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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
26
Held by both
Only in A
967
Bridgewater Associates
Only in B
15
Glenview Capital
Combined overlap (entry-time)
$2.35B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockBridgewater AssociatesGlenview CapitalCombined
CICIGNA CORP NEW
$1.92M$516.31M$518.24M
THCTENET HEALTHCARE CORP
$220K$453.59M$453.81M
AMZNAMAZON COM INC
$189.02M$46.97M$235.99M
AMDADVANCED MICRO DEVICES INC
$122.63M$84.42M$207.05M
AMATAPPLIED MATLS INC
$94.9M$33.32M$128.22M
ESIELEMENT SOLUTIONS INC
$5.18M$118.09M$123.27M
DKSDICKS SPORTING GOODS INC
$9.69M$57.47M$67.16M
VTRSVIATRIS INC
$577K$65.68M$66.26M
USFDUS FOODS HLDG CORP
$5.45M$56.39M$61.84M
CVSCVS HEALTH CORP
$1.87M$58.92M$60.79M
ONTOONTO INNOVATION INC
$7.43M$34.97M$42.4M
TMOTHERMO FISHER SCIENTIFIC INC
$976.95K$40.55M$41.52M
TEVATEVA PHARMACEUTICAL INDS LTD
$17.47M$16.75M$34.22M
CSCOCISCO SYS INC
$6.54M$26.37M$32.91M
METAMETA PLATFORMS INC
$6.22M$26M$32.22M
UALUNITED AIRLS HLDGS INC
$7.39M$22.18M$29.57M
UBERUBER TECHNOLOGIES INC
$6.27M$23.09M$29.36M
GTMZOOMINFO TECHNOLOGIES INC
$5.46M$20.02M$25.48M
XYZBLOCK INC
$333K$23.29M$23.63M
BKRBAKER HUGHES COMPANY
$3.6M$18.54M$22.14M
EYENATIONAL VISION HLDGS INC
$2.86M$18.7M$21.56M
TECHBIO-TECHNE CORP
$312.36K$20.81M$21.12M
FUNSIX FLAGS ENTERTAINMENT CORP
$2.77M$17.22M$19.98M
PRMBPRIMO BRANDS CORPORATION
$8.06M$10M$18.06M
DHRDANAHER CORPORATION
$7.26M$9.88M$17.14M
CNCCENTENE CORP DEL
$1.6M$13.27M$14.87M

Only in Bridgewater Associates

Top 20 by current entry value
  • VWOVANGUARD INTL EQUITY INDEX F
    $3.85B
    +119%
  • SPYSPDR S&P 500 ETF TR
    $3.18B
    +457%
  • TSMTAIWAN SEMICONDUCTOR MANUFAC
    $364M
    +10%
  • WMTWALMART INC
    $195.06M
    +144%
  • LRCXLAM RESEARCH CORP
    $182.99M
    +301%
  • PGPROCTER AND GAMBLE CO
    $170.33M
    +11%
  • RDDTREDDIT INC
    $141.95M
    -11%
  • GOOGALPHABET INC
    $111.02M
    -8%
  • NUENUCOR CORP
    $104.59M
    +14%
  • KOCOCA COLA CO
    $100.28M
    +73%
  • JNJJOHNSON & JOHNSON
    $99.07M
    +75%
  • PEPPEPSICO INC
    $96.15M
    +16%
  • APHAMPHENOL CORP NEW
    $90.99M
    +10%
  • PCARPACCAR INC
    $89.75M
    +2%
  • EMXCISHARES INC
    $84.35M
    +11%
  • SNPSSYNOPSYS INC
    $82.61M
    -1%
  • H1467J104CHUBB LIMITED
    $82.27M
  • TSEMTOWER SEMICONDUCTOR LTD
    $81.2M
  • STLDSTEEL DYNAMICS INC
    $78.85M
    +18%
  • MCDMCDONALDS CORP
    $77.02M
    +47%

Only in Glenview Capital

Top 20 by current entry value
  • DXCDXC TECHNOLOGY CO
    $625.89M
    -87%
  • MYGNMYRIAD GENETICS INC
    $105.45M
    -85%
  • DOCNDIGITALOCEAN HLDGS INC
    $96.45M
    +118%
  • BFLYBUTTERFLY NETWORK INC
    $80.36M
  • ZZILLOW GROUP INC
    $68.55M
    -46%
  • HUMHUMANA INC
    $58.07M
    +0%
  • BIIBBIOGEN INC
    $51.14M
    -2%
  • LIONLIONSGATE STUDIOS CORP
    $34.5M
  • SGRYSURGERY PARTNERS INC
    $33.99M
    -38%
  • LADLITHIA MTRS INC
    $23.42M
    -10%
  • GENIGENIUS SPORTS LIMITED
    $22.37M
  • AKAMAKAMAI TECHNOLOGIES INC
    $17.97M
    -0%
  • INTCINTEL CORP
    $17.63M
    -1%
  • GPNGLOBAL PMTS INC
    $12.96M
    -63%
  • BLCOBAUSCH PLUS LOMB CORP
    $7.25M
    +37%
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.