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Compare Managers

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

PRIMECAP Management ⇄ Bnp Paribas Financial Markets

60Shared positions
6.7%Name overlap (Jaccard)
5+Only PRIMECAP…
15+Only Bnp Paribas…

Shared holdings · Q2 2026

SecurityPRIMECAP Management weightBnp Paribas… weight
MU Micron Technology, Inc. 13.1% 4.9%
INTC Intel Corp. 6.2% 1.0%
LLY Eli Lilly and Company 6.5% 0.6%
NVDA NVIDIA Corporation 2.0% 3.5%
GOOGL Alphabet Inc. 3.1% 1.9%
KLAC KLA Corporation 3.7% 0.5%
AMZN Amazon.com, Inc. 1.7% 2.1%
TSLA Tesla, Inc. 1.5% 2.0%
MSFT Microsoft Corporation 1.6% 1.4%
GOOG Alphabet Inc. 1.1% 1.3%
FLEX Flex Ltd. 2.2% 0.1%
AMD Advanced Micro Devices… 0.4% 1.8%
AZN AstraZeneca PLC 2.0% 0.1%
JPM JPMorgan Chase & Co. 0.7% 1.4%
BIIB Biogen Inc. 1.9% 0.0%
AAPL Apple Inc. 0.3% 1.6%
TXN Texas Instruments… 1.5% 0.4%
AMGN Amgen Inc. 1.4% 0.3%
FDX FedEx Corporation 1.5% 0.1%
SCHW The Charles Schwab… 1.4% 0.2%
LUV Southwest Airlines Co. 1.5% 0.0%
V Visa Inc. 0.9% 0.6%
BSX Boston Scientific… 1.3% 0.2%
AVGO Broadcom Inc. 0.2% 1.3%
UAL United Airlines Holdings… 1.3% 0.0%
ROST Ross Stores, Inc. 1.1% 0.1%
META Meta Platforms, Inc. 0.2% 1.0%
SNDK Sandisk Corporation 0.0% 1.2%
BABA Alibaba Group Holding… 1.1% 0.1%
CSCO Cisco Systems, Inc. 0.3% 0.8%
AMAT Applied Materials, Inc. 0.4% 0.6%
ORCL Oracle Corporation 0.5% 0.6%
ADI Analog Devices, Inc. 0.7% 0.3%
DAL Delta Air Lines, Inc. 1.0% 0.1%
BMY Bristol-Myers Squibb… 0.8% 0.2%
TJX The TJX Companies, Inc. 0.8% 0.2%
CAT Caterpillar Inc. 0.5% 0.4%
RJF Raymond James Financial… 0.8% 0.0%
ONC BeOne Medicines AG 0.8% 0.0%
NTAP NetApp, Inc. 0.8% 0.0%
UNH UnitedHealth Group… 0.0% 0.8%
COP ConocoPhillips 0.7% 0.1%
JBL Jabil Inc. 0.7% 0.1%
GSK GSK plc 0.8% 0.0%
GLW Corning Inc 0.6% 0.2%
ADBE Adobe Inc. 0.6% 0.2%
TMO Thermo Fisher Scientific… 0.6% 0.2%
BIDU Baidu, Inc. 0.7% 0.0%
ASML ASML Holding N.V. 0.4% 0.4%
AAL American Airlines Group… 0.8% 0.0%
SONY Sony Group Corporation 0.7% 0.0%
WDC Western Digital… 0.2% 0.5%
ELAN Elanco Animal Health… 0.7% 0.0%
NTRS Northern Trust Corporation 0.6% 0.0%
NVS Novartis AG 0.6% 0.0%
DIS The Walt Disney Company 0.4% 0.2%
NFLX Netflix, Inc. 0.2% 0.4%
XONA.DE Exxon Mobil Corporation 0.0% 0.5%
LIN Linde plc 0.3% 0.3%
HPE Hewlett Packard… 0.5% 0.1%

Distinctively PRIMECAP Management

MRVL Marvell Technology… 0.5%
AMTM Amentum Holdings, Inc. 0.1%
FLTR.L Flutter Entertainment… 0.1%
ALC Alcon Inc. 0.1%
FRVO Fervo Energy Company 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%
GE GE Aerospace 0.8%
LRCX Lam Research… 0.7%
TSM Taiwan Semiconductor… 0.6%
SMH VanEck Semiconductor… 0.6%
SOXX iShares Semiconductor… 0.6%
BRK-B Berkshire Hathaway… 0.5%
HD The Home Depot, Inc. 0.4%
ACWI iShares MSCI ACWI ETF 0.4%
ABBV AbbVie Inc. 0.4%
JNJ Johnson & Johnson 0.4%
EMB iShares J.P. Morgan… 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