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PLXGX vs DUNK

Shared holdings
11
PLXGX covered by DUNK
44.63%
DUNK covered by PLXGX
44.63%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PLXGX (March 31, 2026)

SecurityWeight
NVIDIA CORP9.29%
AMPHENOL CORPORATION CL A7.82%
VISA INC-CLASS A6.56%
AMAZON.COM INC6.36%
ALPHABET INC CL A5.89%
META PLATFORMS INC CL A4.11%
CLOUDFLARE INC-A3.38%
SHOPIFY INC CL A3.32%
SNOWFLAKE INC CL A3.25%
LILLY ELI and CO3.16%
MARRIOTT INTL-A2.97%
FAIR ISAAC CORP2.88%
MONOLITHIC POWER SYS INC2.74%
PROGRESSIVE CORP OHIO2.72%
NETFLIX INC2.69%
COMFORT SYSTEMS USA INC2.62%
CADENCE DESIGN SYSTEMS INC2.49%
S&P GLOBAL INC2.32%
KLA CORP2.20%
KARMAN HOLDINGS INC2.12%
IDEXX LABS INC2.08%
REDDIT INC-A2.05%
UBER TECHNOLOGIES INC2.04%
INTUITIVE SURGICAL INC2.01%
ARM HOLDINGS LTD1.96%
MERCADOLIBRE INC1.96%
DATADOG INC CL A1.94%
MEDLINE INC-A1.91%
SERVICENOW INC1.85%
Hermes International Unsponsored ADR1.72%
DANAHER CORP1.57%

DUNK (Feb. 28, 2026)

SecurityWeight
SERVICENOW INC9.60%
AMAZON.COM INC9.20%
NVIDIA CORP8.98%
MICROSOFT CORP8.05%
SNOWFLAKE INC CL A7.73%
DATADOG INC CL A5.03%
DOORDASH INC-A5.01%
VISA INC-CLASS A4.93%
UBER TECHNOLOGIES INC4.93%
SPOTIFY TECHNOLOGY SA4.82%
ADOBE INC4.79%
META PLATFORMS INC CL A4.74%
SHOPIFY INC CL A4.72%
ALPHABET INC CL A4.67%
LILLY ELI and CO4.64%
BROADCOM INC4.10%
MASTERCARD INC CL A3.06%
VIKING THERAPEUTICS INC0.45%
FRST AM-GV OB-X0.29%
EOG RESOURCES INC0.21%
GENERAL ELECTRIC CO0.06%

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