Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Antique route map of roads converging on a single obelisk crossroads

Compare Managers

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

Loomis Sayles & Co L PCredit Agricole S A

60Shared positions
28.9%Name overlap (Jaccard)
15+Only Loomis Sayles…
15+Only Credit…

Shared holdings · Q2 2026

SecurityLoomis Sayles & Co… weightCredit Agricole S A weight
NVDA NVIDIA Corporation 9.9% 8.7%
GOOGL Alphabet Inc. 7.7% 4.6%
MSFT Microsoft Corporation 3.6% 5.3%
AMZN Amazon.com, Inc. 5.5% 3.5%
TSLA Tesla, Inc. 6.7% 1.2%
META Meta Platforms, Inc. 5.3% 2.1%
AAPL Apple Inc. 0.0% 4.5%
V Visa Inc. 3.9% 0.5%
NFLX Netflix, Inc. 3.6% 0.7%
AVGO Broadcom Inc. 0.4% 3.6%
BA The Boeing Company 3.8% 0.1%
ORCL Oracle Corporation 3.1% 0.4%
MNST Monster Beverage… 3.0% 0.1%
GOOG Alphabet Inc. 1.2% 1.8%
VRTX Vertex Pharmaceuticals… 2.4% 0.1%
JPM JPMorgan Chase & Co. 0.2% 2.3%
SHOP Shopify Inc. 2.1% 0.0%
DIS The Walt Disney Company 1.6% 0.2%
MA Mastercard Incorporated 0.5% 1.2%
ADSK Autodesk, Inc. 1.5% 0.1%
MU Micron Technology, Inc. 0.0% 1.5%
CRM Salesforce, Inc. 1.3% 0.3%
REGN Regeneron… 1.5% 0.1%
AMAT Applied Materials, Inc. 0.0% 1.4%
DE Deere & Company 1.1% 0.2%
SBUX Starbucks Corporation 1.2% 0.0%
TMO Thermo Fisher Scientific… 0.8% 0.4%
NVO Novo Nordisk A/S 1.1% 0.0%
LLY Eli Lilly and Company 0.0% 1.1%
EXPD Expeditors International… 1.1% 0.0%
BRK-B Berkshire Hathaway Inc. 0.0% 1.1%
TSM Taiwan Semiconductor… 0.3% 0.8%
AMD Advanced Micro Devices… 0.0% 1.1%
UNH UnitedHealth Group… 0.1% 0.9%
NVS Novartis AG 1.0% 0.0%
ADI Analog Devices, Inc. 0.0% 1.0%
BKNG Booking Holdings Inc. 0.8% 0.2%
ISRG Intuitive Surgical, Inc. 0.8% 0.2%
SEIC SEI Investments Company 0.9% 0.0%
HD The Home Depot, Inc. 0.1% 0.7%
GS The Goldman Sachs Group… 0.2% 0.5%
YUM Yum! Brands, Inc. 0.7% 0.0%
XYZ Block, Inc. 0.7% 0.0%
CSCO Cisco Systems, Inc. 0.0% 0.7%
KLAC KLA Corporation 0.3% 0.4%
LRCX Lam Research Corporation 0.0% 0.7%
SPGI S&P Global Inc. 0.4% 0.2%
BAC Bank of America… 0.0% 0.7%
ABBV AbbVie Inc. 0.0% 0.6%
TT Trane Technologies plc 0.4% 0.3%
GE GE Aerospace 0.0% 0.6%
CMI Cummins Inc. 0.3% 0.2%
NKE NIKE, Inc. 0.4% 0.1%
BLK BlackRock, Inc. 0.2% 0.2%
JNJ Johnson & Johnson 0.0% 0.5%
PANW Palo Alto Networks, Inc. 0.0% 0.5%
APH Amphenol Corporation 0.0% 0.5%
LIN Linde plc 0.1% 0.3%
ILMN Illumina, Inc. 0.4% 0.0%
COST Costco Wholesale… 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