マネジャーを比較

Antique route map of roads converging on a single obelisk crossroads

運用会社 A 運用会社 B

Swedbank AB ⇄ Danske Bank A/S

60共通ポジション

48.0%銘柄の重複（ジャッカード）

15+のみ Swedbank AB

15+のみ Danske Bank…

共通保有銘柄 · Q2 2026

有価証券	Swedbank AB ウェイト	Danske Bank A/S ウェイト
NVDA NVIDIA Corporation	7.5%	7.2%
AAPL Apple Inc.	5.0%	6.4%
MSFT Microsoft Corporation	4.8%	4.2%
AMZN Amazon.com, Inc.	3.4%	5.0%
AVGO Broadcom Inc.	4.3%	2.5%
GOOGL Alphabet Inc.	3.0%	3.7%
GOOG Alphabet Inc.	3.0%	2.4%
MU Micron Technology, Inc.	2.4%	2.1%
AMD Advanced Micro Devices…	2.1%	2.2%
LLY Eli Lilly and Company	1.8%	1.8%
META Meta Platforms, Inc.	1.4%	1.9%
JPM JPMorgan Chase & Co.	1.3%	1.6%
LRCX Lam Research Corporation	1.7%	0.8%
AMAT Applied Materials, Inc.	1.8%	0.7%
KLAC KLA Corporation	1.4%	0.7%
TSLA Tesla, Inc.	0.2%	1.8%
V Visa Inc.	0.8%	1.2%
JNJ Johnson & Johnson	0.8%	1.1%
C Citigroup Inc.	1.2%	0.5%
BRK-B Berkshire Hathaway Inc.	0.5%	1.1%
ADI Analog Devices, Inc.	1.3%	0.3%
CSCO Cisco Systems, Inc.	0.7%	0.8%
INTC Intel Corp.	0.7%	0.8%
WMT Walmart Inc.	0.4%	0.9%
UNH UnitedHealth Group…	0.6%	0.7%
MRK Merck & Co., Inc.	0.7%	0.6%
ABBV AbbVie Inc.	0.6%	0.7%
MA Mastercard Incorporated	0.7%	0.5%
ANET Arista Networks, Inc.	0.9%	0.3%
COST Costco Wholesale…	0.5%	0.7%
APH Amphenol Corporation	0.7%	0.4%
BAC Bank of America…	0.7%	0.5%
LIN Linde plc	0.4%	0.6%
PANW Palo Alto Networks, Inc.	0.7%	0.3%
PLD Prologis, Inc.	0.8%	0.2%
PLTR Palantir Technologies Inc.	0.4%	0.6%
HD The Home Depot, Inc.	0.6%	0.4%
STX Seagate Technology…	0.7%	0.2%
NFLX Netflix, Inc.	0.5%	0.4%
TSM Taiwan Semiconductor…	0.6%	0.3%
MRVL Marvell Technology, Inc.	0.4%	0.4%
WM Waste Management, Inc.	0.5%	0.3%
CDNS Cadence Design Systems…	0.7%	0.1%
ORCL Oracle Corporation	0.4%	0.4%
GEV GE Vernova Inc.	0.3%	0.5%
TMO Thermo Fisher Scientific…	0.6%	0.2%
MCK McKesson Corporation	0.5%	0.3%
GS The Goldman Sachs Group…	0.3%	0.5%
KO The Coca-Cola Company	0.2%	0.6%
CAT Caterpillar Inc.	0.2%	0.5%
NOW ServiceNow, Inc.	0.5%	0.2%
PG The Procter & Gamble…	0.2%	0.5%
GE GE Aerospace	0.2%	0.5%
TXN Texas Instruments…	0.1%	0.5%
QCOM QUALCOMM Incorporated	0.4%	0.2%
FTNT Fortinet, Inc.	0.5%	0.2%
TT Trane Technologies plc	0.4%	0.2%
SPOT Spotify Technology S.A.	0.5%	0.1%
RPRX Royalty Pharma plc	0.5%	0.1%
BNY Bank of New York Mellon…	0.1%	0.5%

際立って Swedbank AB

AZN AstraZeneca PLC	0.4%
CCK Crown Holdings, Inc.	0.2%
AXS AXIS Capital Holdings…	0.1%
ARM Arm Holdings plc…	0.1%
SFM Sprouts Farmers…	0.1%
LRN Stride, Inc.	0.1%
PINS Pinterest, Inc.	0.1%
HQY HealthEquity, Inc.	0.1%
BIRK Birkenstock Holding…	0.1%
EMBJ Embraer S.A.	0.1%
WMS Advanced Drainage…	0.1%
TNL Travel + Leisure Co.	0.1%
DCI Donaldson Company…	0.0%
OC Owens Corning	0.0%
AGCO AGCO Corporation	0.0%

際立って Danske Bank A/S

RTX RTX Corporation	0.4%
FTI TechnipFMC plc	0.3%
TPL Texas Pacific Land…	0.1%
ETR Entergy Corporation	0.1%
BA The Boeing Company	0.1%
CINF Cincinnati Financial…	0.1%
PCG PG&E Corporation	0.1%
OWL Blue Owl Capital Inc.	0.1%
GLNG Golar LNG Limited	0.1%
NYT The New York Times…	0.1%
GD General Dynamics…	0.1%
WHD Cactus, Inc.	0.1%
NDSN Nordson Corporation	0.0%
NOC Northrop Grumman…	0.0%
CSTM Constellium SE	0.0%

出典: 両マネージャーの解析済み普通株ポジションからリアルタイムで算出されたオーバーラップ（対象期間： Q2 2026. 報告済みロングのみ — ヘッジおよび非13F資産は表示されません。方法論