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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
129
Held by both
Only in A
110
Maverick Capital
Only in B
1,854
Point72 Asset Management
Combined overlap (entry-time)
$11.94B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockMaverick CapitalPoint72 Asset ManagementCombined
AMZNAMAZON COM INC
$70.79M$917.68M$988.47M
ASMLASML HOLDING N V
$184.32M$430.09M$614.41M
VVISA INC
$272.45M$249.79M$522.25M
BSXBOSTON SCIENTIFIC CORP
$280.73M$240.66M$521.39M
GOOGALPHABET INC
$358.2M$38.94M$397.15M
NVDANVIDIA CORPORATION
$128.82M$261.29M$390.11M
AMDADVANCED MICRO DEVICES INC
$137.64M$222.61M$360.24M
TMUST-MOBILE US INC
$451.99K$341.17M$341.62M
AMATAPPLIED MATLS INC
$290.73M$23.43M$314.16M
COHRCOHERENT CORP
$1.64M$302.98M$304.61M
LINLINDE PLC
$211.25M$42.96M$254.2M
RTXRTX CORPORATION
$227.5M$20.49M$247.99M
MSFTMICROSOFT CORP
$85.33M$159.48M$244.82M
SPOTSPOTIFY TECHNOLOGY S A
$693.91K$233.32M$234.02M
RGENREPLIGEN CORP
$178.95M$39.71M$218.66M
INFQINFLEQTION INC
$195.63M$179.24K$195.81M
SJMSMUCKER J M CO
$3.6M$180.35M$183.95M
TECHBIO-TECHNE CORP
$167.59M$15.41M$183.01M
MMSIMERIT MED SYS INC
$134.52M$38.48M$172.99M
LITELUMENTUM HLDGS INC
$1.53M$168.4M$169.93M
PNFPPINNACLE FINL PARTNERS INC
$1.38M$158.92M$160.3M
COFCAPITAL ONE FINL CORP
$85.17M$66.92M$152.09M
CVNACARVANA CO
$82.07M$65.82M$147.89M
ICLRICON PLC
$1.54M$140.23M$141.76M
INTCINTEL CORP
$132.19M$8.79M$140.99M
PRMBPRIMO BRANDS CORPORATION
$68.85M$70.83M$139.68M
GLWCORNING INC
$50.92M$83.16M$134.08M
NTRANATERA INC
$73.05M$60.85M$133.9M
G4253H101JAMES HARDIE INDS PLC
$672.96K$132.4M$133.07M
RRXREGAL REXNORD CORPORATION
$1.38M$128.38M$129.77M

Showing top 30 of 129 common holdings.

Only in Maverick Capital

Top 20 by current entry value
  • CPTCAMDEN PPTY TR
    $202.3M
    -2%
  • DISDISNEY WALT CO
    $187.07M
    -12%
  • ABTABBOTT LABORATORIES
    $180.51M
    +3%
  • DHRDANAHER CORP DEL
    $155.41M
    +9%
  • AGXARGAN INC
    $137.5M
    +60%
  • COMPCOMPASS INC
    $133.58M
    -17%
  • DKSDICKS SPORTING GOODS INC
    $118.44M
    +1%
  • MNSTMONSTER BEVERAGE CORP NEW
    $90.33M
    +24%
  • NVONOVO-NORDISK A S
    $76.44M
    -4%
  • ALABASTERA LABS INC
    $73.95M
    +346%
  • MELIMERCADOLIBRE INC
    $71.35M
    +24%
  • PMPHILIP MORRIS INTL INC
    $44.71M
    +106%
  • RBLXROBLOX CORP
    $41.54M
    -64%
  • GUTSFRACTYL HEALTH INC
    $31.48M
    -89%
  • MRVLMARVELL TECHNOLOGY INC
    $18.64M
    +60%
  • WVEWAVE LIFE SCIENCES LTD
    $17.3M
  • QUREUNIQURE NV
    $15.84M
  • STUBSTUBHUB HLDGS INC
    $15.69M
    -34%
  • EVHEVOLENT HEALTH INC
    $15.68M
    -55%
  • NAMSNEWAMSTERDAM PHARMA COMPANY
    $9M
    +59%

Only in Point72 Asset Management

Top 20 by current entry value
  • TAT&T INC
    $355.47M
    -0%
  • ANETARISTA NETWORKS INC
    $333.93M
    +33%
  • AKAMAKAMAI TECHNOLOGIES INC
    $331.3M
    +39%
  • HDHOME DEPOT INC
    $262.73M
    -16%
  • ISRGINTUITIVE SURGICAL INC
    $254.22M
    -7%
  • AVGOBROADCOM INC
    $245.62M
    +171%
  • ETRENTERGY CORP NEW
    $243.58M
    +37%
  • AZNASTRAZENECA PLC
    $243.36M
  • COPCONOCOPHILLIPS
    $225.89M
    +20%
  • MUMICRON TECHNOLOGY INC
    $224.32M
    +71%
  • 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%
  • PCTYPAYLOCITY HLDG CORP
    $192.85M
    +5%
  • PHPARKER-HANNIFIN CORP
    $187.56M
    -15%
  • CCL1EURCARNIVAL CORP
    $184.77M
  • BLKBLACKROCK INC
    $180.35M
    +2%
  • UNHUNITEDHEALTH GROUP INC
    $174.09M
    +36%
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.