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
61
Held by both
Only in A
3,797
Millennium Management
Only in B
4
Duquesne Family Office
Combined overlap (entry-time)
$6.38B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockMillennium ManagementDuquesne Family OfficeCombined
AMZNAMAZON COM INC
$1.76B$95.97K$1.76B
AVGOBROADCOM INC
$951.28M$60.65K$951.34M
CPNGCOUPANG INC
$12.84M$431.85M$444.69M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$415.04M$9.96K$415.05M
G25508105CRH PLC
$332.48M$47.22K$332.53M
TWLOTWILIO INC
$316.94M$22.87K$316.97M
MUMICRON TECHNOLOGY INC
$283.05M$7.91K$283.06M
NTRANATERA INC
$181.3M$18.18M$199.48M
JBLJABIL INC
$148.95M$21.84K$148.97M
LYBLYONDELLBASELL INDUSTRIES N
$127.18M$10.59K$127.19M
WABWABTEC
$118.5M$56.35K$118.56M
STXSEAGATE TECHNOLOGY HLDNGS PL
$94.33M$19.86K$94.35M
CAICARIS LIFE SCIENCES INC
$93.87M$33.87K$93.91M
SOLSSOLSTICE ADVANCED MATLS INC
$87.8M$4.76K$87.81M
INSMINSMED INC
$80.3M$1.34K$80.3M
JBSJBS N.V.
$65.29M$11.78K$65.3M
MELIMERCADOLIBRE INC
$57.53M$59.97K$57.59M
TEVATEVA PHARMACEUTICAL INDS LTD
$57.04M$25.73K$57.07M
AAALCOA CORP
$53.74M$73.12K$53.81M
CLFCLEVELAND-CLIFFS INC NEW
$52.47M$33.12K$52.5M
COHRCOHERENT CORP
$49.79M$9.62K$49.8M
LINLINDE PLC
$46.93M$20.43K$46.95M
ROKUROKU INC
$44.16M$34.77K$44.19M
STMSTMICROELECTRONICS N V
$40.72M$20.07K$40.74M
TWSTTWIST BIOSCIENCE CORP
$38.56M$9.79K$38.57M
QQNITY ELECTRONICS INC
$35.15M$14.5K$35.16M
UALUNITED AIRLS HLDGS INC
$28.87M$38.96K$28.9M
LSCCLATTICE SEMICONDUCTOR CORP
$26.67M$68.13K$26.73M
INTCINTEL CORP
$25.26M$18.16K$25.27M
WWDWOODWARD INC
$22.6M$55.08K$22.66M

Showing top 30 of 61 common holdings.

Only in Millennium Management

Top 20 by current entry value
  • IVVISHARES TR
    $3.29B
    +39%
  • AAPLAPPLE INC
    $2.7B
    +42%
  • SPYSPDR S&P 500 ETF TR
    $1.67B
    +42%
  • SPYMSPDR SERIES TRUST
    $1.65B
    -0%
  • NVDANVIDIA CORPORATION
    $1.58B
    +88%
  • MSFTMICROSOFT CORP
    $1.36B
    +3%
  • MRKMERCK & CO INC
    $1.19B
    +5%
  • BSXBOSTON SCIENTIFIC CORP
    $829.35M
    -27%
  • WFCWELLS FARGO CO NEW
    $817.78M
    +44%
  • WMTWALMART INC
    $801.97M
    +98%
  • APOAPOLLO GLOBAL MGMT INC
    $686.06M
    +30%
  • ISRGINTUITIVE SURGICAL INC
    $674.71M
    -7%
  • METAMETA PLATFORMS INC
    $627.03M
    +17%
  • UNHUNITEDHEALTH GROUP INC
    $622.52M
    -30%
  • 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%

Only in Duquesne Family Office

Top 20 by current entry value
  • EWZIshares Inc
    $112.87K
    -3%
  • ARGTGlobal X Fds
    $36.15K
    +4%
  • GSGIshares S&P Gsci Commodity-
    $20.74K
    +1%
  • PTGXProtagonist Therapeutics Inc
    $10.61K
    +19%
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.