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Compare Managers

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

Bnp Paribas Financial Markets ⇄ Geode Capital Management

60Shared positions
67.0%Name overlap (Jaccard)
15+Only Bnp Paribas…
15+Only Geode Capital…

Shared holdings · Q2 2026

SecurityBnp Paribas… weightGeode Capital… weight
NVDA NVIDIA Corporation 3.5% 6.5%
AAPL Apple Inc. 1.6% 5.7%
MU Micron Technology, Inc. 4.9% 1.7%
MSFT Microsoft Corporation 1.4% 3.8%
AMZN Amazon.com, Inc. 2.1% 3.0%
GOOGL Alphabet Inc. 1.9% 2.9%
AVGO Broadcom Inc. 1.3% 2.3%
TSLA Tesla, Inc. 2.0% 1.5%
GOOG Alphabet Inc. 1.3% 2.2%
AMD Advanced Micro Devices… 1.8% 1.2%
META Meta Platforms, Inc. 1.0% 1.6%
JPM JPMorgan Chase & Co. 1.4% 1.1%
LLY Eli Lilly and Company 0.6% 1.3%
INTC Intel Corp. 1.0% 0.8%
SNDK Sandisk Corporation 1.2% 0.4%
BRK-B Berkshire Hathaway Inc. 0.5% 1.1%
AMAT Applied Materials, Inc. 0.6% 0.8%
LRCX Lam Research Corporation 0.7% 0.8%
V Visa Inc. 0.6% 0.8%
CSCO Cisco Systems, Inc. 0.8% 0.6%
UNH UnitedHealth Group… 0.8% 0.5%
GE GE Aerospace 0.8% 0.5%
XONA.DE Exxon Mobil Corporation 0.5% 0.7%
JNJ Johnson & Johnson 0.4% 0.8%
WMT Walmart Inc. 0.5% 0.6%
KLAC KLA Corporation 0.5% 0.6%
ABBV AbbVie Inc. 0.4% 0.6%
CAT Caterpillar Inc. 0.4% 0.6%
ORCL Oracle Corporation 0.6% 0.3%
HD The Home Depot, Inc. 0.4% 0.5%
MA Mastercard Incorporated 0.3% 0.6%
COST Costco Wholesale… 0.3% 0.5%
WDC Western Digital… 0.5% 0.3%
BAC Bank of America… 0.3% 0.5%
NFLX Netflix, Inc. 0.4% 0.4%
TXN Texas Instruments… 0.4% 0.4%
MS Morgan Stanley 0.4% 0.3%
PG The Procter & Gamble… 0.2% 0.5%
GEV GE Vernova Inc. 0.3% 0.4%
KO The Coca-Cola Company 0.2% 0.5%
PLTR Palantir Technologies Inc. 0.3% 0.3%
GS The Goldman Sachs Group… 0.3% 0.4%
TSM Taiwan Semiconductor… 0.6% 0.0%
CVX Chevron Corporation 0.2% 0.4%
MRK Merck & Co., Inc. 0.2% 0.4%
PANW Palo Alto Networks, Inc. 0.3% 0.4%
IBM International Business… 0.3% 0.4%
LIN Linde plc 0.3% 0.3%
ADI Analog Devices, Inc. 0.3% 0.3%
PM Philip Morris… 0.2% 0.4%
QCOM QUALCOMM Incorporated 0.3% 0.3%
AMGN Amgen Inc. 0.3% 0.3%
C Citigroup Inc. 0.2% 0.3%
WFC Wells Fargo & Company 0.2% 0.3%
RTX RTX Corporation 0.2% 0.3%
STX Seagate Technology… 0.2% 0.3%
AXP American Express Company 0.2% 0.3%
PEP PepsiCo, Inc. 0.2% 0.3%
BKNG Booking Holdings Inc. 0.2% 0.2%
GLW Corning Inc 0.2% 0.2%

Distinctively Bnp Paribas Financial…

XBI State Street SPDR S&P… 1.4%
SPY State Street SPDR S&P… 1.3%
IWM iShares Russell 2000… 1.1%
EWY iShares MSCI South… 0.9%
SMH VanEck Semiconductor… 0.6%
SOXX iShares Semiconductor… 0.6%
ACWI iShares MSCI ACWI ETF 0.4%
EMB iShares J.P. Morgan… 0.4%
XLI State Street… 0.3%
HYG iShares iBoxx $ High… 0.3%
QQQ Invesco QQQ Trust… 0.3%
XLP State Street Consumer… 0.3%
IGV iShares Expanded… 0.2%
GLD SPDR Gold Shares 0.2%
IBB iShares Biotechnology… 0.2%

Distinctively Geode Capital…

MRVL Marvell Technology… 0.3%
CEG Constellation Energy… 0.1%
BN Brookfield Corporation 0.1%
FLTR.L Flutter Entertainment… 0.0%
USAR USA Rare Earth Inc 0.0%
GEO The GEO Group, Inc. 0.0%
FSV FirstService… 0.0%
CXW CoreCivic, Inc. 0.0%
AMTM Amentum Holdings, Inc. 0.0%
BWIN The Baldwin Insurance… 0.0%
ESLT Elbit Systems Ltd. 0.0%
AMC AMC Entertainment… 0.0%
XPRO Expro Group Holdings… 0.0%
MAIR Madison Air Solutions… 0.0%
SOBO South Bow Corporation 0.0%
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