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DRRJX vs VCSTX

Shared holdings
33
DRRJX covered by VCSTX
61.45%
VCSTX covered by DRRJX
61.45%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 49 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DRRJX (March 31, 2026)

SecurityWeight
ALPHABET INC CL C10.74%
NVIDIA CORP10.34%
APPLE INC8.09%
MICROSOFT CORP7.06%
BROADCOM INC6.64%
META PLATFORMS INC CL A5.47%
MICRON TECHNOLOGY INC4.24%
ADV MICRO DEVICE4.09%
SHOPIFY INC CL A2.62%
AMAZON.COM INC2.50%
TESLA INC2.41%
MONOLITHIC POWER SYS INC2.31%
ARISTA NETWORKS INC2.17%
AXON ENTERPRISE INC1.93%
APPLIED MATERIALS INC1.87%
TAIWAN SEMIC MFG CO LTD SP ADR1.54%
KLA CORP1.53%
VERTIV HOLDINGS CO1.50%
CROWDSTRIKE HOLDINGS INC1.49%
CADENCE DESIGN SYSTEMS INC1.25%
SNOWFLAKE INC CL A1.23%
AMPHENOL CORPORATION CL A1.23%
ASML HOLDING-NY1.19%
DELL TECHNOLOGIES INC CL C1.08%
MERCADOLIBRE INC1.06%
SERVICENOW INC1.03%
DATADOG INC CL A1.02%
NXP SEMICONDUCTORS NV1.00%
PALO ALTO NETWORKS INC1.00%
VISA INC-CLASS A0.98%
QUALCOMM INC0.90%
ORACLE CORP0.83%
TOAST INC-A0.82%
APPLOVIN CORP0.75%
INTUIT INC0.59%
SPOTIFY TECHNOLOGY SA0.59%
MONGODB INC CL A0.56%
ARM HOLDINGS LTD0.51%
UBER TECHNOLOGIES INC0.51%
SEAGATE TECHNOLOGY HOLDINGS PLC0.50%
CREDO TECHNOLOGY GROUP HOLDING LTD0.49%
MIRION TECHNOLOGIES INC-A0.42%
APPFOLIO INC - A0.42%
NLIGHT INC0.32%
Sportradar Holding AG0.27%
ROCKET LAB CORP0.26%
COHERENT CORP0.24%
SAMSARA INC-CL A0.24%
SERVICETITAN INC-A0.20%

VCSTX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP12.23%
APPLE INC7.42%
BROADCOM INC6.67%
MICROSOFT CORP6.04%
SAMSUNG ELECTRONICS CO LTD5.61%
ALPHABET INC CL C5.20%
LAM RESEARCH CORP2.96%
META PLATFORMS INC CL A2.79%
TAIWAN SEMIC MFG CO LTD SP ADR2.64%
MICRON TECHNOLOGY INC2.23%
ALPHABET INC CL A2.19%
AMPHENOL CORPORATION CL A1.73%
KLA CORP1.70%
SNOWFLAKE INC CL A1.60%
LUMENTUM HOLDINGS INC1.59%
ARISTA NETWORKS INC1.57%
PALANTIR TECHNOLOGIES INC1.34%
ANALOG DEVICES INC1.31%
ADVANTEST CORP1.31%
MONOLITHIC POWER SYS INC1.23%
APPLIED MATERIALS INC1.20%
CROWDSTRIKE HOLDINGS INC1.18%
WESTERN DIGITAL CORP1.16%
KRANESH CSI CHINA INTERNET MUTUAL FUND1.08%
PALO ALTO NETWORKS INC0.96%
AMAZON.COM INC0.89%
ELITE MATERIAL0.85%
SANDISK CORPORATION0.83%
TESLA INC0.81%
SHOPIFY INC CL A0.80%
COHERENT CORP0.78%
ORACLE CORP0.78%
VERTIV HOLDINGS CO0.76%
SIEMENS ENERGY AG0.76%
SOFTBANK GROUP CORP0.75%
CLOUDFLARE INC-A0.74%
MONGODB INC CL A0.70%
RUBRIK INC-A0.70%
GOLD CIRCUIT0.70%
SPOTIFY TECHNOLOGY SA0.68%
ADV MICRO DEVICE0.65%
ASML Holding NV0.61%
ADV ENERGY INDS0.58%
BLOOM ENERGY CORP CL A0.56%
BWX TECHNOLOGIES INC0.55%
AKAMAI TECHNOLOGIES INC0.52%
TAKE-TWO INTERACTV SOFTWR INC0.51%
CELESTICA INC SUB VTG0.48%
NXP SEMICONDUCTORS NV0.47%
CORNING INC0.45%

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