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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
43
Held by both
Only in A
5,963
Citadel Advisors
Only in B
1
D1 Capital Partners
Combined overlap (entry-time)
$14.78B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockCitadel AdvisorsD1 Capital PartnersCombined
AMZNAMAZON COM INC
$1.49B$309.42M$1.8B
AVGOBROADCOM INC
$776.67M$220.18M$996.85M
CARTMAPLEBEAR INC
$138.2M$858.25M$996.44M
TMOTHERMO FISHER SCIENTIFIC INC
$543.43M$356.36M$899.79M
DISDISNEY WALT CO
$598.38M$138.09M$736.46M
SHWSHERWIN WILLIAMS CO
$361.46M$311.76M$673.21M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$341.45M$111.05M$452.5M
SGISOMNIGROUP INTERNATIONAL INC
$88.83M$346.57M$435.4M
ADSKAUTODESK INC
$293.16M$134.88M$428.04M
XPOXPO INC
$154.1M$271.53M$425.63M
NVDANVIDIA CORPORATION
$299.1M$115.05M$414.14M
G4253H101JAMES HARDIE INDS PLC
$27.08M$364.95M$392.03M
SCHWSCHWAB CHARLES CORP
$34.78M$340.96M$375.73M
NUNU HLDGS LTD
$1.68M$372.05M$373.73M
TXNTEXAS INSTRS INC
$267.13M$84.28M$351.41M
MELIMERCADOLIBRE INC
$40.72M$301M$341.72M
SESEA LTD
$78.93M$231.03M$309.96M
DASHDOORDASH INC
$69.04M$215.84M$284.88M
FERGFERGUSON ENTERPRISES INC
$199.14M$81.49M$280.63M
SPOTSPOTIFY TECHNOLOGY S A
$25.65M$229.9M$255.55M
GOOGLALPHABET INC
$112.66M$134.84M$247.49M
CPNGCOUPANG INC
$17.08M$219.23M$236.31M
ASMLASML HOLDING N V
$225.5M$8.98M$234.48M
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$80.03M$147.37M$227.4M
APPAPPLOVIN CORP
$67.66M$155.76M$223.42M
CVNACARVANA CO
$7.09M$210.14M$217.23M
JCIJOHNSON CTLS INTL PLC
$35.51M$162.2M$197.71M
APOAPOLLO GLOBAL MGMT INC
$17.25M$174.76M$192.01M
MLMMARTIN MARIETTA MATLS INC
$863.63K$190.06M$190.92M
LINELINEAGE INC
$102.4M$82.3M$184.7M

Showing top 30 of 43 common holdings.

Only in Citadel Advisors

Top 20 by current entry value
  • SPYSPDR S&P 500 ETF TR
    $3.05B
    +42%
  • NDQINVESCO QQQ TR
    $1.58B
  • AAPLAPPLE INC
    $1.15B
    +42%
  • KOCOCA COLA CO
    $1.02B
    +21%
  • BSXBOSTON SCIENTIFIC CORP
    $962.61M
    -27%
  • BACBANK AMERICA CORP
    $890.02M
    +38%
  • ISRGINTUITIVE SURGICAL INC
    $633.14M
    -7%
  • PFEPFIZER INC
    $570.67M
    -1%
  • MSFTMICROSOFT CORP
    $555.6M
    +3%
  • TAT&T INC
    $518.59M
    +35%
  • HUMHUMANA INC
    $483.53M
    -12%
  • SPGIS&P GLOBAL INC
    $459.85M
    -14%
  • BMYBRISTOL-MYERS SQUIBB CO
    $455.65M
    +28%
  • LLYELI LILLY & CO
    $453.45M
    +8%
  • EQIXEQUINIX INC
    $426.81M
    +31%
  • ICLRICON PLC
    $426.38M
  • TGTTARGET CORP
    $416.62M
    -2%
  • ADBEADOBE INC
    $405.73M
    -53%
  • WMTWALMART INC
    $400.85M
    +33%
  • UNHUNITEDHEALTH GROUP INC
    $389.62M
    -30%

Only in D1 Capital Partners

Top 20 by current entry value
  • RDDTREDDIT INC
    $187.56M
    +49%
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.