Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Parnassus Investments, Llc ⇄ Royal London Asset Management Ltd
60Shared positions
17.2%Name overlap (Jaccard)
15+Only Parnassus…
15+Only Royal London…
Shared holdings · Q2 2026
Distinctively Parnassus…
| USFD US Foods Holding Corp. | 0.3% |
| SARO StandardAero, Inc. | 0.2% |
| GWRE Guidewire Software… | 0.2% |
| MDLN Medline Inc. | 0.1% |
| NICE NICE Ltd. | 0.1% |
| RTO Rentokil Initial plc | 0.1% |
| VIK Viking Holdings Ltd | 0.1% |
| TPX Tempur Sealy… | 0.0% |
| ROIV Roivant Sciences Ltd. | 0.0% |
| BLDR Builders FirstSource… | 0.0% |
| TWST Twist Bioscience… | 0.0% |
| ASML ASML Holding N.V. | 0.0% |
| APPF AppFolio Inc. | 0.0% |
| RELX RELX Plc | 0.0% |
| NVS Novartis AG | 0.0% |
Distinctively Royal London Asset…
| GOOG Alphabet Inc. | 1.3% |
| TSLA Tesla, Inc. | 1.2% |
| BRK-B Berkshire Hathaway… | 0.9% |
| CSCO Cisco Systems, Inc. | 0.7% |
| MRK Merck & Co., Inc. | 0.7% |
| ABBV AbbVie Inc. | 0.6% |
| TXN Texas Instruments… | 0.6% |
| JNJ Johnson & Johnson | 0.6% |
| XONA.DE Exxon Mobil… | 0.6% |
| CNM Core & Main, Inc. | 0.5% |
| CAT Caterpillar Inc. | 0.5% |
| WAB Westinghouse Air… | 0.5% |
| GS The Goldman Sachs… | 0.5% |
| TTE TotalEnergies SE | 0.5% |
| STLD Steel Dynamics, Inc. | 0.5% |
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