HAPI vs BASG overlap
HAPI and BASG overlap 23.9% by weight, across 14 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | HAPI | BASG | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 6.21% | 6.55% | 6.21% |
| Microsoft Corp.MSFT | 5.27% | 6.13% | 5.27% |
| Nvidia Corp.NVDA | 5.00% | 8.07% | 5.00% |
| Arista NetworksANET | 1.30% | 2.18% | 1.30% |
| General ElectricGE | 1.28% | 2.44% | 1.28% |
| Marvell TechnoloMRVL | 1.13% | 2.42% | 1.13% |
| Intuit Inc.INTU | 0.75% | 1.23% | 0.75% |
| Schwab (Charles)SCHW | 0.66% | 2.57% | 0.66% |
| Cadence DesignCDNS | 0.64% | 2.34% | 0.64% |
| Spotify TechnoloSPOT | 0.59% | 2.91% | 0.59% |
| Progressive Corp.PGR | 0.42% | 2.07% | 0.42% |
| Intuitive SurgicISRG | 0.33% | 2.30% | 0.33% |
| Airbnb Inc.-aABNB | 0.26% | 2.53% | 0.26% |
| Equifax Inc.EFX | 0.07% | 1.75% | 0.07% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: HAPI, SEC Form N-PORT, July 31, 2026; BASG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HAPI | BASG |
|---|---|---|
| Morgan Stanley | $1.1M | $171K |
| UBS Group AG | $2K | $4K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: HAPI institutional holders, BASG institutional holders.
Frequently asked questions
How much do HAPI and BASG overlap?
23.9% by weight, with 14 holdings in common, using holdings for HAPI as of July 31, 2026 and BASG as of June 30, 2026. The largest shared position is AMZN.
Do institutions hold both HAPI and BASG?
2 Form 13F filers report positions in both, out of 33 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.