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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 ⇄ Schroder Investment Management Group

60Shared positions
16.4%Name overlap (Jaccard)
15+Only Artisan…
15+Only Schroder…

Shared holdings · Q2 2026

SecurityArtisan Partners… weightSchroder Investment… weight
GOOGL Alphabet Inc. 3.2% 5.6%
NVDA NVIDIA Corporation 0.7% 6.5%
AAPL Apple Inc. 0.3% 4.3%
META Meta Platforms, Inc. 2.2% 2.1%
AMZN Amazon.com, Inc. 1.7% 2.5%
MSFT Microsoft Corporation 0.0% 4.2%
AVGO Broadcom Inc. 1.0% 2.9%
ACGL Arch Capital Group Ltd. 3.4% 0.0%
BNY Bank of New York Mellon… 3.2% 0.1%
ELV Elevance Health Inc. 2.9% 0.0%
SCHW The Charles Schwab… 2.8% 0.1%
AXP American Express Company 2.5% 0.4%
TSM Taiwan Semiconductor… 0.9% 1.9%
C Citigroup Inc. 2.6% 0.1%
BRK-B Berkshire Hathaway Inc. 2.4% 0.3%
WTW Willis Towers Watson… 2.4% 0.0%
ARGX argenx SE 2.3% 0.0%
V Visa Inc. 0.3% 1.9%
GRMN Garmin Ltd. 2.0% 0.0%
PGR The Progressive… 1.8% 0.2%
MRSH Marsh & McLennan… 2.0% 0.0%
JPM JPMorgan Chase & Co. 0.5% 1.5%
LLY Eli Lilly and Company 0.6% 1.1%
MS Morgan Stanley 0.0% 1.5%
AMD Advanced Micro Devices… 0.5% 1.0%
IQV IQVIA Holdings Inc. 1.5% 0.0%
WST West Pharmaceutical… 1.4% 0.0%
CPNG Coupang, Inc. 1.4% 0.0%
SPOT Spotify Technology S.A. 1.0% 0.3%
SE Sea Limited 0.9% 0.5%
GEV GE Vernova Inc. 0.8% 0.5%
BKR Baker Hughes Company 1.0% 0.2%
MELI MercadoLibre, Inc. 0.4% 0.8%
EW Edwards Lifesciences… 1.0% 0.1%
MU Micron Technology, Inc. 0.3% 0.7%
KO The Coca-Cola Company 0.2% 0.9%
AON Aon plc 1.0% 0.0%
LRCX Lam Research Corporation 0.6% 0.4%
INSM Insmed Incorporated 0.9% 0.0%
HSIC Henry Schein, Inc. 0.9% 0.1%
GE GE Aerospace 0.5% 0.4%
WWD Woodward, Inc. 0.9% 0.0%
UNH UnitedHealth Group… 0.1% 0.8%
CARR Carrier Global Corporation 0.5% 0.3%
CBRE CBRE Group, Inc. 0.8% 0.0%
MA Mastercard Incorporated 0.1% 0.8%
RTX RTX Corporation 0.6% 0.1%
SHOP Shopify Inc. 0.8% 0.0%
DASH DoorDash, Inc. 0.7% 0.0%
CDNS Cadence Design Systems… 0.1% 0.7%
GOOG Alphabet Inc. 0.0% 0.7%
FIX Comfort Systems USA, Inc. 0.7% 0.1%
WAT Waters Corporation 0.3% 0.3%
HTHT H World Group Limited 0.2% 0.4%
PH Parker-Hannifin… 0.0% 0.6%
ETN Eaton Corporation plc 0.3% 0.4%
FWONA Formula One Group 0.3% 0.3%
ARM Arm Holdings plc American… 0.2% 0.5%
TPX Tempur Sealy… 0.6% 0.0%
CNHI CNH Industrial N.V. 0.5% 0.0%
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