Yöneticileri karşılaştır

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Yönetici A Yönetici B

Artisan Partners Limited Partnership ⇄ Massachusetts Financial Services Co /Ma/

60Ortak pozisyonlar

18.4%Ad örtüşmesi (Jaccard)

15+Yalnızca Artisan…

15+Yalnızca Massachusetts…

Ortak varlıklar · Q2 2026

Menkul kıymet	Artisan Partners… ağırlık	Massachusetts… ağırlık
GOOGL Alphabet Inc.	3.2%	3.3%
NVDA NVIDIA Corporation	0.7%	4.3%
AMZN Amazon.com, Inc.	1.7%	2.8%
SCHW The Charles Schwab…	2.8%	0.7%
BNY Bank of New York Mellon…	3.2%	0.0%
AAPL Apple Inc.	0.3%	2.8%
ELV Elevance Health Inc.	2.9%	0.2%
WTW Willis Towers Watson…	2.4%	0.7%
C Citigroup Inc.	2.6%	0.5%
AXP American Express Company	2.5%	0.5%
META Meta Platforms, Inc.	2.2%	0.7%
MSFT Microsoft Corporation	0.0%	2.8%
AVGO Broadcom Inc.	1.0%	1.7%
ICLR ICON Public Limited…	2.4%	0.1%
TSM Taiwan Semiconductor…	0.9%	1.5%
BRK-B Berkshire Hathaway Inc.	2.4%	0.0%
PGR The Progressive…	1.8%	0.5%
MRSH Marsh & McLennan…	2.0%	0.3%
AXTA Axalta Coating Systems…	1.8%	0.1%
AON Aon plc	1.0%	0.8%
JPM JPMorgan Chase & Co.	0.5%	1.3%
LIN Linde plc	0.5%	1.0%
IQV IQVIA Holdings Inc.	1.5%	0.0%
CPNG Coupang, Inc.	1.4%	0.0%
GEV GE Vernova Inc.	0.8%	0.6%
RTX RTX Corporation	0.6%	0.7%
SPOT Spotify Technology S.A.	1.0%	0.3%
ASND Ascendis Pharma A/S	1.1%	0.2%
WAT Waters Corporation	0.3%	0.8%
BKR Baker Hughes Company	1.0%	0.1%
V Visa Inc.	0.3%	0.8%
SU Suncor Energy Inc.	1.0%	0.1%
SHOP Shopify Inc.	0.8%	0.2%
WWD Woodward, Inc.	0.9%	0.0%
MA Mastercard Incorporated	0.1%	0.9%
ETN Eaton Corporation plc	0.3%	0.7%
AMD Advanced Micro Devices…	0.5%	0.4%
ADI Analog Devices, Inc.	0.2%	0.7%
MU Micron Technology, Inc.	0.3%	0.5%
STX Seagate Technology…	0.0%	0.8%
CBRE CBRE Group, Inc.	0.8%	0.0%
FIX Comfort Systems USA, Inc.	0.7%	0.1%
TMO Thermo Fisher Scientific…	0.0%	0.7%
LRCX Lam Research Corporation	0.6%	0.2%
CAT Caterpillar Inc.	0.1%	0.6%
LLY Eli Lilly and Company	0.6%	0.1%
VIK Viking Holdings Ltd	0.4%	0.3%
RBC RBC Bearings Incorporated	0.6%	0.1%
LYV Live Nation…	0.5%	0.2%
MS Morgan Stanley	0.0%	0.6%
RH Rh	0.1%	0.5%
LHX L3Harris Technologies…	0.5%	0.1%
NXPI NXP Semiconductors N.V.	0.0%	0.6%
SITM SiTime Corporation	0.6%	0.0%
MOD Modine Manufacturing…	0.5%	0.1%
HWM Howmet Aerospace Inc.	0.1%	0.4%
WMB The Williams Companies…	0.5%	0.1%
CARR Carrier Global Corporation	0.5%	0.0%
UNP Union Pacific Corporation	0.0%	0.6%
HOOD Robinhood Markets, Inc.	0.5%	0.1%

Belirgin biçimde Artisan Partners…

ACGL Arch Capital Group…	3.4%
ARGX argenx SE	2.3%
GRMN Garmin Ltd.	2.0%
WST West Pharmaceutical…	1.4%
EW Edwards Lifesciences…	1.0%
INSM Insmed Incorporated	0.9%
HSIC Henry Schein, Inc.	0.9%
LSCC Lattice Semiconductor…	0.9%
SE Sea Limited	0.9%
TWST Twist Bioscience…	0.8%
DASH DoorDash, Inc.	0.7%
TPX Tempur Sealy…	0.6%
VCYT Veracyte, Inc.	0.5%
APG APi Group Corporation	0.5%
COF Capital One Financial…	0.4%

Belirgin biçimde Massachusetts…

KLAC KLA Corporation	1.4%
UBS UBS Group AG	1.0%
CI Cigna Corporation	0.9%
JNJ Johnson & Johnson	0.9%
MDT Medtronic plc	0.8%
BDX Becton, Dickinson and…	0.8%
FNV Franco-Nevada…	0.8%
XONA.DE Exxon Mobil…	0.7%
CB Chubb Limited	0.6%
APH Amphenol Corporation	0.6%
AEM Agnico Eagle Mines…	0.6%
COP ConocoPhillips	0.6%
MCK McKesson Corporation	0.6%
NDAQ Nasdaq, Inc.	0.6%
PCG PG&E Corporation	0.5%

Kaynak: Örtüşme, her iki yöneticinin ayrıştırılmış adi hisse senedi pozisyonlarından anlık olarak hesaplanmaktadır: Q2 2026. Yalnızca raporlanan uzun pozisyonlar — hedgeler ve 13F kapsamı dışındaki varlıklar görünmez. Metodoloji

Yöneticileri Karşılaştır

Artisan Partners Limited Partnership ⇄ Massachusetts Financial Services Co /Ma/

Ortak varlıklar · Q2 2026

Belirgin biçimde Artisan Partners…

Belirgin biçimde Massachusetts…