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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 ⇄ Invesco Ltd.

60Shared positions
65.7%Name overlap (Jaccard)
15+Only Bnp Paribas…
15+Only Invesco Ltd.

Shared holdings · Q2 2026

SecurityBnp Paribas… weightInvesco Ltd. weight
NVDA NVIDIA Corporation 3.5% 5.2%
MU Micron Technology, Inc. 4.9% 3.3%
AAPL Apple Inc. 1.6% 4.3%
AMZN Amazon.com, Inc. 2.1% 2.7%
GOOGL Alphabet Inc. 1.9% 2.6%
MSFT Microsoft Corporation 1.4% 3.0%
AMD Advanced Micro Devices… 1.8% 2.4%
TSLA Tesla, Inc. 2.0% 1.8%
AVGO Broadcom Inc. 1.3% 2.1%
GOOG Alphabet Inc. 1.3% 1.8%
INTC Intel Corp. 1.0% 1.7%
META Meta Platforms, Inc. 1.0% 1.7%
LRCX Lam Research Corporation 0.7% 1.8%
AMAT Applied Materials, Inc. 0.6% 1.6%
SNDK Sandisk Corporation 1.2% 1.0%
CSCO Cisco Systems, Inc. 0.8% 1.3%
WMT Walmart Inc. 0.5% 1.3%
JPM JPMorgan Chase & Co. 1.4% 0.3%
KLAC KLA Corporation 0.5% 1.1%
COST Costco Wholesale… 0.3% 1.0%
TXN Texas Instruments… 0.4% 0.9%
SPY State Street SPDR S&P 500… 1.3% 0.0%
WDC Western Digital… 0.5% 0.7%
NFLX Netflix, Inc. 0.4% 0.8%
UNH UnitedHealth Group… 0.8% 0.2%
GE GE Aerospace 0.8% 0.2%
PLTR Palantir Technologies Inc. 0.3% 0.7%
PANW Palo Alto Networks, Inc. 0.3% 0.7%
LLY Eli Lilly and Company 0.6% 0.4%
LIN Linde plc 0.3% 0.6%
V Visa Inc. 0.6% 0.3%
EWY iShares MSCI South Korea… 0.9% 0.0%
ADI Analog Devices, Inc. 0.3% 0.5%
ASML ASML Holding N.V. 0.4% 0.5%
STX Seagate Technology… 0.2% 0.6%
QCOM QUALCOMM Incorporated 0.3% 0.5%
TSM Taiwan Semiconductor… 0.6% 0.1%
XONA.DE Exxon Mobil Corporation 0.5% 0.2%
AMGN Amgen Inc. 0.3% 0.5%
BRK-B Berkshire Hathaway Inc. 0.5% 0.2%
JNJ Johnson & Johnson 0.4% 0.3%
ORCL Oracle Corporation 0.6% 0.1%
CRWD CrowdStrike Holdings, Inc. 0.2% 0.5%
PEP PepsiCo, Inc. 0.2% 0.5%
CAT Caterpillar Inc. 0.4% 0.3%
TMUS T-Mobile US, Inc. 0.2% 0.4%
BKNG Booking Holdings Inc. 0.2% 0.4%
APP AppLovin Corporation 0.1% 0.4%
SMH VanEck Semiconductor ETF 0.6% 0.0%
MS Morgan Stanley 0.4% 0.2%
GILD Gilead Sciences, Inc. 0.2% 0.4%
BAC Bank of America… 0.3% 0.3%
ABBV AbbVie Inc. 0.4% 0.1%
GEV GE Vernova Inc. 0.3% 0.2%
MA Mastercard Incorporated 0.3% 0.2%
HD The Home Depot, Inc. 0.4% 0.1%
ISRG Intuitive Surgical, Inc. 0.1% 0.4%
GS The Goldman Sachs Group… 0.3% 0.2%
LITE Lumentum Holdings Inc. 0.2% 0.2%
NXPI NXP Semiconductors N.V. 0.2% 0.2%
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