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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
11
Held by both
Only in A
20
Appaloosa
Only in B
239
Soros Fund Management
Combined overlap (entry-time)
$1.62B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | Appaloosa | Soros Fund Management | Combined |
|---|---|---|---|
AMZNAMAZON COM INC | $293.82M | $56.21M | $350.03M |
METAMETA PLATFORMS INC | $190.43M | $19.8M | $210.23M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $179.13M | $28.42M | $207.55M |
VSTVISTRA CORP | $150.59M | $36.73M | $187.32M |
AMDADVANCED MICRO DEVICES INC | $153.7M | $3.68M | $157.38M |
UBERUBER TECHNOLOGIES INC | $101.99M | $50.85M | $152.84M |
KWEBKRANESHARES TRUST | $91.22M | $8.54M | $99.76M |
MUMICRON TECHNOLOGY INC | $88.35M | $954.06K | $89.31M |
UNHUNITEDHEALTH GROUP INC | $49.2M | $39.41M | $88.62M |
NVDANVIDIA CORPORATION | $41.67M | $6.26M | $47.92M |
MSFTMICROSOFT CORP | $14.19M | $16.62M | $30.81M |
Only in Appaloosa
Top 20 by current entry value
- GOOGALPHABET INC$447.38M+968%
- QCOMQUALCOMM INC$220.22M+90%
- EWYISHARES INC$182.29M+35%
- SNDKSANDISK CORP$178.69M-5%
- BIDUBAIDU INC$174.56M+0%
- JDJD.COM INC$99.97M+0%
- NRGNRG ENERGY INC$91.08M+40%
- LRCXLAM RESEARCH CORP$90.29M+235%
- D18190898DEUTSCHE BANK A G$89.36M
- RTXRTX CORPORATION$85.42M+15%
- GLWCORNING INC$71.28M+244%
- BALLBALL CORP$63.56M-16%
- LHXL3HARRIS TECHNOLOGIES INC$62.79M+40%
- ASMLASML HOLDING N V$57.98M
- PDDPDD HOLDINGS INC$51.86M+17%
- ETENERGY TRANSFER EQUITY L P$51.1M+149%
- WHRWHIRLPOOL CORP$26.99M-54%
- MPLXMPLX LP$23.69M+254%
- BABAALIBABA GROUP HLDG LTD$11.37M+49%
- LYFTLYFT INC$9.05M-22%
Only in Soros Fund Management
Top 20 by current entry value
- SWSMURFIT WESTROCK PLC$340.85M
- RIVNRIVIAN AUTOMOTIVE INC$194.87M
- GTLLGLOBAL PMTS INC$179.43M
- 472145AF8JAZZ INVESTMENTS I LTD$173.18M
- GOOGLALPHABET INC$166.66M+139%
- LINLINDE PLC$128.86M
- DBXDROPBOX INC$100.14M
- BLBLACKLINE INC$94.86M
- ETRENTERGY CORP NEW$93.64M+37%
- BILLBILL HOLDINGS INC$83.34M
- FIGRFIGURE TECHNOLOGY SOLUTIO$81.23M-4%
- DISDISNEY WALT CO$75.08M-1%
- RUNSUNRUN INC$73M-28%
- HTOH2O AMERICA$72.09M+2%
- AM6AMICUS THERAPEUTICS INC$71.2M
- SNAPSNAP INC$71.15M
- CWANCLEARWATER ANALYTICS HLDGS I$69.44M+5%
- SPYSPDR S&P 500 ETF TR$69.16M+26%
- KDKKODIAK AI INC.$68.18M
- PENPENUMBRA INC$66.8M+1%
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.