Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TCGCX vs DARP
Shared holdings
6
TCGCX covered by DARP
14.25%
DARP covered by TCGCX
14.25%
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.
TCGCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Thornburg Capital Management Fund | 7.53% | |
| ARGAN INC | 6.92% | |
| VERTIV HOLDINGS CO | 6.03% | |
| TECHNIPFMC PLC | 4.30% | |
| SITIME CORP | 3.75% | |
| MAREX GROUP PLC | 3.72% | |
| SHARKNINJA INC | 3.53% | |
| CASELLA WASTE SYS INC CL A | 3.30% | |
| INSMED INC | 3.21% | |
| APPLIED INDU TEC | 2.81% | |
| CYTOKINETICS INC | 2.80% | |
| ITT INC | 2.71% | |
| MICROSOFT CORP | 2.64% | |
| JFROG LTD | 2.58% | |
| RAMBUS INC | 2.56% | |
| ARTIVION INC | 2.44% | |
| PURE STORAGE INC CL A | 2.42% | |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 2.38% | |
| STANDARDAERO INC | 2.21% | |
| ALPHABET INC CL A | 1.95% | |
| TRADEWEB MARKETS INC A | 1.93% | |
| SAIA INC | 1.83% | |
| REPLIGEN CORP | 1.77% | |
| CELSIUS HOLDINGS INC | 1.60% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 1.58% | |
| BROADCOM INC | 1.47% | |
| AMAZON.COM INC | 1.38% | |
| S&P GLOBAL INC | 1.21% | |
| MASTERCARD INC CL A | 1.19% | |
| META PLATFORMS INC CL A | 1.16% | |
| VANGUARD SM-C ET | 0.93% | |
| BRIGHTSPHERE INVESTMENT GROUP INC | 0.77% | |
| ROYALTY PHARMA PLC | 0.77% | |
| VICTORIA'S SECRET and CO | 0.76% | |
| TALEN ENERGY CORP | 0.76% | |
| GLAUKOS CORP | 0.60% | |
| HEICO CORP CL A | 0.60% | |
| SAMSARA INC-CL A | 0.58% | |
| REDDIT INC-A | 0.58% | |
| PROGRESSIVE CORP OHIO | 0.58% | |
| TRANSUNION | 0.54% | |
| AGILYSYS INC | 0.51% | |
| MIRION TECHNOLOGIES INC-A | 0.49% | |
| SHOPIFY INC CL A | 0.45% | |
| GUIDEWIRE SOFTWARE INC | 0.45% | |
| TAPESTRY INC | 0.44% | |
| VEEVA SYSTEMS-A | 0.43% | |
| STEPSTONE GROUP INC CLASS A | 0.39% | |
| INSULET CORP | 0.35% | |
| WHEATON PRECIOUS METALS CORP | 0.33% |
DARP (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL A | 14.95% | |
| NVIDIA CORP | 10.30% | |
| MICRON TECHNOLOGY INC | 7.61% | |
| VERTIV HOLDINGS CO | 6.23% | |
| GE VERNOVA LLC | 4.27% | |
| AMAZON.COM INC | 4.26% | |
| ARISTA NETWORKS INC | 3.64% | |
| COHERENT CORP | 3.59% | |
| CIENA CORP | 3.24% | |
| META PLATFORMS INC CL A | 3.07% | |
| KINROSS GOLD CORP | 3.03% | |
| ALIBABA GROUP HOLDING LTD SPON ADR | 3.00% | |
| GITLAB INC-CL A | 2.88% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 2.87% | |
| ASML HOLDING-NY | 2.85% | |
| APPLE INC | 2.81% | |
| MICROSOFT CORP | 2.30% | |
| Hot Chili, Ltd. | 2.00% | |
| PURE STORAGE INC CL A | 1.44% | |
| FRST AM-GV OB-X | 1.42% | |
| APPLIED MATERIALS INC | 1.31% | |
| AXON ENTERPRISE INC | 1.18% | |
| Ecora Royalties PLC | 1.11% | |
| UBER TECHNOLOGIES INC | 1.09% | |
| TRANE TECHNOLOGIES PLC | 1.09% | |
| INTUITIVE SURGICAL INC | 0.98% | |
| TESLA INC | 0.88% | |
| Goldsky Resources Corp. | 0.81% | |
| ANFIELD ENERGY INC | 0.80% | |
| PALO ALTO NETWORKS INC | 0.78% | |
| GALAXY DIGITAL INC A | 0.72% | |
| Landbridge Company, LLC | 0.71% | |
| INTEL CORP | 0.64% | |
| Power Metallic Mines, Inc. | 0.56% | |
| COMSTOCK RESOURCES INC | 0.55% | |
| ANTERO RESOURCES | 0.54% | |
| AMERIGO RESOURCES LTD COMMON STOCK | 0.47% |
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