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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
31
Held by both
Only in A
3,648
Two Sigma Investments
Only in B
10
Glenview Capital
Combined overlap (entry-time)
$4.49B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | Two Sigma Investments | Glenview Capital | Combined |
|---|---|---|---|
DXCDXC TECHNOLOGY CO | $1.01M | $625.89M | $626.91M |
CITHE CIGNA GROUP | $102.72M | $516.31M | $619.03M |
THCTENET HEALTHCARE CORP | $1.94M | $453.59M | $455.54M |
AMDADVANCED MICRO DEVICES INC | $230.85M | $84.42M | $315.27M |
METAMETA PLATFORMS INC | $269.91M | $26M | $295.9M |
AMZNAMAZON COM INC | $245.1M | $46.97M | $292.07M |
TMOTHERMO FISHER SCIENTIFIC INC | $236.58M | $40.55M | $277.13M |
INTCINTEL CORP | $237.46M | $17.63M | $255.09M |
HUMHUMANA INC | $103.99M | $58.07M | $162.05M |
CSCOCISCO SYS INC | $134.2M | $26.37M | $160.56M |
DOCNDIGITALOCEAN HLDGS INC | $16.24M | $96.45M | $112.69M |
MYGNMYRIAD GENETICS INC | $128.62K | $105.45M | $105.58M |
BIIBBIOGEN INC | $49.35M | $51.14M | $100.5M |
BFLYBUTTERFLY NETWORK INC | $229.31K | $80.36M | $80.59M |
DHRDANAHER CORPORATION | $68.55M | $9.88M | $78.43M |
VTRSVIATRIS INC | $2.71M | $65.68M | $68.39M |
UALUNITED AIRLS HLDGS INC | $42.97M | $22.18M | $65.15M |
USFDUS FOODS HLDG CORP | $3.18M | $56.39M | $59.58M |
AKAMAKAMAI TECHNOLOGIES INC | $25.11M | $17.97M | $43.07M |
UBERUBER TECHNOLOGIES INC | $16.5M | $23.09M | $39.59M |
XYZBLOCK INC | $13.8M | $23.29M | $37.1M |
AMATAPPLIED MATLS INC | $2.43M | $33.32M | $35.75M |
ONTOONTO INNOVATION INC | $539.24K | $34.97M | $35.51M |
GTMZOOMINFO TECHNOLOGIES INC | $9.9M | $20.02M | $29.92M |
LADLITHIA MTRS INC | $1.04M | $23.42M | $24.46M |
TECHBIO-TECHNE CORP | $2.54M | $20.81M | $23.35M |
CNCCENTENE CORP DEL | $8.95M | $13.27M | $22.22M |
EYENATIONAL VISION HLDGS INC | $1.12M | $18.7M | $19.82M |
BKRBAKER HUGHES COMPANY | $788.2K | $18.54M | $19.33M |
TEVATEVA PHARMACEUTICAL INDS LTD | $2.24M | $16.75M | $18.99M |
Showing top 30 of 31 common holdings.
Only in Two Sigma Investments
Top 20 by current entry value
- SPYSPDR S&P 500 ETF TR$1.52B+42%
- AVGOBROADCOM INC$688.74M-1%
- 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%
- MSFTMICROSOFT CORP$265.78M+3%
- 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%
- SHWSHERWIN WILLIAMS CO$238.3M-13%
- NFLXNETFLIX INC$235.94M+35%
Only in Glenview Capital
Top 20 by current entry value
- ESIELEMENT SOLUTIONS INC$118.09M+288%
- ZZILLOW GROUP INC$68.55M-46%
- CVSCVS HEALTH CORP$58.92M+38%
- DKSDICKS SPORTING GOODS INC$57.47M-4%
- LIONLIONSGATE STUDIOS CORP$34.5M
- SGRYSURGERY PARTNERS INC$33.99M-38%
- GENIGENIUS SPORTS LIMITED$22.37M
- FUNSIX FLAGS ENTERTAINMENT CORP$17.22M+29%
- GPNGLOBAL PMTS INC$12.96M-63%
- PRMBPRIMO BRANDS CORPORATION$10M+1%
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.