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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
5
Held by both
Only in A
60
Duquesne Family Office
Only in B
36
Glenview Capital
Combined overlap (entry-time)
$161.8M
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockDuquesne Family OfficeGlenview CapitalCombined
HUMHumana Inc
$23.84K$58.07M$58.09M
AMZNAmazon Com Inc
$95.97K$46.97M$47.06M
UALUnited Airls Hldgs Inc
$38.96K$22.18M$22.22M
INTCIntel Corp
$18.16K$17.63M$17.65M
TEVATeva Pharmaceutical Inds Ltd
$25.73K$16.75M$16.78M

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%
  • SESea Ltd
    $49.54K
    -50%
  • G25508105Crh Plc
    $47.22K
  • UUnity Software Inc
    $42.93K
    -29%
  • 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 Glenview Capital

Top 20 by current entry value
  • DXCDXC TECHNOLOGY CO
    $625.89M
    -87%
  • CICIGNA CORP NEW
    $516.31M
    +64%
  • THCTENET HEALTHCARE CORP
    $453.59M
    +364%
  • ESIELEMENT SOLUTIONS INC
    $118.09M
    +288%
  • MYGNMYRIAD GENETICS INC
    $105.45M
    -85%
  • DOCNDIGITALOCEAN HLDGS INC
    $96.45M
    +118%
  • AMDADVANCED MICRO DEVICES INC
    $84.42M
    +107%
  • BFLYBUTTERFLY NETWORK INC
    $80.36M
  • ZZILLOW GROUP INC
    $68.55M
    -46%
  • VTRSVIATRIS INC
    $65.68M
    +51%
  • CVSCVS HEALTH CORP
    $58.92M
    +38%
  • DKSDICKS SPORTING GOODS INC
    $57.47M
    -4%
  • USFDUS FOODS HLDG CORP
    $56.39M
    +120%
  • BIIBBIOGEN INC
    $51.14M
    -2%
  • TMOTHERMO FISHER SCIENTIFIC INC
    $40.55M
    -9%
  • ONTOONTO INNOVATION INC
    $34.97M
    +99%
  • LIONLIONSGATE STUDIOS CORP
    $34.5M
  • SGRYSURGERY PARTNERS INC
    $33.99M
    -38%
  • AMATAPPLIED MATLS INC
    $33.32M
    +15%
  • CSCOCISCO SYS INC
    $26.37M
    +1%
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.