Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
BUG vs LRNZ
Shared holdings
2
BUG covered by LRNZ
8.36%
LRNZ covered by BUG
8.36%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
BUG (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| PALO ALTO NETWORKS INC | 10.66% | |
| AKAMAI TECHNOLOGIES INC | 7.94% | |
| FORTINET INC COMMON STOCK | 7.71% | |
| Common Stock | 6.08% | |
| CROWDSTRIKE HOLDINGS INC | 5.49% | |
| GEN DIGITAL INC | 5.22% | |
| OKTA INC CL A | 4.97% | |
| SENTINELONE INC | 4.72% | |
| BLACKBERRY LTD | 4.32% | |
| RUBRIK INC-A | 4.28% | |
| SAILPOINT INC | 4.17% | |
| TENABLE HOLDINGS INC | 4.14% | |
| VARONIS SYSTEMS INC | 3.99% | |
| TREND MICRO INC | 3.86% | |
| QUALYS INC | 3.70% | |
| ZSCALER INC | 3.63% | |
| A10 NETWORKS INC COMMON STOCK | 3.34% | |
| Radware Ltd. ORD | 2.39% | |
| NETSKOPE INC-A | 1.43% | |
| DIGITAL ARTS INC | 1.23% | |
| AHNLAB INC | 1.22% | |
| FFRI SECURITY INC COMMON STOCK | 1.04% | |
| ONESPAN INC | 1.01% | |
| RAPID7 INC | 0.97% | |
| TELOS CORP | 0.71% | |
| ARQIT QUANTUM INC COMMON STOCK | 0.61% | |
| BNYREPOS | 0.46% | |
| AMIYA CORP COMMON STOCK | 0.32% | |
| HENNGE KK COMMON STOCK | 0.27% | |
| US ULTRA BOND CBT Sep25 | 0.12% |
LRNZ (March 31, 2026)
| Security | Weight | |
|---|---|---|
| CLOUDFLARE INC-A | 13.98% | |
| NVIDIA CORP | 11.41% | |
| CROWDSTRIKE HOLDINGS INC | 9.25% | |
| STRUCTURE THERAPEUTICS INC ADR | 5.82% | |
| SNOWFLAKE INC CL A | 5.54% | |
| MONGODB INC CL A | 5.31% | |
| SAMSARA INC-CL A | 4.98% | |
| ADV MICRO DEVICE | 4.92% | |
| LILLY ELI and CO | 4.61% | |
| NATERA INC | 4.53% | |
| ALPHABET INC CL C | 4.49% | |
| ARM HOLDINGS LTD | 4.04% | |
| DATADOG INC CL A | 3.72% | |
| PALO ALTO NETWORKS INC | 2.87% | |
| VICOR CORPORATION | 2.55% | |
| BROADCOM INC | 2.45% | |
| MONOLITHIC POWER SYS INC | 2.35% | |
| HEARTFLOW INC | 2.30% | |
| GUARDANT HEALTH INC | 2.14% | |
| SCHRODINGER INC | 1.83% | |
| STATE STREET INST U.S. GOVERNMENT MMKT ADMN CLASS | 0.91% |
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