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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 ⇄ Mitsubishi UFJ Asset Management Co., Ltd.

60Shared positions
22.0%Name overlap (Jaccard)
15+Only Jennison…
15+Only Mitsubishi…

Shared holdings · Q2 2026

SecurityJennison Associates… weightMitsubishi UFJ… weight
NVDA NVIDIA Corporation 7.7% 6.6%
AAPL Apple Inc. 5.7% 5.9%
AMZN Amazon.com, Inc. 5.2% 3.7%
MSFT Microsoft Corporation 3.7% 4.2%
GOOGL Alphabet Inc. 4.0% 3.5%
AVGO Broadcom Inc. 4.8% 2.5%
GOOG Alphabet Inc. 3.0% 2.3%
LLY Eli Lilly and Company 3.9% 1.3%
AMD Advanced Micro Devices… 3.5% 1.3%
META Meta Platforms, Inc. 2.5% 1.7%
TSLA Tesla, Inc. 2.2% 1.7%
TSM Taiwan Semiconductor… 3.1% 0.0%
GE GE Aerospace 2.4% 0.5%
V Visa Inc. 1.4% 1.3%
MU Micron Technology, Inc. 0.4% 1.8%
MA Mastercard Incorporated 1.5% 0.6%
CRWD CrowdStrike Holdings, Inc. 1.7% 0.3%
NFLX Netflix, Inc. 1.2% 0.8%
WMT Walmart Inc. 1.3% 0.7%
COST Costco Wholesale… 1.2% 0.6%
LRCX Lam Research Corporation 0.9% 0.8%
BA The Boeing Company 1.2% 0.2%
JPM JPMorgan Chase & Co. 0.2% 1.2%
KLAC KLA Corporation 0.9% 0.6%
APH Amphenol Corporation 1.0% 0.3%
GS The Goldman Sachs Group… 0.7% 0.5%
TXN Texas Instruments… 0.6% 0.7%
DDOG Datadog, Inc. 1.1% 0.1%
CDNS Cadence Design Systems… 1.0% 0.2%
ISRG Intuitive Surgical, Inc. 0.9% 0.2%
VRTX Vertex Pharmaceuticals… 0.9% 0.2%
GEV GE Vernova Inc. 0.6% 0.4%
SNOW Snowflake Inc. 1.0% 0.1%
PLTR Palantir Technologies Inc. 0.6% 0.4%
INTC Intel Corp. 0.1% 0.9%
CEG Constellation Energy… 0.8% 0.1%
DIS The Walt Disney Company 0.7% 0.2%
SNDK Sandisk Corporation 0.6% 0.3%
KO The Coca-Cola Company 0.0% 0.9%
AMAT Applied Materials, Inc. 0.1% 0.8%
XONA.DE Exxon Mobil Corporation 0.1% 0.8%
CAT Caterpillar Inc. 0.1% 0.8%
ORCL Oracle Corporation 0.5% 0.3%
NET Cloudflare, Inc. 0.8% 0.1%
CSCO Cisco Systems, Inc. 0.2% 0.7%
SPCX Space Exploration… 0.8% 0.1%
SPOT Spotify Technology S.A. 0.8% 0.0%
UNH UnitedHealth Group… 0.2% 0.6%
APP AppLovin Corporation 0.6% 0.2%
HLT Hilton Worldwide Holdings… 0.6% 0.1%
BAC Bank of America… 0.2% 0.5%
ABBV AbbVie Inc. 0.1% 0.6%
NBIS Nebius Group N.V. 0.7% 0.0%
MRK Merck & Co., Inc. 0.2% 0.4%
TMO Thermo Fisher Scientific… 0.1% 0.6%
TJX The TJX Companies, Inc. 0.4% 0.3%
ORLY O'Reilly Automotive, Inc. 0.5% 0.1%
UBER Uber Technologies, Inc. 0.1% 0.4%
NEE NextEra Energy, Inc. 0.3% 0.3%
BE Bloom Energy Corporation 0.5% 0.1%

Distinctively Jennison Associates…

EMBJ Embraer S.A. 0.1%
PVLA Palvella… 0.1%
EGO Eldorado Gold… 0.1%
EBC Eastern Bankshares… 0.1%
PTGX Protagonist… 0.1%
SEI Solaris Energy… 0.1%
KTB Kontoor Brands, Inc. 0.1%
SRRK Scholar Rock Holding… 0.1%
LFST LifeStance Health… 0.1%
IMVT Immunovant, Inc. 0.1%
RUSHA Rush Enterprises, Inc. 0.1%
KEX Kirby Corporation 0.1%
DORM Dorman Products, Inc. 0.1%
ARQT Arcutis… 0.1%
WULF TeraWulf Inc. 0.1%

Distinctively Mitsubishi UFJ Asset…

BRK-B Berkshire Hathaway… 1.1%
JNJ Johnson & Johnson 0.9%
PG The Procter & Gamble… 0.8%
PM Philip Morris… 0.6%
AON Aon plc 0.5%
HD The Home Depot, Inc. 0.5%
SPGI S&P Global Inc. 0.5%
SNPS Synopsys, Inc. 0.4%
ICE Intercontinental… 0.4%
CME CME Group Inc. 0.3%
WFC Wells Fargo & Company 0.3%
AZO AutoZone, Inc. 0.3%
WDC Western Digital… 0.3%
STX Seagate Technology… 0.3%
WELL Welltower Inc. 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