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Compare Managers

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

Hrt Financial LpJane Street Group, Llc

60Shared positions
38.4%Name overlap (Jaccard)
15+Only Hrt Financial…
15+Only Jane Street…

Shared holdings · Q2 2026

SecurityHrt Financial Lp weightJane Street Group… weight
SPY State Street SPDR S&P 500… 10.2% 21.1%
QQQ Invesco QQQ Trust, Series… 4.9% 1.3%
AMD Advanced Micro Devices… 2.5% 0.6%
AMZN Amazon.com, Inc. 0.7% 2.2%
IWM iShares Russell 2000 ETF 2.4% 0.4%
GOOG Alphabet Inc. 2.3% 0.3%
SNDK Sandisk Corporation 0.9% 1.7%
NVDA NVIDIA Corporation 0.9% 1.5%
MU Micron Technology, Inc. 1.7% 0.5%
BE Bloom Energy Corporation 1.1% 0.8%
INTC Intel Corp. 1.1% 0.7%
ORCL Oracle Corporation 0.9% 0.6%
STX Seagate Technology… 0.5% 0.9%
AAPL Apple Inc. 0.7% 0.7%
META Meta Platforms, Inc. 0.5% 0.8%
PLTR Palantir Technologies Inc. 0.6% 0.6%
SPCX Space Exploration… 1.1% 0.1%
QCOM QUALCOMM Incorporated 0.6% 0.4%
CRWV CoreWeave, Inc. Class A… 0.1% 0.9%
CSCO Cisco Systems, Inc. 0.3% 0.7%
UNH UnitedHealth Group… 0.5% 0.5%
CRDO Credo Technology Group… 0.7% 0.2%
HLT Hilton Worldwide Holdings… 0.4% 0.4%
AVGO Broadcom Inc. 0.6% 0.2%
CRM Salesforce, Inc. 0.6% 0.2%
HWM Howmet Aerospace Inc. 0.3% 0.5%
INTU Intuit Inc. 0.3% 0.4%
LRCX Lam Research Corporation 0.4% 0.3%
WDC Western Digital… 0.3% 0.4%
IBIT iShares Bitcoin Trust ETF 0.2% 0.5%
STRL Sterling Infrastructure… 0.3% 0.4%
DELL Dell Technologies Inc. 0.1% 0.6%
C Citigroup Inc. 0.4% 0.3%
SMCI Super Micro Computer, Inc. 0.1% 0.5%
FTNT Fortinet, Inc. 0.3% 0.4%
GS The Goldman Sachs Group… 0.6% 0.1%
VRT Vertiv Holdings Co 0.6% 0.0%
COST Costco Wholesale… 0.6% 0.0%
TTMI TTM Technologies, Inc. 0.2% 0.3%
TSEM Tower Semiconductor Ltd. 0.1% 0.5%
MCK McKesson Corporation 0.2% 0.4%
SMTC Semtech Corporation 0.2% 0.3%
JNJ Johnson & Johnson 0.5% 0.1%
V Visa Inc. 0.2% 0.3%
PANW Palo Alto Networks, Inc. 0.0% 0.5%
ABBV AbbVie Inc. 0.5% 0.1%
CVX Chevron Corporation 0.2% 0.3%
TSLA Tesla, Inc. 0.3% 0.1%
VIAV Viavi Solutions Inc. 0.2% 0.3%
MSTR Strategy Inc 0.3% 0.1%
VXUS Vanguard Total… 0.0% 0.5%
LLY Eli Lilly and Company 0.1% 0.4%
TXN Texas Instruments… 0.1% 0.3%
BSX Boston Scientific… 0.1% 0.3%
JPM JPMorgan Chase & Co. 0.4% 0.1%
IBKR Interactive Brokers… 0.3% 0.2%
SANM Sanmina Corporation 0.2% 0.2%
TSM Taiwan Semiconductor… 0.2% 0.2%
SNPS Synopsys, Inc. 0.2% 0.2%
FN Fabrinet 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