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Compare Managers

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

Bamco Inc /Ny/ ⇄ LMR Partners LLP

60Shared positions
13.6%Name overlap (Jaccard)
15+Only Bamco Inc /Ny/
15+Only LMR Partners…

Shared holdings · Q2 2026

SecurityBamco Inc /Ny/ weightLMR Partners LLP weight
SPCX Space Exploration… 37.4% 1.6%
TSLA Tesla, Inc. 7.9% 0.9%
MSCI MSCI Inc. 2.7% 0.0%
NVDA NVIDIA Corporation 0.9% 1.3%
SHOP Shopify Inc. 1.9% 0.0%
SPOT Spotify Technology S.A. 1.7% 0.0%
AMZN Amazon.com, Inc. 0.7% 1.0%
GWRE Guidewire Software, Inc. 1.7% 0.0%
SCHW The Charles Schwab… 1.6% 0.0%
IDXX IDEXX Laboratories, Inc. 1.6% 0.0%
TSM Taiwan Semiconductor… 0.5% 0.9%
KNSL Kinsale Capital Group… 1.3% 0.0%
VRSK Verisk Analytics, Inc. 1.3% 0.0%
APH Amphenol Corporation 0.4% 0.8%
DDOG Datadog, Inc. 0.2% 0.8%
BABA Alibaba Group Holding… 0.1% 0.6%
ILMN Illumina, Inc. 0.1% 0.6%
VRT Vertiv Holdings Co 0.5% 0.1%
FPS Forgent Power Solutions… 0.3% 0.2%
MPWR Monolithic Power Systems… 0.1% 0.4%
RVMD Revolution Medicines, Inc. 0.0% 0.5%
ABNB Airbnb, Inc. 0.4% 0.1%
ASML ASML Holding N.V. 0.1% 0.4%
MU Micron Technology, Inc. 0.1% 0.4%
ANET Arista Networks, Inc. 0.0% 0.5%
IOT Samsara Inc. 0.4% 0.1%
NET Cloudflare, Inc. 0.2% 0.3%
AVGO Broadcom Inc. 0.3% 0.2%
RGEN Repligen Corporation 0.2% 0.3%
CRWD CrowdStrike Holdings, Inc. 0.1% 0.3%
LLYVA Liberty Live Group 0.2% 0.2%
LRCX Lam Research Corporation 0.1% 0.3%
META Meta Platforms, Inc. 0.2% 0.2%
PWR Quanta Services, Inc. 0.3% 0.0%
MSFT Microsoft Corporation 0.0% 0.3%
SNOW Snowflake Inc. 0.1% 0.2%
GOOGL Alphabet Inc. 0.3% 0.1%
AAPL Apple Inc. 0.0% 0.4%
CBRS Cerebras Systems Inc. 0.1% 0.2%
EQIX Equinix, Inc. 0.3% 0.0%
GOOG Alphabet Inc. 0.3% 0.0%
ELAN Elanco Animal Health… 0.0% 0.3%
LLY Eli Lilly and Company 0.3% 0.0%
AMAT Applied Materials, Inc. 0.0% 0.3%
MTD Mettler-Toledo… 0.3% 0.0%
LVS Las Vegas Sands Corp. 0.3% 0.0%
ARGX argenx SE 0.2% 0.1%
MRNA Moderna, Inc. 0.2% 0.0%
GDS GDS Holdings Limited 0.2% 0.1%
PANW Palo Alto Networks, Inc. 0.0% 0.2%
BE Bloom Energy Corporation 0.0% 0.2%
FWONA Formula One Group 0.2% 0.0%
TEVA Teva Pharmaceutical… 0.0% 0.2%
HLT Hilton Worldwide Holdings… 0.1% 0.0%
MAIR Madison Air Solutions… 0.1% 0.1%
PLD Prologis, Inc. 0.2% 0.0%
PLTR Palantir Technologies Inc. 0.0% 0.2%
V Visa Inc. 0.1% 0.1%
FROG JFrog Ltd. 0.1% 0.1%
MGM MGM Resorts International 0.0% 0.1%

Distinctively Bamco Inc /Ny/

ACGL Arch Capital Group… 2.3%
H Hyatt Hotels… 2.1%
RRR Red Rock Resorts, Inc. 1.6%
CHH Choice Hotels… 1.5%
IT Gartner, Inc. 1.5%
FDS FactSet Research… 1.4%
MTN Vail Resorts, Inc. 1.3%
BIRK Birkenstock Holding… 1.0%
FIGS FIGS, Inc. 0.9%
CSGP CoStar Group, Inc. 0.9%
ONON On Holding AG 0.9%
MORN Morningstar, Inc. 0.8%
IBKR Interactive Brokers… 0.6%
WELL Welltower Inc. 0.4%
SITE SiteOne Landscape… 0.3%

Distinctively LMR Partners LLP

IVV iShares Core S&P 500… 12.5%
SPY State Street SPDR S&P… 3.6%
WBD Warner Bros.… 3.0%
NSC Norfolk Southern… 2.0%
CORZW 1.2%
BP BP p.l.c. 1.1%
ECHO EchoStar Corporation 1.0%
GTLS Chart Industries, Inc. 1.0%
STX Seagate Technology… 0.9%
AXTA Axalta Coating… 0.9%
SHEL Shell plc 0.9%
MSI Motorola Solutions… 0.8%
EWY iShares MSCI South… 0.8%
SLAB Silicon Laboratories… 0.7%
SMH VanEck Semiconductor… 0.7%
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