Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TPYAX vs TSEMX
Shared holdings
12
TPYAX covered by TSEMX
26.13%
TSEMX covered by TPYAX
26.13%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
TPYAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| TAIWAN SEMIC MFG CO LTD SP ADR | 10.24% | |
| ASML Holding NV - NY Reg Shares | 5.93% | |
| SHOPIFY INC CL A | 5.64% | |
| GALDERMA GRP. AG | 5.26% | |
| Addtech AB SER'B'NPV | 4.73% | |
| Spotify Technology SA | 4.36% | |
| MERCADOLIBRE INC | 4.18% | |
| VAT GRP. AG | 4.15% | |
| Ajinomoto Company, Inc. | 4.14% | |
| Keyence Corporation | 3.53% | |
| SEA LTD ADR | 3.26% | |
| CTS EVENTIM AG & | 3.14% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 2.91% | |
| ESSILORLUXOTTICA | 2.67% | |
| ADYEN NV /EUR/ 144A 0.00000000 | 2.63% | |
| FERRARI NV /EUR/ 0.00000000 | 2.46% | |
| ARGENX SE SPONSORED ADR | 2.45% | |
| CFD_EQS GOLDUS33 B1YW440 | 2.26% | |
| HEXAGON AB-B | 2.24% | |
| DINO POLSKA SA /PLN/ 144A 0.00000000 | 2.21% | |
| Titan Co Ltd. INR1 | 2.20% | |
| NU Holdings Ltd/Cayman Islands | 2.20% | |
| BAJAJ FIN. LTD | 2.18% | |
| HDFC Bank Ltd. INR1 | 2.14% | |
| Weg SA COM NPV | 2.11% | |
| DOLLARAMA INC | 2.09% | |
| On Holding AG | 2.06% | |
| FLUTTER ENTER-DI | 1.70% | |
| SK Hynix Inc. KRW5000 | 1.67% | |
| Stevanato Group S.p.A. ORD SHS | 1.32% | |
| DREY-GVT CSH-I | 1.20% | |
| PRO Medicus Ltd. NPV | 0.74% |
TSEMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| TSMC | 8.87% | |
| SAMSUNG ELECTRON | 8.38% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 5.47% | |
| TENCENT | 5.02% | |
| SK Hynix Inc. KRW5000 | 4.54% | |
| MERCADOLIBRE INC | 4.14% | |
| NU Holdings Ltd/Cayman Islands | 3.59% | |
| AIA | 3.35% | |
| P-Note Contemp Amp | 2.85% | |
| DREY-GVT CSH-I | 2.83% | |
| H World Group Ltd. USD0.00001 | 2.78% | |
| BAJAJ FIN. LTD | 2.56% | |
| DELTA ELECTRONIC TWD10 | 2.50% | |
| COMMON STOCK | 2.48% | |
| SEA LTD ADR | 2.48% | |
| Bharti Airtel Ltd. INR5 | 2.28% | |
| Kaspi.Kz JSC SPONSORED ADS | 2.25% | |
| COUPANG INC A | 2.05% | |
| COMMON STOCK | 2.02% | |
| HDFC Bank Ltd. INR1 | 1.89% | |
| PHOENIX MILLS LTD/THE | 1.63% | |
| DINO POLSKA SA /PLN/ 144A 0.00000000 | 1.63% | |
| XIAOMI CORP-W | 1.48% | |
| COMMON STOCK | 1.47% | |
| PT BANK CENTRAL ASIA TBK /IDR/ 0.00000000 | 1.46% | |
| eMemory Technology Inc. TWD10 | 1.36% | |
| Raia Drogasil SA COM NPV | 1.25% | |
| HDFC LIFE INSURA | 1.24% | |
| Weg SA COM NPV | 1.22% | |
| MediaTek Inc. TWD10 | 1.17% | |
| Amber Enterprises India Ltd | 1.15% | |
| APOLLO HOSPITALS ENT. LTD | 1.14% | |
| Titan Co Ltd. INR1 | 1.06% | |
| AL Rajhi Bank SAR10 | 1.05% | |
| NAURA Technology Group Co., Ltd., A Shares | 1.04% | |
| ADVANCED MICRO FABRICATION EQUIPMENT INC CHINA | 1.01% | |
| ASML Holding NV - NY Reg Shares | 0.99% | |
| ZOMATO LTD | 0.95% | |
| Adani Ports & Special Economic Zone Ltd | 0.90% | |
| Didi Global Inc SPONSORED ADS | 0.90% | |
| FULL TRUCK ALLIANCE CO LTD ADR | 0.79% | |
| Cosmax Inc. KRW500 | 0.74% | |
| FPT Corp. VND10000 | 0.70% | |
| MEITUAN-W | 0.70% | |
| Grab Holdings Ltd | 0.64% |
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