Skip to content
mapperlab
← Dashboard
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
226
Held by both
Only in A
3,632
Millennium Management
Only in B
24
Soros Fund Management
Combined overlap (entry-time)
$32.18B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockMillennium ManagementSoros Fund ManagementCombined
AAPLAPPLE INC
$2.7B$4.34M$2.7B
AMZNAMAZON COM INC
$1.76B$56.21M$1.82B
SPYSPDR S&P 500 ETF TR
$1.67B$69.16M$1.74B
NVDANVIDIA CORPORATION
$1.58B$6.26M$1.58B
MSFTMICROSOFT CORP
$1.36B$16.62M$1.37B
AVGOBROADCOM INC
$951.28M$35.43M$986.71M
WMTWALMART INC
$801.97M$1.98M$803.94M
APOAPOLLO GLOBAL MGMT INC
$686.06M$14.64M$700.69M
UNHUNITEDHEALTH GROUP INC
$622.52M$39.41M$661.93M
METAMETA PLATFORMS INC
$627.03M$19.8M$646.83M
GOOGLALPHABET INC
$470.91M$166.66M$637.57M
LLYELI LILLY & CO
$481.7M$24M$505.7M
SPGIS&P GLOBAL INC
$463.17M$7.03M$470.2M
KOCOCA COLA CO
$446.13M$11.46M$457.58M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$415.04M$28.42M$443.45M
G25508105CRH PLC
$332.48M$45.11M$377.59M
HONHONEYWELL INTL INC
$351.12M$21.05M$372.17M
ACNACCENTURE PLC IRELAND
$297.62M$60.75M$358.36M
BRK/BBERKSHIRE HATHAWAY INC DEL
$264.02M$63.87M$327.89M
UBERUBER TECHNOLOGIES INC
$267.69M$50.85M$318.53M
DISDISNEY WALT CO
$237.76M$75.08M$312.84M
ETRENTERGY CORP NEW
$200.8M$93.64M$294.44M
MUMICRON TECHNOLOGY INC
$283.05M$954.06K$284M
XELXCEL ENERGY INC
$229.18M$54.07M$283.25M
DYDYCOM INDS INC
$275.32M$2.78M$278.1M
CMCSACOMCAST CORP NEW
$264.42M$2.2M$266.61M
MAMASTERCARD INCORPORATED
$242.49M$15.22M$257.7M
CFGCITIZENS FINL GROUP INC
$237.18M$17.44M$254.62M
RIVNRIVIAN AUTOMOTIVE INC
$59.58M$194.87M$254.46M
ARESARES MANAGEMENT CORPORATION
$231.66M$21.39M$253.05M

Showing top 30 of 226 common holdings.

Only in Millennium Management

Top 20 by current entry value
  • IVVISHARES TR
    $3.29B
    +39%
  • SPYMSPDR SERIES TRUST
    $1.65B
    -0%
  • MRKMERCK & CO INC
    $1.19B
    +5%
  • BSXBOSTON SCIENTIFIC CORP
    $829.35M
    -27%
  • WFCWELLS FARGO CO NEW
    $817.78M
    +44%
  • ISRGINTUITIVE SURGICAL INC
    $674.71M
    -7%
  • COPCONOCOPHILLIPS
    $620.87M
    +20%
  • FBTCFIDELITY WISE ORIGIN BITCOIN
    $588.97M
    +30%
  • PFEPFIZER INC
    $557.41M
    -1%
  • GOOGALPHABET INC
    $540.76M
    +134%
  • LNGCHENIERE ENERGY INC
    $534.79M
    +37%
  • BACBANK AMERICA CORP
    $524.41M
    +38%
  • NUNU HLDGS LTD
    $505.19M
  • SCHWSCHWAB CHARLES CORP
    $462.13M
    +45%
  • TTTRANE TECHNOLOGIES PLC
    $440.1M
  • CBRECBRE GROUP INC
    $413.58M
    +18%
  • IFFINTERNATIONAL FLAVORS&FRAGRA
    $411.32M
    -21%
  • MMM3M CO
    $406.65M
    +25%
  • XOMEXXON MOBIL CORP
    $405.96M
    +44%
  • ADBEADOBE INC
    $403.62M
    -53%

Only in Soros Fund Management

Top 20 by current entry value
  • SWSMURFIT WESTROCK PLC
    $340.85M
  • BLBLACKLINE INC
    $94.86M
  • SNAPSNAP INC
    $71.15M
  • KDKKODIAK AI INC.
    $68.18M
  • DXCMDEXCOM INC
    $58.17M
  • 62886HBD2NCL CORP LTD
    $38.8M
  • EMXCISHARES INC
    $38.04M
    +65%
  • ETSYETSY INC
    $33.96M
  • OBDCBLUE OWL CAPITAL CORPORATION
    $27.11M
    -2%
  • MUBISHARES TR
    $25.72M
    +4%
  • MFICMIDCAP FINANCIAL INVSTMNT CO
    $21.86M
    -3%
  • 477839AB0JBT MAREL CORPORATION
    $16.92M
  • PONYPONY AI INC
    $12.72M
    -50%
  • OTFBLUE OWL TECHNOLOGY FIN CORP
    $12.45M
  • OKTAOKTA INC
    $9.65M
  • CORZWCORE SCIENTIFIC INC NEW
    $8.99M
  • CAKECHEESECAKE FACTORY INC
    $8.95M
  • NPNEPTUNE INS HLDGS INC
    $4.99M
    +44%
  • EWCISHARES INC
    $3.62M
    +53%
  • AKTSAKTIS ONCOLOGY INC
    $1.79M
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.