Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Artisan Partners Limited Partnership ⇄ Harris Associates (Oakmark)
60Shared positions
15.4%Name overlap (Jaccard)
15+Only Artisan…
15+Only Harris…
Shared holdings · Q2 2026
Distinctively Artisan Partners…
| ACGL Arch Capital Group… | 3.4% |
| ARGX argenx SE | 2.3% |
| GRMN Garmin Ltd. | 2.0% |
| PGR The Progressive… | 1.8% |
| AXTA Axalta Coating… | 1.8% |
| WST West Pharmaceutical… | 1.4% |
| ASND Ascendis Pharma A/S | 1.1% |
| SPOT Spotify Technology… | 1.0% |
| AON Aon plc | 1.0% |
| BKR Baker Hughes Company | 1.0% |
| EW Edwards Lifesciences… | 1.0% |
| SU Suncor Energy Inc. | 1.0% |
| WWD Woodward, Inc. | 0.9% |
| INSM Insmed Incorporated | 0.9% |
| TSM Taiwan Semiconductor… | 0.9% |
Distinctively Harris Associates…
| KDP Keurig Dr Pepper Inc. | 4.0% |
| ICE Intercontinental… | 3.0% |
| TRGP Targa Resources Corp. | 2.8% |
| DAL Delta Air Lines, Inc. | 2.2% |
| COP ConocoPhillips | 2.1% |
| AIG American… | 2.0% |
| CTVA Corteva, Inc. | 1.8% |
| ALLY Ally Financial Inc. | 1.6% |
| EFX Equifax Inc. | 1.6% |
| ZBH Zimmer Biomet… | 1.5% |
| FI Fiserv, Inc. | 1.4% |
| GM General Motors Company | 1.4% |
| RGA Reinsurance Group of… | 1.3% |
| GEHC GE HealthCare… | 1.3% |
| AER AerCap Holdings N.V. | 1.3% |
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