Skip to content
mapperlab
← Dashboard
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
18
Held by both
Only in A
59
Viking Global Investors
Only in B
221
Maverick Capital
Combined overlap (entry-time)
$10.34B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockViking Global InvestorsMaverick CapitalCombined
MSFTMICROSOFT CORP
$1.26B$85.33M$1.34B
VVISA INC
$963.91M$272.45M$1.24B
ROIVROIVANT SCIENCES LTD
$889.45M$45.07M$934.51M
DISDISNEY WALT CO
$725.22M$187.07M$912.29M
COFCAPITAL ONE FINL CORP
$823.18M$85.17M$908.36M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$807.66M$455.61K$808.11M
AMZNAMAZON COM INC
$721.73M$70.79M$792.52M
FDXFEDEX CORP
$688.2M$2.12M$690.32M
DKSDICKS SPORTING GOODS INC
$509.37M$118.44M$627.81M
CLSCELESTICA INC
$424.46M$3.27M$427.72M
MCDMCDONALDS CORP
$359.36M$3.81M$363.17M
MDLNMEDLINE INC
$292.28M$33.44M$325.72M
CPTCAMDEN PPTY TR
$101.39M$202.3M$303.69M
TMUST-MOBILE US INC
$242.1M$451.99K$242.55M
CVNACARVANA CO
$71.26M$82.07M$153.33M
SHWSHERWIN WILLIAMS CO
$121.7M$585.77K$122.28M
RRXREGAL REXNORD CORPORATION
$102.39M$1.38M$103.77M
NAMSNEWAMSTERDAM PHARMA COMPANY
$39.49M$9M$48.49M

Only in Viking Global Investors

Top 20 by current entry value
  • ADPTADAPTIVE BIOTECHNOLOGIES COR
    $1.86B
    -65%
  • AAPLAPPLE INC
    $911.88M
    +5%
  • GOOGLALPHABET INC
    $834.54M
    +22%
  • ICEINTERCONTINENTAL EXCHANGE IN
    $777.93M
    -7%
  • BBIOBRIDGEBIO PHARMA INC
    $717.97M
    +143%
  • 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%
  • AONAON PLC
    $504.42M
  • ATIATI INC
    $484.8M
    +16%
  • CSXCSX CORP
    $481.68M
    +53%
  • TMOTHERMO FISHER SCIENTIFIC INC
    $459.61M
    -4%
  • PNCPNC FINL SVCS GROUP INC
    $442.87M
    +16%
  • STLASTELLANTIS N.V
    $434.32M
  • CCL1EURCARNIVAL CORP
    $429.45M
  • APGAPI GROUP CORP
    $405M
    +323%
  • TICACUREN CORP
    $382.08M
    -20%
  • WATWATERS CORP
    $374.17M
    +12%

Only in Maverick Capital

Top 20 by current entry value
  • GOOGALPHABET INC
    $358.2M
    +19%
  • AMATAPPLIED MATLS INC
    $290.73M
    +36%
  • BSXBOSTON SCIENTIFIC CORP
    $280.73M
    -35%
  • RTXRTX CORPORATION
    $227.5M
    +0%
  • LINLINDE PLC
    $211.25M
  • INFQINFLEQTION INC
    $195.63M
    +54%
  • ASMLASML HOLDING N V
    $184.32M
  • ABTABBOTT LABORATORIES
    $180.51M
    +3%
  • RGENREPLIGEN CORP
    $178.95M
    +17%
  • TECHBIO-TECHNE CORP
    $167.59M
    -16%
  • DHRDANAHER CORP DEL
    $155.41M
    +9%
  • AMDADVANCED MICRO DEVICES INC
    $137.64M
    +21%
  • AGXARGAN INC
    $137.5M
    +60%
  • MMSIMERIT MED SYS INC
    $134.52M
    -38%
  • COMPCOMPASS INC
    $133.58M
    -17%
  • INTCINTEL CORP
    $132.19M
    -2%
  • NVDANVIDIA CORPORATION
    $128.82M
    +672%
  • GFLGFL ENVIRONMENTAL INC
    $92.82M
    +7%
  • MNSTMONSTER BEVERAGE CORP NEW
    $90.33M
    +24%
  • MOHMOLINA HEALTHCARE INC
    $86.08M
    -4%
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.