★
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.

Ninety One UK Ltd ⇄ Schroder Investment Management Group

60Shared positions
17.1%Name overlap (Jaccard)
15+Only Ninety One UK…
15+Only Schroder…

Shared holdings · Q2 2026

SecurityNinety One UK Ltd weightSchroder Investment… weight
NVDA NVIDIA Corporation 5.2% 6.5%
GOOGL Alphabet Inc. 5.4% 5.6%
MSFT Microsoft Corporation 4.6% 4.2%
AAPL Apple Inc. 3.2% 4.3%
V Visa Inc. 4.7% 1.9%
AVGO Broadcom Inc. 2.4% 2.9%
AMZN Amazon.com, Inc. 2.5% 2.5%
JNJ Johnson & Johnson 3.8% 0.6%
TSM Taiwan Semiconductor… 1.6% 1.9%
JPM JPMorgan Chase & Co. 1.5% 1.5%
PM Philip Morris… 2.9% 0.0%
BKNG Booking Holdings Inc. 2.6% 0.3%
META Meta Platforms, Inc. 0.6% 2.1%
LLY Eli Lilly and Company 1.5% 1.1%
EW Edwards Lifesciences… 2.5% 0.1%
MNST Monster Beverage… 1.5% 0.7%
NTES NetEase, Inc. 1.8% 0.0%
UNH UnitedHealth Group… 1.0% 0.8%
ADSK Autodesk, Inc. 1.7% 0.0%
MA Mastercard Incorporated 0.9% 0.8%
MRSH Marsh & McLennan… 1.5% 0.0%
XONA.DE Exxon Mobil Corporation 1.1% 0.3%
ADP Automatic Data… 1.4% 0.1%
INTU Intuit Inc. 1.4% 0.0%
MSI Motorola Solutions, Inc. 1.3% 0.1%
CVX Chevron Corporation 1.1% 0.2%
TT Trane Technologies plc 1.0% 0.3%
CFG Citizens Financial Group… 1.2% 0.0%
TMO Thermo Fisher Scientific… 0.7% 0.5%
B Barrick Mining Corporation 1.0% 0.1%
MCO Moody's Corporation 0.8% 0.2%
IBKR Interactive Brokers… 1.0% 0.0%
AMD Advanced Micro Devices… 0.0% 1.0%
SNX TD Synnex Corp 1.0% 0.0%
NEE NextEra Energy, Inc. 0.3% 0.7%
SPGI S&P Global Inc. 0.9% 0.1%
IBN ICICI Bank Limited 0.6% 0.3%
KLAC KLA Corporation 0.0% 0.9%
COST Costco Wholesale… 0.6% 0.3%
KO The Coca-Cola Company 0.0% 0.9%
MELI MercadoLibre, Inc. 0.1% 0.8%
GM General Motors Company 0.8% 0.1%
ALGN Align Technology, Inc. 0.8% 0.0%
DAL Delta Air Lines, Inc. 0.8% 0.0%
J Jacobs Solutions Inc. 0.8% 0.0%
CDNS Cadence Design Systems… 0.1% 0.7%
TPR Tapestry, Inc. 0.0% 0.8%
GOOG Alphabet Inc. 0.1% 0.7%
CHKP Check Point Software… 0.7% 0.0%
EA Electronic Arts Inc. 0.7% 0.0%
GS The Goldman Sachs Group… 0.5% 0.2%
FCX Freeport-McMoRan Inc. 0.6% 0.1%
TTWO Take-Two Interactive… 0.7% 0.0%
MU Micron Technology, Inc. 0.0% 0.7%
AER AerCap Holdings N.V. 0.7% 0.0%
BA The Boeing Company 0.6% 0.0%
FDS FactSet Research Systems… 0.6% 0.0%
TXN Texas Instruments… 0.3% 0.3%
QCOM QUALCOMM Incorporated 0.4% 0.2%
TSLA Tesla, Inc. 0.0% 0.5%

Distinctively Ninety One UK Ltd

TKO TKO Group Holdings… 1.4%
VRSN VeriSign, Inc. 1.2%
UBS UBS Group AG 0.8%
RACE Ferrari N.V. 0.7%
AZN AstraZeneca PLC 0.6%
RH Rh 0.6%
NU Nu Holdings Ltd. 0.4%
AU AngloGold Ashanti plc 0.4%
TW Tradeweb Markets Inc. 0.3%
VIST Vista Energy, S.A.B.… 0.3%
Z Zillow Group, Inc.… 0.2%
LIN Linde plc 0.2%
LAUR Laureate Education… 0.2%
TTE TotalEnergies SE 0.2%
TEL TE Connectivity plc 0.2%

Distinctively Schroder Investment…

MS Morgan Stanley 1.5%
ANET Arista Networks, Inc. 1.2%
PH Parker-Hannifin… 0.6%
VOO Vanguard S&P 500 ETF 0.6%
GEV GE Vernova Inc. 0.5%
BMY Bristol-Myers Squibb… 0.5%
IVV iShares Core S&P 500… 0.5%
ARM Arm Holdings plc… 0.5%
PANW Palo Alto Networks… 0.5%
EMR Emerson Electric Co. 0.5%
TJX The TJX Companies… 0.4%
MDT Medtronic plc 0.4%
AXP American Express… 0.4%
GE GE Aerospace 0.4%
ABBV AbbVie Inc. 0.4%
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