AAPLAPPLE INC | $1.07B | $780.57M | $1.85B |
DVADAVITA HEALTHCARE PARTNERS I | $1.81B | $19.48M | $1.83B |
MCOMOODYS CORP | $1.52B | $48.89M | $1.57B |
GOOGALPHABET INC | $1.03B | $418.91M | $1.45B |
VRSNVERISIGN INC | $486.68M | $538.32M | $1.03B |
COFCAPITAL ONE FINL CORP | $954.1M | $55.33M | $1.01B |
LENLENNAR CORP | $779.69M | $51.88M | $831.57M |
KRKROGER CO | $549.07M | $254.31M | $803.38M |
NYTNEW YORK TIMES CO | $351.66M | $149.13M | $500.79M |
NVRNVR INC | $70.57M | $34.49M | $105.06M |
MMACYS INC | $54.96M | $7.46M | $62.42M |
Only in Berkshire Hathaway
Top 20 by current entry value
- KHCKRAFT HEINZ CO$22.98B-48%
- OXYOCCIDENTAL PETE CORP$7.74B-7%
- H1467J104CHUBB LIMITED$6.72B
- DALDELTA AIR LINES INC$2.65B+14%
- SIRISIRIUS XM HOLDINGS INC$2.49B+14%
- STZCONSTELLATION BRANDS INC$1.24B-14%
- LLYVKLIBERTY LIVE HOLDINGS INC$907.91M+5%
- NUENUCOR CORP$856.79M+81%
- LLYVALIBERTY LIVE HOLDINGS INC$406.41M+5%
- ALLYALLY FINL INC$389.99M+26%
- LPXLOUISIANA PAC CORP$296.69M+32%
- LEN/BLENNAR CORP$17.24M
- JEFJEFFERIES FINL GROUP INC$12.79M+70%
Only in Renaissance Technologies
Top 20 by current entry value
- NVONOVO-NORDISK A S$1.31B-65%
- PLTRPALANTIR TECHNOLOGIES INC$1B+350%
- NVDANVIDIA CORPORATION$867.49M+112%
- VRTXVERTEX PHARMACEUTICALS INC$734.2M-7%
- UTHRUNITED THERAPEUTICS CORP DEL$692.75M+72%
- ABNBAIRBNB INC$515.76M+17%
- UNHUNITEDHEALTH GROUP INC$421.82M+47%
- SFMSPROUTS FMRS MKT INC$371.3M-8%
- FNVFRANCO NEV CORP$364.32M+88%
- GILDGILEAD SCIENCES INC$347M+85%
- EXELEXELIXIS INC$340.71M+85%
- NBIXNEUROCRINE BIOSCIENCES INC$339.79M+7%
- CBOECBOE GLOBAL MKTS INC$318.82M+85%
- INCYINCYTE CORP$316.34M+56%
- DASHDOORDASH INC$303.26M+31%
- FTNTFORTINET INC$302.94M+82%
- MOHMOLINA HEALTHCARE INC$282.34M-45%
- MNDYMONDAY COM LTD$270.3M
- TEAMATLASSIAN CORPORATION$269.13M-37%
- ALSNALLISON TRANSMISSION HLDGS I$267.36M+37%
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.