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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
15
Held by both
Only in A
29
D1 Capital Partners
Only in B
224
Maverick Capital
Combined overlap (entry-time)
$3.92B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockD1 Capital PartnersMaverick CapitalCombined
NUNU HLDGS LTD
$372.05M$61.2M$433.24M
AMZNAMAZON COM INC
$309.42M$70.79M$380.21M
MELIMERCADOLIBRE INC
$301M$71.35M$372.35M
G4253H101JAMES HARDIE INDS PLC
$364.95M$672.96K$365.62M
DISDISNEY WALT CO
$138.09M$187.07M$325.15M
SHWSHERWIN WILLIAMS CO
$311.76M$585.77K$312.34M
CVNACARVANA CO
$210.14M$82.07M$292.21M
NVDANVIDIA CORPORATION
$115.05M$128.82M$243.86M
SPOTSPOTIFY TECHNOLOGY S A
$229.9M$693.91K$230.6M
ASMLASML HOLDING N V
$8.98M$184.32M$193.3M
DHRDANAHER CORPORATION
$32.1M$155.41M$187.51M
COFCAPITAL ONE FINL CORP
$86.84M$85.17M$172.01M
CLSCELESTICA INC
$152.55M$3.27M$155.81M
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$147.37M$610.87K$147.98M
TSMTAIWAN SEMICONDUCTOR MANUFAC
$111.05M$455.61K$111.51M

Only in D1 Capital Partners

Top 20 by current entry value
  • CARTMAPLEBEAR INC
    $858.25M
    +60%
  • TMOTHERMO FISHER SCIENTIFIC INC
    $356.36M
    +9%
  • SGISOMNIGROUP INTERNATIONAL INC
    $346.57M
    +8%
  • SCHWSCHWAB CHARLES CORP
    $340.96M
    +1%
  • XPOXPO INC
    $271.53M
    +86%
  • SESEA LTD
    $231.03M
    -34%
  • AVGOBROADCOM INC
    $220.18M
    +39%
  • CPNGCOUPANG INC
    $219.23M
    +3%
  • DASHDOORDASH INC
    $215.84M
    -2%
  • MLMMARTIN MARIETTA MATLS INC
    $190.06M
    +3%
  • RDDTREDDIT INC
    $187.56M
    +49%
  • APOAPOLLO GLOBAL MGMT INC
    $174.76M
    -8%
  • JCIJOHNSON CTLS INTL PLC
    $162.2M
  • APPAPPLOVIN CORP
    $155.76M
    +18%
  • ADSKAUTODESK INC
    $134.88M
    +5%
  • GOOGLALPHABET INC
    $134.84M
    -8%
  • LYVLIVE NATION ENTERTAINMENT IN
    $102.84M
    -1%
  • ADIANALOG DEVICES INC
    $93.04M
    +0%
  • FLSFLOWSERVE CORP
    $88.26M
    +45%
  • USFDUS FOODS HLDG CORP
    $86.54M
    +7%

Only in Maverick Capital

Top 20 by current entry value
  • GOOGALPHABET INC
    $358.2M
    +19%
  • AMATAPPLIED MATLS INC
    $290.73M
    +36%
  • BSXBOSTON SCIENTIFIC CORP
    $280.73M
    -35%
  • VVISA INC
    $272.45M
    +1%
  • RTXRTX CORPORATION
    $227.5M
    +0%
  • LINLINDE PLC
    $211.25M
  • CPTCAMDEN PPTY TR
    $202.3M
    -2%
  • INFQINFLEQTION INC
    $195.63M
    +54%
  • ABTABBOTT LABORATORIES
    $180.51M
    +3%
  • RGENREPLIGEN CORP
    $178.95M
    +17%
  • TECHBIO-TECHNE CORP
    $167.59M
    -16%
  • AMDADVANCED MICRO DEVICES INC
    $137.64M
    +21%
  • AGXARGAN INC
    $137.5M
    +60%
  • MMSIMERIT MED SYS INC
    $134.52M
    -38%
  • COMPCOMPASS INC
    $133.58M
    -17%
  • INTCINTEL CORP
    $132.19M
    -2%
  • DKSDICKS SPORTING GOODS INC
    $118.44M
    +1%
  • GFLGFL ENVIRONMENTAL INC
    $92.82M
    +7%
  • MNSTMONSTER BEVERAGE CORP NEW
    $90.33M
    +24%
  • MOHMOLINA HEALTHCARE INC
    $86.08M
    -4%
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.