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
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