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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
944
Held by both
Only in A
49
Bridgewater Associates
Only in B
2,914
Millennium Management
Combined overlap (entry-time)
$82.19B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockBridgewater AssociatesMillennium ManagementCombined
SPYSPDR S&P 500 ETF TR
$3.18B$1.67B$4.85B
IVVISHARES TR
$28.15M$3.29B$3.32B
AAPLAPPLE INC
$213.52K$2.7B$2.7B
AMZNAMAZON COM INC
$189.02M$1.76B$1.95B
NVDANVIDIA CORPORATION
$20.93M$1.58B$1.6B
MSFTMICROSOFT CORP
$33.2M$1.36B$1.39B
WMTWALMART INC
$195.06M$801.97M$997.03M
AVGOBROADCOM INC
$44.89M$951.28M$996.16M
WFCWELLS FARGO CO NEW
$26.18M$817.78M$843.95M
BSXBOSTON SCIENTIFIC CORP
$12.61M$829.35M$841.96M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$364M$415.04M$779.03M
ISRGINTUITIVE SURGICAL INC
$18.75M$674.71M$693.46M
APOAPOLLO GLOBAL MGMT INC
$502.84K$686.06M$686.56M
GOOGALPHABET INC
$111.02M$540.76M$651.78M
METAMETA PLATFORMS INC
$6.22M$627.03M$633.25M
BACBANK AMERICA CORP
$29.46M$524.41M$553.87M
KOCOCA COLA CO
$100.28M$446.13M$546.4M
LNGCHENIERE ENERGY INC
$354K$534.79M$535.14M
SCHWSCHWAB CHARLES CORP
$46.14M$462.13M$508.27M
SPGIS&P GLOBAL INC
$35.16M$463.17M$498.33M
LLYELI LILLY & CO
$7.97M$481.7M$489.66M
GOOGLALPHABET INC
$8.47M$470.91M$479.37M
ADBEADOBE SYSTEMS INCORPORATED
$14.86M$403.62M$418.49M
MMM3M CO
$1.51M$406.65M$408.16M
SPOTSPOTIFY TECHNOLOGY S A
$13.67M$380.31M$393.98M
BDXBECTON DICKINSON & CO
$15.99M$377.44M$393.43M
PHPARKER-HANNIFIN CORP
$11.59M$376.72M$388.31M
WDCWESTERN DIGITAL CORP.
$6.24M$379.71M$385.95M
UNPUNION PAC CORP
$46M$338.79M$384.79M
HUBSHUBSPOT INC
$10.05M$372.82M$382.87M

Showing top 30 of 944 common holdings.

Only in Bridgewater Associates

Top 20 by current entry value
  • VWOVANGUARD INTL EQUITY INDEX F
    $3.85B
    +119%
  • EMXCISHARES INC
    $84.35M
    +11%
  • MBBISHARES TR
    $65.61M
    +12%
  • IEMGISHARES INC
    $60.17M
    +153%
  • EWWISHARES INC
    $51.47M
    +67%
  • BF/BBROWN FORMAN CORP
    $17.41M
  • LPXLOUISIANA PAC CORP
    $12.31M
    +6%
  • NXPINXP SEMICONDUCTORS N V
    $11.56M
  • ALKSALKERMES PLC
    $9.64M
  • FIGSFIGS INC
    $7.67M
    -2%
  • PBPROSPERITY BANCSHARES INC
    $7.16M
    +3%
  • LKQLKQ CORP
    $6.9M
    -15%
  • INDBINDEPENDENT BK CORP MASS
    $6.82M
    +16%
  • ZBHZIMMER BIOMET HOLDINGS INC
    $6.7M
    -40%
  • NBISNEBIUS GROUP N.V.
    $6.22M
  • TDOCTELADOC HEALTH INC
    $5.66M
    -97%
  • AGOASSURED GUARANTY LTD
    $5.5M
  • GAPGAP INC
    $5.14M
    +2%
  • ASOACADEMY SPORTS & OUTDOORS IN
    $4.38M
    +4%
  • ARWRARROWHEAD PHARMACEUTICALS IN
    $3.98M
    +12%

Only in Millennium Management

Top 20 by current entry value
  • SPYMSPDR SERIES TRUST
    $1.65B
    -0%
  • MRKMERCK & CO INC
    $1.19B
    +5%
  • UNHUNITEDHEALTH GROUP INC
    $622.52M
    -30%
  • COPCONOCOPHILLIPS
    $620.87M
    +20%
  • FBTCFIDELITY WISE ORIGIN BITCOIN
    $588.97M
    +30%
  • PFEPFIZER INC
    $557.41M
    -1%
  • NUNU HLDGS LTD
    $505.19M
  • TTTRANE TECHNOLOGIES PLC
    $440.1M
  • CBRECBRE GROUP INC
    $413.58M
    +18%
  • IFFINTERNATIONAL FLAVORS&FRAGRA
    $411.32M
    -21%
  • XOMEXXON MOBIL CORP
    $405.96M
    +44%
  • ADSKAUTODESK INC
    $373.67M
    -1%
  • IBITISHARES BITCOIN TR
    $371.32M
    +30%
  • HONHONEYWELL INTL INC
    $351.12M
    +22%
  • GPNGLOBAL PMTS INC
    $338.01M
    -33%
  • MSTRSTRATEGY INC
    $310.58M
  • NVONOVO-NORDISK A S
    $309.12M
    -65%
  • ACNACCENTURE PLC IRELAND
    $297.62M
  • CVECENOVUS ENERGY INC
    $297.47M
    +71%
  • ELVELEVANCE HEALTH INC
    $294.34M
    -25%
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.