Skip to content
mapperlab
← Dashboard
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
7
Held by both
Only in A
58
Duquesne Family Office
Only in B
55
Coatue Management
Combined overlap (entry-time)
$1.76B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockDuquesne Family OfficeCoatue ManagementCombined
AVGOBroadcom Inc
$60.65K$551.98M$552.04M
TSMTaiwan Semiconductor Mfg Ltd
$9.96K$548.9M$548.91M
CAICaris Life Sciences Inc
$33.87K$271M$271.03M
AMZNAmazon Com Inc
$95.97K$157.08M$157.18M
SOLSSolstice Advanced Matls Inc
$4.76K$126.01M$126.02M
MUMicron Technology Inc
$7.91K$56.06M$56.07M
NTRANatera Inc
$18.18M$27.42M$45.6M

Only in Duquesne Family Office

Top 20 by current entry value
  • CPNGCoupang Inc
    $431.85M
    -44%
  • 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%
  • MELIMercadolibre Inc
    $59.97K
    -16%
  • WABWabtec
    $56.35K
    +55%
  • WWDWoodward Inc
    $55.08K
    +157%
  • QSRRestaurant Brands Intl Inc
    $49.78K
    +19%
  • SESea Ltd
    $49.54K
    -50%
  • 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%
  • CLFCleveland-Cliffs Inc New
    $33.12K
    -1%
  • RVMDRevolution Medicines Inc
    $30.72K
    -1%
  • TEVATeva Pharmaceutical Inds Ltd
    $25.73K
    +103%

Only in Coatue Management

Top 20 by current entry value
  • EQIXEQUINIX INC
    $1.07B
    +2%
  • RDDTREDDIT INC
    $1.07B
    -14%
  • SNPSSYNOPSYS INC
    $892.61M
    +27%
  • AMATAPPLIED MATLS INC
    $685.68M
    +114%
  • ASMLASML HLDG NV
    $655.44M
  • GEVGE VERNOVA INC
    $571.48M
    +428%
  • GOOGALPHABET INC
    $509.4M
    +31%
  • METAFACEBOOK INC
    $464.3M
    +1146%
  • CEGCONSTELLATION ENERGY CORP
    $378.89M
    +25%
  • CHYMCHIME FINL INC
    $373.47M
    -36%
  • ETNEATON CORP PLC
    $357.66M
  • MSFTMICROSOFT CORP
    $293.24M
    +37%
  • LRCXLAM RESEARCH CORP
    $292.27M
    +304%
  • TSLATESLA INC
    $280.22M
    +693%
  • SPOTSPOTIFY TECHNOLOGY S A
    $280.17M
  • DASHDOORDASH INC
    $279.51M
    -10%
  • ISRGINTUITIVE SURGICAL INC
    $229.61M
    +38%
  • NFLXNETFLIX INC
    $224.99M
    +2143%
  • VVISA INC
    $217.24M
    -3%
  • QCOMQUALCOMM INC
    $178.66M
    +19%
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.