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.

FundamentalElliott Investment Management
SEC ↗Up to 100 Q2 common issuers plus 0 featured issuers. This is not the entire book.
Corporate-strategicSoftBank
SEC ↗Up to 100 Q2 common issuers plus 1 featured issuer. This is not the entire book.
Elliott Investment Management17issuers in coverage
SoftBank31issuers in coverage
01 / portfolio similarityfull normalized common books · Q1 and Q2
Fundamental vs Corporate-strategic · shown, not ranked
Q2 shared issuers
0
of 47 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
17
Right-only current issuers within coverage
30
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
IssuerElliott Investment ManagementSoftBank
INTEL CORPCUSIP prefix 458140Not in coverageunchanged86,956,522 shares · $12,141,739,167
TRIPLE FLAG PRECIOUS METALCUSIP prefix 89679Mdecreased133,241,535 shares · $3,993,248,804Not in coverage
PHILLIPS 66CUSIP prefix 718546unchanged19,251,000 shares · $3,254,381,550Not in coverage
SYMBOTIC INCCUSIP prefix 87151XNot in coverageunchanged39,825,312 shares · $1,790,147,774
T-MOBILE USCUSIP prefix 872590Not in coverageunchanged10,000,000 shares · $1,677,300,000
SUNCOR ENERGY INC NEWCUSIP prefix 867224decreased29,454,000 shares · $1,581,090,720Not in coverage
HEWLETT PACKARD ENTERPRISE CCUSIP prefix 42824Cincreased32,271,985 shares · $1,455,789,243Not in coverage
SOUTHWEST AIRLS COCUSIP prefix 844741decreased24,308,000 shares · $1,249,917,360Not in coverage
UNITI GROUP LLCCUSIP prefix 912932unchanged59,012,219 shares · $676,870,152Not in coverage
PINTEREST INCCUSIP prefix 72352Lunchanged28,000,000 shares · $588,840,000Not in coverage
ETSY INCCUSIP prefix 29786Aunchanged5,000,000 shares · $376,650,000Not in coverage
WEBTOON ENTMT INCCUSIP prefix 94845UNot in coverageunchanged31,432,480 shares · $358,958,922
INTER & CO ICUSIP prefix G4R20BNot in coverageunchanged60,506,636 shares · $328,551,033
TEMPUS AI INCCUSIP prefix 88023BNot in coverageunchanged5,405,406 shares · $313,135,170
Klarna Group PLCCUSIP prefix G5279NNot in coverageunchanged15,400,224 shares · $311,700,534
NORWEGIAN CRUISE LINE HLDGSCUSIP prefix G66721increased14,686,000 shares · $310,021,460Not in coverage
TAIWAN SEMICONDUCTOR MFG LTDCUSIP prefix 874039Not in coveragedecreased565,000 shares · $269,827,050
NU HLDGS LCUSIP prefix G6683NNot in coverageunchanged17,842,116 shares · $238,370,670
PEPSICO INCCUSIP prefix 713448unchanged1,275,000 shares · $172,635,000Not in coverage
SEADRILL LTDCUSIP prefix G7997Wdecreased4,439,681 shares · $167,908,735Not in coverage
EQUINIX INCCUSIP prefix 29444Uunchanged150,000 shares · $156,358,500Not in coverage
VTEXCUSIP prefix G9470ANot in coverageunchanged38,434,587 shares · $153,738,348
CHIME FINL INCCUSIP prefix 16935CNot in coverageunchanged5,067,336 shares · $103,779,041
SYNOPSYS INCCUSIP prefix 871607new227,500 shares · $101,480,925Not in coverage
OR ROYALTIES INC.CUSIP prefix 68390Dunchanged3,111,000 shares · $98,400,930Not in coverage
QXO INCCUSIP prefix 82846HNot in coverageunchanged5,470,459 shares · $94,529,532
TRANSOCEAN LTDCUSIP prefix H8817Hunchanged15,626,834 shares · $76,415,218Not in coverage
ETHOS TECHNOLOGIES INCCUSIP prefix 29765ANot in coverageunchanged3,128,902 shares · $56,758,282
CAPITAL ONE FINL CORPCUSIP prefix 14040HNot in coveragenew276,811 shares · $55,533,823
RECURSION PHARMACEUTICALS INCUSIP prefix 75629VNot in coverageunchanged13,636,515 shares · $50,046,010
AFYA LTDCUSIP prefix G01125Not in coverageunchanged2,433,323 shares · $36,110,513
PACIFIC BIOSCIENCES CALIF INCUSIP prefix 69404DNot in coverageunchanged20,451,570 shares · $34,358,638
FULL TRUCK ALLIANCE CO LTDCUSIP prefix 35969LNot in coverageunchanged3,884,483 shares · $31,542,002
eToro Group LtdCUSIP prefix G32089Not in coverageunchanged795,996 shares · $31,417,962
GLOBALSTAR INCCUSIP prefix 378973Not in coverageunchanged321,003 shares · $26,094,334
HDFC BANK LTDCUSIP prefix 40415Funchanged797,085 shares · $20,588,706Not in coverage
BETTER HOME & FINANCE HOLDINCUSIP prefix 08774BNot in coverageunchanged628,553 shares · $17,285,208
SATELLOGICCUSIP prefix 80401CNot in coveragedecreased2,427,549 shares · $13,885,580
AMBIQ MICRO INCCUSIP prefix 023193Not in coverageunchanged148,939 shares · $13,151,314
QUANTINUUM INCCUSIP prefix 74768Anew150,000 shares · $12,261,000Not in coverage
NEUMORA THERAPEUTICS INC.CUSIP prefix 640979Not in coverageunchanged6,090,301 shares · $10,353,512
SEER INCCUSIP prefix 81578PNot in coverageunchanged5,135,383 shares · $8,524,736
AbCellera Biologics IncCUSIP prefix 00288UNot in coverageunchanged345,161 shares · $2,709,514
ESS TECH INCUSIP prefix 26916JNot in coverageunchanged2,396,980 shares · $2,277,131
DINGDONG CAYMAN LTDCUSIP prefix 25445DNot in coverageunchanged1,050,000 shares · $2,026,500
LIFE360 INCCUSIP prefix 532206Not in coveragenew10,178 shares · $488,544
CONCORDE INTL GROUP LTDCUSIP prefix G2452SNot in coverageunchanged259,082 shares · $199,493
TWENTY ONE CAP INCCUSIP prefix 90138LNot in coverageclosed0 shares · $0
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

Elliott Investment Management vs

SoftBank vs