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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Assenagon Asset Management S.A. ⇄ Danske Bank A/S

60Shared positions
44.7%Name overlap (Jaccard)
15+Only Assenagon…
15+Only Danske Bank…

Shared holdings · Q2 2026

SecurityAssenagon Asset… weightDanske Bank A/S weight
NVDA NVIDIA Corporation 6.8% 7.2%
AAPL Apple Inc. 5.8% 6.4%
AMZN Amazon.com, Inc. 5.5% 5.0%
MSFT Microsoft Corporation 5.1% 4.2%
AMD Advanced Micro Devices… 4.0% 2.2%
GOOG Alphabet Inc. 3.6% 2.4%
GOOGL Alphabet Inc. 1.8% 3.7%
INTC Intel Corp. 2.9% 0.8%
TSLA Tesla, Inc. 1.8% 1.8%
AVGO Broadcom Inc. 1.0% 2.5%
BRK-B Berkshire Hathaway Inc. 2.2% 1.1%
META Meta Platforms, Inc. 0.8% 1.9%
LLY Eli Lilly and Company 0.8% 1.8%
MU Micron Technology, Inc. 0.3% 2.1%
SNDK Sandisk Corporation 1.8% 0.1%
JNJ Johnson & Johnson 0.6% 1.1%
JPM JPMorgan Chase & Co. 0.0% 1.6%
WMT Walmart Inc. 0.6% 0.9%
SNPS Synopsys, Inc. 1.4% 0.1%
COST Costco Wholesale… 0.8% 0.7%
TXN Texas Instruments… 0.9% 0.5%
UNH UnitedHealth Group… 0.7% 0.7%
ABBV AbbVie Inc. 0.7% 0.7%
KLAC KLA Corporation 0.6% 0.7%
V Visa Inc. 0.0% 1.2%
AMAT Applied Materials, Inc. 0.5% 0.7%
LRCX Lam Research Corporation 0.3% 0.8%
MA Mastercard Incorporated 0.6% 0.5%
PG The Procter & Gamble… 0.6% 0.5%
MRK Merck & Co., Inc. 0.5% 0.6%
MRVL Marvell Technology, Inc. 0.5% 0.4%
PEP PepsiCo, Inc. 0.7% 0.3%
NFLX Netflix, Inc. 0.5% 0.4%
TSM Taiwan Semiconductor… 0.6% 0.3%
KO The Coca-Cola Company 0.3% 0.6%
ISRG Intuitive Surgical, Inc. 0.5% 0.3%
PLTR Palantir Technologies Inc. 0.2% 0.6%
GEV GE Vernova Inc. 0.3% 0.5%
CSCO Cisco Systems, Inc. 0.0% 0.8%
LIN Linde plc 0.1% 0.6%
PANW Palo Alto Networks, Inc. 0.4% 0.3%
ANET Arista Networks, Inc. 0.5% 0.3%
ORCL Oracle Corporation 0.3% 0.4%
VRTX Vertex Pharmaceuticals… 0.5% 0.2%
ORLY O'Reilly Automotive, Inc. 0.5% 0.1%
TMUS T-Mobile US, Inc. 0.4% 0.2%
GILD Gilead Sciences, Inc. 0.4% 0.2%
CRM Salesforce, Inc. 0.2% 0.3%
UBER Uber Technologies, Inc. 0.4% 0.2%
RTX RTX Corporation 0.2% 0.4%
SBUX Starbucks Corporation 0.4% 0.1%
PFE Pfizer Inc. 0.4% 0.2%
ABT Abbott Laboratories 0.4% 0.2%
CAT Caterpillar Inc. 0.0% 0.5%
ADI Analog Devices, Inc. 0.3% 0.3%
DELL Dell Technologies Inc. 0.1% 0.4%
BAC Bank of America… 0.0% 0.5%
HD The Home Depot, Inc. 0.2% 0.4%
C Citigroup Inc. 0.0% 0.5%
PNC The PNC Financial… 0.4% 0.1%

Distinctively Assenagon Asset…

UBS UBS Group AG 1.1%
MO Altria Group, Inc. 0.3%
AZN AstraZeneca PLC 0.3%
CPNG Coupang, Inc. 0.3%
TLN Talen Energy… 0.2%
NTNX Nutanix, Inc. 0.2%
PM Philip Morris… 0.2%
DT Dynatrace, Inc. 0.2%
AXSM Axsome Therapeutics… 0.1%
VALE Vale S.A. 0.1%
LOGI Logitech… 0.1%
LBRDA Liberty Broadband… 0.1%
AXTI AXT, Inc. 0.1%
CENX Century Aluminum… 0.1%
VISN Vistance Networks… 0.1%

Distinctively Danske Bank A/S

BA The Boeing Company 0.1%
GLPI Gaming and Leisure… 0.1%
HEI-A HEICO Corporation 0.1%
O Realty Income… 0.1%
NLY Annaly Capital… 0.1%
CINF Cincinnati Financial… 0.1%
OWL Blue Owl Capital Inc. 0.1%
FTDR Frontdoor, Inc. 0.1%
GLNG Golar LNG Limited 0.1%
GD General Dynamics… 0.1%
WHD Cactus, Inc. 0.1%
FTAI FTAI Aviation Ltd. 0.0%
CSTM Constellium SE 0.0%
HST Host Hotels &… 0.0%
EG Everest Group, Ltd. 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