Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
PRIMECAP Management ⇄ Capital World Investors
60Shared positions
18.6%Name overlap (Jaccard)
15+Only PRIMECAP…
15+Only Capital World…
Shared holdings · Q2 2026
Distinctively PRIMECAP Management
| BIIB Biogen Inc. | 1.9% |
| FDX FedEx Corporation | 1.5% |
| TXN Texas Instruments… | 1.5% |
| LUV Southwest Airlines Co. | 1.5% |
| SCHW The Charles Schwab… | 1.4% |
| ROST Ross Stores, Inc. | 1.1% |
| RJF Raymond James… | 0.8% |
| NTAP NetApp, Inc. | 0.8% |
| GSK GSK plc | 0.8% |
| AAL American Airlines… | 0.8% |
| ADI Analog Devices, Inc. | 0.7% |
| JBL Jabil Inc. | 0.7% |
| NTRS Northern Trust… | 0.6% |
| NVS Novartis AG | 0.6% |
| MRVL Marvell Technology… | 0.5% |
Distinctively Capital World…
| TSM Taiwan Semiconductor… | 1.9% |
| VRTX Vertex… | 1.5% |
| SBUX Starbucks Corporation | 1.1% |
| CNQ Canadian Natural… | 1.0% |
| DHI D.R. Horton, Inc. | 0.7% |
| SO The Southern Company | 0.7% |
| NET Cloudflare, Inc. | 0.7% |
| GEV GE Vernova Inc. | 0.7% |
| GE GE Aerospace | 0.7% |
| GILD Gilead Sciences, Inc. | 0.6% |
| ABBV AbbVie Inc. | 0.6% |
| HD The Home Depot, Inc. | 0.5% |
| IBM International… | 0.5% |
| WPM Wheaton Precious… | 0.5% |
| SHOP Shopify 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