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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
8
Held by both
Only in A
57
Duquesne Family Office
Only in B
36
D1 Capital Partners
Combined overlap (entry-time)
$2.05B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | Duquesne Family Office | D1 Capital Partners | Combined |
|---|---|---|---|
CPNGCoupang Inc | $431.85M | $219.23M | $651.07M |
AMZNAmazon Com Inc | $95.97K | $309.42M | $309.52M |
MELIMercadolibre Inc | $59.97K | $301M | $301.06M |
SESea Ltd | $49.54K | $231.03M | $231.08M |
AVGOBroadcom Inc | $60.65K | $220.18M | $220.24M |
CLSCelestica Inc | $9.37K | $152.55M | $152.55M |
TSMTaiwan Semiconductor Mfg Ltd | $9.96K | $111.05M | $111.06M |
UUnity Software Inc | $42.93K | $71.52M | $71.57M |
Only in Duquesne Family Office
Top 20 by current entry value
- 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%
- WABWabtec$56.35K+55%
- WWDWoodward Inc$55.08K+157%
- QSRRestaurant Brands Intl Inc$49.78K+19%
- G25508105Crh Plc$47.22K
- 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%
- RVMDRevolution Medicines Inc$30.72K-1%
- TEVATeva Pharmaceutical Inds Ltd$25.73K+103%
- SNDKSandisk Corp$24.24K-5%
- HUMHumana Inc$23.84K+0%
Only in D1 Capital Partners
Top 20 by current entry value
- CARTMAPLEBEAR INC$858.25M+60%
- NUNU HLDGS LTD$372.05M
- G4253H101JAMES HARDIE INDS PLC$364.95M
- TMOTHERMO FISHER SCIENTIFIC INC$356.36M+9%
- SGISOMNIGROUP INTERNATIONAL INC$346.57M+8%
- SCHWSCHWAB CHARLES CORP$340.96M+1%
- SHWSHERWIN WILLIAMS CO$311.76M-20%
- XPOXPO INC$271.53M+86%
- SPOTSPOTIFY TECHNOLOGY S A$229.9M
- DASHDOORDASH INC$215.84M-2%
- CVNACARVANA CO$210.14M-4%
- MLMMARTIN MARIETTA MATLS INC$190.06M+3%
- RDDTREDDIT INC$187.56M+49%
- APOAPOLLO GLOBAL MGMT INC$174.76M-8%
- JCIJOHNSON CTLS INTL PLC$162.2M
- APPAPPLOVIN CORP$155.76M+18%
- KNXKNIGHT-SWIFT TRANSN HLDGS IN$147.37M+81%
- DISDISNEY WALT CO$138.09M-4%
- ADSKAUTODESK INC$134.88M+5%
- GOOGLALPHABET INC$134.84M-8%
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.