★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Antique route map of roads converging on a single obelisk crossroads

Compare Managers

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

Sei Investments Co ⇄ T. Rowe Price

60Shared positions
72.5%Name overlap (Jaccard)
15+Only Sei…
15+Only T. Rowe Price

Shared holdings · Q2 2026

SecuritySei Investments Co weightT. Rowe Price weight
NVDA NVIDIA Corporation 3.6% 7.4%
AAPL Apple Inc. 2.2% 4.6%
MSFT Microsoft Corporation 1.9% 3.3%
GOOGL Alphabet Inc. 1.3% 3.6%
AVGO Broadcom Inc. 1.5% 3.1%
AMZN Amazon.com, Inc. 1.9% 2.6%
GOOG Alphabet Inc. 1.8% 2.1%
AMD Advanced Micro Devices… 0.7% 2.1%
META Meta Platforms, Inc. 0.9% 1.7%
MU Micron Technology, Inc. 0.9% 1.6%
LLY Eli Lilly and Company 0.7% 1.7%
V Visa Inc. 0.6% 1.2%
TSLA Tesla, Inc. 0.5% 1.1%
TSM Taiwan Semiconductor… 0.9% 0.5%
LRCX Lam Research Corporation 0.4% 1.1%
MA Mastercard Incorporated 0.4% 1.0%
JPM JPMorgan Chase & Co. 0.3% 0.9%
AMAT Applied Materials, Inc. 0.3% 0.9%
GE GE Aerospace 0.4% 0.8%
UNH UnitedHealth Group… 0.2% 1.0%
JNJ Johnson & Johnson 0.4% 0.6%
WELL Welltower Inc. 0.5% 0.4%
CAT Caterpillar Inc. 0.3% 0.7%
INTC Intel Corp. 0.2% 0.8%
ASML ASML Holding N.V. 0.5% 0.4%
LIN Linde plc 0.2% 0.6%
NFLX Netflix, Inc. 0.1% 0.7%
CSCO Cisco Systems, Inc. 0.3% 0.5%
KLAC KLA Corporation 0.2% 0.5%
XONA.DE Exxon Mobil Corporation 0.2% 0.5%
BAC Bank of America… 0.2% 0.5%
BRK-B Berkshire Hathaway Inc. 0.2% 0.5%
APH Amphenol Corporation 0.1% 0.6%
GEV GE Vernova Inc. 0.4% 0.3%
VUG Vanguard Morningstar… 0.7% 0.0%
ANET Arista Networks, Inc. 0.2% 0.4%
CB Chubb Limited 0.1% 0.5%
BKNG Booking Holdings Inc. 0.1% 0.5%
MS Morgan Stanley 0.2% 0.4%
SNDK Sandisk Corporation 0.2% 0.4%
C Citigroup Inc. 0.3% 0.3%
CVNA Carvana Co. 0.0% 0.6%
PG The Procter & Gamble… 0.2% 0.4%
SE Sea Limited 0.2% 0.3%
ADI Analog Devices, Inc. 0.3% 0.3%
HWM Howmet Aerospace Inc. 0.2% 0.4%
PM Philip Morris… 0.2% 0.3%
DE Deere & Company 0.1% 0.5%
COP ConocoPhillips 0.1% 0.5%
ISRG Intuitive Surgical, Inc. 0.1% 0.4%
ABBV AbbVie Inc. 0.2% 0.4%
SCHW The Charles Schwab… 0.1% 0.4%
HD The Home Depot, Inc. 0.1% 0.4%
SHOP Shopify Inc. 0.2% 0.3%
MRVL Marvell Technology, Inc. 0.1% 0.4%
GILD Gilead Sciences, Inc. 0.1% 0.4%
SO The Southern Company 0.0% 0.4%
VRT Vertiv Holdings Co 0.2% 0.3%
APP AppLovin Corporation 0.2% 0.2%
ARGX argenx SE 0.2% 0.2%
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