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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
36
Held by both
Only in A
18
Tiger Global
Only in B
3,177
Renaissance Technologies
Combined overlap (entry-time)
$13.34B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockTiger GlobalRenaissance TechnologiesCombined
NUNU HLDGS LTD
$2.49B$149.49M$2.64B
SPOTSPOTIFY TECHNOLOGY S A
$2.15B$184.16M$2.34B
UNHUNITEDHEALTH GROUP INC
$1.2B$421.82M$1.62B
NVDANVIDIA CORPORATION
$12.19M$867.49M$879.68M
APPAPPLOVIN CORP
$442.03M$30.57M$472.6M
CHYMCHIME FINL INC
$430.37M$15.33M$445.7M
NFLXNETFLIX INC
$242.06M$183.36M$425.43M
DASHDOORDASH INC
$97.42M$303.26M$400.69M
ZSZSCALER INC
$261.59M$92.96M$354.55M
UBERUBER TECHNOLOGIES INC
$309.09M$35.59M$344.68M
LRCXLAM RESEARCH CORP
$285.86M$294.58K$286.16M
MSFTMICROSOFT CORP
$131.61M$145.23M$276.84M
NOWSERVICENOW INC
$62.44M$204.05M$266.49M
GOOGLALPHABET INC
$240.75M$1.01M$241.75M
LITELUMENTUM HLDGS INC
$96.14M$142.55M$238.68M
MELIMERCADOLIBRE INC
$233.43M$501.81K$233.93M
WLTHWEALTHFRONT CORP
$205.98M$1.62M$207.6M
AVGOBROADCOM INC
$203.49M$602.35K$204.09M
METAMETA PLATFORMS INC
$42.2M$144.96M$187.16M
FWONKLIBERTY MEDIA CORP DEL
$155.08M$12.28M$167.35M
INTCINTEL CORP
$72.32M$93.39M$165.71M
SESEA LTD
$26.24M$129.73M$155.97M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$74.35M$81.17M$155.52M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$147.77M$6.05M$153.82M
BULLWEBULL CORP
$140.22M$2.83M$143.05M
FIGFIGMA INC
$3.11M$66.08M$69.19M
ZGZILLOW GROUP INC
$60.35M$1.94M$62.3M
APOAPOLLO GLOBAL MGMT INC
$46.14M$10.57M$56.72M
REREAIHUISHOU INTL CO LTD
$41.11M$2.37M$43.48M
RDDTREDDIT INC
$24.66M$13.41M$38.07M

Showing top 30 of 36 common holdings.

Only in Tiger Global

Top 20 by current entry value
  • CPAYCORPAY INC
    $411.5M
    +29%
  • ZZILLOW GROUP INC
    $357.54M
    -46%
  • AMZNAMAZON COM INC
    $324.27M
    +869%
  • GEVGE VERNOVA INC
    $322.16M
    +127%
  • CSGPCOSTAR GROUP INC
    $232.32M
    -55%
  • AMATAPPLIED MATLS INC
    $211.26M
    +143%
  • SHWSHERWIN WILLIAMS CO
    $201.45M
    -24%
  • JDJD COM INC
    $118.37M
    +27%
  • XYZBLOCK INC
    $102.4M
    +30%
  • EQPTEQUIPMENTSHARE COM INC
    $93.29M
    -17%
  • PCORPROCORE TECHNOLOGIES INC
    $76.9M
    -7%
  • CPNGCOUPANG INC
    $48.95M
    -35%
  • NTSKNETSKOPE INC
    $11.37M
    -38%
  • RVIROBINHOOD VENTURES FD I
    $10.62M
    -11%
  • PAYPPAYPAY CORP
    $8.54M
    -4%
  • PONYPONY AI INC
    $5.31M
    -35%
  • XNDUXANADU QUANTUM TECHNOLO LTD
    $3.83M
    +23%
  • GEMIGEMINI SPACE STA INC
    $1.68M
    -60%

Only in Renaissance Technologies

Top 20 by current entry value
  • NVONOVO-NORDISK A S
    $1.31B
    -65%
  • PLTRPALANTIR TECHNOLOGIES INC
    $1B
    +350%
  • AAPLAPPLE INC
    $780.57M
    +5%
  • VRTXVERTEX PHARMACEUTICALS INC
    $734.2M
    -7%
  • UTHRUNITED THERAPEUTICS CORP DEL
    $692.75M
    +72%
  • VRSNVERISIGN INC
    $538.32M
    +66%
  • ABNBAIRBNB INC
    $515.76M
    +17%
  • GOOGALPHABET INC
    $418.91M
    +35%
  • SFMSPROUTS FMRS MKT INC
    $371.3M
    -8%
  • FNVFRANCO NEV CORP
    $364.32M
    +88%
  • GILDGILEAD SCIENCES INC
    $347M
    +85%
  • EXELEXELIXIS INC
    $340.71M
    +85%
  • NBIXNEUROCRINE BIOSCIENCES INC
    $339.79M
    +7%
  • CBOECBOE GLOBAL MKTS INC
    $318.82M
    +85%
  • INCYINCYTE CORP
    $316.34M
    +56%
  • FTNTFORTINET INC
    $302.94M
    +82%
  • MOHMOLINA HEALTHCARE INC
    $282.34M
    -45%
  • MNDYMONDAY COM LTD
    $270.3M
  • TEAMATLASSIAN CORPORATION
    $269.13M
    -37%
  • ALSNALLISON TRANSMISSION HLDGS I
    $267.36M
    +37%
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.