Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

IGV vs LDVCX

Shared holdings
20
IGV covered by LDVCX
36.35%
LDVCX covered by IGV
36.35%

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.

IGV (March 31, 2026)

SecurityWeight
PALANTIR TECHNOLOGIES INC8.37%
MICROSOFT CORP7.93%
ORACLE CORP7.83%
SALESFORCE INC7.02%
PALO ALTO NETWORKS INC5.20%
BlackRock Cash Funds: Institutional, SL Agency Shares5.03%
INTUIT INC4.51%
APPLOVIN CORP4.33%
SERVICENOW INC4.15%
ADOBE INC4.06%
CROWDSTRIKE HOLDINGS INC4.00%
SYNOPSYS INC3.08%
CADENCE DESIGN SYSTEMS INC3.07%
FORTINET INC2.10%
AUTODESK INC2.06%
ELECTRONIC ARTS INC1.87%
STRATEGY INC CL A1.59%
DATADOG INC CL A1.57%
ROPER TECHNOLOGIES INC1.53%
TAKE-TWO INTERACTV SOFTWR INC1.40%
WORKDAY INC CL A1.12%
FAIR ISAAC CORP1.03%
ZOOM VIDEO COMMUNICATIONS INC CL A0.87%
PTC INC0.69%
TRIMBLE INC0.63%
TYLER TECHNOLOGIES INC0.60%
ZSCALER INC0.58%
HUBSPOT INC0.52%
GUIDEWIRE SOFTWARE INC0.52%
ATLASSIAN CORP PLC CLS A0.47%
SAMSARA INC-CL A0.46%
DYNATRACE INC0.45%
GEN DIGITAL INC0.42%
NUTANIX INC CL A0.42%
DOCUSIGN INC0.39%
BITMINE IMMERSION TECHNOLOGIES INC0.37%
MANHATTAN ASSOCIATES INC0.32%
INTERDIGITAL INC0.31%
UNITY SOFTWARE INC0.31%
RUBRIK INC-A0.30%
PROCORE TECHNOLOGIES INC0.28%
CLEARWATER ANALYTICS HOLDINGS INC0.28%
DESCARTES SYS0.25%
OPEN TEXT CORP0.23%
D-WAVE QUANTUM INC0.22%
BENTLEY SYSTEM-B0.21%
CIRCLE INTERNET GROUP INC A0.21%
AURORA INNOVATION INC0.21%
SNAP INC - A0.21%
TERAWULF INC0.19%

LDVCX (March 31, 2026)

SecurityWeight
PALANTIR TECHNOLOGIES INC5.02%
NETFLIX INC4.68%
MASTERCARD INC CL A4.53%
ORACLE CORP4.50%
MICROSOFT CORP4.40%
ALPHABET INC CL A4.34%
META PLATFORMS INC CL A4.14%
INTL BUS MACH CORP3.77%
SALESFORCE INC3.00%
UBER TECHNOLOGIES INC2.56%
BERKSHIRE HATH-B2.35%
PALO ALTO NETWORKS INC2.14%
APPLOVIN CORP2.10%
INTUIT INC2.04%
ACCENTURE PLC-A2.00%
SERVICENOW INC1.85%
ADOBE INC1.68%
CROWDSTRIKE HOLDINGS INC1.66%
Spotify Technology SA1.48%
NVIDIA CORP1.40%
AUTOMATIC DATA PROCESSING INC1.38%
VISA INC-CLASS A1.36%
SYNOPSYS INC1.36%
CADENCE DESIGN SYSTEMS INC1.26%
APPLE INC1.25%
MERCADOLIBRE INC1.20%
DOORDASH INC-A0.99%
AIRBNB INC CLASS A0.99%
ROBINHOOD MARKETS INC0.97%
SNOWFLAKE INC CL A0.94%
JPMORGAN CHASE and CO0.94%
CLOUDFLARE INC-A0.89%
CATERPILLAR INC0.88%
AUTODESK INC0.85%
FORTINET INC0.85%
GENERAL ELECTRIC CO0.76%
UNITEDHEALTH GRP0.75%
ELECTRONIC ARTS INC0.73%
DATADOG INC CL A0.69%
EBAY INC0.68%
COINBASE GLOBAL INC0.66%
RTX CORP0.64%
ROPER TECHNOLOGIES INC0.64%
ROBLOX CORP - A0.61%
THERMO FISHER SCIENTIFIC INC0.60%
STRATEGY INC CL A0.59%
TAKE-TWO INTERACTV SOFTWR INC0.56%
WALMART INC0.56%
ABBOTT LABS0.54%
COPART INC0.54%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.