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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.
ABerkshire HathawayPershing SquareTiger GlobalRenaissance TechnologiesBridgewater AssociatesCitadel AdvisorsSoros Fund ManagementAppaloosaTwo Sigma InvestmentsElliott ManagementThird PointLone Pine CapitalCoatue ManagementViking Global InvestorsD1 Capital PartnersGreenlight CapitalGlenview CapitalD.E. ShawAQR Capital ManagementMillennium ManagementScion Asset ManagementMaverick CapitalJANA PartnersDuquesne Family OfficePoint72 Asset Management
BBerkshire HathawayPershing SquareTiger GlobalRenaissance TechnologiesBridgewater AssociatesCitadel AdvisorsSoros Fund ManagementAppaloosaTwo Sigma InvestmentsElliott ManagementThird PointLone Pine CapitalCoatue ManagementViking Global InvestorsD1 Capital PartnersGreenlight CapitalGlenview CapitalD.E. ShawAQR Capital ManagementMillennium ManagementScion Asset ManagementMaverick CapitalJANA PartnersDuquesne Family OfficePoint72 Asset Management
Not available for compare (2 funds pending snapshot coverage): Trian Fund Management, Starboard Value. See /universe for the full tracked list.
Overlap
36
Held by both
Only in A
29
Duquesne Family Office
Only in B
3,177
Renaissance Technologies
Combined overlap (entry-time)
$1.27B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | Duquesne Family Office | Renaissance Technologies | Combined |
|---|---|---|---|
MUMicron Technology Inc | $7.91K | $200.71M | $200.71M |
LITELumentum Hldgs Inc | $4.89K | $142.55M | $142.55M |
SESea Ltd | $49.54K | $129.73M | $129.78M |
INTCIntel Corp | $18.16K | $93.39M | $93.41M |
G25508105Crh Plc | $47.22K | $79.12M | $79.17M |
ROKURoku Inc | $34.77K | $69.91M | $69.95M |
CLSCelestica Inc | $9.37K | $68.95M | $68.96M |
UUnity Software Inc | $42.93K | $54.53M | $54.58M |
LINLinde Plc | $20.43K | $54.28M | $54.3M |
WABWabtec | $56.35K | $41.77M | $41.83M |
NTRANatera Inc | $18.18M | $23.44M | $41.63M |
AAAlcoa Corp | $73.12K | $39.71M | $39.78M |
SOLSSolstice Advanced Matls Inc | $4.76K | $38.39M | $38.4M |
INSMInsmed Inc | $1.34K | $31.07M | $31.07M |
ADMAAdma Biologics Inc | $4.6K | $28.87M | $28.87M |
BEBloom Energy Corp | $64.35K | $22.61M | $22.67M |
QQnity Electronics Inc | $14.5K | $21.88M | $21.89M |
SNDKSandisk Corp | $24.24K | $18.73M | $18.76M |
XENEXenon Pharmaceuticals Inc | $13.88K | $17.47M | $17.49M |
STXSeagate Technology Hldngs Pl | $19.86K | $12.48M | $12.5M |
BLTEBelite Bio Inc Sponsored | $16.92K | $8.29M | $8.31M |
DAKTDaktronics Inc | $20.65K | $7.8M | $7.82M |
CAICaris Life Sciences Inc | $33.87K | $6.81M | $6.84M |
TWLOTwilio Inc | $22.87K | $6.54M | $6.57M |
TSMTaiwan Semiconductor Mfg Ltd | $9.96K | $6.05M | $6.06M |
EWZIshares Inc | $112.87K | $4.57M | $4.68M |
WVEWave Life Sciences Ltd | $2.94K | $4.02M | $4.02M |
SCCOSouthern Copper Corp | $17.33K | $3.11M | $3.13M |
NUVBNuvation Bio Inc | $19.48K | $2.4M | $2.42M |
ARMArm Holdings Plc | $16.14K | $2.08M | $2.1M |
Showing top 30 of 36 common holdings.
Only in Duquesne Family Office
Top 20 by current entry value
- CPNGCoupang Inc$431.85M-44%
- AMZNAmazon Com Inc$95.97K+13%
- STUBStubhub Hldgs Inc$71.73K
- LSCCLattice Semiconductor Corp$68.13K+26%
- WWDWoodward Inc$55.08K+157%
- QSRRestaurant Brands Intl Inc$49.78K+19%
- UALUnited Airls Hldgs Inc$38.96K-19%
- ARGTGlobal X Fds$36.15K+4%
- CLFCleveland-Cliffs Inc New$33.12K-1%
- TEVATeva Pharmaceutical Inds Ltd$25.73K+103%
- HUMHumana Inc$23.84K+0%
- JBLJabil Inc$21.84K-0%
- GSGIshares S&P Gsci Commodity-$20.74K+1%
- STMStmicroelectronics N V$20.07K+84%
- OLMAOlema Pharmaceuticals Inc$14.71K-5%
- YPFYpf Sociedad Anonima$12.85K+120%
- JBSJbs N.V.$11.78K
- NETCloudflare Inc$10.84K+2%
- PTGXProtagonist Therapeutics Inc$10.61K+19%
- LYBLyondellbasell Industries Nv$10.59K
Only in Renaissance Technologies
Top 20 by current entry value
- NVONOVO-NORDISK A S$1.31B-65%
- PLTRPALANTIR TECHNOLOGIES INC$1B+350%
- NVDANVIDIA CORPORATION$867.49M+112%
- AAPLAPPLE INC$780.57M+5%
- VRTXVERTEX PHARMACEUTICALS INC$734.2M-7%
- UTHRUNITED THERAPEUTICS CORP DEL$692.75M+72%
- VRSNVERISIGN INC$538.32M+66%
- ABNBAIRBNB INC$515.76M+17%
- UNHUNITEDHEALTH GROUP INC$421.82M+47%
- GOOGALPHABET INC$418.91M+35%
- SFMSPROUTS FMRS MKT INC$371.3M-8%
- FNVFRANCO NEV CORP$364.32M+88%
- GILDGILEAD SCIENCES INC$347M+85%
- EXELEXELIXIS INC$340.71M+85%
- NBIXNEUROCRINE BIOSCIENCES INC$339.79M+7%
- CBOECBOE GLOBAL MKTS INC$318.82M+85%
- INCYINCYTE CORP$316.34M+56%
- DASHDOORDASH INC$303.26M+31%
- FTNTFORTINET INC$302.94M+82%
- MOHMOLINA HEALTHCARE INC$282.34M-45%
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.