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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
1,721
Held by both
Only in A
262
Point72 Asset Management
Only in B
2,137
Millennium Management
Combined overlap (entry-time)
$102.85B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockPoint72 Asset ManagementMillennium ManagementCombined
AMZNAMAZON COM INC
$917.68M$1.76B$2.68B
NVDANVIDIA CORPORATION
$261.29M$1.58B$1.84B
SPYSTATE STR SPDR S&P 500 ETF T
$27.31M$1.67B$1.7B
MSFTMICROSOFT CORP
$159.48M$1.36B$1.52B
AVGOBROADCOM INC
$245.62M$951.28M$1.2B
MRKMERCK & CO INC
$459.13K$1.19B$1.19B
BSXBOSTON SCIENTIFIC CORP
$240.66M$829.35M$1.07B
ISRGINTUITIVE SURGICAL INC
$254.22M$674.71M$928.92M
COPCONOCOPHILLIPS
$225.89M$620.87M$846.76M
UNHUNITEDHEALTH GROUP INC
$174.09M$622.52M$796.61M
METAMETA PLATFORMS INC
$71M$627.03M$698.04M
PFEPFIZER INC
$82.31M$557.41M$639.72M
TAT&T INC
$355.47M$261.32M$616.78M
SPOTSPOTIFY TECHNOLOGY S A
$233.32M$380.31M$613.64M
ANETARISTA NETWORKS INC
$333.93M$250.94M$584.87M
ADSKAUTODESK INC
$208.61M$373.67M$582.28M
GOOGALPHABET INC
$38.94M$540.76M$579.71M
KOCOCA COLA CO
$126.8M$446.13M$572.93M
PHPARKER-HANNIFIN CORP
$187.56M$376.72M$564.28M
BACBANK AMERICA CORP
$29.43M$524.41M$553.84M
GOOGLALPHABET INC
$62.16M$470.91M$533.07M
SCHWSCHWAB CHARLES CORP
$65.66M$462.13M$527.78M
NUNU HLDGS LTD
$22.04M$505.19M$527.23M
LLYELI LILLY & CO
$45.24M$481.7M$526.93M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$107.43M$415.04M$522.47M
VVISA INC
$249.79M$269.03M$518.82M
MUMICRON TECHNOLOGY INC
$224.32M$283.05M$507.36M
UNPUNION PAC CORP
$168.37M$338.79M$507.16M
AZNASTRAZENECA PLC
$243.36M$256.91M$500.27M
XOMEXXON MOBIL CORP
$83.5M$405.96M$489.46M

Showing top 30 of 1721 common holdings.

Only in Point72 Asset Management

Top 20 by current entry value
  • WECWEC ENERGY GROUP INC
    $128.62M
  • 594972AJ0MICROSTRATEGY INC
    $127.29M
  • SPIBSPDR SER TR
    $122.2M
    +8%
  • CORZWCORE SCIENTIFIC INC NEW
    $83.86M
  • EVRGEVERGY INC
    $70.52M
  • HALOHALOZYME THERAPEUTICS INC
    $69.64M
  • IGSBISHARES TR
    $57.65M
    +8%
  • TDOCTELADOC HEALTH INC
    $51.86M
    -6%
  • FRPTFRESHPET INC
    $50.59M
    -2%
  • EQXEQUINOX GOLD CORP
    $48.9M
  • HLNHALEON PLC
    $45.11M
    -3%
  • NVSNOVARTIS AG
    $43.36M
    +1%
  • VTRVENTAS RLTY LTD PARTNERSHIP
    $41.38M
  • SOSOUTHERN CO
    $41.23M
  • NBISNEBIUS GROUP N.V.
    $38.79M
  • JDJD.COM INC
    $38.59M
    +30%
  • CWSTCASELLA WASTE SYS INC
    $36.81M
    +3%
  • NOVTNOVANTA INC
    $36.37M
    +4%
  • LRNSTRIDE INC
    $34.66M
  • PATHUIPATH INC
    $32.99M
    -24%

Only in Millennium Management

Top 20 by current entry value
  • IVVISHARES TR
    $3.29B
    +39%
  • AAPLAPPLE INC
    $2.7B
    +42%
  • SPYMSPDR SERIES TRUST
    $1.65B
    -0%
  • WFCWELLS FARGO CO NEW
    $817.78M
    +44%
  • WMTWALMART INC
    $801.97M
    +98%
  • APOAPOLLO GLOBAL MGMT INC
    $686.06M
    +30%
  • FBTCFIDELITY WISE ORIGIN BITCOIN
    $588.97M
    +30%
  • LNGCHENIERE ENERGY INC
    $534.79M
    +37%
  • SPGIS&P GLOBAL INC
    $463.17M
    -14%
  • TTTRANE TECHNOLOGIES PLC
    $440.1M
  • MMM3M CO
    $406.65M
    +25%
  • ADBEADOBE INC
    $403.62M
    -53%
  • BDXBECTON DICKINSON & CO
    $377.44M
    -20%
  • HUBSHUBSPOT INC
    $372.82M
    -57%
  • CMGCHIPOTLE MEXICAN GRILL INC
    $322.52M
    -35%
  • MSTRSTRATEGY INC
    $310.58M
  • NVONOVO-NORDISK A S
    $309.12M
    -65%
  • ACNACCENTURE PLC IRELAND
    $297.62M
  • SHELSHELL PLC
    $294.01M
    +30%
  • WDAYWORKDAY INC
    $291.99M
    -42%
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.