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Compare Managers

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

Storebrand Asset Management As ⇄ Danske Bank A/S

60Shared positions
46.5%Name overlap (Jaccard)
15+Only Storebrand…
15+Only Danske Bank…

Shared holdings · Q2 2026

SecurityStorebrand Asset… weightDanske Bank A/S weight
NVDA NVIDIA Corporation 6.8% 7.2%
AAPL Apple Inc. 5.9% 6.4%
AMZN Amazon.com, Inc. 3.4% 5.0%
MSFT Microsoft Corporation 3.7% 4.2%
GOOGL Alphabet Inc. 3.0% 3.7%
GOOG Alphabet Inc. 2.6% 2.4%
AVGO Broadcom Inc. 2.3% 2.5%
MU Micron Technology, Inc. 1.7% 2.1%
META Meta Platforms, Inc. 1.6% 1.9%
AMD Advanced Micro Devices… 1.2% 2.2%
TSLA Tesla, Inc. 1.6% 1.8%
LLY Eli Lilly and Company 1.4% 1.8%
JPM JPMorgan Chase & Co. 1.4% 1.6%
V Visa Inc. 1.5% 1.2%
LRCX Lam Research Corporation 0.9% 0.8%
AMAT Applied Materials, Inc. 0.9% 0.7%
CSCO Cisco Systems, Inc. 0.9% 0.8%
INTC Intel Corp. 0.8% 0.8%
MA Mastercard Incorporated 1.0% 0.5%
BRK-B Berkshire Hathaway Inc. 0.3% 1.1%
KLAC KLA Corporation 0.7% 0.7%
ABBV AbbVie Inc. 0.7% 0.7%
JNJ Johnson & Johnson 0.2% 1.1%
KO The Coca-Cola Company 0.6% 0.6%
BAC Bank of America… 0.7% 0.5%
UNH UnitedHealth Group… 0.5% 0.7%
LIN Linde plc 0.5% 0.6%
MRK Merck & Co., Inc. 0.5% 0.6%
PG The Procter & Gamble… 0.6% 0.5%
PANW Palo Alto Networks, Inc. 0.7% 0.3%
C Citigroup Inc. 0.6% 0.5%
WM Waste Management, Inc. 0.8% 0.3%
GS The Goldman Sachs Group… 0.6% 0.5%
PWR Quanta Services, Inc. 0.7% 0.2%
TXN Texas Instruments… 0.4% 0.5%
DELL Dell Technologies Inc. 0.4% 0.4%
COST Costco Wholesale… 0.2% 0.7%
NFLX Netflix, Inc. 0.4% 0.4%
WDC Western Digital… 0.5% 0.4%
CB Chubb Limited 0.3% 0.5%
HD The Home Depot, Inc. 0.5% 0.4%
ABT Abbott Laboratories 0.6% 0.2%
BNY Bank of New York Mellon… 0.3% 0.5%
MS Morgan Stanley 0.4% 0.4%
MRVL Marvell Technology, Inc. 0.3% 0.4%
CRWD CrowdStrike Holdings, Inc. 0.5% 0.2%
ORCL Oracle Corporation 0.3% 0.4%
GLW Corning Inc 0.4% 0.3%
VZ Verizon Communications… 0.4% 0.3%
PEP PepsiCo, Inc. 0.4% 0.3%
STX Seagate Technology… 0.4% 0.2%
APH Amphenol Corporation 0.2% 0.4%
WELL Welltower Inc. 0.4% 0.2%
WFC Wells Fargo & Company 0.3% 0.3%
ANET Arista Networks, Inc. 0.3% 0.3%
AMGN Amgen Inc. 0.3% 0.3%
HWM Howmet Aerospace Inc. 0.3% 0.3%
AXP American Express Company 0.3% 0.3%
CRM Salesforce, Inc. 0.2% 0.3%
ISRG Intuitive Surgical, Inc. 0.2% 0.3%

Distinctively Storebrand Asset…

TRI Thomson Reuters… 0.2%
SPXC SPX Technologies, Inc. 0.1%
ARW Arrow Electronics… 0.1%
AVT Avnet, Inc. 0.1%
BMI Badger Meter, Inc. 0.1%
WMS Advanced Drainage… 0.1%
NOMD Nomad Foods Limited 0.1%
SON Sonoco Products… 0.1%
JKS JinkoSolar Holding… 0.1%
EQH Equitable Holdings… 0.1%
BBD Banco Bradesco S.A. 0.1%
SBSW Sibanye Stillwater… 0.0%
BXP BXP, Inc. 0.0%
BTSG BrightSpring Health… 0.0%
ITRI Itron, Inc. 0.0%

Distinctively Danske Bank A/S

WMT Walmart Inc. 0.9%
PLTR Palantir Technologies… 0.6%
CAT Caterpillar Inc. 0.5%
GE GE Aerospace 0.5%
GEV GE Vernova Inc. 0.5%
RTX RTX Corporation 0.4%
IBM International… 0.3%
UNP Union Pacific… 0.3%
ETN Eaton Corporation plc 0.2%
NEM Newmont Corporation 0.2%
GM General Motors Company 0.2%
MSI Motorola Solutions… 0.1%
ETR Entergy Corporation 0.1%
CNP CenterPoint Energy… 0.1%
BA The Boeing Company 0.1%
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