Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Belvedere Trading LLC ⇄ American Century Companies Inc
60Shared positions
2.2%Name overlap (Jaccard)
15+Only Belvedere…
15+Only American…
Shared holdings · Q2 2026
Distinctively Belvedere Trading LLC
| DRAM Roundhill Memory ETF | 2.1% |
| GLD SPDR Gold Shares | 1.7% |
| SNXX | 1.3% |
| SIL Global X - Silver… | 1.1% |
| IYW iShares U.S.… | 1.1% |
| IBIT iShares Bitcoin Trust… | 1.0% |
| MUU | 0.9% |
| URA Global X - Uranium ETF | 0.8% |
| SOXL Direxion Daily… | 0.6% |
| AGIX | 0.4% |
| NASA | 0.3% |
| SCO | 0.3% |
| FXI iShares China… | 0.3% |
| SPMO Invesco S&P 500… | 0.3% |
| UCO | 0.2% |
Distinctively American Century…
| GOOGL Alphabet Inc. | 2.7% |
| TSM Taiwan Semiconductor… | 1.3% |
| LLY Eli Lilly and Company | 1.2% |
| MA Mastercard… | 1.1% |
| AMAT Applied Materials… | 1.0% |
| NFLX Netflix, Inc. | 0.7% |
| COST Costco Wholesale… | 0.6% |
| JPM JPMorgan Chase & Co. | 0.6% |
| APH Amphenol Corporation | 0.5% |
| NET Cloudflare, Inc. | 0.5% |
| VRT Vertiv Holdings Co | 0.5% |
| DDOG Datadog, Inc. | 0.4% |
| CIEN Ciena Corporation | 0.4% |
| HWM Howmet Aerospace Inc. | 0.4% |
| CDNS Cadence Design… | 0.4% |
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