SSolvnode

Overlap

How many of the tracked managers hold the same security, counted in the most recent quarter each of them reported. With a curated roster this is a narrow list by design — and a shared name between concentrated managers is worth more than one across a thousand filers. Search reaches every security they hold, whether one manager holds it or all of them.

40 of 65 shared securities · search reaches the other 25 · sorted by number of holders

TSMTAIWAN SEMICONDUCTOR-SP ADRCUSIP 874039100
Information Technology$7.43BHeld by 8 of 12 tracked managersAndreas Halvorsen · Brad Gerstner · Dan Loeb · David Tepper · Lee Ainslie · Leopold Aschenbrenner · Philippe Laffont · Steve Mandel
Ticker unavailableASML HOLDING N VCUSIP N07059210
Unclassified$2.85BHeld by 8 of 12 tracked managersDan Loeb · David Tepper · Dev Kantesaria · Lee Ainslie · Leopold Aschenbrenner · Pat Dorsey · Philippe Laffont · Steve Mandel
AMZNAMAZON.COM INCCUSIP 023135106
Consumer Discretionary$6.51BHeld by 7 of 12 tracked managersAndreas Halvorsen · Bill Ackman · Brad Gerstner · Dan Loeb · David Tepper · Lee Ainslie · Philippe Laffont
MSFTMICROSOFT CORPCUSIP 594918104
Information Technology$5.62BHeld by 7 of 12 tracked managersAndreas Halvorsen · Bill Ackman · Brad Gerstner · Chris Hohn · David Tepper · Lee Ainslie · Philippe Laffont
METAMETA PLATFORMS INC-CLASS ACUSIP 30303M102
Communication Services$5.25BHeld by 7 of 12 tracked managersAndreas Halvorsen · Bill Ackman · Brad Gerstner · Dan Loeb · David Tepper · Pat Dorsey · Philippe Laffont
VVISA INC-CLASS A SHARESCUSIP 92826C839
Financials$11.79BHeld by 6 of 12 tracked managersAndreas Halvorsen · Chris Hohn · Dev Kantesaria · Lee Ainslie · Philippe Laffont · Steve Mandel
NVDANVIDIA CORPCUSIP 67066G104
Information Technology$5.14BHeld by 6 of 12 tracked managersBrad Gerstner · Dan Loeb · David Tepper · Lee Ainslie · Leopold Aschenbrenner · Philippe Laffont
GOOGLALPHABET INC-CL ACUSIP 02079K305
Communication Services$2.75BHeld by 6 of 12 tracked managersAndreas Halvorsen · Bill Ackman · Chris Hohn · Dan Loeb · Philippe Laffont · Steve Mandel
GOOGALPHABET INC-CL CCUSIP 02079K107
Communication Services$3.70BHeld by 5 of 12 tracked managersBill Ackman · Chris Hohn · David Tepper · Lee Ainslie · Philippe Laffont
UBERUBER TECHNOLOGIES INCCUSIP 90353T100
Consumer Discretionary$3.26BHeld by 4 of 12 tracked managersBill Ackman · Brad Gerstner · David Tepper · Pat Dorsey
AVGOBROADCOM INCCUSIP 11135F101
Information Technology$2.75BHeld by 4 of 12 tracked managersBrad Gerstner · Dan Loeb · Leopold Aschenbrenner · Philippe Laffont
CVNACARVANA COCUSIP 146869102
Consumer Discretionary$1.77BHeld by 4 of 12 tracked managersAndreas Halvorsen · Lee Ainslie · Philippe Laffont · Steve Mandel
COFCAPITAL ONE FINANCIAL CORPCUSIP 14040H105
Financials$0.96BHeld by 4 of 12 tracked managersAndreas Halvorsen · Dan Loeb · Lee Ainslie · Steve Mandel
GLWCORNING INCCUSIP 219350105
Materials$0.73BHeld by 4 of 12 tracked managersDavid Tepper · Lee Ainslie · Leopold Aschenbrenner · Steve Mandel
SPGIS&P GLOBAL INCCUSIP 78409V104
Consumer Discretionary$6.81BHeld by 3 of 12 tracked managersChris Hohn · Dev Kantesaria · Pat Dorsey
LRCXLAM RESEARCH CORPCUSIP 512807306
Information Technology$2.24BHeld by 3 of 12 tracked managersDan Loeb · David Tepper · Philippe Laffont
MUMICRON TECHNOLOGY INCCUSIP 595112103
Information Technology$1.63BHeld by 3 of 12 tracked managersDavid Tepper · Leopold Aschenbrenner · Philippe Laffont
Ticker unavailableNU HLDGS LTDCUSIP G6683N103
Unclassified$1.29BHeld by 3 of 12 tracked managersLee Ainslie · Philippe Laffont · Steve Mandel
APPAPPLOVIN CORP-CLASS ACUSIP 03831W108
Communication Services$1.22BHeld by 3 of 12 tracked managersPat Dorsey · Philippe Laffont · Steve Mandel
AMDADVANCED MICRO DEVICESCUSIP 007903107
Information Technology$1.17BHeld by 3 of 12 tracked managersDavid Tepper · Lee Ainslie · Leopold Aschenbrenner
CRWVCOREWEAVE INC-CL ACUSIP 21873S108
Information Technology$1.15BHeld by 3 of 12 tracked managersAndreas Halvorsen · Brad Gerstner · Leopold Aschenbrenner
MDLNMEDLINE INC-CL ACUSIP 58507V107
Health Care$1.07BHeld by 3 of 12 tracked managersAndreas Halvorsen · Lee Ainslie · Steve Mandel
MTZMASTEC INCCUSIP 576323109
Industrials$0.78BHeld by 3 of 12 tracked managersDan Loeb · Philippe Laffont · Steve Mandel
Ticker unavailableSPOTIFY TECHNOLOGY S ACUSIP L8681T102
Unclassified$0.67BHeld by 3 of 12 tracked managersLee Ainslie · Philippe Laffont · Steve Mandel
DHRDANAHER CORPCUSIP 235851102
Industrials$0.36BHeld by 3 of 12 tracked managersDan Loeb · Lee Ainslie · Pat Dorsey
BKNGBOOKING HOLDINGS INCCUSIP 09857L108
Industrials$0.08BHeld by 3 of 12 tracked managersLee Ainslie · Pat Dorsey · Steve Mandel
MCOMOODY'S CORPCUSIP 615369105
Consumer Discretionary$6.83BHeld by 2 of 12 tracked managersChris Hohn · Dev Kantesaria
BNBROOKFIELD CORPCUSIP 11271J107
Real Estate$2.87BHeld by 2 of 12 tracked managersBill Ackman · Steve Mandel
AMATAPPLIED MATERIALS INCCUSIP 038222105
Information Technology$2.09BHeld by 2 of 12 tracked managersLee Ainslie · Philippe Laffont
SMHVANECK SEMICONDUCTOR ETFCUSIP 92189F676
No Issuer Sector$2.07BHeld by 2 of 12 tracked managersDan Loeb · Leopold Aschenbrenner
SNDKSANDISK CORPCUSIP 80004C200
Information Technology$1.29BHeld by 2 of 12 tracked managersDavid Tepper · Leopold Aschenbrenner
DISWALT DISNEY CO/THECUSIP 254687106
Communication Services$1.28BHeld by 2 of 12 tracked managersAndreas Halvorsen · Lee Ainslie
VSTVISTRA CORPCUSIP 92840M102
Utilities$1.23BHeld by 2 of 12 tracked managersDavid Tepper · Steve Mandel
MCDMCDONALD'S CORPCUSIP 580135101
Consumer Discretionary$1.22BHeld by 2 of 12 tracked managersAndreas Halvorsen · Lee Ainslie
SHWSHERWIN-WILLIAMS CO/THECUSIP 824348106
Consumer Discretionary$1.12BHeld by 2 of 12 tracked managersAndreas Halvorsen · Lee Ainslie
CNICANADIAN NATL RAILWAY COCUSIP 136375102
Industrials$1.02BHeld by 2 of 12 tracked managersChris Hohn · Lee Ainslie
TSLATESLA INCCUSIP 88160R101
Consumer Discretionary$0.95BHeld by 2 of 12 tracked managersAndreas Halvorsen · Philippe Laffont
CRSCARPENTER TECHNOLOGYCUSIP 144285103
Materials$0.84BHeld by 2 of 12 tracked managersDan Loeb · Steve Mandel
MAMASTERCARD INC - ACUSIP 57636Q104
Financials$0.77BHeld by 2 of 12 tracked managersDev Kantesaria · Steve Mandel
NTRANATERA INCCUSIP 632307104
Health Care$0.74BHeld by 2 of 12 tracked managersLee Ainslie · Philippe Laffont