Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
PRIMECAP Management ⇄ Swedbank AB
60Shared positions
20.9%Name overlap (Jaccard)
15+Only PRIMECAP…
15+Only Swedbank AB
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% |
| COP ConocoPhillips | 0.7% |
| SONY Sony Group Corporation | 0.7% |
| ELAN Elanco Animal Health… | 0.7% |
| NVS Novartis AG | 0.6% |
| ASML ASML Holding N.V. | 0.4% |
| XMTR Xometry, Inc. | 0.4% |
| J Jacobs Solutions Inc. | 0.3% |
| ERIC Telefonaktiebolaget… | 0.3% |
| GKOS Glaukos Corporation | 0.3% |
| MAT Mattel, Inc. | 0.2% |
Distinctively Swedbank AB
| LRCX Lam Research… | 1.7% |
| PLD Prologis, Inc. | 0.8% |
| JNJ Johnson & Johnson | 0.8% |
| APH Amphenol Corporation | 0.7% |
| CDNS Cadence Design… | 0.7% |
| HD The Home Depot, Inc. | 0.6% |
| TSM Taiwan Semiconductor… | 0.6% |
| ABBV AbbVie Inc. | 0.6% |
| BRK-B Berkshire Hathaway… | 0.5% |
| COST Costco Wholesale… | 0.5% |
| NOW ServiceNow, Inc. | 0.5% |
| RPRX Royalty Pharma plc | 0.5% |
| FTNT Fortinet, Inc. | 0.5% |
| EMR Emerson Electric Co. | 0.5% |
| MSI Motorola Solutions… | 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