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Compare Managers

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

Nomura Asset Management Co Ltd ⇄ Mitsubishi UFJ Asset Management Co., Ltd.

60Shared positions
60.0%Name overlap (Jaccard)
15+Only Nomura Asset…
15+Only Mitsubishi…

Shared holdings · Q2 2026

SecurityNomura Asset… weightMitsubishi UFJ… weight
NVDA NVIDIA Corporation 9.0% 6.6%
AAPL Apple Inc. 4.3% 5.9%
MSFT Microsoft Corporation 3.1% 4.2%
AVGO Broadcom Inc. 4.4% 2.5%
GOOGL Alphabet Inc. 2.7% 3.5%
AMZN Amazon.com, Inc. 2.5% 3.7%
MU Micron Technology, Inc. 3.0% 1.8%
GOOG Alphabet Inc. 1.8% 2.3%
META Meta Platforms, Inc. 1.2% 1.7%
TSLA Tesla, Inc. 1.1% 1.7%
AMAT Applied Materials, Inc. 2.0% 0.8%
AMD Advanced Micro Devices… 1.0% 1.3%
LLY Eli Lilly and Company 1.0% 1.3%
JPM JPMorgan Chase & Co. 0.9% 1.2%
V Visa Inc. 0.6% 1.3%
BRK-B Berkshire Hathaway Inc. 0.6% 1.1%
CAT Caterpillar Inc. 0.8% 0.8%
KLAC KLA Corporation 1.0% 0.6%
JNJ Johnson & Johnson 0.7% 0.9%
INTC Intel Corp. 0.6% 0.9%
CSCO Cisco Systems, Inc. 0.8% 0.7%
LRCX Lam Research Corporation 0.6% 0.8%
MA Mastercard Incorporated 0.8% 0.6%
XONA.DE Exxon Mobil Corporation 0.6% 0.8%
WMT Walmart Inc. 0.6% 0.7%
NFLX Netflix, Inc. 0.5% 0.8%
KO The Coca-Cola Company 0.4% 0.9%
PG The Procter & Gamble… 0.4% 0.8%
ABBV AbbVie Inc. 0.6% 0.6%
UNH UnitedHealth Group… 0.5% 0.6%
COST Costco Wholesale… 0.4% 0.6%
WELL Welltower Inc. 0.7% 0.3%
PM Philip Morris… 0.3% 0.6%
ALAB Astera Labs, Inc. Common… 0.9% 0.1%
MRK Merck & Co., Inc. 0.5% 0.4%
TXN Texas Instruments… 0.2% 0.7%
TMO Thermo Fisher Scientific… 0.3% 0.6%
HD The Home Depot, Inc. 0.4% 0.5%
QCOM QUALCOMM Incorporated 0.6% 0.3%
GS The Goldman Sachs Group… 0.3% 0.5%
BAC Bank of America… 0.3% 0.5%
GE GE Aerospace 0.3% 0.5%
CVX Chevron Corporation 0.4% 0.4%
WDC Western Digital… 0.5% 0.3%
GEV GE Vernova Inc. 0.3% 0.4%
PLD Prologis, Inc. 0.5% 0.2%
SPGI S&P Global Inc. 0.3% 0.5%
TER Teradyne, Inc. 0.6% 0.1%
PGR The Progressive… 0.5% 0.2%
STX Seagate Technology… 0.4% 0.3%
IBM International Business… 0.3% 0.4%
LIN Linde plc 0.3% 0.3%
MRVL Marvell Technology, Inc. 0.3% 0.4%
UBER Uber Technologies, Inc. 0.2% 0.4%
AON Aon plc 0.1% 0.5%
NEE NextEra Energy, Inc. 0.4% 0.3%
PANW Palo Alto Networks, Inc. 0.2% 0.4%
EQIX Equinix, Inc. 0.4% 0.2%
ADI Analog Devices, Inc. 0.4% 0.3%
ORCL Oracle Corporation 0.3% 0.3%

Distinctively Nomura Asset…

QQQM Invesco NASDAQ 100 ETF 0.3%
ACWI iShares MSCI ACWI ETF 0.2%
BXSL Blackstone Secured… 0.2%
SHYG iShares 0-5 Year High… 0.1%
FLOT iShares Floating Rate… 0.1%
VTV Vanguard Morningstar… 0.1%
VGK Vanguard FTSE Europe… 0.1%
ARCC Ares Capital… 0.1%
VGSH Vanguard Short-Term… 0.1%
SPMO Invesco S&P 500… 0.1%
IWM iShares Russell 2000… 0.1%
EFV iShares MSCI EAFE… 0.1%
USHY iShares Broad USD… 0.0%
IBN ICICI Bank Limited 0.0%
IVV iShares Core S&P 500… 0.0%

Distinctively Mitsubishi UFJ Asset…

IRDM Iridium… 0.0%
MBLY Mobileye Global Inc. 0.0%
VGIT Vanguard… 0.0%
DCO Ducommun Incorporated 0.0%
RDW Redwire Corp 0.0%
ESLT Elbit Systems Ltd. 0.0%
VOYG Voyager Technologies… 0.0%
KRMN Karman Holdings Inc. 0.0%
FLY Firefly Aerospace Inc. 0.0%
AVAV AeroVironment, Inc. 0.0%
LUNR Intuitive Machines… 0.0%
ESE ESCO Technologies Inc. 0.0%
SPIR 0.0%
SXI Standex International… 0.0%
PSN Parsons Corporation 0.0%
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