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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
5
Held by both
Only in A
36
Glenview Capital
Only in B
245
Soros Fund Management
Combined overlap (entry-time)
$384.67M
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockGlenview CapitalSoros Fund ManagementCombined
AMZNAMAZON COM INC
$46.97M$56.21M$103.18M
AMDADVANCED MICRO DEVICES INC
$84.42M$3.68M$88.1M
UBERUBER TECHNOLOGIES INC
$23.09M$50.85M$73.93M
HUMHUMANA INC
$58.07M$15.6M$73.66M
METAMETA PLATFORMS INC
$26M$19.8M$45.8M

Only in Glenview Capital

Top 20 by current entry value
  • DXCDXC TECHNOLOGY CO
    $625.89M
    -87%
  • CICIGNA CORP NEW
    $516.31M
    +64%
  • THCTENET HEALTHCARE CORP
    $453.59M
    +364%
  • ESIELEMENT SOLUTIONS INC
    $118.09M
    +288%
  • MYGNMYRIAD GENETICS INC
    $105.45M
    -85%
  • DOCNDIGITALOCEAN HLDGS INC
    $96.45M
    +118%
  • BFLYBUTTERFLY NETWORK INC
    $80.36M
  • ZZILLOW GROUP INC
    $68.55M
    -46%
  • VTRSVIATRIS INC
    $65.68M
    +51%
  • CVSCVS HEALTH CORP
    $58.92M
    +38%
  • DKSDICKS SPORTING GOODS INC
    $57.47M
    -4%
  • USFDUS FOODS HLDG CORP
    $56.39M
    +120%
  • BIIBBIOGEN INC
    $51.14M
    -2%
  • TMOTHERMO FISHER SCIENTIFIC INC
    $40.55M
    -9%
  • ONTOONTO INNOVATION INC
    $34.97M
    +99%
  • LIONLIONSGATE STUDIOS CORP
    $34.5M
  • SGRYSURGERY PARTNERS INC
    $33.99M
    -38%
  • AMATAPPLIED MATLS INC
    $33.32M
    +15%
  • CSCOCISCO SYS INC
    $26.37M
    +1%
  • LADLITHIA MTRS INC
    $23.42M
    -10%

Only in Soros Fund Management

Top 20 by current entry value
  • SWSMURFIT WESTROCK PLC
    $340.85M
  • RIVNRIVIAN AUTOMOTIVE INC
    $194.87M
  • GTLLGLOBAL PMTS INC
    $179.43M
  • 472145AF8JAZZ INVESTMENTS I LTD
    $173.18M
  • GOOGLALPHABET INC
    $166.66M
    +139%
  • LINLINDE PLC
    $128.86M
  • DBXDROPBOX INC
    $100.14M
  • BLBLACKLINE INC
    $94.86M
  • ETRENTERGY CORP NEW
    $93.64M
    +37%
  • BILLBILL HOLDINGS INC
    $83.34M
  • FIGRFIGURE TECHNOLOGY SOLUTIO
    $81.23M
    -4%
  • DISDISNEY WALT CO
    $75.08M
    -1%
  • RUNSUNRUN INC
    $73M
    -28%
  • HTOH2O AMERICA
    $72.09M
    +2%
  • AM6AMICUS THERAPEUTICS INC
    $71.2M
  • SNAPSNAP INC
    $71.15M
  • CWANCLEARWATER ANALYTICS HLDGS I
    $69.44M
    +5%
  • SPYSPDR S&P 500 ETF TR
    $69.16M
    +26%
  • KDKKODIAK AI INC.
    $68.18M
  • PENPENUMBRA INC
    $66.8M
    +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.