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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
19
Held by both
Only in A
1,964
Point72 Asset Management
Only in B
10
Berkshire Hathaway
Combined overlap (entry-time)
$71.06B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockPoint72 Asset ManagementBerkshire HathawayCombined
BACBANK AMERICA CORP
$29.43M$17.21B$17.24B
KOCOCA COLA CO
$126.8M$16.04B$16.17B
OXYOCCIDENTAL PETE CORP
$8.88M$7.74B$7.75B
H1467J104CHUBB LIMITED
$23.27M$6.72B$6.74B
GOOGLALPHABET INC
$62.16M$4.34B$4.4B
CVXCHEVRON CORPORATION
$216.68M$4.1B$4.31B
DALDELTA AIR LINES INC DEL
$89.33M$2.65B$2.74B
SIRISIRIUS XM HOLDINGS INC
$96.37M$2.49B$2.58B
DVADAVITA HEALTHCARE PARTNERS I
$3.37M$1.81B$1.81B
MCOMOODYS CORP
$164.42M$1.52B$1.68B
STZCONSTELLATION BRANDS INC
$29.45M$1.24B$1.27B
GOOGALPHABET INC
$38.94M$1.03B$1.07B
COFCAPITAL ONE FINL CORP
$66.92M$954.1M$1.02B
NUENUCOR CORP
$388.93K$856.79M$857.18M
VRSNVERISIGN INC
$35.67M$486.68M$522.34M
ALLYALLY FINL INC
$84.93M$389.99M$474.92M
LPXLOUISIANA PAC CORP
$7.62M$296.69M$304.31M
NVRNVR INC
$26.44M$70.57M$97M
JEFJEFFERIES FINANCIAL GROUP IN
$8.6M$12.79M$21.39M

Only in Point72 Asset Management

Top 20 by current entry value
  • AMZNAMAZON COM INC
    $917.68M
    +16%
  • ASMLASML HOLDING N V
    $430.09M
  • TAT&T INC
    $355.47M
    -0%
  • TMUST-MOBILE US INC
    $341.17M
    -11%
  • ANETARISTA NETWORKS INC
    $333.93M
    +33%
  • AKAMAKAMAI TECHNOLOGIES INC
    $331.3M
    +39%
  • COHRCOHERENT CORP
    $302.98M
    +442%
  • HDHOME DEPOT INC
    $262.73M
    -16%
  • NVDANVIDIA CORPORATION
    $261.29M
    +88%
  • ISRGINTUITIVE SURGICAL INC
    $254.22M
    -7%
  • VVISA INC
    $249.79M
    +4%
  • AVGOBROADCOM INC
    $245.62M
    +171%
  • ETRENTERGY CORP NEW
    $243.58M
    +37%
  • AZNASTRAZENECA PLC
    $243.36M
  • BSXBOSTON SCIENTIFIC CORP
    $240.66M
    -27%
  • SPOTSPOTIFY TECHNOLOGY S A
    $233.32M
  • COPCONOCOPHILLIPS
    $225.89M
    +20%
  • MUMICRON TECHNOLOGY INC
    $224.32M
    +71%
  • AMDADVANCED MICRO DEVICES INC
    $222.61M
    +266%
  • PPLPPL CORP
    $216.19M
    +0%

Only in Berkshire Hathaway

Top 20 by current entry value
  • KHCKRAFT HEINZ CO
    $22.98B
    -48%
  • AXPAMERICAN EXPRESS CO
    $11.33B
    +396%
  • AAPLAPPLE INC
    $1.07B
    +1373%
  • LLYVKLIBERTY LIVE HOLDINGS INC
    $907.91M
    +5%
  • LENLENNAR CORP
    $779.69M
    -30%
  • KRKROGER CO
    $549.07M
    +150%
  • LLYVALIBERTY LIVE HOLDINGS INC
    $406.41M
    +5%
  • NYTNEW YORK TIMES CO
    $351.66M
    +2%
  • MMACYS INC
    $54.96M
    +20%
  • LEN/BLENNAR CORP
    $17.24M
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.