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AVRY vs AIUP

Shared holdings
3
AVRY covered by AIUP
12.72%
AIUP covered by AVRY
12.72%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 21 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AVRY (Feb. 27, 2026)

SecurityWeight
BLOCK INC CL A14.05%
ZOOM VIDEO COMMUNICATIONS INC CL A13.08%
CLEAR SECURE INC11.13%
ZILLOW GROUP INC CL C6.40%
AMAZON.COM INC4.87%
OMNICELL INC4.82%
AIRBNB INC CLASS A4.76%
STARBUCKS CORP4.32%
UIPATH INC -CL A3.97%
BLACKSTONE INC3.92%
SITEONE LANDSCAPE SUPPLY INC3.83%
ROBLOX CORP - A3.75%
META PLATFORMS INC CL A3.25%
PAYCOM SOFTWARE INC3.14%
LEGALZOOMCOM INC2.87%
FIRST WATCH RESTAURANT GROUP INC2.75%
WIX.COM LTD - TRS2.46%
Monday.com Ltd2.41%
BITMINE IMMERSION TECHNOLOGIES INC2.12%
OKTA INC CL A1.65%
XOMETRY INC-A0.45%

AIUP (March 31, 2026)

SecurityWeight
META PLATFORMS INC CL A15.53%
NVIDIA CORP15.21%
AMAZON.COM INC14.95%
FRST AM-GV OB-X4.83%
ORACLE CORP4.64%
BROADCOM INC4.63%
BLOCK INC CL A4.60%
UBER TECHNOLOGIES INC4.52%
NETFLIX INC4.52%
MICROSOFT CORP4.49%
SALESFORCE INC4.45%
DOORDASH INC-A4.44%
BOSTON SCIENTIFIC CORP4.39%
SERVICENOW INC4.39%
DATADOG INC CL A4.38%

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