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मैनेजर A मैनेजर B

Artisan Partners Limited Partnership ⇄ Robeco Institutional Asset Management B.V.

60साझा पोजीशन

18.6%नाम ओवरलैप (Jaccard)

15+केवल Artisan…

15+केवल Robeco…

साझा होल्डिंग्स · Q2 2026

सिक्योरिटी	Artisan Partners… भार	Robeco… भार
GOOGL Alphabet Inc.	3.2%	4.1%
NVDA NVIDIA Corporation	0.7%	6.6%
AAPL Apple Inc.	0.3%	5.2%
AMZN Amazon.com, Inc.	1.7%	2.8%
BNY Bank of New York Mellon…	3.2%	0.5%
ACGL Arch Capital Group Ltd.	3.4%	0.2%
MSFT Microsoft Corporation	0.0%	3.4%
META Meta Platforms, Inc.	2.2%	1.1%
C Citigroup Inc.	2.6%	0.5%
AVGO Broadcom Inc.	1.0%	2.1%
ELV Elevance Health Inc.	2.9%	0.1%
SCHW The Charles Schwab…	2.8%	0.1%
BRK-B Berkshire Hathaway Inc.	2.4%	0.2%
AXP American Express Company	2.5%	0.0%
WTW Willis Towers Watson…	2.4%	0.0%
GRMN Garmin Ltd.	2.0%	0.1%
MRSH Marsh & McLennan…	2.0%	0.2%
AMAT Applied Materials, Inc.	0.2%	1.7%
PGR The Progressive…	1.8%	0.0%
MU Micron Technology, Inc.	0.3%	1.4%
LLY Eli Lilly and Company	0.6%	1.1%
JPM JPMorgan Chase & Co.	0.5%	1.2%
TSM Taiwan Semiconductor…	0.9%	0.6%
IQV IQVIA Holdings Inc.	1.5%	0.0%
LRCX Lam Research Corporation	0.6%	1.0%
GEV GE Vernova Inc.	0.8%	0.6%
WST West Pharmaceutical…	1.4%	0.0%
GOOG Alphabet Inc.	0.0%	1.4%
SPOT Spotify Technology S.A.	1.0%	0.3%
AMD Advanced Micro Devices…	0.5%	0.8%
CBRE CBRE Group, Inc.	0.8%	0.4%
BKR Baker Hughes Company	1.0%	0.1%
V Visa Inc.	0.3%	0.8%
EW Edwards Lifesciences…	1.0%	0.1%
AON Aon plc	1.0%	0.0%
ADI Analog Devices, Inc.	0.2%	0.8%
INSM Insmed Incorporated	0.9%	0.0%
SE Sea Limited	0.9%	0.0%
LSCC Lattice Semiconductor…	0.9%	0.0%
SHOP Shopify Inc.	0.8%	0.0%
IBN ICICI Bank Limited	0.0%	0.8%
GE GE Aerospace	0.5%	0.2%
DASH DoorDash, Inc.	0.7%	0.0%
FIX Comfort Systems USA, Inc.	0.7%	0.1%
RTX RTX Corporation	0.6%	0.1%
MA Mastercard Incorporated	0.1%	0.6%
KO The Coca-Cola Company	0.2%	0.5%
INTC Intel Corp.	0.0%	0.6%
INFY Infosys Limited	0.0%	0.6%
HDB HDFC Bank Limited	0.1%	0.5%
LHX L3Harris Technologies…	0.5%	0.1%
ROK Rockwell Automation, Inc.	0.1%	0.4%
CNHI CNH Industrial N.V.	0.5%	0.0%
LIN Linde plc	0.5%	0.0%
HOOD Robinhood Markets, Inc.	0.5%	0.1%
CARR Carrier Global Corporation	0.5%	0.0%
BAC Bank of America…	0.0%	0.5%
UNH UnitedHealth Group…	0.1%	0.4%
MELI MercadoLibre, Inc.	0.4%	0.1%
MS Morgan Stanley	0.0%	0.5%

विशिष्ट रूप से 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%

विशिष्ट रूप से 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%

स्रोत: दोनों प्रबंधकों की पार्स की गई सामान्य-स्टॉक स्थितियों से लाइव गणना किया गया ओवरलैप Q2 2026. केवल रिपोर्ट किए गए longs — हेज और गैर-13F संपत्तियाँ अदृश्य हैं। कार्यप्रणाली