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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
3
Held by both
Only in A
1
Scion Asset Management
Only in B
6,003
Citadel Advisors
Combined overlap (entry-time)
$146.42M
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockScion Asset ManagementCitadel AdvisorsCombined
LULULULULEMON ATHLETICA INC
$11.88M$63.68M$75.56M
SLMSLM CORP
$13.29M$26.18M$39.47M
MOHMOLINA HEALTHCARE INC
$23.92M$7.47M$31.39M

Only in Scion Asset Management

Top 20 by current entry value
  • BRKRBRUKER CORP
    $13.14M

Only in Citadel Advisors

Top 20 by current entry value
  • SPYSPDR S&P 500 ETF TR
    $3.05B
    +42%
  • NDQINVESCO QQQ TR
    $1.58B
  • AMZNAMAZON COM INC
    $1.49B
    +56%
  • AAPLAPPLE INC
    $1.15B
    +42%
  • KOCOCA COLA CO
    $1.02B
    +21%
  • BSXBOSTON SCIENTIFIC CORP
    $962.61M
    -27%
  • BACBANK AMERICA CORP
    $890.02M
    +38%
  • AVGOBROADCOM INC
    $776.67M
    +171%
  • ISRGINTUITIVE SURGICAL INC
    $633.14M
    -7%
  • DISDISNEY WALT CO
    $598.38M
    +22%
  • PFEPFIZER INC
    $570.67M
    -1%
  • MSFTMICROSOFT CORP
    $555.6M
    +3%
  • TMOTHERMO FISHER SCIENTIFIC INC
    $543.43M
    -26%
  • TAT&T INC
    $518.59M
    +35%
  • HUMHUMANA INC
    $483.53M
    -12%
  • SPGIS&P GLOBAL INC
    $459.85M
    -14%
  • BMYBRISTOL-MYERS SQUIBB CO
    $455.65M
    +28%
  • LLYELI LILLY & CO
    $453.45M
    +8%
  • EQIXEQUINIX INC
    $426.81M
    +31%
  • ICLRICON PLC
    $426.38M
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.