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ALAFX vs ATVPX

Shared holdings
23
ALAFX covered by ATVPX
56.56%
ATVPX covered by ALAFX
56.56%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ALAFX (Jan. 30, 2026)

SecurityWeight
NVIDIA CORP14.15%
MICROSOFT CORP9.21%
AMAZON.COM INC8.29%
ALPHABET INC CL C5.94%
TAIWAN SEMIC MFG CO LTD SP ADR5.58%
META PLATFORMS INC CL A4.86%
APPLE INC4.58%
BROADCOM INC4.25%
Nebius Group NV, Class A3.97%
TESLA INC3.88%
TALEN ENERGY CORP2.60%
QXO INC2.58%
APPLOVIN CORP2.16%
Databricks, Inc. Series J2.11%
SEA LTD ADR2.08%
WESTERN DIGITAL CORP1.96%
GE VERNOVA LLC1.48%
ASTERA LABS INC1.28%
ROKU INC CLASS A1.19%
MERCADOLIBRE INC1.13%
ROCKET COS INC-A0.98%
HEICO CORP CL A0.94%
NETFLIX INC0.93%
SPOTIFY TECHNOLOGY SA0.92%
NATERA INC0.87%
ASTRAZENECA PLC SPONS ADR0.81%
ARROWHEAD PHARMACEUTICALS INC0.74%
Abivax SA SPONSORED ADS0.73%
TEMPUR SEALY INTERNATIONAL INC0.62%
MONGODB INC CL A0.60%
INTUITIVE SURGICAL INC0.58%
BIOGEN INC0.58%
DISRUPTIVE TECHNOLOGY SOL0.55%
GFL ENVIRONM-SUB0.55%
SHARKNINJA INC0.54%
S&P GLOBAL INC0.52%
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C0.49%
Short-Term Investment0.47%
SB Technology, Inc. Series E Preferred Stock0.46%
BOSTON SCIENTIFIC CORP0.44%
UNITY SOFTWARE INC0.44%
CONSTELLATION ENERGY CORP0.43%
Figure AI Inc Class C0.38%
DUPONT DE NEMOURS INC0.35%
CATERPILLAR INC0.31%
FIGURE TECHNOLOGY SOLUTIONS INC A0.31%
MARTIN MAR MTLS0.29%
VISTRA CORP0.26%
ROBINHOOD MARKETS INC0.21%
WARBY PARKER INC0.17%

ATVPX (Jan. 30, 2026)

SecurityWeight
NVIDIA CORP11.72%
ALPHABET INC CL A9.09%
AMAZON.COM INC7.02%
TAIWAN SEMIC MFG CO LTD SP ADR6.18%
Nebius Group NV, Class A5.60%
META PLATFORMS INC CL A3.96%
MICROSOFT CORP3.93%
TENET HEALTHCARE CORP3.27%
TALEN ENERGY CORP3.20%
NATERA INC3.04%
WESTERN DIGITAL CORP2.79%
GAP INC/THE2.64%
APPLOVIN CORP2.55%
GE VERNOVA LLC2.35%
SEA LTD ADR2.08%
INTUITIVE SURGICAL INC2.07%
GOLDMAN SACHS GROUP INC2.06%
JOHNSON&JOHNSON2.03%
QXO INC1.99%
ROKU INC CLASS A1.95%
MCKESSON CORP1.92%
ENOVIX CORP1.82%
MERCADOLIBRE INC1.75%
MONGODB INC CL A1.67%
UNITY SOFTWARE INC1.47%
ASTERA LABS INC1.46%
LILLY ELI and CO1.45%
FORTE BIOSCIENCES INC1.44%
IMPULSE DYNAMICS IRELAND1.39%
TWILIO INC CLASS A1.23%
SB Technology, Inc. Series E Preferred Stock1.23%
OKTA INC CL A1.20%
Abivax SA SPONSORED ADS0.95%
SPOTIFY TECHNOLOGY SA0.71%
LULULEMON ATHLETICA INC0.68%
Short-Term Investment0.11%

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