So sánh quản lý quỹ

Antique route map of roads converging on a single obelisk crossroads

Nhà quản lý A Nhà quản lý B

Artisan Partners Limited Partnership ⇄ Schroder Investment Management Group

60Vị thế chung

16.4%Mức độ trùng lặp tên (Jaccard)

15+Chỉ Artisan…

15+Chỉ Schroder…

Danh mục nắm giữ chung · Q2 2026

Chứng khoán	Artisan Partners… tỷ trọng	Schroder Investment… tỷ trọng
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%
PH Parker-Hannifin…	0.0%	0.6%
HTHT H World Group Limited	0.2%	0.4%
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%

Đặc biệt Artisan Partners…

ICLR ICON Public Limited…	2.4%
AXTA Axalta Coating…	1.8%
ASND Ascendis Pharma A/S	1.1%
SU Suncor Energy Inc.	1.0%
LSCC Lattice Semiconductor…	0.9%
TWST Twist Bioscience…	0.8%
RBC RBC Bearings…	0.6%
SITM SiTime Corporation	0.6%
VCYT Veracyte, Inc.	0.5%
LIN Linde plc	0.5%
APG APi Group Corporation	0.5%
VIK Viking Holdings Ltd	0.4%
STM STMicroelectronics…	0.3%
AKAM Akamai Technologies…	0.3%
COMP Compass, Inc.	0.3%

Đặc biệt Schroder Investment…

ANET Arista Networks, Inc.	1.2%
KLAC KLA Corporation	0.9%
TPR Tapestry, Inc.	0.8%
NEE NextEra Energy, Inc.	0.7%
MNST Monster Beverage…	0.7%
JNJ Johnson & Johnson	0.6%
VOO Vanguard S&P 500 ETF	0.6%
BMY Bristol-Myers Squibb…	0.5%
IVV iShares Core S&P 500…	0.5%
TSLA Tesla, Inc.	0.5%
PANW Palo Alto Networks…	0.5%
EMR Emerson Electric Co.	0.5%
TJX The TJX Companies…	0.4%
MDT Medtronic plc	0.4%
ABBV AbbVie Inc.	0.4%

Nguồn gốc: Độ trùng lặp được tính trực tiếp từ các vị thế cổ phiếu thường đã phân tích của cả hai nhà quản lý cho Q2 2026. Chỉ bao gồm các vị thế mua dài hạn được báo cáo — các khoản phòng hộ và tài sản không thuộc 13F không hiển thị. Phương pháp luận

So sánh Quản lý quỹ

Artisan Partners Limited Partnership ⇄ Schroder Investment Management Group

Danh mục nắm giữ chung · Q2 2026

Đặc biệt Artisan Partners…

Đặc biệt Schroder Investment…