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Baillie Gifford & Co and Capital Research Global Investors: where the books meet

At Q2 2026, 24% of the two 13F books was the same, across 106 stocks both listed, against 11% at Q2 2013. 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%12%24%Q2 2013: 11%, 54 in bothQ3 2013: 12%, 66 in bothQ4 2013: 13%, 62 in bothQ1 2014: 13%, 56 in both14Q2 2014: 13%, 57 in bothQ3 2014: 12%, 61 in bothQ4 2014: 12%, 55 in bothQ1 2015: 10%, 57 in both15Q2 2015: 12%, 59 in bothQ3 2015: 9.8%, 54 in bothQ4 2015: 13%, 56 in bothQ1 2016: 12%, 55 in both16Q2 2016: 11%, 58 in bothQ3 2016: 12%, 56 in bothQ4 2016: 11%, 56 in bothQ1 2017: 12%, 56 in both17Q2 2017: 13%, 54 in bothQ3 2017: 13%, 52 in bothQ4 2017: 13%, 51 in bothQ1 2018: 15%, 54 in both18Q2 2018: 17%, 53 in bothQ3 2018: 19%, 57 in bothQ4 2018: 17%, 56 in bothQ1 2019: 19%, 53 in both19Q2 2019: 19%, 51 in bothQ3 2019: 19%, 54 in bothQ4 2019: 19%, 56 in bothQ1 2020: 20%, 59 in both20Q2 2020: 18%, 65 in bothQ3 2020: 17%, 67 in bothQ4 2020: 17%, 108 in bothQ1 2021: 16%, 108 in both21Q2 2021: 16%, 106 in bothQ3 2021: 18%, 109 in bothQ4 2021: 19%, 113 in bothQ1 2022: 18%, 109 in both22Q2 2022: 15%, 110 in bothQ3 2022: 16%, 108 in bothQ4 2022: 15%, 111 in bothQ1 2023: 17%, 101 in both23Q2 2023: 18%, 76 in bothQ3 2023: 16%, 77 in bothQ4 2023: 16%, 74 in bothQ1 2024: 18%, 75 in both24Q2 2024: 19%, 74 in bothQ3 2024: 20%, 82 in bothQ4 2024: 21%, 88 in bothQ1 2025: 21%, 94 in both25Q2 2025: 23%, 92 in bothQ3 2025: 24%, 94 in bothQ4 2025: 24%, 91 in bothQ1 2026: 24%, 105 in both26Q2 2026: 24%, 106 in both
  • Q2 2013: 11%, 54 in both
  • Q3 2013: 12%, 66 in both
  • Q4 2013: 13%, 62 in both
  • Q1 2014: 13%, 56 in both
  • Q2 2014: 13%, 57 in both
  • Q3 2014: 12%, 61 in both
  • Q4 2014: 12%, 55 in both
  • Q1 2015: 10%, 57 in both
  • Q2 2015: 12%, 59 in both
  • Q3 2015: 9.8%, 54 in both
  • Q4 2015: 13%, 56 in both
  • Q1 2016: 12%, 55 in both
  • Q2 2016: 11%, 58 in both
  • Q3 2016: 12%, 56 in both
  • Q4 2016: 11%, 56 in both
  • Q1 2017: 12%, 56 in both
  • Q2 2017: 13%, 54 in both
  • Q3 2017: 13%, 52 in both
  • Q4 2017: 13%, 51 in both
  • Q1 2018: 15%, 54 in both
  • Q2 2018: 17%, 53 in both
  • Q3 2018: 19%, 57 in both
  • Q4 2018: 17%, 56 in both
  • Q1 2019: 19%, 53 in both
  • Q2 2019: 19%, 51 in both
  • Q3 2019: 19%, 54 in both
  • Q4 2019: 19%, 56 in both
  • Q1 2020: 20%, 59 in both
  • Q2 2020: 18%, 65 in both
  • Q3 2020: 17%, 67 in both
  • Q4 2020: 17%, 108 in both
  • Q1 2021: 16%, 108 in both
  • Q2 2021: 16%, 106 in both
  • Q3 2021: 18%, 109 in both
  • Q4 2021: 19%, 113 in both
  • Q1 2022: 18%, 109 in both
  • Q2 2022: 15%, 110 in both
  • Q3 2022: 16%, 108 in both
  • Q4 2022: 15%, 111 in both
  • Q1 2023: 17%, 101 in both
  • Q2 2023: 18%, 76 in both
  • Q3 2023: 16%, 77 in both
  • Q4 2023: 16%, 74 in both
  • Q1 2024: 18%, 75 in both
  • Q2 2024: 19%, 74 in both
  • Q3 2024: 20%, 82 in both
  • Q4 2024: 21%, 88 in both
  • Q1 2025: 21%, 94 in both
  • Q2 2025: 23%, 92 in both
  • Q3 2025: 24%, 94 in both
  • Q4 2025: 24%, 91 in both
  • Q1 2026: 24%, 105 in both
  • Q2 2026: 24%, 106 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 & CoCapital Research Global Investors
Nvidia Corp(NVDA)7.6%Added5.7%Added
Amazon.Com(AMZN)5.8%Trimmed4.0%Added
Facebook Cl.A(META)1.6%Trimmed3.1%Added
Google Inc Class C(GOOG)1.0%Trimmed2.1%Added
Microsoft(MSFT)0.9%Trimmed4.9%Trimmed
Google(GOOGL)0.9%Added3.1%Added
Mastercard Inc-Class A(MA)0.8%Added0.8%Trimmed
MercadoLibre(MELI)4.7%Trimmed0.7%Added
Netflix Inc(NFLX)1.0%Trimmed0.7%Added
Broadcom Inc(AVGO)0.5%Added6.0%Trimmed
Apple(AAPL)0.5%Added2.4%Trimmed
Tsmc ADR(TSM)0.4%Trimmed0.7%Added
Alnylam Pharmaceuticals(ALNY)0.7%Trimmed0.4%Added
Philip Morris Intl(PM)0.3%Added2.1%Added
Affirm Holdings Inc Class A(AFRM)0.4%Added0.3%Added
Thermo Fisher Scientific(TMO)0.3%Trimmed0.3%Trimmed
EOG Resources(EOG)0.3%Trimmed0.4%Trimmed
Doordash Inc(DASH)1.1%Trimmed0.3%Added
Tesla Motors(TSLA)0.3%Trimmed0.5%Trimmed
Nu Holdings Ltd.(NU)2.8%Trimmed0.3%Added

and 86 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.

  • Broadcom Inc(AVGO)Baillie Gifford & Co added; Capital Research Global Investors trimmed
  • Amazon.Com(AMZN)Baillie Gifford & Co trimmed; Capital Research Global Investors added
  • Facebook Cl.A(META)Baillie Gifford & Co trimmed; Capital Research Global Investors added
  • Apple(AAPL)Baillie Gifford & Co added; Capital Research Global Investors trimmed
  • Applied Materials(AMAT)Baillie Gifford & Co started; Capital Research Global Investors trimmed
  • Google Inc Class C(GOOG)Baillie Gifford & Co trimmed; Capital Research Global Investors added
  • Starbucks Corp(SBUX)Baillie Gifford & Co trimmed; Capital Research Global Investors added
  • Intel Corporation(INTC)Baillie Gifford & Co added; Capital Research Global Investors trimmed
  • Vertex Pharmaceuticals(VRTX)Baillie Gifford & Co added; Capital Research Global Investors trimmed
  • Uber Technologies(UBER)Baillie Gifford & Co trimmed; Capital Research Global Investors added
  • Cisco Systems Inc(CSCO)Baillie Gifford & Co trimmed; Capital Research Global Investors added
  • Mastercard Inc-Class A(MA)Baillie Gifford & Co added; Capital Research Global Investors trimmed
Baillie Gifford & Co: the recordCapital Research Global Investors: the record

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