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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 Holdings Inc ⇄ Bnp Paribas Financial Markets

60Shared positions
21.6%Name overlap (Jaccard)
15+Only Nomura…
15+Only Bnp Paribas…

Shared holdings · Q2 2026

SecurityNomura Holdings Inc weightBnp Paribas… weight
MU Micron Technology, Inc. 16.6% 4.9%
NVDA NVIDIA Corporation 4.0% 3.5%
AMD Advanced Micro Devices… 4.4% 1.8%
BABA Alibaba Group Holding… 5.5% 0.1%
TSLA Tesla, Inc. 1.7% 2.0%
AMZN Amazon.com, Inc. 1.2% 2.1%
GOOGL Alphabet Inc. 1.3% 1.9%
AAPL Apple Inc. 1.1% 1.6%
INTC Intel Corp. 1.3% 1.0%
MSFT Microsoft Corporation 0.8% 1.4%
AVGO Broadcom Inc. 0.8% 1.3%
META Meta Platforms, Inc. 0.9% 1.0%
GOOG Alphabet Inc. 0.6% 1.3%
WDC Western Digital… 1.4% 0.5%
TECK Teck Resources Limited 1.8% 0.0%
TSM Taiwan Semiconductor… 1.1% 0.6%
JPM JPMorgan Chase & Co. 0.3% 1.4%
SNDK Sandisk Corporation 0.4% 1.2%
UNH UnitedHealth Group… 0.6% 0.8%
LRCX Lam Research Corporation 0.6% 0.7%
AMAT Applied Materials, Inc. 0.6% 0.6%
KLAC KLA Corporation 0.6% 0.5%
GE GE Aerospace 0.3% 0.8%
V Visa Inc. 0.5% 0.6%
CSCO Cisco Systems, Inc. 0.3% 0.8%
QSR Restaurant Brands… 1.0% 0.0%
CAR Avis Budget Group, Inc. 1.0% 0.0%
CTSH Cognizant Technology… 0.9% 0.0%
CAT Caterpillar Inc. 0.5% 0.4%
LLY Eli Lilly and Company 0.3% 0.6%
PRKS United Parks & Resorts… 0.9% 0.0%
ORCL Oracle Corporation 0.3% 0.6%
SYY Sysco Corporation 0.8% 0.1%
BRK-B Berkshire Hathaway Inc. 0.3% 0.5%
XONA.DE Exxon Mobil Corporation 0.3% 0.5%
TXN Texas Instruments… 0.4% 0.4%
COIN Coinbase Global, Inc. 0.7% 0.1%
BA The Boeing Company 0.6% 0.2%
COST Costco Wholesale… 0.4% 0.3%
ADI Analog Devices, Inc. 0.4% 0.3%
CRWD CrowdStrike Holdings, Inc. 0.5% 0.2%
ASML ASML Holding N.V. 0.3% 0.4%
HOOD Robinhood Markets, Inc. 0.5% 0.1%
QCOM QUALCOMM Incorporated 0.4% 0.3%
WMT Walmart Inc. 0.2% 0.5%
PLTR Palantir Technologies Inc. 0.3% 0.3%
JNJ Johnson & Johnson 0.3% 0.4%
NFLX Netflix, Inc. 0.3% 0.4%
DLTR Dollar Tree, Inc. 0.6% 0.0%
ITGR Integer Holdings… 0.6% 0.0%
RIOT Riot Platforms, Inc. 0.6% 0.0%
WULF TeraWulf Inc. 0.6% 0.0%
DXCM DexCom, Inc. 0.5% 0.1%
MA Mastercard Incorporated 0.3% 0.3%
DASH DoorDash, Inc. 0.4% 0.1%
GS The Goldman Sachs Group… 0.3% 0.3%
HD The Home Depot, Inc. 0.1% 0.4%
TER Teradyne, Inc. 0.4% 0.2%
SNPS Synopsys, Inc. 0.4% 0.1%
NXPI NXP Semiconductors N.V. 0.3% 0.2%

Distinctively Nomura Holdings Inc

MRVL Marvell Technology… 0.3%
TRLV 0.2%
FSSL 0.2%
GLAS 0.1%
CEG Constellation Energy… 0.1%
ESLT Elbit Systems Ltd. 0.1%
SHEL Shell plc 0.1%
BAC-PL Bank of America… 0.0%
POET POET Technologies Inc. 0.0%
NINE 0.0%
EP-PC 0.0%
TOON 0.0%
CDRO 0.0%
GEO The GEO Group, Inc. 0.0%
CXW CoreCivic, Inc. 0.0%

Distinctively Bnp Paribas Financial…

XBI State Street SPDR S&P… 1.4%
SPY State Street SPDR S&P… 1.3%
IWM iShares Russell 2000… 1.1%
EWY iShares MSCI South… 0.9%
SMH VanEck Semiconductor… 0.6%
SOXX iShares Semiconductor… 0.6%
ACWI iShares MSCI ACWI ETF 0.4%
EMB iShares J.P. Morgan… 0.4%
XLI State Street… 0.3%
HYG iShares iBoxx $ High… 0.3%
QQQ Invesco QQQ Trust… 0.3%
XLP State Street Consumer… 0.3%
IGV iShares Expanded… 0.2%
GLD SPDR Gold Shares 0.2%
IBB iShares Biotechnology… 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