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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Artisan Partners Limited Partnership ⇄ Clearbridge Investments, LLC

60Shared positions
21.0%Name overlap (Jaccard)
15+Only Artisan…
15+Only Clearbridge…

Shared holdings · Q2 2026

SecurityArtisan Partners… weightClearbridge… weight
GOOGL Alphabet Inc. 3.2% 3.4%
NVDA NVIDIA Corporation 0.7% 5.4%
AMZN Amazon.com, Inc. 1.7% 2.4%
META Meta Platforms, Inc. 2.2% 1.8%
AAPL Apple Inc. 0.3% 3.4%
ACGL Arch Capital Group Ltd. 3.4% 0.1%
AVGO Broadcom Inc. 1.0% 2.3%
BNY Bank of New York Mellon… 3.2% 0.0%
SCHW The Charles Schwab… 2.8% 0.2%
ELV Elevance Health Inc. 2.9% 0.0%
TSM Taiwan Semiconductor… 0.9% 1.9%
C Citigroup Inc. 2.6% 0.0%
MRSH Marsh & McLennan… 2.0% 0.6%
AXP American Express Company 2.5% 0.1%
BRK-B Berkshire Hathaway Inc. 2.4% 0.2%
ARGX argenx SE 2.3% 0.2%
WTW Willis Towers Watson… 2.4% 0.0%
V Visa Inc. 0.3% 1.8%
GRMN Garmin Ltd. 2.0% 0.0%
WMB The Williams Companies… 0.5% 1.5%
MSFT Microsoft Corporation 0.0% 1.9%
PGR The Progressive… 1.8% 0.0%
JPM JPMorgan Chase & Co. 0.5% 1.1%
LIN Linde plc 0.5% 1.1%
ASML ASML Holding N.V. 0.0% 1.5%
RTX RTX Corporation 0.6% 0.7%
SPOT Spotify Technology S.A. 1.0% 0.2%
ETN Eaton Corporation plc 0.3% 0.9%
LLY Eli Lilly and Company 0.6% 0.5%
LSCC Lattice Semiconductor… 0.9% 0.2%
BKR Baker Hughes Company 1.0% 0.1%
TXN Texas Instruments… 0.0% 1.0%
SHOP Shopify Inc. 0.8% 0.3%
INSM Insmed Incorporated 0.9% 0.1%
NFLX Netflix, Inc. 0.1% 0.9%
WWD Woodward, Inc. 0.9% 0.0%
SE Sea Limited 0.9% 0.1%
LHX L3Harris Technologies… 0.5% 0.4%
AZN AstraZeneca PLC 0.1% 0.8%
CBRE CBRE Group, Inc. 0.8% 0.1%
AMD Advanced Micro Devices… 0.5% 0.4%
GEV GE Vernova Inc. 0.8% 0.0%
CRWD CrowdStrike Holdings, Inc. 0.3% 0.5%
RBC RBC Bearings Incorporated 0.6% 0.2%
FIX Comfort Systems USA, Inc. 0.7% 0.1%
MU Micron Technology, Inc. 0.3% 0.4%
COF Capital One Financial… 0.4% 0.4%
KO The Coca-Cola Company 0.2% 0.6%
TMO Thermo Fisher Scientific… 0.0% 0.7%
UNP Union Pacific Corporation 0.0% 0.7%
LRCX Lam Research Corporation 0.6% 0.1%
HOOD Robinhood Markets, Inc. 0.5% 0.2%
TPX Tempur Sealy… 0.6% 0.1%
SITM SiTime Corporation 0.6% 0.0%
ABNB Airbnb, Inc. 0.0% 0.6%
FITB Fifth Third Bancorp 0.5% 0.1%
MOD Modine Manufacturing… 0.5% 0.1%
BAC Bank of America… 0.0% 0.6%
APG APi Group Corporation 0.5% 0.1%
CNHI CNH Industrial N.V. 0.5% 0.0%

Distinctively Artisan Partners…

ICLR ICON Public Limited… 2.4%
AXTA Axalta Coating… 1.8%
IQV IQVIA Holdings Inc. 1.5%
CPNG Coupang, Inc. 1.4%
WST West Pharmaceutical… 1.4%
ASND Ascendis Pharma A/S 1.1%
AON Aon plc 1.0%
EW Edwards Lifesciences… 1.0%
SU Suncor Energy Inc. 1.0%
HSIC Henry Schein, Inc. 0.9%
TWST Twist Bioscience… 0.8%
DASH DoorDash, Inc. 0.7%
VCYT Veracyte, Inc. 0.5%
STM STMicroelectronics… 0.3%
IONS Ionis… 0.3%

Distinctively Clearbridge…

PANW Palo Alto Networks… 1.2%
JNJ Johnson & Johnson 1.1%
VRTX Vertex… 1.0%
XONA.DE Exxon Mobil… 1.0%
GWW W.W. Grainger, Inc. 0.8%
ANET Arista Networks, Inc. 0.8%
TRV The Travelers… 0.8%
CVS CVS Health Corp. 0.7%
TSLA Tesla, Inc. 0.7%
ETR Entergy Corporation 0.7%
SHW The Sherwin-Williams… 0.6%
APD Air Products and… 0.6%
TEL TE Connectivity plc 0.6%
TJX The TJX Companies… 0.6%
CNI Canadian National… 0.6%
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