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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
39
Held by both
Only in A
15
Tiger Global
Only in B
3,640
Two Sigma Investments
Combined overlap (entry-time)
$15.06B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockTiger GlobalTwo Sigma InvestmentsCombined
NUNU HLDGS LTD
$2.49B$119.67M$2.61B
SPOTSPOTIFY TECHNOLOGY S A
$2.15B$6.29M$2.16B
UNHUNITEDHEALTH GROUP INC
$1.2B$3.24M$1.2B
AVGOBROADCOM INC
$203.49M$688.74M$892.23M
AMZNAMAZON COM INC
$324.27M$245.1M$569.37M
LRCXLAM RESEARCH CORP
$285.86M$202.9M$488.76M
NFLXNETFLIX INC
$242.06M$235.94M$478M
ZSZSCALER INC
$261.59M$206.76M$468.35M
SHWSHERWIN WILLIAMS CO
$201.45M$238.3M$439.75M
CHYMCHIME FINL INC
$430.37M$5.71M$436.08M
CPAYCORPAY INC
$411.5M$2.48M$413.98M
MSFTMICROSOFT CORP
$131.61M$265.78M$397.39M
MELIMERCADOLIBRE INC
$233.43M$113.38M$346.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$147.77M$194.38M$342.15M
GEVGE VERNOVA INC
$322.16M$7.09M$329.25M
DASHDOORDASH INC
$97.42M$229.31M$326.74M
UBERUBER TECHNOLOGIES INC
$309.09M$16.5M$325.59M
METAMETA PLATFORMS INC
$42.2M$269.91M$312.11M
INTCINTEL CORP
$72.32M$237.46M$309.77M
NVDANVIDIA CORPORATION
$12.19M$233.99M$246.18M
CSGPCOSTAR GROUP INC
$232.32M$12.22M$244.54M
GOOGLALPHABET INC
$240.75M$3.28M$244.03M
AMATAPPLIED MATLS INC
$211.26M$2.43M$213.69M
WLTHWEALTHFRONT CORP
$205.98M$237.83K$206.22M
NOWSERVICENOW INC
$62.44M$130.93M$193.37M
LITELUMENTUM HLDGS INC
$96.14M$22.3M$118.43M
XYZBLOCK INC
$102.4M$13.8M$116.21M
EQPTEQUIPMENTSHARE COM INC
$93.29M$4.28M$97.57M
FIGFIGMA INC
$3.11M$77.95M$81.06M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$74.35M$3.38M$77.73M

Showing top 30 of 39 common holdings.

Only in Tiger Global

Top 20 by current entry value
  • APPAPPLOVIN CORP
    $442.03M
    +64%
  • ZZILLOW GROUP INC
    $357.54M
    -46%
  • FWONKLIBERTY MEDIA CORP DEL
    $155.08M
    +28%
  • BULLWEBULL CORP
    $140.22M
  • JDJD COM INC
    $118.37M
    +27%
  • PCORPROCORE TECHNOLOGIES INC
    $76.9M
    -7%
  • RVIROBINHOOD VENTURES FD I
    $10.62M
    -11%
  • PAYPPAYPAY CORP
    $8.54M
    -4%
  • FIGRFIGURE TECHNOLOGY SOLUTIO
    $7.27M
    -19%
  • KLARKLARNA GROUP PLC
    $6.41M
  • PONYPONY AI INC
    $5.31M
    -35%
  • XNDUXANADU QUANTUM TECHNOLO LTD
    $3.83M
    +23%
  • GEMIGEMINI SPACE STA INC
    $1.68M
    -60%
  • ARXACCELERANT HOLDINGS
    $1.12M
  • MNTNMNTN INC
    $437.4K
    -52%

Only in Two Sigma Investments

Top 20 by current entry value
  • SPYSPDR S&P 500 ETF TR
    $1.52B
    +42%
  • ABTABBOTT LABORATORIES
    $655.94M
    +4%
  • NDQINVESCO QQQ TR
    $448.42M
  • RTXRTX CORPORATION
    $377.35M
    +3%
  • IGVISHARES TR
    $345.4M
    -14%
  • VNQVANGUARD INDEX FDS
    $316.21M
    +1%
  • AAPLAPPLE INC
    $291.05M
    +42%
  • CVNACARVANA CO
    $262.25M
    +132%
  • SNOWSNOWFLAKE INC
    $261.53M
    +29%
  • ADPAUTOMATIC DATA PROCESSING IN
    $260.52M
    +4%
  • BMYBRISTOL-MYERS SQUIBB CO
    $256.44M
    +28%
  • VVISA INC
    $250.29M
    +29%
  • COSTCOSTCO WHSL CORP NEW
    $248.89M
    +26%
  • HOODROBINHOOD MKTS INC
    $245.06M
    +314%
  • SCHHSCHWAB STRATEGIC TR
    $244.03M
    +1%
  • TSLATESLA INC
    $242.01M
    +15%
  • TMOTHERMO FISHER SCIENTIFIC INC
    $236.58M
    -26%
  • XLRESELECT SECTOR SPDR TR
    $231.44M
    +0%
  • MAMASTERCARD INCORPORATED
    $230.98M
    +11%
  • AMDADVANCED MICRO DEVICES INC
    $230.85M
    +266%
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.