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Compare Managers

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

Capital World InvestorsCredit Agricole S A

60Shared positions
30.8%Name overlap (Jaccard)
15+Only Capital World…
15+Only Credit…

Shared holdings · Q2 2026

SecurityCapital World… weightCredit Agricole S A weight
NVDA NVIDIA Corporation 2.6% 8.7%
AVGO Broadcom Inc. 5.4% 3.6%
MSFT Microsoft Corporation 2.4% 5.3%
GOOGL Alphabet Inc. 3.1% 4.6%
AAPL Apple Inc. 1.3% 4.5%
MU Micron Technology, Inc. 4.0% 1.5%
AMZN Amazon.com, Inc. 1.7% 3.5%
META Meta Platforms, Inc. 2.7% 2.1%
GOOG Alphabet Inc. 1.8% 1.8%
TSLA Tesla, Inc. 2.3% 1.2%
LLY Eli Lilly and Company 2.3% 1.1%
PM Philip Morris… 2.8% 0.2%
JPM JPMorgan Chase & Co. 0.6% 2.3%
TSM Taiwan Semiconductor… 1.9% 0.8%
AZN AstraZeneca PLC 0.7% 1.8%
UNH UnitedHealth Group… 1.5% 0.9%
TTE TotalEnergies SE 0.5% 1.9%
KLAC KLA Corporation 1.6% 0.4%
VRTX Vertex Pharmaceuticals… 1.5% 0.1%
V Visa Inc. 1.1% 0.5%
AMAT Applied Materials, Inc. 0.2% 1.4%
BAC Bank of America… 0.8% 0.7%
NFLX Netflix, Inc. 0.7% 0.7%
MA Mastercard Incorporated 0.2% 1.2%
AMGN Amgen Inc. 1.2% 0.1%
WDC Western Digital… 1.3% 0.1%
BRK-B Berkshire Hathaway Inc. 0.2% 1.1%
GE GE Aerospace 0.7% 0.6%
HD The Home Depot, Inc. 0.5% 0.7%
ABBV AbbVie Inc. 0.6% 0.6%
AMD Advanced Micro Devices… 0.1% 1.1%
INTC Intel Corp. 0.9% 0.3%
SBUX Starbucks Corporation 1.1% 0.0%
GEV GE Vernova Inc. 0.7% 0.4%
BA The Boeing Company 1.0% 0.1%
DE Deere & Company 0.9% 0.2%
CNQ Canadian Natural… 1.0% 0.0%
NET Cloudflare, Inc. 0.7% 0.3%
CVS CVS Health Corp. 0.9% 0.0%
JNJ Johnson & Johnson 0.5% 0.5%
UNP Union Pacific Corporation 0.9% 0.0%
ASML ASML Holding N.V. 0.9% 0.0%
EOG EOG Resources, Inc. 0.8% 0.0%
GILD Gilead Sciences, Inc. 0.6% 0.3%
RCL Royal Caribbean Cruises… 0.7% 0.1%
WELL Welltower Inc. 0.5% 0.2%
GS The Goldman Sachs Group… 0.2% 0.5%
DHI D.R. Horton, Inc. 0.7% 0.0%
SO The Southern Company 0.7% 0.0%
TMO Thermo Fisher Scientific… 0.4% 0.4%
TDG TransDigm Group… 0.7% 0.1%
C Citigroup Inc. 0.6% 0.2%
LRCX Lam Research Corporation 0.0% 0.7%
BKNG Booking Holdings Inc. 0.4% 0.2%
APP AppLovin Corporation 0.5% 0.2%
PG The Procter & Gamble… 0.3% 0.4%
IBM International Business… 0.5% 0.1%
KO The Coca-Cola Company 0.2% 0.4%
WPM Wheaton Precious Metals… 0.5% 0.1%
CAT Caterpillar Inc. 0.4% 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