So sánh quản lý quỹ

Antique route map of roads converging on a single obelisk crossroads

Nhà quản lý A Nhà quản lý B

Nomura Holdings Inc ⇄ Swedbank AB

60Vị thế chung

42.0%Mức độ trùng lặp tên (Jaccard)

15+Chỉ Nomura…

15+Chỉ Swedbank AB

Danh mục nắm giữ chung · Q2 2026

Chứng khoán	Nomura Holdings Inc tỷ trọng	Swedbank AB tỷ trọng
MU Micron Technology, Inc.	16.6%	2.4%
NVDA NVIDIA Corporation	4.0%	7.5%
AMD Advanced Micro Devices…	4.4%	2.1%
AAPL Apple Inc.	1.1%	5.0%
MSFT Microsoft Corporation	0.8%	4.8%
AVGO Broadcom Inc.	0.8%	4.3%
AMZN Amazon.com, Inc.	1.2%	3.4%
GOOGL Alphabet Inc.	1.3%	3.0%
GOOG Alphabet Inc.	0.6%	3.0%
AMAT Applied Materials, Inc.	0.6%	1.8%
LRCX Lam Research Corporation	0.6%	1.7%
META Meta Platforms, Inc.	0.9%	1.4%
LLY Eli Lilly and Company	0.3%	1.8%
KLAC KLA Corporation	0.6%	1.4%
INTC Intel Corp.	1.3%	0.7%
TSLA Tesla, Inc.	1.7%	0.2%
TECK Teck Resources Limited	1.8%	0.1%
TSM Taiwan Semiconductor…	1.1%	0.6%
ADI Analog Devices, Inc.	0.4%	1.3%
JPM JPMorgan Chase & Co.	0.3%	1.3%
WDC Western Digital…	1.4%	0.1%
C Citigroup Inc.	0.1%	1.2%
V Visa Inc.	0.5%	0.8%
UNH UnitedHealth Group…	0.6%	0.6%
JNJ Johnson & Johnson	0.3%	0.8%
CSCO Cisco Systems, Inc.	0.3%	0.7%
ANET Arista Networks, Inc.	0.1%	0.9%
MA Mastercard Incorporated	0.3%	0.7%
PANW Palo Alto Networks, Inc.	0.3%	0.7%
STX Seagate Technology…	0.3%	0.7%
CTSH Cognizant Technology…	0.9%	0.0%
COST Costco Wholesale…	0.4%	0.5%
PLD Prologis, Inc.	0.1%	0.8%
SYY Sysco Corporation	0.8%	0.1%
CDNS Cadence Design Systems…	0.2%	0.7%
BRK-B Berkshire Hathaway Inc.	0.3%	0.5%
APH Amphenol Corporation	0.1%	0.7%
MRK Merck & Co., Inc.	0.1%	0.7%
QCOM QUALCOMM Incorporated	0.4%	0.4%
BAC Bank of America…	0.1%	0.7%
CAT Caterpillar Inc.	0.5%	0.2%
NFLX Netflix, Inc.	0.3%	0.5%
PLTR Palantir Technologies Inc.	0.3%	0.4%
HD The Home Depot, Inc.	0.1%	0.6%
ORCL Oracle Corporation	0.3%	0.4%
COIN Coinbase Global, Inc.	0.7%	0.0%
ABBV AbbVie Inc.	0.1%	0.6%
MRVL Marvell Technology, Inc.	0.3%	0.4%
CRWD CrowdStrike Holdings, Inc.	0.5%	0.1%
WM Waste Management, Inc.	0.1%	0.5%
TMO Thermo Fisher Scientific…	0.0%	0.6%
NOW ServiceNow, Inc.	0.1%	0.5%
GS The Goldman Sachs Group…	0.3%	0.3%
DLTR Dollar Tree, Inc.	0.6%	0.0%
MCK McKesson Corporation	0.1%	0.5%
HOOD Robinhood Markets, Inc.	0.5%	0.0%
WMT Walmart Inc.	0.2%	0.4%
SPCX Space Exploration…	0.0%	0.5%
SNPS Synopsys, Inc.	0.4%	0.1%
DXCM DexCom, Inc.	0.5%	0.1%

Đặc biệt Nomura Holdings Inc

BABA Alibaba Group Holding…	5.5%
QSR Restaurant Brands…	1.0%
CAR Avis Budget Group…	1.0%
PRKS United Parks &…	0.9%
ITGR Integer Holdings…	0.6%
WULF TeraWulf Inc.	0.6%
BA The Boeing Company	0.6%
RIOT Riot Platforms, Inc.	0.6%
HON Honeywell…	0.4%
BIO Bio-Rad Laboratories…	0.4%
SLVM Sylvamo Corp	0.3%
NOK Nokia Oyj	0.3%
ASML ASML Holding N.V.	0.3%
XONA.DE Exxon Mobil…	0.3%
NCLH Norwegian Cruise Line…	0.3%

Đặc biệt Swedbank AB

ALV Autoliv, Inc.	0.3%
SCI Service Corporation…	0.3%
SSNC SS&C Technologies…	0.3%
CCK Crown Holdings, Inc.	0.2%
BSY Bentley Systems…	0.2%
MANH Manhattan Associates…	0.2%
MDB MongoDB, Inc.	0.2%
BWA BorgWarner Inc.	0.2%
AXS AXIS Capital Holdings…	0.1%
FLS Flowserve Corporation	0.1%
RGLD Royal Gold, Inc.	0.1%
SFM Sprouts Farmers…	0.1%
FROG JFrog Ltd.	0.1%
ALM Almonty Industries…	0.1%
REZI Resideo Technologies…	0.1%

Nguồn gốc: Độ trùng lặp được tính trực tiếp từ các vị thế cổ phiếu thường đã phân tích của cả hai nhà quản lý cho Q2 2026. Chỉ bao gồm các vị thế mua dài hạn được báo cáo — các khoản phòng hộ và tài sản không thuộc 13F không hiển thị. Phương pháp luận

So sánh Quản lý quỹ

Nomura Holdings Inc ⇄ Swedbank AB

Danh mục nắm giữ chung · Q2 2026

Đặc biệt Nomura Holdings Inc

Đặc biệt Swedbank AB