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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
2,596
Held by both
Only in A
1,143
AQR Capital Management
Only in B
1,083
Two Sigma Investments
Combined overlap (entry-time)
$104.86B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockAQR Capital ManagementTwo Sigma InvestmentsCombined
NVDANVIDIA CORPORATION
$1.92B$233.99M$2.16B
AAPLAPPLE INC
$1.73B$291.05M$2.02B
MSFTMICROSOFT CORP
$1.73B$265.78M$2B
SPYSPDR S&P 500 ETF TR
$18.49M$1.52B$1.54B
AMZNAMAZON COM INC
$1.01B$245.1M$1.25B
AVGOBROADCOM INC
$483.34M$688.74M$1.17B
METAMETA PLATFORMS INC
$811.08M$269.91M$1.08B
GOOGLALPHABET INC
$839.53M$3.28M$842.81M
ABTABBOTT LABORATORIES
$90.42M$655.94M$746.36M
LLYELI LILLY & CO
$429.65M$204.42M$634.07M
MCKMCKESSON CORP
$500.88M$127.57M$628.45M
CITHE CIGNA GROUP
$510.47M$102.72M$613.19M
TAT&T INC
$414.56M$182.2M$596.76M
CSCOCISCO SYS INC
$458.12M$134.2M$592.32M
GEGE AEROSPACE
$468.5M$49.26M$517.76M
BRK/BBERKSHIRE HATHAWAY INC DEL
$315.66M$190.59M$506.25M
BACBANK AMERICA CORP
$276.25M$225.54M$501.79M
JNJJOHNSON & JOHNSON
$489.18M$9.22M$498.4M
CCITIGROUP INC
$302.05M$191.14M$493.19M
COSTCOSTCO WHSL CORP NEW
$226.92M$248.89M$475.8M
CMECME GROUP INC
$240.33M$227.57M$467.9M
CRWDCROWDSTRIKE HLDGS INC
$235.73M$221.8M$457.53M
MRKMERCK & CO INC
$273.76M$183.61M$457.36M
NDQINVESCO QQQ TR
$5.77M$448.42M$454.19M
CORCENCORA INC
$244.36M$201.69M$446.05M
MAMASTERCARD INCORPORATED
$200.37M$230.98M$431.34M
HPEHEWLETT PACKARD ENTERPRISE C
$243.42M$182.29M$425.71M
ZMZOOM VIDEO COMMUNICATIONS IN
$337.23M$86.71M$423.94M
VVISA INC
$170.09M$250.29M$420.39M
EGEVEREST GROUP LTD
$393.39M$26.07M$419.47M

Showing top 30 of 2596 common holdings.

Only in AQR Capital Management

Top 20 by current entry value
  • GOOGALPHABET INC
    $504.9M
    +134%
  • XOMEXXON MOBIL CORP
    $410.12M
    +44%
  • CMCSACOMCAST CORP NEW
    $339.22M
    -27%
  • CVSCVS HEALTH CORP
    $310.72M
    +84%
  • TTETOTALENERGIES SE
    $219.15M
  • VSNTVERSANT MEDIA GROUP INC
    $211.35M
    -2%
  • NXPINXP SEMICONDUCTORS N V
    $161.82M
  • WINGWINGSTOP INC
    $137.75M
    -65%
  • VZVERIZON COMMUNICATIONS INC
    $134.53M
    +28%
  • CRBGCOREBRIDGE FINL INC
    $129.96M
    +8%
  • TGTTARGET CORP
    $129.76M
    -2%
  • CXCEMEX SAB DE CV
    $121.11M
    +102%
  • DKSDICKS SPORTING GOODS INC
    $117.1M
    +2%
  • RGAREINSURANCE GRP OF AMERICA I
    $113.15M
    +8%
  • GPNGLOBAL PMTS INC
    $109.86M
    -33%
  • HDHOME DEPOT INC
    $103.87M
    -12%
  • WCCWESCO INTL INC
    $96.73M
    +126%
  • LYBLYONDELLBASELL INDUSTRIES N
    $86.81M
  • FISFIDELITY NATL INFORMATION SV
    $81.67M
    -42%
  • CTRACOTERRA ENERGY INC
    $75.87M
    +44%

Only in Two Sigma Investments

Top 20 by current entry value
  • SATSECHOSTAR CORP
    $213.04M
  • STXSEAGATE HDD CAYMAN
    $138.47M
  • 060505682BANK AMERICA CORP
    $112.46M
  • EVRGEVERGY INC
    $107.7M
  • WDCWESTERN DIGITAL CORP
    $78.37M
  • TEMTEMPUS AI INC
    $75.75M
  • NEENEXTERA ENERGY INC
    $60.01M
  • PCGPG&E CORP
    $59.92M
  • 82452J307SHIFT4 PMTS INC
    $57.57M
  • MSTRSTRATEGY INC
    $53.42M
  • VTRVENTAS RLTY LTD PARTNERSHIP
    $53.32M
  • 85205TAQ3SPIRIT AEROSYSTEMS INC
    $53.28M
  • PAGPPLAINS GP HLDGS L P
    $52.99M
    +54%
  • TMDXTRANSMEDICS GROUP INC
    $52.35M
  • BZKANZHUN LIMITED
    $50.97M
    +1%
  • GTLLGLOBAL PMTS INC
    $49.69M
  • ALBALBEMARLE CORP
    $48.18M
  • 03769M304APOLLO GLOBAL MGMT INC
    $47.59M
  • 85571BBA2STARWOOD PPTY TR INC
    $47.28M
  • LITELUMENTUM HLDGS INC
    $47.06M
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.