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Compare Managers

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

Daiwa Securities Group Inc. ⇄ Credit Agricole S A

60Shared positions
48.7%Name overlap (Jaccard)
15+Only Daiwa…
15+Only Credit…

Shared holdings · Q2 2026

SecurityDaiwa Securities… weightCredit Agricole S A weight
NVDA NVIDIA Corporation 8.8% 8.7%
MSFT Microsoft Corporation 7.6% 5.3%
AAPL Apple Inc. 5.3% 4.5%
GOOGL Alphabet Inc. 4.1% 4.6%
AVGO Broadcom Inc. 3.7% 3.6%
AMZN Amazon.com, Inc. 3.4% 3.5%
META Meta Platforms, Inc. 2.7% 2.1%
MU Micron Technology, Inc. 3.2% 1.5%
GOOG Alphabet Inc. 2.1% 1.8%
JPM JPMorgan Chase & Co. 0.4% 2.3%
NFLX Netflix, Inc. 2.0% 0.7%
TSLA Tesla, Inc. 1.2% 1.2%
WELL Welltower Inc. 2.1% 0.2%
PLTR Palantir Technologies Inc. 1.9% 0.2%
LRCX Lam Research Corporation 1.2% 0.7%
AMD Advanced Micro Devices… 0.7% 1.1%
DLR Digital Realty Trust, Inc. 1.7% 0.1%
AMAT Applied Materials, Inc. 0.4% 1.4%
LLY Eli Lilly and Company 0.4% 1.1%
PLD Prologis, Inc. 1.4% 0.1%
INTC Intel Corp. 1.2% 0.3%
BRK-B Berkshire Hathaway Inc. 0.3% 1.1%
MA Mastercard Incorporated 0.2% 1.2%
TSM Taiwan Semiconductor… 0.4% 0.8%
UNH UnitedHealth Group… 0.2% 0.9%
ADI Analog Devices, Inc. 0.1% 1.0%
SNDK Sandisk Corporation 0.8% 0.3%
EQIX Equinix, Inc. 1.0% 0.1%
CSCO Cisco Systems, Inc. 0.4% 0.7%
ORCL Oracle Corporation 0.6% 0.4%
SPG Simon Property Group, Inc. 0.8% 0.2%
HD The Home Depot, Inc. 0.2% 0.7%
V Visa Inc. 0.3% 0.5%
BAC Bank of America… 0.2% 0.7%
ABBV AbbVie Inc. 0.2% 0.6%
GS The Goldman Sachs Group… 0.3% 0.5%
CCI Crown Castle Inc. 0.8% 0.0%
KIM Kimco Realty Corporation 0.8% 0.0%
JNJ Johnson & Johnson 0.3% 0.5%
WMT Walmart Inc. 0.4% 0.4%
GE GE Aerospace 0.2% 0.6%
QQQ Invesco QQQ Trust, Series… 0.4% 0.3%
KLAC KLA Corporation 0.3% 0.4%
EXR Extra Space Storage Inc. 0.7% 0.0%
PSA Public Storage 0.7% 0.0%
GEV GE Vernova Inc. 0.3% 0.4%
VTR Ventas, Inc. 0.7% 0.0%
QCOM QUALCOMM Incorporated 0.5% 0.2%
PANW Palo Alto Networks, Inc. 0.2% 0.5%
CAT Caterpillar Inc. 0.5% 0.2%
BXP BXP, Inc. 0.6% 0.0%
APH Amphenol Corporation 0.1% 0.5%
IRM Iron Mountain Incorporated 0.5% 0.0%
ESS Essex Property Trust, Inc. 0.5% 0.0%
COST Costco Wholesale… 0.3% 0.2%
KO The Coca-Cola Company 0.2% 0.4%
PG The Procter & Gamble… 0.2% 0.4%
NET Cloudflare, Inc. 0.3% 0.3%
IREN IREN Limited 0.4% 0.1%
SUI Sun Communities, Inc. 0.5% 0.0%

Distinctively Daiwa Securities…

IVV iShares Core S&P 500… 0.6%
ELS Equity LifeStyle… 0.5%
ADC Agree Realty… 0.5%
EGP EastGroup Properties… 0.4%
KRC Kilroy Realty… 0.4%
LAMR Lamar Advertising… 0.3%
XONA.DE Exxon Mobil… 0.3%
RHP Ryman Hospitality… 0.2%
CURB Curbline Properties… 0.2%
AUR Aurora Innovation… 0.2%
CUBE CubeSmart 0.2%
NNN NNN REIT, Inc. 0.2%
HIW Highwoods Properties… 0.1%
INFY Infosys Limited 0.1%
IEMG iShares Core MSCI… 0.1%

Distinctively Credit Agricole S A

TTE TotalEnergies SE 1.9%
AZN AstraZeneca PLC 1.8%
RACE Ferrari N.V. 0.3%
PSNY 0.2%
UBS UBS Group AG 0.2%
DB Deutsche Bank AG 0.2%
LOGI Logitech… 0.2%
COTY Coty Inc. 0.1%
WPM Wheaton Precious… 0.1%
ONTO Onto Innovation Inc. 0.1%
IWM iShares Russell 2000… 0.1%
ALC Alcon Inc. 0.1%
CWST Casella Waste… 0.1%
PRM Perimeter Solutions… 0.1%
MICC The Magnum Ice Cream… 0.1%
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