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Baillie Gifford & Co and T. Rowe Price Associates Inc: where the books meet

At Q2 2026, at least 25% of the two 13F books was the same, across 125 stocks both listed, against 16% 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%13%27%Q2 2013: 16%, 74 in bothQ3 2013: 18%, 83 in bothQ4 2013: 18%, 80 in bothQ1 2014: 17%, 77 in both14Q2 2014: 16%, 79 in bothQ3 2014: 16%, 83 in bothQ4 2014: 15%, 79 in bothQ1 2015: 15%, 81 in both15Q2 2015: 15%, 84 in bothQ3 2015: 14%, 75 in bothQ4 2015: 16%, 71 in bothQ1 2016: 16%, 72 in both16Q2 2016: 16%, 75 in bothQ3 2016: 17%, 76 in bothQ4 2016: 17%, 77 in bothQ1 2017: 17%, 79 in both17Q2 2017: 17%, 78 in bothQ3 2017: 18%, 78 in bothQ4 2017: 19%, 81 in bothQ1 2018: 20%, 81 in both18Q2 2018: 21%, 82 in bothQ3 2018: 21%, 77 in bothQ4 2018: 21%, 73 in bothQ1 2019: 22%, 69 in both19Q2 2019: 22%, 70 in bothQ3 2019: 21%, 67 in bothQ4 2019: 22%, 65 in bothQ1 2020: 23%, 69 in both20Q2 2020: 25%, 81 in bothQ3 2020: 25%, 81 in bothQ4 2020: 23%, 135 in bothQ1 2021: 22%, 134 in both21Q2 2021: 21%, 135 in bothQ3 2021: 21%, 145 in bothQ4 2021: 22%, 139 in bothQ1 2022: 22%, 139 in both22Q2 2022: 21%, 136 in bothQ3 2022: 22%, 156 in bothQ4 2022: 19%, 150 in bothQ1 2023: 20%, 145 in both23Q2 2023: 21%, 103 in bothQ3 2023: 21%, 107 in bothQ4 2023: 22%, 102 in bothQ1 2024: 24%, 103 in both24Q2 2024: 26%, 100 in bothQ3 2024: 26%, 100 in bothQ4 2024: 27%, 100 in bothQ1 2025: 25%, 101 in both25Q2 2025: 26%, 105 in bothQ3 2025: 26%, 112 in bothQ4 2025: 26%, 108 in bothQ1 2026: 26%, 115 in both26Q2 2026: 25%, 125 in both
  • Q2 2013: 16%, 74 in both
  • Q3 2013: 18%, 83 in both
  • Q4 2013: 18%, 80 in both
  • Q1 2014: 17%, 77 in both
  • Q2 2014: 16%, 79 in both
  • Q3 2014: 16%, 83 in both
  • Q4 2014: 15%, 79 in both
  • Q1 2015: 15%, 81 in both
  • Q2 2015: 15%, 84 in both
  • Q3 2015: 14%, 75 in both
  • Q4 2015: 16%, 71 in both
  • Q1 2016: 16%, 72 in both
  • Q2 2016: 16%, 75 in both
  • Q3 2016: 17%, 76 in both
  • Q4 2016: 17%, 77 in both
  • Q1 2017: 17%, 79 in both
  • Q2 2017: 17%, 78 in both
  • Q3 2017: 18%, 78 in both
  • Q4 2017: 19%, 81 in both
  • Q1 2018: 20%, 81 in both
  • Q2 2018: 21%, 82 in both
  • Q3 2018: 21%, 77 in both
  • Q4 2018: 21%, 73 in both
  • Q1 2019: 22%, 69 in both
  • Q2 2019: 22%, 70 in both
  • Q3 2019: 21%, 67 in both
  • Q4 2019: 22%, 65 in both
  • Q1 2020: 23%, 69 in both
  • Q2 2020: 25%, 81 in both
  • Q3 2020: 25%, 81 in both
  • Q4 2020: 23%, 135 in both
  • Q1 2021: 22%, 134 in both
  • Q2 2021: 21%, 135 in both
  • Q3 2021: 21%, 145 in both
  • Q4 2021: 22%, 139 in both
  • Q1 2022: 22%, 139 in both
  • Q2 2022: 21%, 136 in both
  • Q3 2022: 22%, 156 in both
  • Q4 2022: 19%, 150 in both
  • Q1 2023: 20%, 145 in both
  • Q2 2023: 21%, 103 in both
  • Q3 2023: 21%, 107 in both
  • Q4 2023: 22%, 102 in both
  • Q1 2024: 24%, 103 in both
  • Q2 2024: 26%, 100 in both
  • Q3 2024: 26%, 100 in both
  • Q4 2024: 27%, 100 in both
  • Q1 2025: 25%, 101 in both
  • Q2 2025: 26%, 105 in both
  • Q3 2025: 26%, 112 in both
  • Q4 2025: 26%, 108 in both
  • Q1 2026: 26%, 115 in both
  • Q2 2026: 25%, 125 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 & CoT. Rowe Price Associates Inc
Nvidia Corp(NVDA)7.6%Added7.4%Trimmed
Amazon.Com(AMZN)5.8%Trimmed2.6%Trimmed
Facebook Cl.A(META)1.6%Trimmed1.7%Trimmed
Google Inc Class C(GOOG)1.0%Trimmed2.1%Trimmed
Microsoft(MSFT)0.9%Trimmed3.3%Trimmed
Google(GOOGL)0.9%Added3.6%Added
Mastercard Inc-Class A(MA)0.8%Added1.0%Trimmed
Netflix Inc(NFLX)1.0%Trimmed0.7%Trimmed
Broadcom Inc(AVGO)0.5%Added3.1%Trimmed
Apple(AAPL)0.5%Added4.6%Trimmed
Intuitive Surgical(ISRG)0.9%Trimmed0.4%Trimmed
Tsmc ADR(TSM)0.4%Trimmed0.5%Added
SEA Ltd ADR(SE)3.3%Trimmed0.3%Added
Philip Morris Intl(PM)0.3%Added0.3%Trimmed
Shopify 'A'(SHOP)2.9%Trimmed0.3%Trimmed
Tesla Motors(TSLA)0.3%Trimmed1.1%Added
Datadog(DDOG)0.3%Trimmed0.3%Added
Texas Instruments(TXN)0.4%Trimmed0.3%Trimmed
Doordash Inc(DASH)1.1%Trimmed0.3%Added
Kla-tencor Corporation(KLAC)0.3%New0.5%Added

and 105 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.

  • Nvidia Corp(NVDA)Baillie Gifford & Co added; T. Rowe Price Associates Inc trimmed
  • Apple(AAPL)Baillie Gifford & Co added; T. Rowe Price Associates Inc trimmed
  • Broadcom Inc(AVGO)Baillie Gifford & Co added; T. Rowe Price Associates Inc trimmed
  • Tesla Motors(TSLA)Baillie Gifford & Co trimmed; T. Rowe Price Associates Inc added
  • UnitedHealth(UNH)Baillie Gifford & Co sold out; T. Rowe Price Associates Inc added
  • Mastercard Inc-Class A(MA)Baillie Gifford & Co added; T. Rowe Price Associates Inc trimmed
  • Tsmc ADR(TSM)Baillie Gifford & Co trimmed; T. Rowe Price Associates Inc added
  • Berkshire Hathaway B(BRK-B)Baillie Gifford & Co started; T. Rowe Price Associates Inc trimmed
  • Southern(SO)Baillie Gifford & Co trimmed; T. Rowe Price Associates Inc added
  • Home Depot(HD)Baillie Gifford & Co trimmed; T. Rowe Price Associates Inc added
  • SEA Ltd ADR(SE)Baillie Gifford & Co trimmed; T. Rowe Price Associates Inc added
  • Cloudflare Inc(NET)Baillie Gifford & Co trimmed; T. Rowe Price Associates Inc added
Baillie Gifford & Co: the recordT. Rowe Price Associates Inc: the record

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