Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IPO vs NODE
Shared holdings
6
IPO covered by NODE
7.77%
NODE covered by IPO
7.77%
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.
IPO (March 31, 2026)
| Security | Weight | |
|---|---|---|
| KENVUE INC | 9.71% | |
| COREWEAVE INC | 8.95% | |
| ARM HOLDINGS LTD | 7.28% | |
| REDDIT INC-A | 6.69% | |
| MEDLINE INC-A | 5.44% | |
| ASTERA LABS INC | 5.39% | |
| VIKING HOLDINGS LTD | 4.77% | |
| CIRCLE INTERNET GROUP INC A | 4.08% | |
| AMERICAN HEALTHCARE REIT INC | 3.20% | |
| CAVA GROUP INC | 3.14% | |
| State Street Navigator Securities Lending Government Money Market Portfolio | 2.73% | |
| RUBRIK INC-A | 2.72% | |
| Kaspi.Kz JSC SPONSORED ADS | 2.57% | |
| UL SOLUTIONS INC CL A | 2.55% | |
| MAPLEBEAR INC | 2.51% | |
| STANDARDAERO INC | 2.29% | |
| BRIGHTSPRING HEALTH SERVICES INC | 2.11% | |
| AMER SPORTS INC | 1.91% | |
| ATMUS FILTRATION TECHNOLOGIES INC | 1.80% | |
| TEMPUS AI INC-A | 1.74% | |
| SERVICETITAN INC-A | 1.63% | |
| KARMAN HOLDINGS INC | 1.58% | |
| FIGMA INC-CL A | 1.48% | |
| KLAVIYO INC-A | 1.03% | |
| WAYSTAR HOLDING CORP | 1.02% | |
| LOAR HOLDINGS INC | 0.95% | |
| PONY AI INC DEPOSITARY RECEIPT | 0.92% | |
| LINEAGE INC | 0.90% | |
| ONESTREAM INC | 0.87% | |
| LEGENCE CORP-A | 0.82% | |
| VENTURE GLOBAL INC | 0.71% | |
| Landbridge Company, LLC | 0.65% | |
| FORGENT POWER SOLUTIONS INC | 0.64% | |
| CARIS LIFE SCIENCES INC | 0.63% | |
| BIRKENSTOCK HOLDING LTD | 0.60% | |
| PACS GROUP INC | 0.54% | |
| SMITHFIELD FOODS | 0.49% | |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.46% | |
| BULLISH | 0.45% | |
| SAILPOINT INC | 0.31% | |
| NETSKOPE INC-A | 0.28% | |
| EQUIPMENTSHARE-A | 0.25% | |
| SOLV ENERGY IN-A | 0.25% | |
| CHIME FINANCIAL INC | 0.24% | |
| BETA TECHNOLOGIES INC | 0.19% | |
| CENTRAL BANCOMPA | 0.18% | |
| KLARNA GROUP PLC | 0.17% | |
| BILLIONTOONE INC | 0.12% | |
| FERMI INC | 0.08% |
NODE (March 31, 2026)
| Security | Weight | |
|---|---|---|
| VanEck Bitcoin ETF/US | 10.70% | |
| TERAWULF INC | 5.08% | |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 4.34% | |
| CIPHER MINING INC | 4.34% | |
| IREN LTD | 4.21% | |
| State Street Navigator Securities Lending Government Money Market Portfolio | 4.20% | |
| HUT 8 CORP | 3.26% | |
| APPLIED DIGITAL CORP | 3.14% | |
| CORE SCIENTIFIC INC | 3.09% | |
| MARATHON DIGITAL HOLDINGS INC | 2.45% | |
| CIRCLE INTERNET GROUP INC A | 2.31% | |
| GALAXY DIGITAL INC A | 2.09% | |
| SK HYNIX INC | 2.02% | |
| RIOT PLATFORMS INC | 1.87% | |
| SOLARIS OIL IN-A | 1.86% | |
| BLOCK INC CL A | 1.85% | |
| COINBASE GLOBAL INC | 1.80% | |
| VISTRA CORP | 1.76% | |
| GPGI INC | 1.72% | |
| AKER ASA-A SHARE | 1.70% | |
| VERTIV HOLDINGS CO | 1.56% | |
| CLEANSPARK INC | 1.49% | |
| NRG ENERGY INC | 1.42% | |
| TALEN ENERGY CORP | 1.36% | |
| Brookfield Renewable Partners LP | 1.34% | |
| STRATEGY INC CL A | 1.28% | |
| BULLISH | 1.24% | |
| VanEck Ethereum ETF | 1.24% | |
| ENPHASE ENERGY INC | 1.22% | |
| SHOPIFY INC CL A | 1.19% | |
| SEA LTD ADR | 1.15% | |
| LEGENCE CORP-A | 1.12% | |
| INTERACTIVE BROKERS GROUP INC | 1.10% | |
| ROBINHOOD MARKETS INC | 1.07% | |
| MERCADOLIBRE INC | 1.04% | |
| REDDIT INC-A | 1.01% | |
| VanEck Quantum Computing UCITS ETF | 1.00% | |
| WILLIAMS COS INC | 0.98% | |
| AMERICAN ELECTRIC POWER CO INC | 0.97% | |
| MIRION TECHNOLOGIES INC-A | 0.95% | |
| CONSTELLATION ENERGY CORP | 0.93% | |
| FUTU HOLDINGS LTD ADR | 0.91% | |
| DT MIDSTREAM INC | 0.90% | |
| Opera Ltd. (Norway) | 0.89% | |
| ALPHABET INC CL A | 0.83% | |
| NVIDIA CORP | 0.79% | |
| GLOBAL UNICHIP | 0.77% | |
| RASPBERRY PI PLC | 0.71% | |
| BITFARMS LTD/CANADA COMMON STOCK | 0.69% | |
| VanEck Solana ETF | 0.68% |
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