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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
2
Held by both
Only in A
27
Berkshire Hathaway
Only in B
34
Lone Pine Capital
Combined overlap (entry-time)
$5.92B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | Berkshire Hathaway | Lone Pine Capital | Combined |
|---|---|---|---|
GOOGLALPHABET INC | $4.34B | $53.94M | $4.39B |
COFCAPITAL ONE FINL CORP | $954.1M | $577.01M | $1.53B |
Only in Berkshire Hathaway
Top 20 by current entry value
- KHCKRAFT HEINZ CO$22.98B-48%
- BACBANK AMER CORP$17.21B+144%
- KOCOCA COLA CO$16.04B+199%
- AXPAMERICAN EXPRESS CO$11.33B+396%
- OXYOCCIDENTAL PETE CORP$7.74B-7%
- H1467J104CHUBB LIMITED$6.72B
- CVXCHEVRON CORP NEW$4.1B+151%
- DALDELTA AIR LINES INC$2.65B+14%
- SIRISIRIUS XM HOLDINGS INC$2.49B+14%
- DVADAVITA HEALTHCARE PARTNERS I$1.81B+234%
- MCOMOODYS CORP$1.52B+703%
- STZCONSTELLATION BRANDS INC$1.24B-14%
- AAPLAPPLE INC$1.07B+1373%
- GOOGALPHABET INC$1.03B-8%
- LLYVKLIBERTY LIVE HOLDINGS INC$907.91M+5%
- NUENUCOR CORP$856.79M+81%
- LENLENNAR CORP$779.69M-30%
- KRKROGER CO$549.07M+150%
- VRSNVERISIGN INC$486.68M+530%
- LLYVALIBERTY LIVE HOLDINGS INC$406.41M+5%
Only in Lone Pine Capital
Top 20 by current entry value
- TSMTAIWAN SEMICONDUCTOR MFG LTD$832.14M+424%
- ASMLASML HOLDING N V$647.28M
- TERTERADYNE INC$555.23M+15%
- GLWCORNING INC$505.56M+4%
- MTZMASTEC INC$492.6M-12%
- MDLNMEDLINE INC$492.1M-28%
- CVNACARVANA CO$483.85M+9%
- VSTVISTRA CORP$446.66M+67%
- VMCVULCAN MATLS CO$425.94M+1%
- LPLALPL FINL HLDGS INC$422.3M+22%
- CRSCARPENTER TECHNOLOGY CORP$413.37M+31%
- NUNU HLDGS LTD$406.76M
- APHAMPHENOL CORP NEW$374.12M+12%
- APPAPPLOVIN CORP$368.23M+617%
- THCTENET HEALTHCARE CORP$355.18M-30%
- USFDUS FOODS HLDG CORP$350.03M-2%
- BNBROOKFIELD CORP$347.68M+5%
- BKNGBOOKING HOLDINGS INC$347.19M-24%
- KKRKKR & CO INC$344.76M+99%
- PFGCPERFORMANCE FOOD GROUP CO$340.77M+1%
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.