Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
RND vs TWCGX
Shared holdings
27
RND covered by TWCGX
60.89%
TWCGX covered by RND
60.89%
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.
RND (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 8.31% | |
| APPLE INC | 8.30% | |
| ALPHABET INC CL A | 8.17% | |
| AMAZON.COM INC | 8.02% | |
| MICROSOFT CORP | 6.81% | |
| NETFLIX INC | 4.56% | |
| ABBVIE INC | 4.23% | |
| BROADCOM INC | 3.97% | |
| META PLATFORMS INC CL A | 3.86% | |
| LILLY ELI and CO | 3.81% | |
| TESLA INC | 3.68% | |
| GILEAD SCIENCES INC | 2.77% | |
| INTUITIVE SURGICAL INC | 2.60% | |
| BOEING CO/THE | 2.50% | |
| UBER TECHNOLOGIES INC | 2.40% | |
| EATON CORP PLC | 2.23% | |
| THE BOOKING HOLDINGS INC | 2.15% | |
| VERTEX PHARMACEUTICALS INC | 1.83% | |
| BOSTON SCIENTIFIC CORP | 1.49% | |
| MICRON TECHNOLOGY INC | 1.34% | |
| REGENERON PHARMACEUTICALS INC | 1.26% | |
| ADV MICRO DEVICE | 1.17% | |
| PALANTIR TECHNOLOGIES INC | 1.14% | |
| TE CONNECTIVITY PLC | 0.99% | |
| CISCO SYSTEMS INC | 0.99% | |
| APPLIED MATERIALS INC | 0.97% | |
| LAM RESEARCH CORP | 0.95% | |
| ORACLE CORP | 0.87% | |
| DOORDASH INC-A | 0.84% | |
| ZOETIS INC CL A | 0.77% | |
| ALNYLAM PHARMACEUTICALS INC | 0.69% | |
| TEXAS INSTRUMENTS INC | 0.62% | |
| ROBLOX CORP - A | 0.55% | |
| AXON ENTERPRISE INC | 0.51% | |
| ARISTA NETWORKS INC | 0.45% | |
| INTUIT INC | 0.42% | |
| SERVICENOW INC | 0.38% | |
| CORNING INC | 0.38% | |
| PALO ALTO NETWORKS INC | 0.38% | |
| ADOBE INC | 0.36% | |
| CROWDSTRIKE HOLDINGS INC | 0.33% | |
| MARVELL TECHNOLOGY INC | 0.30% | |
| CADENCE DESIGN SYSTEMS INC | 0.27% | |
| SYNOPSYS INC | 0.26% | |
| MOTOROLA SOLUTIONS INC | 0.25% | |
| CLOUDFLARE INC-A | 0.22% | |
| FORTINET INC | 0.19% | |
| AUTODESK INC | 0.18% | |
| SNOWFLAKE INC CL A | 0.17% | |
| WORKDAY INC CL A | 0.10% |
TWCGX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 13.36% | |
| MICROSOFT CORP | 10.99% | |
| APPLE INC | 8.72% | |
| ALPHABET INC CL A | 8.32% | |
| BROADCOM INC | 5.40% | |
| AMAZON.COM INC | 4.82% | |
| META PLATFORMS INC CL A | 3.75% | |
| MASTERCARD INC CL A | 3.36% | |
| LILLY ELI and CO | 3.31% | |
| TESLA INC | 3.06% | |
| ABBVIE INC | 1.81% | |
| COSTCO WHOLESALE CORP | 1.80% | |
| GENERAL ELECTRIC CO | 1.39% | |
| NETFLIX INC | 1.32% | |
| LAM RESEARCH CORP | 1.10% | |
| AMPHENOL CORPORATION CL A | 1.03% | |
| GE VERNOVA LLC | 1.03% | |
| HOME DEPOT INC | 1.01% | |
| INTUITIVE SURGICAL INC | 0.95% | |
| CADENCE DESIGN SYSTEMS INC | 0.93% | |
| UBER TECHNOLOGIES INC | 0.93% | |
| APPLOVIN CORP | 0.91% | |
| VERTEX PHARMACEUTICALS INC | 0.78% | |
| CROWDSTRIKE HOLDINGS INC | 0.74% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.72% | |
| SERVICENOW INC | 0.69% | |
| SNOWFLAKE INC CL A | 0.68% | |
| O'REILLY AUTOMOTIVE INC | 0.67% | |
| APPLIED MATERIALS INC | 0.61% | |
| CENCORA INC | 0.57% | |
| TRANE TECHNOLOGI | 0.56% | |
| TJX COS INC | 0.53% | |
| OKTA INC CL A | 0.52% | |
| PARKER HANNIFIN CORP | 0.51% | |
| WORKDAY INC CL A | 0.51% | |
| S&P GLOBAL INC | 0.50% | |
| XYLEM INC | 0.48% | |
| ASML Holding NV | 0.48% | |
| Spotify Technology SA | 0.47% | |
| GOLDMAN SACHS GROUP INC | 0.46% | |
| MONGODB INC CL A | 0.45% | |
| DYNATRACE INC | 0.45% | |
| PALANTIR TECHNOLOGIES INC | 0.44% | |
| DATADOG INC CL A | 0.43% | |
| PROCTER & GAMBLE | 0.42% | |
| EXPEDIA INC | 0.41% | |
| ZOETIS INC CL A | 0.40% | |
| AIRBNB INC CLASS A | 0.40% | |
| APOLLO GLOBAL MANAGEMENT INC | 0.39% | |
| ANALOG DEVICES INC | 0.37% |
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