Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SKYY vs LDVCX
Shared holdings
19
SKYY covered by LDVCX
26.19%
LDVCX covered by SKYY
26.19%
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.
SKYY (March 31, 2026)
| Security | Weight | |
|---|---|---|
| DIGITALOCEAN HOLDINGS INC | 3.84% | |
| ORACLE CORP | 3.75% | |
| INTL BUS MACH CORP | 3.74% | |
| NUTANIX INC CL A | 3.68% | |
| AMAZON.COM INC | 3.67% | |
| MICROSOFT CORP | 3.49% | |
| ALPHABET INC CL A | 3.42% | |
| ARISTA NETWORKS INC | 3.41% | |
| PURE STORAGE INC CL A | 3.40% | |
| LUMEN TECHNOLOGIES INC | 3.02% | |
| COREWEAVE INC | 3.00% | |
| CLOUDFLARE INC-A | 2.96% | |
| AKAMAI TECHNOLOGIES INC | 2.88% | |
| FASTLY INC CL A | 2.81% | |
| CISCO SYSTEMS INC | 2.41% | |
| MONGODB INC CL A | 2.30% | |
| HEWLETT PACKARD ENTERPRISE CO | 2.05% | |
| DELL TECHNOLOGIES INC CL C | 2.05% | |
| TWILIO INC CLASS A | 1.93% | |
| NETAPP INC | 1.91% | |
| SHOPIFY INC CL A | 1.82% | |
| WORKIVA INC | 1.79% | |
| SERVICENOW INC | 1.79% | |
| SALESFORCE INC | 1.77% | |
| RUBRIK INC-A | 1.75% | |
| ADOBE INC | 1.72% | |
| HUBSPOT INC | 1.71% | |
| APPLOVIN CORP | 1.70% | |
| ATLASSIAN CORP PLC CLS A | 1.68% | |
| SERVICETITAN INC-A | 1.62% | |
| WIX.COM LTD | 1.58% | |
| GITLAB INC-CL A | 1.52% | |
| RINGCENTRAL INC CL A | 1.51% | |
| SAP SE | 1.05% | |
| FIVE9 INC | 0.80% | |
| APPIAN CORP CL A | 0.71% | |
| KLAVIYO INC-A | 0.69% | |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.67% | |
| PALO ALTO NETWORKS INC | 0.66% | |
| INTUIT INC | 0.65% | |
| DATADOG INC CL A | 0.65% | |
| DOCUSIGN INC | 0.65% | |
| BLACKLINE INC | 0.65% | |
| CROWDSTRIKE HOLDINGS INC | 0.65% | |
| PAYLOCITY HOLDING CORP | 0.63% | |
| BOX INC- CLASS A | 0.62% | |
| Q2 HOLDINGS INC | 0.61% | |
| WORKDAY INC CL A | 0.60% | |
| TOAST INC-A | 0.60% | |
| PAYCOM SOFTWARE INC | 0.60% |
LDVCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| PALANTIR TECHNOLOGIES INC | 5.02% | |
| NETFLIX INC | 4.68% | |
| MASTERCARD INC CL A | 4.53% | |
| ORACLE CORP | 4.50% | |
| MICROSOFT CORP | 4.40% | |
| ALPHABET INC CL A | 4.34% | |
| META PLATFORMS INC CL A | 4.14% | |
| INTL BUS MACH CORP | 3.77% | |
| SALESFORCE INC | 3.00% | |
| UBER TECHNOLOGIES INC | 2.56% | |
| BERKSHIRE HATH-B | 2.35% | |
| PALO ALTO NETWORKS INC | 2.14% | |
| APPLOVIN CORP | 2.10% | |
| INTUIT INC | 2.04% | |
| ACCENTURE PLC-A | 2.00% | |
| SERVICENOW INC | 1.85% | |
| ADOBE INC | 1.68% | |
| CROWDSTRIKE HOLDINGS INC | 1.66% | |
| Spotify Technology SA | 1.48% | |
| NVIDIA CORP | 1.40% | |
| AUTOMATIC DATA PROCESSING INC | 1.38% | |
| VISA INC-CLASS A | 1.36% | |
| SYNOPSYS INC | 1.36% | |
| CADENCE DESIGN SYSTEMS INC | 1.26% | |
| APPLE INC | 1.25% | |
| MERCADOLIBRE INC | 1.20% | |
| DOORDASH INC-A | 0.99% | |
| AIRBNB INC CLASS A | 0.99% | |
| ROBINHOOD MARKETS INC | 0.97% | |
| SNOWFLAKE INC CL A | 0.94% | |
| JPMORGAN CHASE and CO | 0.94% | |
| CLOUDFLARE INC-A | 0.89% | |
| CATERPILLAR INC | 0.88% | |
| AUTODESK INC | 0.85% | |
| FORTINET INC | 0.85% | |
| GENERAL ELECTRIC CO | 0.76% | |
| UNITEDHEALTH GRP | 0.75% | |
| ELECTRONIC ARTS INC | 0.73% | |
| DATADOG INC CL A | 0.69% | |
| EBAY INC | 0.68% | |
| COINBASE GLOBAL INC | 0.66% | |
| RTX CORP | 0.64% | |
| ROPER TECHNOLOGIES INC | 0.64% | |
| ROBLOX CORP - A | 0.61% | |
| THERMO FISHER SCIENTIFIC INC | 0.60% | |
| STRATEGY INC CL A | 0.59% | |
| TAKE-TWO INTERACTV SOFTWR INC | 0.56% | |
| WALMART INC | 0.56% | |
| ABBOTT LABS | 0.54% | |
| COPART INC | 0.54% |
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