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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
12
Held by both
Only in A
32
D1 Capital Partners
Only in B
50
Coatue Management
Combined overlap (entry-time)
$6.16B
A + B entry values — ranking only, not mark-to-market
Common holdings
Sorted by combined entry exposure (A + B)
| Stock | D1 Capital Partners | Coatue Management | Combined |
|---|---|---|---|
RDDTREDDIT INC | $187.56M | $1.07B | $1.25B |
AVGOBROADCOM INC | $220.18M | $551.98M | $772.16M |
ASMLASML HLDG NV | $8.98M | $655.44M | $664.42M |
TSMTAIWAN SEMICONDUCTOR MANUFAC | $111.05M | $548.9M | $659.95M |
SPOTSPOTIFY TECHNOLOGY S A | $229.9M | $280.17M | $510.08M |
DASHDOORDASH INC | $215.84M | $279.51M | $495.35M |
AMZNAMAZON COM INC | $309.42M | $157.08M | $466.5M |
NUNU HLDGS LTD | $372.05M | $40.05M | $412.1M |
CVNACARVANA CO | $210.14M | $111.93M | $322.07M |
NVDANVIDIA CORPORATION | $115.05M | $163.79M | $278.83M |
GOOGLALPHABET INC | $134.84M | $31.84M | $166.68M |
APPAPPLOVIN CORP | $155.76M | $3.84M | $159.61M |
Only in D1 Capital Partners
Top 20 by current entry value
- CARTMAPLEBEAR INC$858.25M+60%
- G4253H101JAMES HARDIE INDS PLC$364.95M
- TMOTHERMO FISHER SCIENTIFIC INC$356.36M+9%
- SGISOMNIGROUP INTERNATIONAL INC$346.57M+8%
- SCHWSCHWAB CHARLES CORP$340.96M+1%
- SHWSHERWIN WILLIAMS CO$311.76M-20%
- MELIMERCADOLIBRE INC$301M-19%
- XPOXPO INC$271.53M+86%
- SESEA LTD$231.03M-34%
- CPNGCOUPANG INC$219.23M+3%
- MLMMARTIN MARIETTA MATLS INC$190.06M+3%
- APOAPOLLO GLOBAL MGMT INC$174.76M-8%
- JCIJOHNSON CTLS INTL PLC$162.2M
- CLSCELESTICA INC$152.55M+31%
- KNXKNIGHT-SWIFT TRANSN HLDGS IN$147.37M+81%
- DISDISNEY WALT CO$138.09M-4%
- ADSKAUTODESK INC$134.88M+5%
- LYVLIVE NATION ENTERTAINMENT IN$102.84M-1%
- ADIANALOG DEVICES INC$93.04M+0%
- FLSFLOWSERVE CORP$88.26M+45%
Only in Coatue Management
Top 20 by current entry value
- EQIXEQUINIX INC$1.07B+2%
- SNPSSYNOPSYS INC$892.61M+27%
- AMATAPPLIED MATLS INC$685.68M+114%
- GEVGE VERNOVA INC$571.48M+428%
- GOOGALPHABET INC$509.4M+31%
- METAFACEBOOK INC$464.3M+1146%
- CEGCONSTELLATION ENERGY CORP$378.89M+25%
- CHYMCHIME FINL INC$373.47M-36%
- ETNEATON CORP PLC$357.66M
- MSFTMICROSOFT CORP$293.24M+37%
- LRCXLAM RESEARCH CORP$292.27M+304%
- TSLATESLA INC$280.22M+693%
- CAICARIS LIFE SCIENCES INC$271M-56%
- ISRGINTUITIVE SURGICAL INC$229.61M+38%
- NFLXNETFLIX INC$224.99M+2143%
- VVISA INC$217.24M-3%
- QCOMQUALCOMM INC$178.66M+19%
- PYPLPAYPAL HLDGS INC$167.45M+14%
- MTZMASTEC INC$147.36M+36%
- VRTVERTIV HOLDINGS CO$134.3M+37%
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.