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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
2
Held by both
Only in A
27
Berkshire Hathaway
Only in B
60
Coatue Management
Combined overlap (entry-time)
$5.91B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockBerkshire HathawayCoatue ManagementCombined
GOOGLALPHABET INC
$4.34B$31.84M$4.37B
GOOGALPHABET INC
$1.03B$509.4M$1.54B

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%
  • COFCAPITAL ONE FINL CORP
    $954.1M
    +117%
  • 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 Coatue Management

Top 20 by current entry value
  • EQIXEQUINIX INC
    $1.07B
    +2%
  • RDDTREDDIT INC
    $1.07B
    -14%
  • SNPSSYNOPSYS INC
    $892.61M
    +27%
  • AMATAPPLIED MATLS INC
    $685.68M
    +114%
  • ASMLASML HLDG NV
    $655.44M
  • GEVGE VERNOVA INC
    $571.48M
    +428%
  • AVGOBROADCOM INC
    $551.98M
    +238%
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    $548.9M
    +442%
  • METAFACEBOOK INC
    $464.3M
    +1146%
  • CEGCONSTELLATION ENERGY CORP
    $378.89M
    +25%
  • CHYMCHIME FINL INC
    $373.47M
    -36%
  • ETNEATON CORP PLC
    $357.66M
  • MSFTMICROSOFT CORP
    $293.24M
    +37%
  • LRCXLAM RESEARCH CORP
    $292.27M
    +304%
  • TSLATESLA INC
    $280.22M
    +693%
  • SPOTSPOTIFY TECHNOLOGY S A
    $280.17M
  • DASHDOORDASH INC
    $279.51M
    -10%
  • CAICARIS LIFE SCIENCES INC
    $271M
    -56%
  • ISRGINTUITIVE SURGICAL INC
    $229.61M
    +38%
  • NFLXNETFLIX INC
    $224.99M
    +2143%
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.