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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 ⇄ Royal London Asset Management Ltd

60Shared positions
23.0%Name overlap (Jaccard)
15+Only PRIMECAP…
15+Only Royal London…

Shared holdings · Q2 2026

SecurityPRIMECAP Management weightRoyal London Asset… weight
MU Micron Technology, Inc. 13.1% 1.9%
NVDA NVIDIA Corporation 2.0% 6.6%
LLY Eli Lilly and Company 6.5% 1.4%
GOOGL Alphabet Inc. 3.1% 4.7%
INTC Intel Corp. 6.2% 1.1%
AAPL Apple Inc. 0.3% 5.5%
AMZN Amazon.com, Inc. 1.7% 3.9%
AZN AstraZeneca PLC 2.0% 3.5%
MSFT Microsoft Corporation 1.6% 4.0%
KLAC KLA Corporation 3.7% 0.4%
AVGO Broadcom Inc. 0.2% 2.6%
TSLA Tesla, Inc. 1.5% 1.2%
V Visa Inc. 0.9% 1.6%
GOOG Alphabet Inc. 1.1% 1.3%
FLEX Flex Ltd. 2.2% 0.1%
TXN Texas Instruments… 1.5% 0.6%
JPM JPMorgan Chase & Co. 0.7% 1.3%
BIIB Biogen Inc. 1.9% 0.0%
AMGN Amgen Inc. 1.4% 0.2%
META Meta Platforms, Inc. 0.2% 1.4%
SCHW The Charles Schwab… 1.4% 0.2%
FDX FedEx Corporation 1.5% 0.1%
AMD Advanced Micro Devices… 0.4% 1.1%
BSX Boston Scientific… 1.3% 0.1%
UAL United Airlines Holdings… 1.3% 0.0%
ROST Ross Stores, Inc. 1.1% 0.1%
ADI Analog Devices, Inc. 0.7% 0.4%
AMAT Applied Materials, Inc. 0.4% 0.6%
CSCO Cisco Systems, Inc. 0.3% 0.7%
CAT Caterpillar Inc. 0.5% 0.5%
TJX The TJX Companies, Inc. 0.8% 0.2%
DAL Delta Air Lines, Inc. 1.0% 0.0%
TMO Thermo Fisher Scientific… 0.6% 0.4%
BMY Bristol-Myers Squibb… 0.8% 0.1%
RJF Raymond James Financial… 0.8% 0.0%
NXT Nextpower Inc. 0.5% 0.4%
NTAP NetApp, Inc. 0.8% 0.0%
COP ConocoPhillips 0.7% 0.1%
LIN Linde plc 0.3% 0.6%
GLW Corning Inc 0.6% 0.2%
ORCL Oracle Corporation 0.5% 0.3%
BIDU Baidu, Inc. 0.7% 0.0%
MRVL Marvell Technology, Inc. 0.5% 0.2%
JBL Jabil Inc. 0.7% 0.0%
ADBE Adobe Inc. 0.6% 0.1%
MRK Merck & Co., Inc. 0.0% 0.7%
NTRS Northern Trust Corporation 0.6% 0.0%
UNH UnitedHealth Group… 0.0% 0.6%
XONA.DE Exxon Mobil Corporation 0.0% 0.6%
NFLX Netflix, Inc. 0.2% 0.4%
DHR Danaher Corporation 0.2% 0.4%
MA Mastercard Incorporated 0.2% 0.4%
WFC Wells Fargo & Company 0.3% 0.2%
DIS The Walt Disney Company 0.4% 0.2%
CME CME Group Inc. 0.2% 0.3%
CVX Chevron Corporation 0.2% 0.3%
HPE Hewlett Packard… 0.5% 0.1%
PM Philip Morris… 0.1% 0.4%
SNPS Synopsys, Inc. 0.2% 0.2%
GS The Goldman Sachs Group… 0.0% 0.5%

Distinctively PRIMECAP Management

LUV Southwest Airlines Co. 1.5%
BABA Alibaba Group Holding… 1.1%
ONC BeOne Medicines AG 0.8%
GSK GSK plc 0.8%
AAL American Airlines… 0.8%
SONY Sony Group Corporation 0.7%
ELAN Elanco Animal Health… 0.7%
NVS Novartis AG 0.6%
BMRN BioMarin… 0.5%
ASML ASML Holding N.V. 0.4%
XMTR Xometry, Inc. 0.4%
ACM Aecom 0.4%
ERIC Telefonaktiebolaget… 0.3%
GKOS Glaukos Corporation 0.3%
MAT Mattel, Inc. 0.2%

Distinctively Royal London Asset…

TSM Taiwan Semiconductor… 1.3%
BRK-B Berkshire Hathaway… 0.9%
MELI MercadoLibre, Inc. 0.7%
ABBV AbbVie Inc. 0.6%
JNJ Johnson & Johnson 0.6%
LRCX Lam Research… 0.5%
HD The Home Depot, Inc. 0.5%
FIX Comfort Systems USA… 0.5%
CNM Core & Main, Inc. 0.5%
WAB Westinghouse Air… 0.5%
TTE TotalEnergies SE 0.5%
PG The Procter & Gamble… 0.5%
STLD Steel Dynamics, Inc. 0.5%
RPRX Royalty Pharma plc 0.4%
CB Chubb Limited 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