Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Artisan Partners Limited Partnership ⇄ Robeco Institutional Asset Management B.V.
60Shared positions
18.6%Name overlap (Jaccard)
15+Only Artisan…
15+Only Robeco…
Shared holdings · Q2 2026
Distinctively Artisan Partners…
| ICLR ICON Public Limited… | 2.4% |
| ARGX argenx SE | 2.3% |
| AXTA Axalta Coating… | 1.8% |
| CPNG Coupang, Inc. | 1.4% |
| ASND Ascendis Pharma A/S | 1.1% |
| SU Suncor Energy Inc. | 1.0% |
| WWD Woodward, Inc. | 0.9% |
| HSIC Henry Schein, Inc. | 0.9% |
| TWST Twist Bioscience… | 0.8% |
| RBC RBC Bearings… | 0.6% |
| TPX Tempur Sealy… | 0.6% |
| SITM SiTime Corporation | 0.6% |
| VCYT Veracyte, Inc. | 0.5% |
| MOD Modine Manufacturing… | 0.5% |
| APG APi Group Corporation | 0.5% |
Distinctively Robeco Institutional…
| ABBV AbbVie Inc. | 1.1% |
| KLAC KLA Corporation | 1.0% |
| CMI Cummins Inc. | 0.8% |
| TSLA Tesla, Inc. | 0.8% |
| CSCO Cisco Systems, Inc. | 0.8% |
| VRT Vertiv Holdings Co | 0.8% |
| ANET Arista Networks, Inc. | 0.8% |
| PBR-A Petróleo Brasileiro… | 0.7% |
| PANW Palo Alto Networks… | 0.7% |
| JNJ Johnson & Johnson | 0.6% |
| VALE Vale S.A. | 0.6% |
| GILD Gilead Sciences, Inc. | 0.5% |
| BMY Bristol-Myers Squibb… | 0.5% |
| WDC Western Digital… | 0.5% |
| ITUB Itaú Unibanco Holding… | 0.5% |
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