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AVRY vs TSEL

Shared holdings
4
AVRY covered by TSEL
12.82%
TSEL covered by AVRY
12.82%

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%

TSEL (March 31, 2026)

SecurityWeight
NVIDIA CORP16.64%
AMAZON.COM INC7.31%
DREY-GVT CSH-I6.66%
META PLATFORMS INC CL A6.58%
MICROSOFT CORP6.29%
Spotify Technology SA5.05%
SHOPIFY INC CL A4.92%
ALPHABET INC CL A4.79%
BROADCOM INC4.49%
CARVANA CO CL A3.67%
CARPENTER TECHNOLOGY CORP3.51%
NU Holdings Ltd/Cayman Islands3.30%
BLOCK INC CL A3.27%
VISA INC-CLASS A2.93%
NETFLIX INC2.66%
QUANTA SVCS INC2.59%
INTERCONTINENTAL EXCHANGE INC2.54%
DOORDASH INC-A2.46%
SAMSARA INC-CL A2.09%
CLOUDFLARE INC-A2.08%
APPLOVIN CORP1.54%
DATADOG INC CL A1.45%
ROBLOX CORP - A1.44%
AXON ENTERPRISE INC1.03%
ULTRAGENYX PHARMA INC0.72%

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