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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
41
Held by both
Only in A
1,942
Point72 Asset Management
Only in B
24
Duquesne Family Office
Combined overlap (entry-time)
$3.94B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockPoint72 Asset ManagementDuquesne Family OfficeCombined
AMZNAMAZON COM INC
$917.68M$95.97K$917.78M
CPNGCOUPANG INC
$2.34M$431.85M$434.18M
COHRCOHERENT CORP
$302.98M$9.62K$302.98M
AVGOBROADCOM INC
$245.62M$60.65K$245.69M
MUMICRON TECHNOLOGY INC
$224.32M$7.91K$224.32M
LITELUMENTUM HLDGS INC
$168.4M$4.89K$168.4M
QQNITY ELECTRONICS INC
$163.35M$14.5K$163.37M
SNDKSANDISK CORP
$138.13M$24.24K$138.15M
STXSEAGATE TECHNOLOGY HLDNGS PL
$133.03M$19.86K$133.05M
SESEA LTD
$125.47M$49.54K$125.52M
UALUNITED AIRLS HLDGS INC
$111.69M$38.96K$111.73M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$107.43M$9.96K$107.44M
NETCLOUDFLARE INC
$88.52M$10.84K$88.53M
SOLSSOLSTICE ADVANCED MATLS INC
$86.58M$4.76K$86.58M
NTRANATERA INC
$60.85M$18.18M$79.04M
JBLJABIL INC
$78.66M$21.84K$78.68M
TWLOTWILIO INC
$75.81M$22.87K$75.84M
UUNITY SOFTWARE INC
$65.4M$42.93K$65.44M
LSCCLATTICE SEMICONDUCTOR CORP
$49.3M$68.13K$49.37M
LINLINDE PLC
$42.96M$20.43K$42.98M
TEVATEVA PHARMACEUTICAL INDS LTD
$34.05M$25.73K$34.08M
TWSTTWIST BIOSCIENCE CORP
$31.83M$9.79K$31.84M
TBBBBBB FOODS INC
$30.99M$10.01K$31M
PCTPURECYCLE TECHNOLOGIES INC
$28.6M$16.32K$28.61M
WWDWOODWARD INC
$21.18M$55.08K$21.23M
G25508105CRH PLC
$20.72M$47.22K$20.77M
ADMAADMA BIOLOGICS INC
$19.38M$4.6K$19.39M
QSRRESTAURANT BRANDS INTL INC
$18.19M$49.78K$18.24M
FIGRFIGURE TECHNOLOGY SOLUTIO
$15.67M$76.99K$15.75M
ALMALMONTY INDS INC
$14.67M$4.14K$14.67M

Showing top 30 of 41 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%
  • HDHOME DEPOT INC
    $262.73M
    -16%
  • NVDANVIDIA CORPORATION
    $261.29M
    +88%
  • 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%
  • SPOTSPOTIFY TECHNOLOGY S A
    $233.32M
  • COPCONOCOPHILLIPS
    $225.89M
    +20%
  • 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 Duquesne Family Office

Top 20 by current entry value
  • AAAlcoa Corp
    $73.12K
    +9%
  • STUBStubhub Hldgs Inc
    $71.73K
  • MELIMercadolibre Inc
    $59.97K
    -16%
  • WABWabtec
    $56.35K
    +55%
  • ARGTGlobal X Fds
    $36.15K
    +4%
  • ROKURoku Inc
    $34.77K
    +77%
  • RVMDRevolution Medicines Inc
    $30.72K
    -1%
  • HUMHumana Inc
    $23.84K
    +0%
  • GSGIshares S&P Gsci Commodity-
    $20.74K
    +1%
  • NUVBNuvation Bio Inc
    $19.48K
    -3%
  • SCCOSouthern Copper Corp
    $17.33K
    -7%
  • BLTEBelite Bio Inc Sponsored
    $16.92K
    -0%
  • XENEXenon Pharmaceuticals Inc
    $13.88K
    -1%
  • YPFYpf Sociedad Anonima
    $12.85K
    +120%
  • JBSJbs N.V.
    $11.78K
  • PTGXProtagonist Therapeutics Inc
    $10.61K
    +19%
  • LYBLyondellbasell Industries Nv
    $10.59K
  • VISTVista Energy S.A.B. De C.V.
    $10.17K
    +9%
  • CLSCelestica Inc
    $9.37K
    -4%
  • DBVTDbv Technologies S A Sponsored
    $8.01K
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.