L3VLUP
ProSign in
← Baillie Gifford & Co, its record

Baillie Gifford & Co and ARK Investment Management LLC: 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.

StockBaillie Gifford & CoARK Investment Management LLC
Space Exploration Technologies Corp(SPCX)8.0%New5.0%New
Shopify 'A'(SHOP)2.9%Trimmed3.1%Trimmed
Amazon.Com(AMZN)5.8%Trimmed2.5%Added
Nvidia Corp(NVDA)7.6%Added1.8%Added
Roblox(RBLX)1.0%Trimmed2.3%Added
Google Inc Class C(GOOG)1.0%Trimmed2.4%Added
Rocket Lab Corp(RKLB)1.0%Trimmed1.1%Trimmed
Facebook Cl.A(META)1.6%Trimmed0.9%Added
Broadcom Inc(AVGO)0.5%Added1.0%Trimmed
Doordash Inc(DASH)1.1%Trimmed0.5%Added
Snowflake Inc(SNOW)0.6%Trimmed0.4%New
Tempus AI Inc(TEM)0.4%Trimmed3.8%Added
Tsmc ADR(TSM)0.4%Trimmed1.5%Trimmed
Joby Aviation Inc(JOBY)0.5%Trimmed0.4%Added
Google(GOOGL)0.9%Added0.3%New
Datadog(DDOG)0.3%Trimmed0.4%Trimmed
Guardant Health(GH)0.3%Trimmed0.5%Added
Cloudflare Inc(NET)3.2%Trimmed0.3%Trimmed
Tesla Motors(TSLA)0.3%Trimmed7.5%Trimmed
Aurora Innovation Class A Common(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(AMZN)Baillie Gifford & Co trimmed; ARK Investment Management LLC added
  • Spotify Technology SA(SPOT)Baillie Gifford & Co trimmed; ARK Investment Management LLC added
  • Facebook Cl.A(META)Baillie Gifford & Co trimmed; ARK Investment Management LLC added
  • Doordash Inc(DASH)Baillie Gifford & Co trimmed; ARK Investment Management LLC added
  • Netflix Inc(NFLX)Baillie Gifford & Co trimmed; ARK Investment Management LLC added
  • Roblox(RBLX)Baillie Gifford & Co trimmed; ARK Investment Management LLC added
  • Google Inc Class C(GOOG)Baillie Gifford & Co trimmed; ARK Investment Management LLC added
  • Intuitive Surgical(ISRG)Baillie Gifford & Co trimmed; ARK Investment Management LLC added
  • Advanced Micro Devices(AMD)Baillie Gifford & Co started; ARK Investment Management LLC trimmed
  • Snowflake Inc(SNOW)Baillie Gifford & Co trimmed; ARK Investment Management LLC started
  • Tempus AI Inc(TEM)Baillie Gifford & Co trimmed; ARK Investment Management LLC added
  • Symbotic Inc(SYM)Baillie Gifford & Co trimmed; ARK Investment Management LLC added
Baillie Gifford & Co: the recordARK Investment Management LLC: 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