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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.
ABerkshire HathawayPershing SquareTiger GlobalRenaissance TechnologiesBridgewater AssociatesCitadel AdvisorsSoros Fund ManagementAppaloosaTwo Sigma InvestmentsElliott ManagementThird PointLone Pine CapitalCoatue ManagementViking Global InvestorsD1 Capital PartnersGreenlight CapitalGlenview CapitalD.E. ShawAQR Capital ManagementMillennium ManagementScion Asset ManagementMaverick CapitalJANA PartnersDuquesne Family OfficePoint72 Asset Management
BBerkshire HathawayPershing SquareTiger GlobalRenaissance TechnologiesBridgewater AssociatesCitadel AdvisorsSoros Fund ManagementAppaloosaTwo Sigma InvestmentsElliott ManagementThird PointLone Pine CapitalCoatue ManagementViking Global InvestorsD1 Capital PartnersGreenlight CapitalGlenview CapitalD.E. ShawAQR Capital ManagementMillennium ManagementScion Asset ManagementMaverick CapitalJANA PartnersDuquesne Family OfficePoint72 Asset Management
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
49
Tiger Global
Only in B
31
Lone Pine Capital
Combined overlap (entry-time)
$7.15B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | Tiger Global | Lone Pine Capital | Combined |
|---|---|---|---|
NUNU HLDGS LTD | $2.49B | $406.76M | $2.9B |
SPOTSPOTIFY TECHNOLOGY S A | $2.15B | $10.31M | $2.16B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $147.77M | $832.14M | $979.91M |
APPAPPLOVIN CORP | $442.03M | $368.23M | $810.26M |
GOOGLALPHABET INC | $240.75M | $53.94M | $294.68M |
Only in Tiger Global
Top 20 by current entry value
- UNHUNITEDHEALTH GROUP INC$1.2B-33%
- CHYMCHIME FINL INC$430.37M-36%
- CPAYCORPAY INC$411.5M+29%
- ZZILLOW GROUP INC$357.54M-46%
- AMZNAMAZON COM INC$324.27M+869%
- GEVGE VERNOVA INC$322.16M+127%
- UBERUBER TECHNOLOGIES INC$309.09M+111%
- LRCXLAM RESEARCH CORP$285.86M+304%
- ZSZSCALER INC$261.59M-33%
- NFLXNETFLIX INC$242.06M-25%
- MELIMERCADOLIBRE INC$233.43M+8%
- CSGPCOSTAR GROUP INC$232.32M-55%
- AMATAPPLIED MATLS INC$211.26M+143%
- WLTHWEALTHFRONT CORP$205.98M+44%
- AVGOBROADCOM INC$203.49M+286%
- SHWSHERWIN WILLIAMS CO$201.45M-24%
- FWONKLIBERTY MEDIA CORP DEL$155.08M+28%
- BULLWEBULL CORP$140.22M
- MSFTMICROSOFT CORP$131.61M+661%
- JDJD COM INC$118.37M+27%
Only in Lone Pine Capital
Top 20 by current entry value
- ASMLASML HOLDING N V$647.28M
- COFCAPITAL ONE FINL CORP$577.01M-7%
- TERTERADYNE INC$555.23M+15%
- GLWCORNING INC$505.56M+4%
- MTZMASTEC INC$492.6M-12%
- MDLNMEDLINE INC$492.1M-28%
- CVNACARVANA CO$483.85M+9%
- VSTVISTRA CORP$446.66M+67%
- VMCVULCAN MATLS CO$425.94M+1%
- LPLALPL FINL HLDGS INC$422.3M+22%
- CRSCARPENTER TECHNOLOGY CORP$413.37M+31%
- APHAMPHENOL CORP NEW$374.12M+12%
- THCTENET HEALTHCARE CORP$355.18M-30%
- USFDUS FOODS HLDG CORP$350.03M-2%
- BNBROOKFIELD CORP$347.68M+5%
- BKNGBOOKING HOLDINGS INC$347.19M-24%
- KKRKKR & CO INC$344.76M+99%
- PFGCPERFORMANCE FOOD GROUP CO$340.77M+1%
- MCKMCKESSON CORP$339.41M-3%
- CLHCLEAN HARBORS INC$323.14M+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.