Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

VCSTX vs FKDNX

Shared holdings
36
VCSTX covered by FKDNX
52.63%
FKDNX covered by VCSTX
52.63%

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.

VCSTX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP12.23%
APPLE INC7.42%
BROADCOM INC6.67%
MICROSOFT CORP6.04%
SAMSUNG ELECTRONICS CO LTD5.61%
ALPHABET INC CL C5.20%
LAM RESEARCH CORP2.96%
META PLATFORMS INC CL A2.79%
TAIWAN SEMIC MFG CO LTD SP ADR2.64%
MICRON TECHNOLOGY INC2.23%
ALPHABET INC CL A2.19%
AMPHENOL CORPORATION CL A1.73%
KLA CORP1.70%
SNOWFLAKE INC CL A1.60%
LUMENTUM HOLDINGS INC1.59%
ARISTA NETWORKS INC1.57%
PALANTIR TECHNOLOGIES INC1.34%
ANALOG DEVICES INC1.31%
ADVANTEST CORP1.31%
MONOLITHIC POWER SYS INC1.23%
APPLIED MATERIALS INC1.20%
CROWDSTRIKE HOLDINGS INC1.18%
WESTERN DIGITAL CORP1.16%
KRANESH CSI CHINA INTERNET MUTUAL FUND1.08%
PALO ALTO NETWORKS INC0.96%
AMAZON.COM INC0.89%
ELITE MATERIAL0.85%
SANDISK CORPORATION0.83%
TESLA INC0.81%
SHOPIFY INC CL A0.80%
COHERENT CORP0.78%
ORACLE CORP0.78%
VERTIV HOLDINGS CO0.76%
SIEMENS ENERGY AG0.76%
SOFTBANK GROUP CORP0.75%
CLOUDFLARE INC-A0.74%
MONGODB INC CL A0.70%
RUBRIK INC-A0.70%
GOLD CIRCUIT0.70%
SPOTIFY TECHNOLOGY SA0.68%
ADV MICRO DEVICE0.65%
ASML Holding NV0.61%
ADV ENERGY INDS0.58%
BLOOM ENERGY CORP CL A0.56%
BWX TECHNOLOGIES INC0.55%
AKAMAI TECHNOLOGIES INC0.52%
TAKE-TWO INTERACTV SOFTWR INC0.51%
CELESTICA INC SUB VTG0.48%
NXP SEMICONDUCTORS NV0.47%
CORNING INC0.45%

FKDNX (March 31, 2026)

SecurityWeight
NVIDIA CORP12.70%
AMAZON.COM INC8.43%
ALPHABET INC CL A6.98%
MICROSOFT CORP6.74%
BROADCOM INC5.95%
META PLATFORMS INC CL A4.63%
APPLE INC4.31%
TAIWAN SEMIC MFG CO LTD SP ADR2.73%
TESLA INC2.71%
CELESTICA INC SUB VTG2.28%
SHOPIFY INC CL A2.16%
LAM RESEARCH CORP1.82%
CLOUDFLARE INC-A1.67%
NETFLIX INC1.56%
KLA CORP1.55%
MASTERCARD INC CL A1.52%
APPLOVIN CORP1.29%
VISA INC-CLASS A1.22%
AMPHENOL CORPORATION CL A1.20%
NATERA INC1.17%
MERCADOLIBRE INC1.12%
LILLY ELI and CO1.12%
MONOLITHIC POWER SYS INC1.11%
PALANTIR TECHNOLOGIES INC1.04%
AXON ENTERPRISE INC1.03%
Ascendis Pharma A/S1.02%
ARISTA NETWORKS INC0.99%
GE VERNOVA LLC0.97%
INTUITIVE SURGICAL INC0.93%
BLOOM ENERGY CORP CL A0.93%
Franklin Institutional US Government Money Market Fund0.85%
KRATOS DEFENSE and SEC SOLTN INC0.71%
SK HYNIX INC0.69%
GUARDANT HEALTH INC0.65%
SANDISK CORPORATION0.64%
ASML HOLDING-NY0.64%
QUANTA SVCS INC0.62%
ARGENX SE0.59%
CADENCE DESIGN SYSTEMS INC0.56%
TECHNIPFMC PLC0.56%
PALO ALTO NETWORKS INC0.49%
DOORDASH INC-A0.49%
INSMED INC0.46%
THE BOOKING HOLDINGS INC0.43%
LIGAND PHARMACEUTICALS0.42%
ROBINHOOD MARKETS INC0.42%
SYNOPSYS INC0.40%
KARMAN HOLDINGS INC0.39%
ELBIT SYSTEMS LTD0.38%
ROCKET LAB CORP0.36%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.