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RND vs VMGAX

Shared holdings
33
RND covered by VMGAX
62.47%
VMGAX covered by RND
62.47%

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)

SecurityWeight
NVIDIA CORP8.31%
APPLE INC8.30%
ALPHABET INC CL A8.17%
AMAZON.COM INC8.02%
MICROSOFT CORP6.81%
NETFLIX INC4.56%
ABBVIE INC4.23%
BROADCOM INC3.97%
META PLATFORMS INC CL A3.86%
LILLY ELI and CO3.81%
TESLA INC3.68%
GILEAD SCIENCES INC2.77%
INTUITIVE SURGICAL INC2.60%
BOEING CO/THE2.50%
UBER TECHNOLOGIES INC2.40%
EATON CORP PLC2.23%
THE BOOKING HOLDINGS INC2.15%
VERTEX PHARMACEUTICALS INC1.83%
BOSTON SCIENTIFIC CORP1.49%
MICRON TECHNOLOGY INC1.34%
REGENERON PHARMACEUTICALS INC1.26%
ADV MICRO DEVICE1.17%
PALANTIR TECHNOLOGIES INC1.14%
TE CONNECTIVITY PLC0.99%
CISCO SYSTEMS INC0.99%
APPLIED MATERIALS INC0.97%
LAM RESEARCH CORP0.95%
ORACLE CORP0.87%
DOORDASH INC-A0.84%
ZOETIS INC CL A0.77%
ALNYLAM PHARMACEUTICALS INC0.69%
TEXAS INSTRUMENTS INC0.62%
ROBLOX CORP - A0.55%
AXON ENTERPRISE INC0.51%
ARISTA NETWORKS INC0.45%
INTUIT INC0.42%
SERVICENOW INC0.38%
CORNING INC0.38%
PALO ALTO NETWORKS INC0.38%
ADOBE INC0.36%
CROWDSTRIKE HOLDINGS INC0.33%
MARVELL TECHNOLOGY INC0.30%
CADENCE DESIGN SYSTEMS INC0.27%
SYNOPSYS INC0.26%
MOTOROLA SOLUTIONS INC0.25%
CLOUDFLARE INC-A0.22%
FORTINET INC0.19%
AUTODESK INC0.18%
SNOWFLAKE INC CL A0.17%
WORKDAY INC CL A0.10%

VMGAX (March 31, 2026)

SecurityWeight
NVIDIA CORP13.74%
APPLE INC12.60%
MICROSOFT CORP9.01%
ALPHABET INC CL A5.51%
AMAZON.COM INC4.59%
BROADCOM INC4.40%
ALPHABET INC CL C4.37%
TESLA INC4.18%
META PLATFORMS INC CL A4.17%
LILLY ELI and CO3.17%
VISA INC-CLASS A1.97%
NETFLIX INC1.76%
MASTERCARD INC CL A1.72%
ADV MICRO DEVICE1.49%
PALANTIR TECHNOLOGIES INC1.42%
LAM RESEARCH CORP1.25%
ORACLE CORP1.18%
GE VERNOVA LLC1.14%
KLA CORP0.98%
TJX COS INC0.90%
INTUITIVE SURGICAL INC0.83%
AMPHENOL CORPORATION CL A0.80%
BOEING CO/THE0.78%
UBER TECHNOLOGIES INC0.77%
WELLTOWER INC0.74%
PALO ALTO NETWORKS INC0.71%
THE BOOKING HOLDINGS INC0.71%
ARISTA NETWORKS INC0.70%
INTUIT INC0.66%
VERTEX PHARMACEUTICALS INC0.65%
MCDONALDS CORP0.63%
SANDISK CORPORATION0.62%
SERVICENOW INC0.60%
EQUINIX INC0.60%
CROWDSTRIKE HOLDINGS INC0.56%
BOSTON SCIENTIFIC CORP0.55%
APPLOVIN CORP0.55%
O'REILLY AUTOMOTIVE INC0.51%
SALESFORCE INC0.51%
CADENCE DESIGN SYSTEMS INC0.50%
SYNOPSYS INC0.49%
MARRIOTT INTL-A0.49%
ECOLAB INC0.47%
MOODYS CORP0.45%
CORNING INC0.44%
S&P GLOBAL INC0.44%
MARVELL TECHNOLOGY INC0.41%
MONSTER BEVERAGE CORP0.40%
AIRBNB INC CLASS A0.39%
T-MOBILE US INC0.39%

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