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管理人 A 管理人 B

Bamco Inc /Ny/ ⇄ Fidelity (FMR)

60共同持仓

6.8%名称重叠（Jaccard 指数）

3+仅 Bamco Inc /Ny/

15+仅 Fidelity (FMR)

共同持仓 · Q2 2026

证券	Bamco Inc /Ny/ 权重	Fidelity (FMR) 权重
SPCX Space Exploration…	37.4%	2.2%
NVDA NVIDIA Corporation	0.9%	8.9%
TSLA Tesla, Inc.	7.9%	0.7%
AMZN Amazon.com, Inc.	0.7%	3.8%
GOOGL Alphabet Inc.	0.3%	3.9%
AAPL Apple Inc.	0.0%	4.1%
MSFT Microsoft Corporation	0.0%	3.0%
MSCI MSCI Inc.	2.7%	0.0%
AVGO Broadcom Inc.	0.3%	2.4%
META Meta Platforms, Inc.	0.2%	2.3%
ACGL Arch Capital Group Ltd.	2.3%	0.0%
GOOG Alphabet Inc.	0.3%	1.9%
SHOP Shopify Inc.	1.9%	0.2%
H Hyatt Hotels Corporation	2.1%	0.0%
SCHW The Charles Schwab…	1.6%	0.2%
LLY Eli Lilly and Company	0.3%	1.5%
TSM Taiwan Semiconductor…	0.5%	1.2%
SPOT Spotify Technology S.A.	1.7%	0.0%
GWRE Guidewire Software, Inc.	1.7%	0.0%
RRR Red Rock Resorts, Inc.	1.6%	0.0%
IDXX IDEXX Laboratories, Inc.	1.6%	0.0%
CHH Choice Hotels…	1.5%	0.0%
IT Gartner, Inc.	1.5%	0.0%
FDS FactSet Research Systems…	1.4%	0.0%
MU Micron Technology, Inc.	0.1%	1.3%
MTN Vail Resorts, Inc.	1.3%	0.0%
KNSL Kinsale Capital Group…	1.3%	0.0%
VRSK Verisk Analytics, Inc.	1.3%	0.0%
APH Amphenol Corporation	0.4%	0.5%
BIRK Birkenstock Holding plc	1.0%	0.0%
ONON On Holding AG	0.9%	0.0%
CSGP CoStar Group, Inc.	0.9%	0.0%
FIGS FIGS, Inc.	0.9%	0.0%
GEV GE Vernova Inc.	0.0%	0.8%
MORN Morningstar, Inc.	0.8%	0.0%
V Visa Inc.	0.1%	0.6%
LRCX Lam Research Corporation	0.1%	0.6%
IBKR Interactive Brokers…	0.6%	0.0%
AMD Advanced Micro Devices…	0.0%	0.6%
WELL Welltower Inc.	0.4%	0.2%
MA Mastercard Incorporated	0.1%	0.5%
ASML ASML Holding N.V.	0.1%	0.5%
VRT Vertiv Holdings Co	0.5%	0.1%
UNH UnitedHealth Group…	0.0%	0.5%
BRK-A Berkshire Hathaway Inc.	0.0%	0.5%
BAC Bank of America…	0.0%	0.5%
PWR Quanta Services, Inc.	0.3%	0.1%
EQIX Equinix, Inc.	0.3%	0.1%
MPWR Monolithic Power Systems…	0.1%	0.3%
DDOG Datadog, Inc.	0.2%	0.2%
LOW Lowe's Companies, Inc.	0.1%	0.4%
IOT Samsara Inc.	0.4%	0.0%
ABNB Airbnb, Inc.	0.4%	0.0%
CRWD CrowdStrike Holdings, Inc.	0.1%	0.3%
ARGX argenx SE	0.2%	0.2%
APP AppLovin Corporation	0.0%	0.4%
JPM JPMorgan Chase & Co.	0.0%	0.4%
ANET Arista Networks, Inc.	0.0%	0.3%
GILD Gilead Sciences, Inc.	0.0%	0.4%
FPS Forgent Power Solutions…	0.3%	0.0%

独特地 Bamco Inc /Ny/

BXDC	0.2%
STVN Stevanato Group S.p.A.	0.1%
CDRO	0.1%

独特地 Fidelity (FMR)

XONA.DE Exxon Mobil…	0.8%
GE GE Aerospace	0.8%
SNDK Sandisk Corporation	0.8%
MRVL Marvell Technology…	0.7%
WDC Western Digital…	0.7%
BA The Boeing Company	0.6%
INTC Intel Corp.	0.6%
KLAC KLA Corporation	0.6%
WFC Wells Fargo & Company	0.5%
ALAB Astera Labs, Inc.…	0.5%
NFLX Netflix, Inc.	0.4%
FSEC FIDELITY INVESTMENT…	0.4%
CIEN Ciena Corporation	0.4%
CSCO Cisco Systems, Inc.	0.4%
KO The Coca-Cola Company	0.4%

数据来源: 重叠度根据两位管理人已解析的普通股持仓实时计算，涵盖 Q2 2026. 仅含已申报多头——对冲头寸及非13F资产不可见。方法论

对比管理人

Bamco Inc /Ny/ ⇄ Fidelity (FMR)

共同持仓 · Q2 2026

独特地 Bamco Inc /Ny/

独特地 Fidelity (FMR)