Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TPYIX vs SCMGX
Shared holdings
9
TPYIX covered by SCMGX
25.20%
SCMGX covered by TPYIX
25.20%
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.
TPYIX (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% |
SCMGX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 9.54% | |
| ALPHABET INC CL A | 5.92% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 5.27% | |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 4.84% | |
| ASML Holding NV - NY Reg Shares | 4.31% | |
| MERCADOLIBRE INC | 3.52% | |
| GALDERMA GROUP A | 3.34% | |
| AXON ENTERPRISE INC | 3.09% | |
| SHOPIFY INC CL A | 3.07% | |
| NETFLIX INC | 2.99% | |
| INTUITIVE SURGICAL INC | 2.93% | |
| DOORDASH INC-A | 2.90% | |
| TITAN CO LTD | 2.66% | |
| Bajaj Finance Ltd | 2.45% | |
| Spotify Technology SA | 2.27% | |
| CARVANA CO CL A | 2.20% | |
| VISA INC-CLASS A | 2.19% | |
| INTERCONTINENTAL EXCHANGE INC | 2.11% | |
| KEYENCE CORP | 2.10% | |
| CLOUDFLARE INC-A | 1.98% | |
| ADYEN NV | 1.97% | |
| FLUTTER ENTER-DI | 1.94% | |
| CARLISLE COS INC | 1.94% | |
| US ULTRA BOND CBT Sep25 | 1.88% | |
| BUILDERS FIRSTSOURCE | 1.86% | |
| SERVICENOW INC | 1.85% | |
| SK HYNIX INC | 1.73% | |
| HDFC BANK LTD | 1.73% | |
| DOLLARAMA INC | 1.70% | |
| On Holding AG | 1.68% | |
| ARGENX SE SPONSORED ADR | 1.68% | |
| APPLOVIN CORP | 1.62% | |
| TETRA TECH INC | 1.55% | |
| IRHYTHM TECHNOLOGIES INC | 1.54% | |
| SAMSARA INC-CL A | 1.46% | |
| 3I GROUP PLC | 1.38% | |
| BLOOM ENERGY CORP- A COMMON STOCK | 1.19% | |
| CTS Eventim AG & Company KGaA | 0.89% | |
| PRO MEDICUS LTD | 0.71% | |
| UNITED STATES DOLLAR | 0.00% |
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