13F / manager view

How similar are
these two books?

PMCIOQuantLPGP
Compare complete normalized common-stock issuer overlap across Q1 and Q2, then inspect opposing actions in the bounded Q2 evidence window.
  • Q1 → Q2 2026
  • 16 managers
  • Common stock only
Pair selector

Choose two different managers. Each pair has a permanent URL. Cohort badges stay visible so unlike books are not read as equivalent conviction.

FundamentalBerkshire Hathaway
SEC ↗Up to 100 Q2 common issuers plus 0 featured issuers. This is not the entire book.
Corporate-strategicNVIDIA
SEC ↗Up to 100 Q2 common issuers plus 0 featured issuers. This is not the entire book.
Berkshire Hathaway26issuers in coverage
NVIDIA8issuers in coverage
01 / portfolio similarityfull normalized common books · Q1 and Q2
Fundamental vs Corporate-strategic · shown, not ranked
Q2 shared issuers
0
of 34 in the union
Q2 issuer overlap
0.0%
Jaccard · shared / union
Q2 weighted overlap
0.0%
sum of smaller normalized weights
Q1 → Q2 weighted change
0.0 pp
Q1 0.0%
Q1 → Q2 issuer change
0.0 pp
Q1 0.0%

Similarity describes disclosed common-stock issuer overlap. It does not measure live exposure, intent, conviction or fund returns.

These managers have no shared Q2 common issuers.

02 / bounded action windowcurrent common issuers within coverage
Shared current issuers within coverage
0
Left-only current issuers within coverage
26
Right-only current issuers within coverage
8
Opposing actions
0
03 / opposing actionssame issuer · opposite direction

No opposing actions in this coverage.

04 / side-by-side coveragetop 50 displayed
Issuer values by manager
IssuerBerkshire HathawayNVIDIA
APPLE INCCUSIP prefix 037833unchanged227,917,808 shares · $65,950,296,923Not in coverage
AMERICAN EXPRESS COCUSIP prefix 025816unchanged151,610,700 shares · $51,282,319,275Not in coverage
ALPHABET INCCUSIP prefix 02079Kincreased105,979,600 shares · $37,764,088,383Not in coverage
COCA COLA COCUSIP prefix 191216unchanged400,000,000 shares · $32,508,000,000Not in coverage
INTEL CORPCUSIP prefix 458140Not in coverageunchanged214,776,632 shares · $29,989,261,126
BANK OF AMER CORPCUSIP prefix 060505decreased483,394,015 shares · $27,543,790,975Not in coverage
SPACE EXPLORATION TECHN CORPCUSIP prefix 84615QNot in coveragenew122,764,805 shares · $20,975,594,582
CHEVRON CORPORATIONCUSIP prefix 166764unchanged84,375,856 shares · $13,986,141,890Not in coverage
OCCIDENTAL PETE CORPCUSIP prefix 674599unchanged264,941,431 shares · $12,868,205,304Not in coverage
CHUBB LIMITEDCUSIP prefix H1467Junchanged34,249,183 shares · $11,670,066,615Not in coverage
MOODYS CORPCUSIP prefix 615369unchanged24,669,778 shares · $11,173,435,852Not in coverage
KRAFT HEINZ COCUSIP prefix 500754unchanged325,634,818 shares · $7,691,494,401Not in coverage
DAVITA INCCUSIP prefix 23918Kdecreased28,880,209 shares · $6,425,268,898Not in coverage
DELTA AIR LINES INCCUSIP prefix 247361increased57,320,000 shares · $5,368,591,200Not in coverage
COREWEAVE INCCUSIP prefix 21873SNot in coverageunchanged47,213,353 shares · $4,699,617,158
SIRIUSXM HOLDINGS INCCUSIP prefix 829933unchanged124,807,117 shares · $3,686,802,237Not in coverage
COHERENT CORPCUSIP prefix 19247GNot in coverageunchanged7,788,161 shares · $3,072,195,870
VERISIGN INCCUSIP prefix 92343Eunchanged8,989,880 shares · $2,261,494,212Not in coverage
NOKIA CORPCUSIP prefix 654902Not in coverageunchanged166,389,351 shares · $2,209,650,581
KROGER COCUSIP prefix 501044decreased39,000,000 shares · $2,165,670,000Not in coverage
SYNOPSYS INCCUSIP prefix 871607Not in coverageunchanged4,821,717 shares · $2,150,823,302
LIBERTY LIVE HOLDINGS INCCUSIP prefix 530909unchanged15,573,731 shares · $1,623,367,688Not in coverage
ALLY FINL INCCUSIP prefix 02005Ndecreased27,000,000 shares · $1,240,650,000Not in coverage
LENNAR CORPCUSIP prefix 526057increased13,409,858 shares · $1,212,927,402Not in coverage
NEW YORK TIMES CO MTN BECUSIP prefix 650111increased15,700,000 shares · $1,098,686,000Not in coverage
CAPITAL ONE FINL CORPCUSIP prefix 14040Hdecreased3,000,000 shares · $601,860,000Not in coverage
LOUISIANA PAC CORPCUSIP prefix 546347unchanged5,664,793 shares · $445,592,617Not in coverage
NUCOR CORPCUSIP prefix 670346decreased1,857,752 shares · $413,814,258Not in coverage
NEBIUS GROUP N.V.CUSIP prefix N97284Not in coverageunchanged1,190,476 shares · $328,773,757
MACYS INCCUSIP prefix 55616Pincreased7,347,426 shares · $173,031,882Not in coverage
NVR INCCUSIP prefix 62944Tunchanged11,112 shares · $75,710,501Not in coverage
JEFFERIES FINANCIAL GROUP INCUSIP prefix 47233Wunchanged433,558 shares · $21,669,229Not in coverage
GENERATE BIOMEDICINES INCCUSIP prefix 370920Not in coverageunchanged833,325 shares · $14,058,193
D R HORTON INCCUSIP prefix 23331Anew3,564 shares · $580,504Not in coverage
Coverage / method

Similarity metrics use the complete normalized common-stock issuer book for each manager in Q1 and Q2. The action tables provide a separate bounded evidence window. Each manager contributes up to 100 current Q2 common issuers by reported value. The window also includes featured issuers that the manager holds or changed. Both views exclude CALL and PUT rows.

05 / more comparisonssame-manager pair pages · permanent canonical URLs

Berkshire Hathaway vs

NVIDIA vs