Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Viking Global Investors ⇄ Brown Advisory Inc
54Shared positions
3.7%Name overlap (Jaccard)
15+Only Viking Global…
15+Only Brown…
Shared holdings · Q2 2026
Distinctively Viking Global…
| LII Lennox International… | 2.6% |
| BBIO BridgeBio Pharma, Inc. | 2.1% |
| MAA Mid-America Apartment… | 2.0% |
| ADPT Adaptive… | 1.8% |
| SE Sea Limited | 1.5% |
| CPT Camden Property Trust | 1.5% |
| CCL Carnival Corporation… | 1.2% |
| TIC TIC Solutions, Inc. | 0.8% |
| HAS Hasbro, Inc. | 0.7% |
| DKS DICK'S Sporting… | 0.7% |
| ATI ATI Inc. | 0.6% |
| ROIV Roivant Sciences Ltd. | 0.6% |
| MANE Veradermics… | 0.5% |
| BCE BCE Inc. | 0.5% |
| ORKA Oruka Therapeutics… | 0.4% |
Distinctively Brown Advisory Inc
| GOOG Alphabet Inc. | 4.3% |
| NVDA NVIDIA Corporation | 3.2% |
| MA Mastercard… | 2.7% |
| 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% |
| SPY State Street SPDR S&P… | 1.2% |
| VTI Vanguard Morningstar… | 1.2% |
| GOOGL Alphabet Inc. | 1.1% |
| AVGO Broadcom Inc. | 1.1% |
| EW Edwards Lifesciences… | 1.0% |
| ASML ASML Holding N.V. | 1.0% |
| MRVL Marvell Technology… | 0.9% |
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