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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/Mirae Asset Global Investments Co., Ltd.

60Shared positions
14.1%Name overlap (Jaccard)
15+Only Bamco Inc /Ny/
15+Only Mirae Asset…

Shared holdings · Q2 2026

SecurityBamco Inc /Ny/ weightMirae Asset Global… weight
SPCX Space Exploration… 37.4% 8.5%
TSLA Tesla, Inc. 7.9% 1.7%
NVDA NVIDIA Corporation 0.9% 6.1%
AAPL Apple Inc. 0.0% 4.3%
AMZN Amazon.com, Inc. 0.7% 2.6%
GOOGL Alphabet Inc. 0.3% 2.9%
MU Micron Technology, Inc. 0.1% 2.9%
MSFT Microsoft Corporation 0.0% 2.9%
AVGO Broadcom Inc. 0.3% 2.6%
MSCI MSCI Inc. 2.7% 0.0%
ACGL Arch Capital Group Ltd. 2.3% 0.0%
AMD Advanced Micro Devices… 0.0% 2.2%
H Hyatt Hotels Corporation 2.1% 0.0%
SHOP Shopify Inc. 1.9% 0.1%
SPOT Spotify Technology S.A. 1.7% 0.0%
META Meta Platforms, Inc. 0.2% 1.5%
SCHW The Charles Schwab… 1.6% 0.1%
GWRE Guidewire Software, Inc. 1.7% 0.0%
GOOG Alphabet Inc. 0.3% 1.4%
IDXX IDEXX Laboratories, Inc. 1.6% 0.1%
IT Gartner, Inc. 1.5% 0.0%
TSM Taiwan Semiconductor… 0.5% 1.0%
FDS FactSet Research Systems… 1.4% 0.0%
AMAT Applied Materials, Inc. 0.0% 1.3%
MTN Vail Resorts, Inc. 1.3% 0.0%
LRCX Lam Research Corporation 0.1% 1.2%
VRSK Verisk Analytics, Inc. 1.3% 0.0%
CSGP CoStar Group, Inc. 0.9% 0.0%
LLY Eli Lilly and Company 0.3% 0.7%
TXN Texas Instruments… 0.0% 0.8%
ASML ASML Holding N.V. 0.1% 0.7%
VRT Vertiv Holdings Co 0.5% 0.2%
QCOM QUALCOMM Incorporated 0.0% 0.7%
IBKR Interactive Brokers… 0.6% 0.0%
HD The Home Depot, Inc. 0.1% 0.5%
JPM JPMorgan Chase & Co. 0.0% 0.5%
APH Amphenol Corporation 0.4% 0.1%
WELL Welltower Inc. 0.4% 0.1%
COST Costco Wholesale… 0.0% 0.5%
MRK Merck & Co., Inc. 0.0% 0.5%
UNH UnitedHealth Group… 0.0% 0.5%
V Visa Inc. 0.1% 0.4%
ABNB Airbnb, Inc. 0.4% 0.1%
PWR Quanta Services, Inc. 0.3% 0.1%
IEMG iShares Core MSCI… 0.0% 0.4%
IOT Samsara Inc. 0.4% 0.0%
MPWR Monolithic Power Systems… 0.1% 0.3%
EQIX Equinix, Inc. 0.3% 0.1%
LIN Linde plc 0.0% 0.4%
JNJ Johnson & Johnson 0.0% 0.3%
PANW Palo Alto Networks, Inc. 0.0% 0.3%
PLTR Palantir Technologies Inc. 0.0% 0.4%
DDOG Datadog, Inc. 0.2% 0.1%
COHR Coherent, Inc. 0.0% 0.3%
ISRG Intuitive Surgical, Inc. 0.1% 0.2%
MA Mastercard Incorporated 0.1% 0.2%
BX Blackstone Inc. 0.1% 0.2%
MTD Mettler-Toledo… 0.3% 0.0%
LVS Las Vegas Sands Corp. 0.3% 0.0%
GEV GE Vernova Inc. 0.0% 0.3%
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