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Compare Managers

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

Victory Capital Management Inc ⇄ BNP Paribas Asset Management Holding S.A.

60Shared positions
69.7%Name overlap (Jaccard)
15+Only Victory…
15+Only BNP Paribas…

Shared holdings · Q2 2026

SecurityVictory Capital… weightBNP Paribas Asset… weight
NVDA NVIDIA Corporation 3.9% 5.9%
AAPL Apple Inc. 3.1% 4.4%
MSFT Microsoft Corporation 2.4% 3.8%
GOOGL Alphabet Inc. 2.1% 3.1%
AMZN Amazon.com, Inc. 2.1% 2.9%
AVGO Broadcom Inc. 1.2% 2.1%
AMD Advanced Micro Devices… 1.4% 1.7%
GOOG Alphabet Inc. 1.2% 1.5%
LLY Eli Lilly and Company 1.4% 1.2%
META Meta Platforms, Inc. 0.9% 1.3%
AMAT Applied Materials, Inc. 0.6% 1.3%
MU Micron Technology, Inc. 0.7% 1.2%
TSLA Tesla, Inc. 0.8% 1.0%
V Visa Inc. 0.8% 0.8%
BAC Bank of America… 1.0% 0.5%
KLAC KLA Corporation 0.7% 0.8%
LRCX Lam Research Corporation 0.3% 1.1%
CSCO Cisco Systems, Inc. 0.8% 0.4%
PANW Palo Alto Networks, Inc. 0.2% 1.0%
TSM Taiwan Semiconductor… 0.3% 0.8%
VRTX Vertex Pharmaceuticals… 0.6% 0.5%
GEV GE Vernova Inc. 0.5% 0.6%
SNPS Synopsys, Inc. 0.7% 0.3%
INTC Intel Corp. 0.3% 0.8%
MA Mastercard Incorporated 0.3% 0.6%
UPS United Parcel Service… 0.9% 0.0%
TJX The TJX Companies, Inc. 0.4% 0.5%
COST Costco Wholesale… 0.2% 0.7%
NOW ServiceNow, Inc. 0.4% 0.4%
JNJ Johnson & Johnson 0.4% 0.4%
NRG NRG Energy, Inc. 0.8% 0.0%
LH Labcorp Holdings Inc. 0.8% 0.0%
ISRG Intuitive Surgical, Inc. 0.3% 0.5%
APH Amphenol Corporation 0.6% 0.1%
UBER Uber Technologies, Inc. 0.5% 0.2%
JPM JPMorgan Chase & Co. 0.5% 0.3%
MRVL Marvell Technology, Inc. 0.1% 0.6%
ANET Arista Networks, Inc. 0.1% 0.6%
WMT Walmart Inc. 0.2% 0.5%
BKNG Booking Holdings Inc. 0.4% 0.3%
NFLX Netflix, Inc. 0.4% 0.3%
GILD Gilead Sciences, Inc. 0.2% 0.5%
ASML ASML Holding N.V. 0.5% 0.1%
MCHP Microchip Technology… 0.5% 0.1%
MRK Merck & Co., Inc. 0.3% 0.3%
MLM Martin Marietta… 0.6% 0.1%
RRX Regal Rexnord Corporation 0.6% 0.0%
NEM Newmont Corporation 0.3% 0.3%
SNDK Sandisk Corporation 0.4% 0.2%
GS The Goldman Sachs Group… 0.4% 0.2%
ABBV AbbVie Inc. 0.2% 0.4%
QCOM QUALCOMM Incorporated 0.4% 0.2%
CEG Constellation Energy… 0.5% 0.1%
TXN Texas Instruments… 0.3% 0.3%
FCX Freeport-McMoRan Inc. 0.6% 0.0%
STT State Street Corporation 0.4% 0.2%
BMY Bristol-Myers Squibb… 0.3% 0.3%
ADBE Adobe Inc. 0.4% 0.2%
ACN Accenture plc 0.4% 0.2%
CIEN Ciena Corporation 0.0% 0.5%

Distinctively Victory Capital…

UITB VictoryShares Core… 0.4%
UBND 0.3%
GFLW 0.2%
MODL 0.2%
USTB VictoryShares… 0.2%
GRIN 0.2%
UIVM 0.2%
VFLO VictoryShares Free… 0.1%
XLK State Street… 0.1%
VEA Vanguard FTSE… 0.1%
ULVM 0.1%
PR Permian Resources… 0.1%
CHRD Chord Energy… 0.1%
UEVM 0.1%
IWD iShares Russell 1000… 0.1%

Distinctively BNP Paribas Asset…

AZN AstraZeneca PLC 1.4%
TTE TotalEnergies SE 0.7%
DB Deutsche Bank AG 0.6%
RACE Ferrari N.V. 0.4%
IAGG iShares Core… 0.3%
UBS UBS Group AG 0.2%
ALC Alcon Inc. 0.1%
INDA iShares MSCI India ETF 0.1%
RY Royal Bank of Canada 0.1%
CM Canadian Imperial… 0.1%
STLA Stellantis N.V. 0.1%
WPM Wheaton Precious… 0.1%
TD The Toronto-Dominion… 0.1%
WCN Waste Connections… 0.1%
LOGI Logitech… 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