TCHP vs BAFE overlap
TCHP and BAFE overlap 34.8% by weight, across 19 shared holdings.
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Top shared holdings
| Holding | TCHP | BAFE | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 4.38% | 4.85% | 4.38% |
| Alphabet Inc.-aGOOGL | 5.85% | 4.04% | 4.04% |
| Alphabet Inc.-CGOOG | 6.31% | 3.83% | 3.83% |
| META Platforms-aMETA | 3.51% | 3.64% | 3.51% |
| Amazon.COM Inc.AMZN | 3.32% | 4.33% | 3.32% |
| Nvidia Corp.NVDA | 15.95% | 3.06% | 3.06% |
| VISA Inc.-Class aV | 2.45% | 4.07% | 2.45% |
| General ElectricGE | 1.96% | 1.78% | 1.78% |
| Mastercard Inc.-aMA | 1.75% | 3.53% | 1.75% |
| Apple Inc.AAPL | 4.54% | 1.68% | 1.68% |
| Taiwan Semic-ADRTSM | 1.06% | 7.09% | 1.06% |
| Marvell TechnoloMRVL | 1.03% | 1.48% | 1.03% |
| Booking HoldingsBKNG | 0.92% | 1.88% | 0.92% |
| Unitedhealth GRPUNH | 0.58% | 3.24% | 0.58% |
| TJX COS Inc.TJX | 0.44% | 1.36% | 0.44% |
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: TCHP, SEC Form N-PORT, June 30, 2026; BAFE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TCHP | BAFE |
|---|---|---|
| Two Sigma Investments, LP | $12.2M | $1.6M |
| Goldman Sachs Group Inc. | $1.9M | $748K |
| Royal Bank of Canada | $2.5M | $44K |
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: TCHP institutional holders, BAFE institutional holders.
Frequently asked questions
How much do TCHP and BAFE overlap?
34.8% by weight, with 19 holdings in common, using holdings for TCHP as of June 30, 2026 and BAFE as of June 30, 2026. The largest shared position is MSFT.
Do institutions hold both TCHP and BAFE?
3 Form 13F filers report positions in both, out of 195 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%.