Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Artisan Partners Limited Partnership ⇄ Bank Julius Baer & Co. Ltd, Zurich
60Shared positions
17.2%Name overlap (Jaccard)
15+Only Artisan…
15+Only Bank Julius…
Shared holdings · Q2 2026
Distinctively Artisan Partners…
| ARGX argenx SE | 2.3% |
| AXTA Axalta Coating… | 1.8% |
| IQV IQVIA Holdings Inc. | 1.5% |
| CPNG Coupang, Inc. | 1.4% |
| ASND Ascendis Pharma A/S | 1.1% |
| AON Aon plc | 1.0% |
| SU Suncor Energy Inc. | 1.0% |
| INSM Insmed Incorporated | 0.9% |
| TWST Twist Bioscience… | 0.8% |
| DASH DoorDash, Inc. | 0.7% |
| RBC RBC Bearings… | 0.6% |
| TPX Tempur Sealy… | 0.6% |
| SITM SiTime Corporation | 0.6% |
| CNHI CNH Industrial N.V. | 0.5% |
| LHX L3Harris… | 0.5% |
Distinctively Bank Julius Baer &…
| SPY State Street SPDR S&P… | 3.0% |
| JNJ Johnson & Johnson | 1.8% |
| CSCO Cisco Systems, Inc. | 1.8% |
| KLAC KLA Corporation | 1.3% |
| COST Costco Wholesale… | 1.2% |
| PG The Procter & Gamble… | 1.2% |
| WMT Walmart Inc. | 1.1% |
| APH Amphenol Corporation | 0.8% |
| IEF iShares 7-10 Year… | 0.8% |
| IEI iShares 3-7 Year… | 0.7% |
| COP ConocoPhillips | 0.7% |
| XONA.DE Exxon Mobil… | 0.7% |
| QQQ Invesco QQQ Trust… | 0.7% |
| UBS UBS Group AG | 0.7% |
| ISRG Intuitive Surgical… | 0.7% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology