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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
27
Held by both
Only in A
1,956
Point72 Asset Management
Only in B
14
Glenview Capital
Combined overlap (entry-time)
$3.84B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | Point72 Asset Management | Glenview Capital | Combined |
|---|---|---|---|
AMZNAMAZON COM INC | $917.68M | $46.97M | $964.65M |
CITHE CIGNA GROUP | $31.14M | $516.31M | $547.45M |
AKAMAKAMAI TECHNOLOGIES INC | $331.3M | $17.97M | $349.27M |
AMDADVANCED MICRO DEVICES INC | $222.61M | $84.42M | $307.03M |
UALUNITED AIRLS HLDGS INC | $111.69M | $22.18M | $133.87M |
MYGNMYRIAD GENETICS INC | $20.53M | $105.45M | $125.99M |
ESIELEMENT SOLUTIONS INC | $343.85K | $118.09M | $118.43M |
DOCNDIGITALOCEAN HLDGS INC | $11.08M | $96.45M | $107.52M |
BIIBBIOGEN INC | $55.73M | $51.14M | $106.87M |
METAMETA PLATFORMS INC | $71M | $26M | $97M |
CNCCENTENE CORP DEL | $79.78M | $13.27M | $93.06M |
VTRSVIATRIS INC | $24.01M | $65.68M | $89.69M |
XYZBLOCK INC | $65.8M | $23.29M | $89.09M |
BKRBAKER HUGHES COMPANY | $68.66M | $18.54M | $87.2M |
PRMBPRIMO BRANDS CORPORATION | $70.83M | $10M | $80.83M |
ZZILLOW GROUP INC | $5.11M | $68.55M | $73.66M |
GPNGLOBAL PMTS INC | $53.58M | $12.96M | $66.54M |
LIONLIONSGATE STUDIOS CORP | $26.58M | $34.5M | $61.08M |
TMOTHERMO FISHER SCIENTIFIC INC | $20.34M | $40.55M | $60.89M |
AMATAPPLIED MATLS INC | $23.43M | $33.32M | $56.75M |
TEVATEVA PHARMACEUTICAL INDS LTD | $34.05M | $16.75M | $50.8M |
GENIGENIUS SPORTS LIMITED | $15.47M | $22.37M | $37.84M |
TECHBIO-TECHNE CORP | $15.41M | $20.81M | $36.22M |
ONTOONTO INNOVATION INC | $562.16K | $34.97M | $35.53M |
UBERUBER TECHNOLOGIES INC | $7.47M | $23.09M | $30.55M |
INTCINTEL CORP | $8.79M | $17.63M | $26.42M |
BLCOBAUSCH PLUS LOMB CORP | $236.17K | $7.25M | $7.49M |
Only in Point72 Asset Management
Top 20 by current entry value
- 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%
- 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%
- CVXCHEVRON CORPORATION$216.68M-4%
- PPLPPL CORP$216.19M+0%
- LULULULULEMON ATHLETICA INC$209.64M-32%
- ADSKAUTODESK INC$208.61M-1%
Only in Glenview Capital
Top 20 by current entry value
- DXCDXC TECHNOLOGY CO$625.89M-87%
- THCTENET HEALTHCARE CORP$453.59M+364%
- BFLYBUTTERFLY NETWORK INC$80.36M
- CVSCVS HEALTH CORP$58.92M+38%
- HUMHUMANA INC$58.07M+0%
- DKSDICKS SPORTING GOODS INC$57.47M-4%
- USFDUS FOODS HLDG CORP$56.39M+120%
- SGRYSURGERY PARTNERS INC$33.99M-38%
- CSCOCISCO SYS INC$26.37M+1%
- LADLITHIA MTRS INC$23.42M-10%
- GTMZOOMINFO TECHNOLOGIES INC$20.02M-56%
- EYENATIONAL VISION HLDGS INC$18.7M-25%
- FUNSIX FLAGS ENTERTAINMENT CORP$17.22M+29%
- DHRDANAHER CORPORATION$9.88M-22%
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.