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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
19
Held by both
Only in A
35
Tiger Global
Only in B
43
Coatue Management
Combined overlap (entry-time)
$14.3B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | Tiger Global | Coatue Management | Combined |
|---|---|---|---|
NUNU HLDGS LTD | $2.49B | $40.05M | $2.53B |
SPOTSPOTIFY TECHNOLOGY S A | $2.15B | $280.17M | $2.43B |
RDDTREDDIT INC | $24.66M | $1.07B | $1.09B |
AMATAPPLIED MATLS INC | $211.26M | $685.68M | $896.94M |
GEVGE VERNOVA INC | $322.16M | $571.48M | $893.64M |
CHYMCHIME FINL INC | $430.37M | $373.47M | $803.83M |
AVGOBROADCOM INC | $203.49M | $551.98M | $755.47M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $147.77M | $548.9M | $696.67M |
LRCXLAM RESEARCH CORP | $285.86M | $292.27M | $578.13M |
METAFACEBOOK INC | $42.2M | $464.3M | $506.5M |
AMZNAMAZON COM INC | $324.27M | $157.08M | $481.35M |
NFLXNETFLIX INC | $242.06M | $224.99M | $467.05M |
APPAPPLOVIN CORP | $442.03M | $3.84M | $445.88M |
MSFTMICROSOFT CORP | $131.61M | $293.24M | $424.85M |
ZZILLOW GROUP INC | $357.54M | $30.61M | $388.15M |
DASHDOORDASH INC | $97.42M | $279.51M | $376.94M |
GOOGLALPHABET INC | $240.75M | $31.84M | $272.59M |
NVDANVIDIA CORPORATION | $12.19M | $163.79M | $175.98M |
ZGZILLOW GROUP INC | $60.35M | $13.58M | $73.93M |
Only in Tiger Global
Top 20 by current entry value
- UNHUNITEDHEALTH GROUP INC$1.2B-33%
- CPAYCORPAY INC$411.5M+29%
- UBERUBER TECHNOLOGIES INC$309.09M+111%
- ZSZSCALER INC$261.59M-33%
- MELIMERCADOLIBRE INC$233.43M+8%
- CSGPCOSTAR GROUP INC$232.32M-55%
- WLTHWEALTHFRONT CORP$205.98M+44%
- SHWSHERWIN WILLIAMS CO$201.45M-24%
- FWONKLIBERTY MEDIA CORP DEL$155.08M+28%
- BULLWEBULL CORP$140.22M
- JDJD COM INC$118.37M+27%
- XYZBLOCK INC$102.4M+30%
- LITELUMENTUM HLDGS INC$96.14M+6%
- EQPTEQUIPMENTSHARE COM INC$93.29M-17%
- PCORPROCORE TECHNOLOGIES INC$76.9M-7%
- TTWOTAKE-TWO INTERACTIVE SOFTWAR$74.35M+97%
- INTCINTEL CORP$72.32M-2%
- NOWSERVICENOW INC$62.44M+406%
- CPNGCOUPANG INC$48.95M-35%
- APOAPOLLO GLOBAL MGMT INC$46.14M+162%
Only in Coatue Management
Top 20 by current entry value
- EQIXEQUINIX INC$1.07B+2%
- SNPSSYNOPSYS INC$892.61M+27%
- ASMLASML HLDG NV$655.44M
- GOOGALPHABET INC$509.4M+31%
- CEGCONSTELLATION ENERGY CORP$378.89M+25%
- ETNEATON CORP PLC$357.66M
- TSLATESLA INC$280.22M+693%
- CAICARIS LIFE SCIENCES INC$271M-56%
- ISRGINTUITIVE SURGICAL INC$229.61M+38%
- VVISA INC$217.24M-3%
- QCOMQUALCOMM INC$178.66M+19%
- PYPLPAYPAL HLDGS INC$167.45M+14%
- MTZMASTEC INC$147.36M+36%
- VRTVERTIV HOLDINGS CO$134.3M+37%
- SOLSSOLSTICE ADVANCED MATLS INC$126.01M+3%
- FCNCAFIRST CTZNS BANCSHARES INC N$125.87M+58%
- CVNACARVANA CO$111.93M+9%
- ENPHENPHASE ENERGY INC$62.31M+32%
- MUMICRON TECHNOLOGY INC$56.06M+45%
- CHRWC H ROBINSON WORLDWIDE INC$54.82M+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.