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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
7
Held by both
Only in A
3,672
Two Sigma Investments
Only in B
4
Pershing Square
Combined overlap (entry-time)
$8.74B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockTwo Sigma InvestmentsPershing SquareCombined
MSFTMICROSOFT CORP
$265.78M$2.09B$2.36B
UBERUBER TECHNOLOGIES INC
$16.5M$2.21B$2.22B
METAMETA PLATFORMS INC
$269.91M$1.76B$2.03B
AMZNAMAZON COM INC
$245.1M$1.28B$1.52B
BNBROOKFIELD CORP
$23.87M$284.74M$308.61M
GOOGLALPHABET INC
$3.28M$226.65M$229.93M
HTZHERTZ GLOBAL HLDGS INC
$628.34K$59.1M$59.73M

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%
  • 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%
  • INTCINTEL CORP
    $237.46M
    +358%
  • TMOTHERMO FISHER SCIENTIFIC INC
    $236.58M
    -26%

Only in Pershing Square

Top 20 by current entry value
  • QSRRESTAURANT BRANDS INTL INC
    $1.48B
    +148%
  • HHHHOWARD HUGHES HOLDINGS INC
    $1.25B
    -11%
  • GOOGALPHABET INC
    $839.26M
    +224%
  • SEGSEAPORT ENTMT GROUP INC
    $57.44M
    -17%
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.