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Compare Managers

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

Aviva PlcCredit Agricole S A

60Shared positions
53.9%Name overlap (Jaccard)
15+Only Aviva Plc
15+Only Credit…

Shared holdings · Q2 2026

SecurityAviva Plc weightCredit Agricole S A weight
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%
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