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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
4
Held by both
Only in A
73
Viking Global Investors
Only in B
25
Berkshire Hathaway
Combined overlap (entry-time)
$15.97B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockViking Global InvestorsBerkshire HathawayCombined
H1467J104CHUBB LIMITED
$316.44M$6.72B$7.03B
GOOGLALPHABET INC
$834.54M$4.34B$5.17B
AAPLAPPLE INC
$911.88M$1.07B$1.98B
COFCAPITAL ONE FINL CORP
$823.18M$954.1M$1.78B

Only in Viking Global Investors

Top 20 by current entry value
  • ADPTADAPTIVE BIOTECHNOLOGIES COR
    $1.86B
    -65%
  • MSFTMICROSOFT CORP
    $1.26B
    -13%
  • VVISA INC
    $963.91M
    +4%
  • ROIVROIVANT SCIENCES LTD
    $889.45M
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    $807.66M
    +121%
  • ICEINTERCONTINENTAL EXCHANGE IN
    $777.93M
    -7%
  • DISDISNEY WALT CO
    $725.22M
    -12%
  • AMZNAMAZON COM INC
    $721.73M
    +28%
  • BBIOBRIDGEBIO PHARMA INC
    $717.97M
    +143%
  • FDXFEDEX CORP
    $688.2M
    +9%
  • JPMJPMORGAN CHASE & CO.
    $608.77M
    +48%
  • METAMETA PLATFORMS INC
    $607.93M
    -1%
  • APDAIR PRODS & CHEMS INC
    $607.6M
    -3%
  • SESEA LTD
    $542.85M
    -44%
  • BABOEING CO
    $526.59M
    +18%
  • DKSDICKS SPORTING GOODS INC
    $509.37M
    +6%
  • AONAON PLC
    $504.42M
  • ATIATI INC
    $484.8M
    +16%
  • CSXCSX CORP
    $481.68M
    +53%
  • TMOTHERMO FISHER SCIENTIFIC INC
    $459.61M
    -4%

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%
  • 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%
  • 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%
  • ALLYALLY FINL INC
    $389.99M
    +26%
  • NYTNEW YORK TIMES CO
    $351.66M
    +2%
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.