Yöneticileri karşılaştır

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Yönetici A Yönetici B

Aviva Plc ⇄ Credit Agricole S A

60Ortak pozisyonlar

53.9%Ad örtüşmesi (Jaccard)

15+Yalnızca Aviva Plc

15+Yalnızca Credit…

Ortak varlıklar · Q2 2026

Menkul kıymet	Aviva Plc ağırlık	Credit Agricole S A ağırlık
NVDA NVIDIA Corporation	6.5%	8.7%
AAPL Apple Inc.	5.7%	4.5%
MSFT Microsoft Corporation	4.0%	5.3%
GOOGL Alphabet Inc.	3.0%	4.6%
AMZN Amazon.com, Inc.	3.0%	3.5%
AVGO Broadcom Inc.	2.6%	3.6%
AZN AstraZeneca PLC	3.0%	1.8%
GOOG Alphabet Inc.	2.4%	1.8%
META Meta Platforms, Inc.	1.7%	2.1%
JPM JPMorgan Chase & Co.	1.5%	2.3%
MU Micron Technology, Inc.	1.8%	1.5%
TSLA Tesla, Inc.	1.6%	1.2%
AMD Advanced Micro Devices…	1.3%	1.1%
LLY Eli Lilly and Company	1.3%	1.1%
TTE TotalEnergies SE	0.4%	1.9%
AMAT Applied Materials, Inc.	0.9%	1.4%
BRK-B Berkshire Hathaway Inc.	0.9%	1.1%
MA Mastercard Incorporated	0.5%	1.2%
V Visa Inc.	1.1%	0.5%
UNH UnitedHealth Group…	0.5%	0.9%
LRCX Lam Research Corporation	0.7%	0.7%
ADI Analog Devices, Inc.	0.4%	1.0%
CSCO Cisco Systems, Inc.	0.6%	0.7%
JNJ Johnson & Johnson	0.8%	0.5%
HD The Home Depot, Inc.	0.6%	0.7%
BAC Bank of America…	0.6%	0.7%
ABBV AbbVie Inc.	0.6%	0.6%
TSM Taiwan Semiconductor…	0.4%	0.8%
WMT Walmart Inc.	0.7%	0.4%
NFLX Netflix, Inc.	0.4%	0.7%
GE GE Aerospace	0.5%	0.6%
INTC Intel Corp.	0.8%	0.3%
KO The Coca-Cola Company	0.6%	0.4%
KLAC KLA Corporation	0.5%	0.4%
GS The Goldman Sachs Group…	0.4%	0.5%
MRK Merck & Co., Inc.	0.6%	0.3%
PANW Palo Alto Networks, Inc.	0.4%	0.5%
PG The Procter & Gamble…	0.5%	0.4%
CAT Caterpillar Inc.	0.7%	0.2%
GEV GE Vernova Inc.	0.4%	0.4%
COST Costco Wholesale…	0.6%	0.2%
LIN Linde plc	0.5%	0.3%
APH Amphenol Corporation	0.3%	0.5%
ORCL Oracle Corporation	0.3%	0.4%
TMO Thermo Fisher Scientific…	0.3%	0.4%
MRVL Marvell Technology, Inc.	0.3%	0.3%
ETN Eaton Corporation plc	0.2%	0.4%
STX Seagate Technology…	0.3%	0.2%
NEE NextEra Energy, Inc.	0.3%	0.3%
TJX The TJX Companies, Inc.	0.3%	0.2%
CVX Chevron Corporation	0.5%	0.1%
AXP American Express Company	0.2%	0.3%
DHR Danaher Corporation	0.3%	0.2%
PEP PepsiCo, Inc.	0.3%	0.2%
UBER Uber Technologies, Inc.	0.2%	0.3%
TXN Texas Instruments…	0.4%	0.2%
NOW ServiceNow, Inc.	0.2%	0.3%
MS Morgan Stanley	0.3%	0.2%
PLTR Palantir Technologies Inc.	0.3%	0.2%
MCD McDonald's Corporation	0.2%	0.2%

Belirgin biçimde Aviva Plc

XONA.DE Exxon Mobil…	0.8%
TTEK Tetra Tech, Inc.	0.1%
CAE CAE Inc.	0.0%
AGCO AGCO Corporation	0.0%
BEPC Brookfield Renewable…	0.0%
STN Stantec Inc.	0.0%
BEKE KE Holdings Inc.	0.0%
ZTO ZTO Express (Cayman)…	0.0%
GFL GFL Environmental Inc.	0.0%
FSV FirstService…	0.0%
DSGX The Descartes Systems…	0.0%
DQ Daqo New Energy Corp.	0.0%
OPI	0.0%
SN SharkNinja, Inc.	0.0%
ASX ASE Technology…	0.0%

Belirgin biçimde Credit Agricole S A

SPY State Street SPDR S&P…	0.4%
QQQ Invesco QQQ Trust…	0.3%
LMT Lockheed Martin…	0.3%
PSNY	0.2%
COTY Coty Inc.	0.1%
ONTO Onto Innovation Inc.	0.1%
IWM iShares Russell 2000…	0.1%
RL Ralph Lauren…	0.1%
BABA Alibaba Group Holding…	0.1%
ALB Albemarle Corporation	0.1%
CWST Casella Waste…	0.1%
GLD SPDR Gold Shares	0.1%
PRM Perimeter Solutions…	0.1%
DNUT Krispy Kreme, Inc.	0.1%
STVN Stevanato Group S.p.A.	0.1%

Kaynak: Örtüşme, her iki yöneticinin ayrıştırılmış adi hisse senedi pozisyonlarından anlık olarak hesaplanmaktadır: Q2 2026. Yalnızca raporlanan uzun pozisyonlar — hedgeler ve 13F kapsamı dışındaki varlıklar görünmez. Metodoloji

Yöneticileri Karşılaştır

Aviva Plc ⇄ Credit Agricole S A

Ortak varlıklar · Q2 2026

Belirgin biçimde Aviva Plc

Belirgin biçimde Credit Agricole S A