L3VLUP
ProSign in
← ARK Investment Management LLC, its record

ARK Investment Management LLC and Baillie Gifford & Co: where the books meet

At Q2 2026, 23% of the two 13F books was the same, across 58 stocks both listed, against 32% at Q4 2016. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%16%32%Q4 2016: 32%, 30 in bothQ1 2017: 32%, 32 in both17Q2 2017: 32%, 31 in bothQ3 2017: 28%, 35 in bothQ4 2017: 29%, 41 in bothQ1 2018: 29%, 41 in both18Q2 2018: 30%, 42 in bothQ3 2018: 28%, 42 in bothQ4 2018: 28%, 45 in bothQ1 2019: 24%, 47 in both19Q2 2019: 21%, 48 in bothQ3 2019: 18%, 49 in bothQ4 2019: 23%, 46 in bothQ1 2020: 19%, 47 in both20Q2 2020: 20%, 48 in bothQ3 2020: 22%, 51 in bothQ4 2020: 22%, 81 in bothQ1 2021: 23%, 85 in both21Q2 2021: 23%, 83 in bothQ3 2021: 20%, 76 in bothQ4 2021: 19%, 98 in bothQ1 2022: 19%, 94 in both22Q2 2022: 17%, 96 in bothQ3 2022: 17%, 69 in bothQ4 2022: 13%, 68 in bothQ1 2023: 15%, 65 in both23Q2 2023: 16%, 52 in bothQ3 2023: 16%, 50 in bothQ4 2023: 15%, 51 in bothQ1 2024: 15%, 53 in both24Q2 2024: 17%, 54 in bothQ3 2024: 17%, 53 in bothQ4 2024: 19%, 51 in bothQ1 2025: 18%, 53 in both25Q2 2025: 18%, 56 in bothQ3 2025: 19%, 61 in bothQ4 2025: 20%, 57 in bothQ1 2026: 18%, 54 in both26Q2 2026: 23%, 58 in both
  • Q4 2016: 32%, 30 in both
  • Q1 2017: 32%, 32 in both
  • Q2 2017: 32%, 31 in both
  • Q3 2017: 28%, 35 in both
  • Q4 2017: 29%, 41 in both
  • Q1 2018: 29%, 41 in both
  • Q2 2018: 30%, 42 in both
  • Q3 2018: 28%, 42 in both
  • Q4 2018: 28%, 45 in both
  • Q1 2019: 24%, 47 in both
  • Q2 2019: 21%, 48 in both
  • Q3 2019: 18%, 49 in both
  • Q4 2019: 23%, 46 in both
  • Q1 2020: 19%, 47 in both
  • Q2 2020: 20%, 48 in both
  • Q3 2020: 22%, 51 in both
  • Q4 2020: 22%, 81 in both
  • Q1 2021: 23%, 85 in both
  • Q2 2021: 23%, 83 in both
  • Q3 2021: 20%, 76 in both
  • Q4 2021: 19%, 98 in both
  • Q1 2022: 19%, 94 in both
  • Q2 2022: 17%, 96 in both
  • Q3 2022: 17%, 69 in both
  • Q4 2022: 13%, 68 in both
  • Q1 2023: 15%, 65 in both
  • Q2 2023: 16%, 52 in both
  • Q3 2023: 16%, 50 in both
  • Q4 2023: 15%, 51 in both
  • Q1 2024: 15%, 53 in both
  • Q2 2024: 17%, 54 in both
  • Q3 2024: 17%, 53 in both
  • Q4 2024: 19%, 51 in both
  • Q1 2025: 18%, 53 in both
  • Q2 2025: 18%, 56 in both
  • Q3 2025: 19%, 61 in both
  • Q4 2025: 20%, 57 in both
  • Q1 2026: 18%, 54 in both
  • Q2 2026: 23%, 58 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockARK Investment Management LLCBaillie Gifford & Co
Space Exploration Technologies Corp(SPCX)5.0%New8.0%New
Shopify Inc(SHOP)3.1%Trimmed2.9%Trimmed
Amazon Com Inc(AMZN)2.5%Added5.8%Trimmed
Nvidia Corp(NVDA)1.8%Added7.6%Added
ROBLOX Corp(RBLX)2.3%Added1.0%Trimmed
Alphabet Inc-cl C(GOOG)2.4%Added1.0%Trimmed
Rocket Lab Corp(RKLB)1.1%Trimmed1.0%Trimmed
Facebook Inc(META)0.9%Added1.6%Trimmed
Broadcom Inc(AVGO)1.0%Trimmed0.5%Added
Doordash Inc(DASH)0.5%Added1.1%Trimmed
Snowflake Inc(SNOW)0.4%New0.6%Trimmed
Tempus AI Inc(TEM)3.8%Added0.4%Trimmed
Taiwan Semiconductor-sp ADR(TSM)1.5%Trimmed0.4%Trimmed
Joby Aviation Inc(JOBY)0.4%Added0.5%Trimmed
Alphabet Inc(GOOGL)0.3%New0.9%Added
Datadog Inc(DDOG)0.4%Trimmed0.3%Trimmed
Guardant Health Inc(GH)0.5%Added0.3%Trimmed
Cloudflare Inc(NET)0.3%Trimmed3.2%Trimmed
Tesla MTRS Inc(TSLA)7.5%Trimmed0.3%Trimmed
Aurora Innovation Inc(AUR)0.3%Trimmed0.3%Trimmed

and 38 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Amazon Com Inc(AMZN)ARK Investment Management LLC added; Baillie Gifford & Co trimmed
  • Spotify Technology SA(SPOT)ARK Investment Management LLC added; Baillie Gifford & Co trimmed
  • Facebook Inc(META)ARK Investment Management LLC added; Baillie Gifford & Co trimmed
  • Doordash Inc(DASH)ARK Investment Management LLC added; Baillie Gifford & Co trimmed
  • Netflix Inc(NFLX)ARK Investment Management LLC added; Baillie Gifford & Co trimmed
  • ROBLOX Corp(RBLX)ARK Investment Management LLC added; Baillie Gifford & Co trimmed
  • Alphabet Inc-cl C(GOOG)ARK Investment Management LLC added; Baillie Gifford & Co trimmed
  • Intuitive Surgical Inc(ISRG)ARK Investment Management LLC added; Baillie Gifford & Co trimmed
  • Advanced Micro Devices Inc(AMD)ARK Investment Management LLC trimmed; Baillie Gifford & Co started
  • Snowflake Inc(SNOW)ARK Investment Management LLC started; Baillie Gifford & Co trimmed
  • Tempus AI Inc(TEM)ARK Investment Management LLC added; Baillie Gifford & Co trimmed
  • Symbotic Inc(SYM)ARK Investment Management LLC added; Baillie Gifford & Co trimmed
ARK Investment Management LLC: the recordBaillie Gifford & Co: the record

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More