Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Belvedere Trading LLC ⇄ Nomura Asset Management Co Ltd
60Shared positions
4.0%Name overlap (Jaccard)
15+Only Belvedere…
15+Only Nomura Asset…
Shared holdings · Q2 2026
Distinctively Belvedere Trading LLC
| DRAM Roundhill Memory ETF | 2.1% |
| 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% |
| UCO | 0.2% |
| TLT iShares 20+ Year… | 0.2% |
| COPX Global X - Copper… | 0.2% |
Distinctively Nomura Asset…
| GOOGL Alphabet Inc. | 2.7% |
| AMAT Applied Materials… | 2.0% |
| LLY Eli Lilly and Company | 1.0% |
| JPM JPMorgan Chase & Co. | 0.9% |
| ALAB Astera Labs, Inc.… | 0.9% |
| CAT Caterpillar Inc. | 0.8% |
| MA Mastercard… | 0.8% |
| CSCO Cisco Systems, Inc. | 0.8% |
| WELL Welltower Inc. | 0.7% |
| JNJ Johnson & Johnson | 0.7% |
| TER Teradyne, Inc. | 0.6% |
| WMT Walmart Inc. | 0.6% |
| V Visa Inc. | 0.6% |
| BRK-B Berkshire Hathaway… | 0.6% |
| XONA.DE Exxon Mobil… | 0.6% |
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