SNPG vs MIGO overlap
SNPG and MIGO overlap 18.4% by weight, across 13 shared holdings.
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Top shared holdings
| Holding | SNPG | MIGO | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 8.45% | 3.11% | 3.11% |
| Alphabet Inc.-CGOOG | 4.03% | 3.02% | 3.02% |
| Micron TechMU | 8.75% | 2.84% | 2.84% |
| LAM ResearchLRCX | 3.18% | 1.59% | 1.59% |
| ELI Lilly & CoLLY | 7.01% | 1.58% | 1.58% |
| Applied MaterialAMAT | 2.86% | 1.21% | 1.21% |
| KLA Corp.KLAC | 2.02% | 1.13% | 1.13% |
| PALO ALTO NetworPANW | 1.02% | 1.07% | 1.02% |
| Seagate TechnoloSTX | 0.98% | 1.92% | 0.98% |
| Ciena Corp.CIEN | 0.65% | 1.06% | 0.65% |
| Nvidia Corp.NVDA | 8.41% | 0.62% | 0.62% |
| Coherent Corp.COHR | 0.54% | 1.40% | 0.54% |
| DexcomDXCM | 0.12% | 2.93% | 0.12% |
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: SNPG, SEC Form N-PORT, May 29, 2026; MIGO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: SNPG institutional holders, MIGO institutional holders.
Frequently asked questions
How much do SNPG and MIGO overlap?
18.4% by weight, with 13 holdings in common, using holdings for SNPG as of May 29, 2026 and MIGO as of May 31, 2026. The largest shared position is MSFT.
Do institutions hold both SNPG and MIGO?
0 Form 13F filers report positions in both, out of 10 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%.