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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
35
Held by both
Only in A
1,948
Point72 Asset Management
Only in B
19
Tiger Global
Combined overlap (entry-time)
$13.07B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockPoint72 Asset ManagementTiger GlobalCombined
NUNU HLDGS LTD
$22.04M$2.49B$2.52B
SPOTSPOTIFY TECHNOLOGY S A
$233.32M$2.15B$2.39B
UNHUNITEDHEALTH GROUP INC
$174.09M$1.2B$1.37B
AMZNAMAZON COM INC
$917.68M$324.27M$1.24B
AVGOBROADCOM INC
$245.62M$203.49M$449.12M
CPAYCORPAY INC
$12.34M$411.5M$423.83M
ZZILLOW GROUP INC
$5.11M$357.54M$362.65M
SHWSHERWIN WILLIAMS CO
$122.96M$201.45M$324.41M
UBERUBER TECHNOLOGIES INC
$7.47M$309.09M$316.56M
GOOGLALPHABET INC
$62.16M$240.75M$302.91M
LRCXLAM RESEARCH CORP
$16.44M$285.86M$302.3M
MSFTMICROSOFT CORP
$159.48M$131.61M$291.1M
NVDANVIDIA CORPORATION
$261.29M$12.19M$273.48M
LITELUMENTUM HLDGS INC
$168.4M$96.14M$264.54M
NFLXNETFLIX INC.
$22.11M$242.06M$264.18M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$107.43M$147.77M$255.2M
AMATAPPLIED MATLS INC
$23.43M$211.26M$234.69M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$128.44M$74.35M$202.79M
XYZBLOCK INC
$65.8M$102.4M$168.2M
JDJD.COM INC
$38.59M$118.37M$156.96M
FWONKLIBERTY MEDIA CORP DEL
$1.77M$155.08M$156.85M
SESEA LTD
$125.47M$26.24M$151.71M
METAMETA PLATFORMS INC
$71M$42.2M$113.2M
DASHDOORDASH INC
$12.15M$97.42M$109.57M
EQPTEQUIPMENTSHARE COM INC
$3.84M$93.29M$97.13M
INTCINTEL CORP
$8.79M$72.32M$81.11M
ZGZILLOW GROUP INC
$13.28M$60.35M$73.63M
CPNGCOUPANG INC
$2.34M$48.95M$51.29M
REREAIHUISHOU INTL CO LTD
$148.76K$41.11M$41.26M
RDDTREDDIT INC
$850.52K$24.66M$25.51M

Showing top 30 of 35 common holdings.

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%
  • AKAMAKAMAI TECHNOLOGIES INC
    $331.3M
    +39%
  • COHRCOHERENT CORP
    $302.98M
    +442%
  • HDHOME DEPOT INC
    $262.73M
    -16%
  • ISRGINTUITIVE SURGICAL INC
    $254.22M
    -7%
  • VVISA INC
    $249.79M
    +4%
  • ETRENTERGY CORP NEW
    $243.58M
    +37%
  • AZNASTRAZENECA PLC
    $243.36M
  • BSXBOSTON SCIENTIFIC CORP
    $240.66M
    -27%
  • COPCONOCOPHILLIPS
    $225.89M
    +20%
  • MUMICRON TECHNOLOGY INC
    $224.32M
    +71%
  • AMDADVANCED MICRO DEVICES INC
    $222.61M
    +266%
  • CVXCHEVRON CORPORATION
    $216.68M
    -4%
  • PPLPPL CORP
    $216.19M
    +0%
  • LULULULULEMON ATHLETICA INC
    $209.64M
    -32%
  • ADSKAUTODESK INC
    $208.61M
    -1%
  • ORLYOREILLY AUTOMOTIVE INC
    $197.85M
    +4%

Only in Tiger Global

Top 20 by current entry value
  • APPAPPLOVIN CORP
    $442.03M
    +64%
  • CHYMCHIME FINL INC
    $430.37M
    -36%
  • GEVGE VERNOVA INC
    $322.16M
    +127%
  • ZSZSCALER INC
    $261.59M
    -33%
  • MELIMERCADOLIBRE INC
    $233.43M
    +8%
  • CSGPCOSTAR GROUP INC
    $232.32M
    -55%
  • WLTHWEALTHFRONT CORP
    $205.98M
    +44%
  • BULLWEBULL CORP
    $140.22M
  • PCORPROCORE TECHNOLOGIES INC
    $76.9M
    -7%
  • NOWSERVICENOW INC
    $62.44M
    +406%
  • APOAPOLLO GLOBAL MGMT INC
    $46.14M
    +162%
  • RVIROBINHOOD VENTURES FD I
    $10.62M
    -11%
  • PAYPPAYPAY CORP
    $8.54M
    -4%
  • KLARKLARNA GROUP PLC
    $6.41M
  • BLSHBULLISH
    $6.36M
  • ETORETORO GROUP LTD
    $5.33M
  • XNDUXANADU QUANTUM TECHNOLO LTD
    $3.83M
    +23%
  • FIGFIGMA INC
    $3.11M
    -37%
  • GEMIGEMINI SPACE STA INC
    $1.68M
    -60%
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.