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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
15
Held by both
Only in A
39
Tiger Global
Only in B
29
D1 Capital Partners
Combined overlap (entry-time)
$9.99B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockTiger GlobalD1 Capital PartnersCombined
NUNU HLDGS LTD
$2.49B$372.05M$2.87B
SPOTSPOTIFY TECHNOLOGY S A
$2.15B$229.9M$2.38B
AMZNAMAZON COM INC
$324.27M$309.42M$633.68M
APPAPPLOVIN CORP
$442.03M$155.76M$597.8M
MELIMERCADOLIBRE INC
$233.43M$301M$534.43M
SHWSHERWIN WILLIAMS CO
$201.45M$311.76M$513.2M
AVGOBROADCOM INC
$203.49M$220.18M$423.67M
GOOGLALPHABET INC
$240.75M$134.84M$375.58M
DASHDOORDASH INC
$97.42M$215.84M$313.26M
CPNGCOUPANG INC
$48.95M$219.23M$268.18M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$147.77M$111.05M$258.82M
SESEA LTD
$26.24M$231.03M$257.27M
APOAPOLLO GLOBAL MGMT INC
$46.14M$174.76M$220.91M
RDDTREDDIT INC
$24.66M$187.56M$212.22M
NVDANVIDIA CORPORATION
$12.19M$115.05M$127.23M

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%
  • 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%
  • CSGPCOSTAR GROUP INC
    $232.32M
    -55%
  • AMATAPPLIED MATLS INC
    $211.26M
    +143%
  • WLTHWEALTHFRONT CORP
    $205.98M
    +44%
  • FWONKLIBERTY MEDIA CORP DEL
    $155.08M
    +28%
  • BULLWEBULL CORP
    $140.22M
  • MSFTMICROSOFT CORP
    $131.61M
    +661%
  • 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%

Only in D1 Capital Partners

Top 20 by current entry value
  • CARTMAPLEBEAR INC
    $858.25M
    +60%
  • G4253H101JAMES HARDIE INDS PLC
    $364.95M
  • TMOTHERMO FISHER SCIENTIFIC INC
    $356.36M
    +9%
  • SGISOMNIGROUP INTERNATIONAL INC
    $346.57M
    +8%
  • SCHWSCHWAB CHARLES CORP
    $340.96M
    +1%
  • XPOXPO INC
    $271.53M
    +86%
  • CVNACARVANA CO
    $210.14M
    -4%
  • MLMMARTIN MARIETTA MATLS INC
    $190.06M
    +3%
  • JCIJOHNSON CTLS INTL PLC
    $162.2M
  • CLSCELESTICA INC
    $152.55M
    +31%
  • KNXKNIGHT-SWIFT TRANSN HLDGS IN
    $147.37M
    +81%
  • DISDISNEY WALT CO
    $138.09M
    -4%
  • ADSKAUTODESK INC
    $134.88M
    +5%
  • LYVLIVE NATION ENTERTAINMENT IN
    $102.84M
    -1%
  • ADIANALOG DEVICES INC
    $93.04M
    +0%
  • FLSFLOWSERVE CORP
    $88.26M
    +45%
  • COFCAPITAL ONE FINL CORP
    $86.84M
    -7%
  • USFDUS FOODS HLDG CORP
    $86.54M
    +7%
  • TXNTEXAS INSTRS INC
    $84.28M
    +35%
  • LINELINEAGE INC
    $82.3M
    -25%
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.