Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
YNOT vs ASMMX
Shared holdings
23
YNOT covered by ASMMX
44.24%
ASMMX covered by YNOT
44.24%
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.
YNOT (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL C | 10.20% | |
| AMAZON.COM INC | 7.27% | |
| NVIDIA CORP | 6.73% | |
| MICROSOFT CORP | 5.81% | |
| MICRON TECHNOLOGY INC | 3.27% | |
| TESLA INC | 3.18% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 2.52% | |
| ORACLE CORP | 2.38% | |
| BROADCOM INC | 1.88% | |
| Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD | 1.87% | |
| DEUTSCHE TELEKOM AG SPON ADR ADR | 1.86% | |
| JPMORGAN CHASE and CO | 1.85% | |
| PALANTIR TECHNOLOGIES INC | 1.77% | |
| META PLATFORMS INC CL A | 1.76% | |
| LAM RESEARCH CORP | 1.67% | |
| APPLIED MATERIALS INC | 1.66% | |
| ALIBABA GROUP HOLDING LTD SPON ADR | 1.54% | |
| CORNING INC | 1.37% | |
| GE VERNOVA LLC | 1.31% | |
| ASML HOLDING-NY | 1.27% | |
| CATERPILLAR INC | 1.22% | |
| CADENCE DESIGN SYSTEMS INC | 1.17% | |
| INTL BUS MACH CORP | 1.16% | |
| KLA CORP | 1.11% | |
| HITACHI LTD-ADR | 1.07% | |
| AEROVIRONMENT INC | 1.05% | |
| SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT | 1.00% | |
| Southern Copper Corporation COM USD0.01 | 0.97% | |
| ARISTA NETWORKS INC | 0.94% | |
| Siemens Energy AG | 0.89% | |
| CONSTELLATION ENERGY CORP | 0.87% | |
| EATON CORP PLC | 0.85% | |
| INTUITIVE SURGICAL INC | 0.82% | |
| AMPHENOL CORPORATION CL A | 0.80% | |
| COGNIZANT TECH SOLUTIONS CL A | 0.74% | |
| Schneider Electric SE ADR | 0.71% | |
| SYNOPSYS INC | 0.70% | |
| FREEPORT MCMORAN INC | 0.70% | |
| TOKYO ELECTRON LTD UNSPN ADR | 0.70% | |
| COMMSTCK | 0.66% | |
| RIO TINTO PLC SPON ADR | 0.62% | |
| UBER TECHNOLOGIES INC | 0.62% | |
| VERTIV HOLDINGS CO | 0.59% | |
| WESTERN DIGITAL CORP | 0.58% | |
| Nebius Group NV, Class A | 0.56% | |
| INTERACTIVE BROKERS GROUP INC | 0.56% | |
| INTEL CORP | 0.54% | |
| DELL TECHNOLOGIES INC CL C | 0.52% | |
| SANDISK CORPORATION | 0.50% | |
| ADV MICRO DEVICE | 0.49% |
ASMMX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 12.94% | |
| ALPHABET INC CL C | 7.69% | |
| AMAZON.COM INC | 7.17% | |
| MICROSOFT CORP | 6.17% | |
| BROADCOM INC | 5.16% | |
| META PLATFORMS INC CL A | 4.98% | |
| APPLE INC | 4.16% | |
| TESLA INC | 3.27% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 2.63% | |
| APPLOVIN CORP | 2.38% | |
| Invesco Private Prime Fund | 2.01% | |
| TERADYNE INC | 1.90% | |
| JOHNSON CONTROLS | 1.74% | |
| SHOPIFY INC CL A | 1.53% | |
| INTERACTIVE BROKERS GROUP INC | 1.49% | |
| VERTIV HOLDINGS CO | 1.47% | |
| SNOWFLAKE INC CL A | 1.39% | |
| MASTERCARD INC CL A | 1.33% | |
| CLOUDFLARE INC-A | 1.27% | |
| ALNYLAM PHARMACEUTICALS INC | 1.16% | |
| GE VERNOVA LLC | 1.15% | |
| CARVANA CO CL A | 1.14% | |
| DATADOG INC CL A | 1.06% | |
| MONOLITHIC POWER SYS INC | 1.06% | |
| THE BOOKING HOLDINGS INC | 1.05% | |
| ENTEGRIS INC | 1.04% | |
| AFFIRM HOLDINGS INC | 0.97% | |
| ROBINHOOD MARKETS INC | 0.95% | |
| INSMED INC | 0.93% | |
| ARISTA NETWORKS INC | 0.91% | |
| BAE Systems PLC ORD GBP0.025 | 0.87% | |
| INTUITIVE SURGICAL INC | 0.84% | |
| MORGAN STANLEY | 0.81% | |
| DONALDSON CO INC | 0.81% | |
| UCB SA | 0.78% | |
| Invesco Private Government Fund | 0.76% | |
| NATERA INC | 0.76% | |
| REDDIT INC-A | 0.75% | |
| HOWMET AEROSPACE INC | 0.72% | |
| WARTSILA OYJ ABP | 0.69% | |
| US FOODS HOLDING CORP | 0.64% | |
| COREWEAVE INC | 0.62% | |
| CURTISS WRIGHT CORPORATION | 0.61% | |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.61% | |
| AEROVIRONMENT INC | 0.60% | |
| JONES LANG LASALLE INC | 0.55% | |
| AXON ENTERPRISE INC | 0.54% | |
| MONGODB INC CL A | 0.52% | |
| REGENERON PHARMACEUTICALS INC | 0.52% | |
| CASEY'S GENERAL | 0.52% |
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