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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. ⇄ Norges Bank

60Shared positions
45.3%Name overlap (Jaccard)
15+Only Assenagon…
15+Only Norges Bank

Shared holdings · Q2 2026

SecurityAssenagon Asset… weightNorges Bank weight
NVDA NVIDIA Corporation 6.8% 6.5%
AAPL Apple Inc. 5.8% 5.5%
MSFT Microsoft Corporation 5.1% 3.8%
AMZN Amazon.com, Inc. 5.5% 3.3%
GOOG Alphabet Inc. 3.6% 2.6%
AMD Advanced Micro Devices… 4.0% 1.4%
GOOGL Alphabet Inc. 1.8% 2.9%
INTC Intel Corp. 2.9% 0.9%
AVGO Broadcom Inc. 1.0% 2.5%
TSLA Tesla, Inc. 1.8% 1.6%
META Meta Platforms, Inc. 0.8% 1.8%
BRK-B Berkshire Hathaway Inc. 2.2% 0.4%
SNDK Sandisk Corporation 1.8% 0.5%
LLY Eli Lilly and Company 0.8% 1.4%
MU Micron Technology, Inc. 0.3% 1.7%
UBS UBS Group AG 1.1% 0.5%
SNPS Synopsys, Inc. 1.4% 0.1%
JNJ Johnson & Johnson 0.6% 0.8%
COST Costco Wholesale… 0.8% 0.6%
ABBV AbbVie Inc. 0.7% 0.6%
AMAT Applied Materials, Inc. 0.5% 0.8%
TXN Texas Instruments… 0.9% 0.4%
WMT Walmart Inc. 0.6% 0.6%
KLAC KLA Corporation 0.6% 0.6%
UNH UnitedHealth Group… 0.7% 0.5%
JPM JPMorgan Chase & Co. 0.0% 1.2%
MA Mastercard Incorporated 0.6% 0.6%
LRCX Lam Research Corporation 0.3% 0.8%
PG The Procter & Gamble… 0.6% 0.5%
AZN AstraZeneca PLC 0.3% 0.6%
MRVL Marvell Technology, Inc. 0.5% 0.4%
MRK Merck & Co., Inc. 0.5% 0.5%
NFLX Netflix, Inc. 0.5% 0.4%
PEP PepsiCo, Inc. 0.7% 0.3%
XONA.DE Exxon Mobil Corporation 0.0% 0.8%
RY Royal Bank of Canada 0.4% 0.4%
GEV GE Vernova Inc. 0.3% 0.4%
PANW Palo Alto Networks, Inc. 0.4% 0.3%
ISRG Intuitive Surgical, Inc. 0.5% 0.2%
KO The Coca-Cola Company 0.3% 0.4%
ORCL Oracle Corporation 0.3% 0.4%
CSCO Cisco Systems, Inc. 0.0% 0.6%
ANET Arista Networks, Inc. 0.5% 0.2%
GILD Gilead Sciences, Inc. 0.4% 0.3%
TSM Taiwan Semiconductor… 0.6% 0.0%
VRTX Vertex Pharmaceuticals… 0.5% 0.1%
HD The Home Depot, Inc. 0.2% 0.5%
ORLY O'Reilly Automotive, Inc. 0.5% 0.1%
CVX Chevron Corporation 0.2% 0.4%
PNC The PNC Financial… 0.4% 0.2%
ADI Analog Devices, Inc. 0.3% 0.3%
UBER Uber Technologies, Inc. 0.4% 0.2%
ABT Abbott Laboratories 0.4% 0.2%
PLTR Palantir Technologies Inc. 0.2% 0.4%
V Visa Inc. 0.0% 0.6%
SBUX Starbucks Corporation 0.4% 0.1%
RTX RTX Corporation 0.2% 0.4%
TMUS T-Mobile US, Inc. 0.4% 0.1%
TJX The TJX Companies, Inc. 0.3% 0.2%
GE GE Aerospace 0.0% 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