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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
6
Held by both
Only in A
59
Duquesne Family Office
Only in B
71
Viking Global Investors
Combined overlap (entry-time)
$2.59B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | Duquesne Family Office | Viking Global Investors | Combined |
|---|---|---|---|
TSMTaiwan Semiconductor Mfg Ltd | $9.96K | $807.66M | $807.67M |
AMZNAmazon Com Inc | $95.97K | $721.73M | $721.83M |
SESea Ltd | $49.54K | $542.85M | $542.9M |
CLSCelestica Inc | $9.37K | $424.46M | $424.47M |
TWLOTwilio Inc | $22.87K | $56.72M | $56.74M |
NAMSNewamsterdam Pharma Company | $4.77K | $39.49M | $39.5M |
Only in Duquesne Family Office
Top 20 by current entry value
- CPNGCoupang Inc$431.85M-44%
- NTRANatera Inc$18.18M+443%
- EWZIshares Inc$112.87K-3%
- FIGRFigure Technology Solutio$76.99K-4%
- AAAlcoa Corp$73.12K+9%
- STUBStubhub Hldgs Inc$71.73K
- LSCCLattice Semiconductor Corp$68.13K+26%
- BEBloom Energy Corp$64.35K+78%
- AVGOBroadcom Inc$60.65K-1%
- MELIMercadolibre Inc$59.97K-16%
- WABWabtec$56.35K+55%
- WWDWoodward Inc$55.08K+157%
- QSRRestaurant Brands Intl Inc$49.78K+19%
- G25508105Crh Plc$47.22K
- UUnity Software Inc$42.93K-29%
- UALUnited Airls Hldgs Inc$38.96K-19%
- ARGTGlobal X Fds$36.15K+4%
- ROKURoku Inc$34.77K+77%
- CAICaris Life Sciences Inc$33.87K+4%
- CLFCleveland-Cliffs Inc New$33.12K-1%
Only in Viking Global Investors
Top 20 by current entry value
- ADPTADAPTIVE BIOTECHNOLOGIES COR$1.86B-65%
- MSFTMICROSOFT CORP$1.26B-13%
- VVISA INC$963.91M+4%
- AAPLAPPLE INC$911.88M+5%
- ROIVROIVANT SCIENCES LTD$889.45M
- GOOGLALPHABET INC$834.54M+22%
- COFCAPITAL ONE FINL CORP$823.18M-5%
- ICEINTERCONTINENTAL EXCHANGE IN$777.93M-7%
- DISDISNEY WALT CO$725.22M-12%
- BBIOBRIDGEBIO PHARMA INC$717.97M+143%
- FDXFEDEX CORP$688.2M+9%
- JPMJPMORGAN CHASE & CO.$608.77M+48%
- METAMETA PLATFORMS INC$607.93M-1%
- APDAIR PRODS & CHEMS INC$607.6M-3%
- BABOEING CO$526.59M+18%
- DKSDICKS SPORTING GOODS INC$509.37M+6%
- AONAON PLC$504.42M
- ATIATI INC$484.8M+16%
- CSXCSX CORP$481.68M+53%
- TMOTHERMO FISHER SCIENTIFIC INC$459.61M-4%
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.