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Compare Managers

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

Jennison Associates Llc ⇄ BNP Paribas Asset Management Holding S.A.

60Shared positions
22.5%Name overlap (Jaccard)
15+Only Jennison…
15+Only BNP Paribas…

Shared holdings · Q2 2026

SecurityJennison Associates… weightBNP Paribas Asset… weight
NVDA NVIDIA Corporation 7.7% 5.9%
AAPL Apple Inc. 5.7% 4.4%
AMZN Amazon.com, Inc. 5.2% 2.9%
MSFT Microsoft Corporation 3.7% 3.8%
GOOGL Alphabet Inc. 4.0% 3.1%
AVGO Broadcom Inc. 4.8% 2.1%
AMD Advanced Micro Devices… 3.5% 1.7%
LLY Eli Lilly and Company 3.9% 1.2%
GOOG Alphabet Inc. 3.0% 1.5%
TSM Taiwan Semiconductor… 3.1% 0.8%
META Meta Platforms, Inc. 2.5% 1.3%
TSLA Tesla, Inc. 2.2% 1.0%
GE GE Aerospace 2.4% 0.4%
V Visa Inc. 1.4% 0.8%
MA Mastercard Incorporated 1.5% 0.6%
LRCX Lam Research Corporation 0.9% 1.1%
CRWD CrowdStrike Holdings, Inc. 1.7% 0.2%
COST Costco Wholesale… 1.2% 0.7%
WMT Walmart Inc. 1.3% 0.5%
KLAC KLA Corporation 0.9% 0.8%
MU Micron Technology, Inc. 0.4% 1.2%
AZN AstraZeneca PLC 0.1% 1.4%
NFLX Netflix, Inc. 1.2% 0.3%
AMAT Applied Materials, Inc. 0.1% 1.3%
VRTX Vertex Pharmaceuticals… 0.9% 0.5%
ISRG Intuitive Surgical, Inc. 0.9% 0.5%
BA The Boeing Company 1.2% 0.0%
CDNS Cadence Design Systems… 1.0% 0.2%
GEV GE Vernova Inc. 0.6% 0.6%
DDOG Datadog, Inc. 1.1% 0.1%
SNOW Snowflake Inc. 1.0% 0.2%
APH Amphenol Corporation 1.0% 0.1%
PANW Palo Alto Networks, Inc. 0.0% 1.0%
GS The Goldman Sachs Group… 0.7% 0.2%
CEG Constellation Energy… 0.8% 0.1%
HLT Hilton Worldwide Holdings… 0.6% 0.3%
NET Cloudflare, Inc. 0.8% 0.1%
TXN Texas Instruments… 0.6% 0.3%
TJX The TJX Companies, Inc. 0.4% 0.5%
PLTR Palantir Technologies Inc. 0.6% 0.3%
SNDK Sandisk Corporation 0.6% 0.2%
SPOT Spotify Technology S.A. 0.8% 0.1%
INTC Intel Corp. 0.1% 0.8%
DIS The Walt Disney Company 0.7% 0.1%
SPCX Space Exploration… 0.8% 0.0%
NBIS Nebius Group N.V. 0.7% 0.1%
TTE TotalEnergies SE 0.0% 0.7%
APP AppLovin Corporation 0.6% 0.1%
BAC Bank of America… 0.2% 0.5%
CRDO Credo Technology Group… 0.4% 0.2%
ORCL Oracle Corporation 0.5% 0.1%
ANET Arista Networks, Inc. 0.0% 0.6%
MRVL Marvell Technology, Inc. 0.0% 0.6%
ORLY O'Reilly Automotive, Inc. 0.5% 0.1%
CSCO Cisco Systems, Inc. 0.2% 0.4%
SHOP Shopify Inc. 0.5% 0.1%
MRK Merck & Co., Inc. 0.2% 0.3%
NEE NextEra Energy, Inc. 0.3% 0.2%
JPM JPMorgan Chase & Co. 0.2% 0.3%
ABBV AbbVie Inc. 0.1% 0.4%

Distinctively Jennison Associates…

SHEL Shell plc 0.2%
EMBJ Embraer S.A. 0.1%
ROIV Roivant Sciences Ltd. 0.1%
ESLT Elbit Systems Ltd. 0.1%
MANE Veradermics… 0.1%
PR Permian Resources… 0.1%
AUGO Aura Minerals 0.0%
CABA Cabaletta Bio, Inc. 0.0%
SION Sionna Therapeutics… 0.0%
CHRD Chord Energy… 0.0%
ERO Ero Copper Corp. 0.0%
TREE LendingTree, Inc. 0.0%
MRX Marex Group Limited 0.0%
ET Energy Transfer LP 0.0%
EPD Enterprise Products… 0.0%

Distinctively BNP Paribas Asset…

DB Deutsche Bank AG 0.6%
CIEN Ciena Corporation 0.5%
GILD Gilead Sciences, Inc. 0.5%
STX Seagate Technology… 0.4%
TER Teradyne, Inc. 0.4%
JNJ Johnson & Johnson 0.4%
P Everpure, Inc. 0.3%
HD The Home Depot, Inc. 0.3%
NEM Newmont Corporation 0.3%
CMI Cummins Inc. 0.3%
SNPS Synopsys, Inc. 0.3%
FER.MC Ferrovial SE 0.3%
WDC Western Digital… 0.3%
FDX FedEx Corporation 0.3%
FLEX Flex Ltd. 0.3%
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