Bandingkan Manajer
Dua portofolio, satu peta — tumpang tindihnya, keyakinan bersama, dan apa yang dipegang masing-masing yang tidak dimiliki yang lain.
Soroban Capital Partners LP ⇄ Brown Advisory Inc
20Posisi bersama
1.4%Tumpang tindih nama (Jaccard)
3+Hanya Soroban…
15+Hanya Brown…
Kepemilikan bersama · Q2 2026
| Efek | Soroban Capital… bobot | Brown Advisory Inc bobot |
|---|---|---|
| AMZN Amazon.com, Inc. | 12.0% | 2.3% |
| MSFT Microsoft Corporation | 8.3% | 4.9% |
| MA Mastercard Incorporated | 9.1% | 2.7% |
| TSM Taiwan Semiconductor… | 7.3% | 4.4% |
| V Visa Inc. | 8.0% | 3.8% |
| GOOG Alphabet Inc. | 5.3% | 4.3% |
| TDG TransDigm Group… | 8.5% | 0.1% |
| META Meta Platforms, Inc. | 5.8% | 0.7% |
| EFX Equifax Inc. | 4.9% | 0.8% |
| DPZ Domino's Pizza, Inc. | 5.6% | 0.0% |
| SPGI S&P Global Inc. | 5.0% | 0.1% |
| FERG Ferguson plc | 4.1% | 0.7% |
| GOOGL Alphabet Inc. | 1.5% | 1.1% |
| DTE DTE Energy Company | 2.1% | 0.0% |
| ETR Entergy Corporation | 1.9% | 0.0% |
| NXPI NXP Semiconductors N.V. | 1.7% | 0.0% |
| SO The Southern Company | 1.1% | 0.0% |
| AEE Ameren Corporation | 1.0% | 0.0% |
| AEP American Electric Power… | 0.9% | 0.0% |
| WEC WEC Energy Group, Inc. | 0.9% | 0.0% |
Secara khas Soroban Capital…
| PNW Pinnacle West Capital… | 2.9% |
| NI NiSource Inc | 1.5% |
| CMS CMS Energy Corporation | 0.6% |
Secara khas Brown Advisory Inc
| NVDA NVIDIA Corporation | 3.2% |
| BAFE Brown Advisory… | 2.5% |
| IVV iShares Core S&P 500… | 2.3% |
| AAPL Apple Inc. | 1.8% |
| GE GE Aerospace | 1.4% |
| DSPY Tema S&P 500… | 1.3% |
| SCHW The Charles Schwab… | 1.3% |
| SPY State Street SPDR S&P… | 1.2% |
| VTI Vanguard Morningstar… | 1.2% |
| AVGO Broadcom Inc. | 1.1% |
| EW Edwards Lifesciences… | 1.0% |
| ASML ASML Holding N.V. | 1.0% |
| MRVL Marvell Technology… | 0.9% |
| BKNG Booking Holdings Inc. | 0.8% |
| DHR Danaher Corporation | 0.8% |
Asal-usul data: Tumpang tindih dihitung secara langsung dari posisi saham biasa kedua manajer yang telah diurai untuk Q2 2026. Hanya posisi long yang dilaporkan — lindung nilai dan aset non-13F tidak terlihat. Metodologi