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Baillie Gifford & Co and Tiger Global Management LLC: where the books meet

At Q2 2026, 28% of the two 13F books was the same, across 26 stocks both listed, against 7.1% 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%17%34%Q2 2013: 7.1%, 8 in bothQ3 2013: 6.6%, 9 in bothQ4 2013: 8.9%, 14 in bothQ1 2014: 3.0%, 12 in both14Q2 2014: 2.7%, 12 in bothQ3 2014: 2.8%, 11 in bothQ4 2014: 6.8%, 14 in bothQ1 2015: 8.5%, 15 in both15Q2 2015: 9.2%, 14 in bothQ3 2015: 13%, 10 in bothQ4 2015: 14%, 14 in bothQ1 2016: 13%, 12 in both16Q2 2016: 12%, 8 in bothQ3 2016: 24%, 10 in bothQ4 2016: 24%, 17 in bothQ1 2017: 23%, 18 in both17Q2 2017: 21%, 16 in bothQ3 2017: 24%, 18 in bothQ4 2017: 27%, 21 in bothQ1 2018: 31%, 20 in both18Q2 2018: 33%, 20 in bothQ3 2018: 31%, 22 in bothQ4 2018: 26%, 22 in bothQ1 2019: 27%, 22 in both19Q2 2019: 28%, 23 in bothQ3 2019: 30%, 28 in bothQ4 2019: 26%, 27 in bothQ1 2020: 31%, 28 in both20Q2 2020: 31%, 32 in bothQ3 2020: 30%, 37 in bothQ4 2020: 28%, 48 in bothQ1 2021: 26%, 55 in both21Q2 2021: 25%, 59 in bothQ3 2021: 24%, 64 in bothQ4 2021: 23%, 70 in bothQ1 2022: 17%, 41 in both22Q2 2022: 13%, 36 in bothQ3 2022: 12%, 32 in bothQ4 2022: 12%, 30 in bothQ1 2023: 13%, 28 in both23Q2 2023: 15%, 16 in bothQ3 2023: 18%, 20 in bothQ4 2023: 20%, 16 in bothQ1 2024: 23%, 16 in both24Q2 2024: 24%, 18 in bothQ3 2024: 24%, 19 in bothQ4 2024: 28%, 22 in bothQ1 2025: 32%, 26 in both25Q2 2025: 30%, 27 in bothQ3 2025: 34%, 27 in bothQ4 2025: 34%, 27 in bothQ1 2026: 33%, 26 in both26Q2 2026: 28%, 26 in both
  • Q2 2013: 7.1%, 8 in both
  • Q3 2013: 6.6%, 9 in both
  • Q4 2013: 8.9%, 14 in both
  • Q1 2014: 3.0%, 12 in both
  • Q2 2014: 2.7%, 12 in both
  • Q3 2014: 2.8%, 11 in both
  • Q4 2014: 6.8%, 14 in both
  • Q1 2015: 8.5%, 15 in both
  • Q2 2015: 9.2%, 14 in both
  • Q3 2015: 13%, 10 in both
  • Q4 2015: 14%, 14 in both
  • Q1 2016: 13%, 12 in both
  • Q2 2016: 12%, 8 in both
  • Q3 2016: 24%, 10 in both
  • Q4 2016: 24%, 17 in both
  • Q1 2017: 23%, 18 in both
  • Q2 2017: 21%, 16 in both
  • Q3 2017: 24%, 18 in both
  • Q4 2017: 27%, 21 in both
  • Q1 2018: 31%, 20 in both
  • Q2 2018: 33%, 20 in both
  • Q3 2018: 31%, 22 in both
  • Q4 2018: 26%, 22 in both
  • Q1 2019: 27%, 22 in both
  • Q2 2019: 28%, 23 in both
  • Q3 2019: 30%, 28 in both
  • Q4 2019: 26%, 27 in both
  • Q1 2020: 31%, 28 in both
  • Q2 2020: 31%, 32 in both
  • Q3 2020: 30%, 37 in both
  • Q4 2020: 28%, 48 in both
  • Q1 2021: 26%, 55 in both
  • Q2 2021: 25%, 59 in both
  • Q3 2021: 24%, 64 in both
  • Q4 2021: 23%, 70 in both
  • Q1 2022: 17%, 41 in both
  • Q2 2022: 13%, 36 in both
  • Q3 2022: 12%, 32 in both
  • Q4 2022: 12%, 30 in both
  • Q1 2023: 13%, 28 in both
  • Q2 2023: 15%, 16 in both
  • Q3 2023: 18%, 20 in both
  • Q4 2023: 20%, 16 in both
  • Q1 2024: 23%, 16 in both
  • Q2 2024: 24%, 18 in both
  • Q3 2024: 24%, 19 in both
  • Q4 2024: 28%, 22 in both
  • Q1 2025: 32%, 26 in both
  • Q2 2025: 30%, 27 in both
  • Q3 2025: 34%, 27 in both
  • Q4 2025: 34%, 27 in both
  • Q1 2026: 33%, 26 in both
  • Q2 2026: 28%, 26 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 & CoTiger Global Management LLC
Nvidia Corp(NVDA)7.6%Added9.3%Trimmed
Amazon.Com(AMZN)5.8%Trimmed9.6%Trimmed
SEA Ltd ADR(SE)3.3%Trimmed5.0%Trimmed
Spotify Technology SA(SPOT)3.3%Trimmed2.2%Trimmed
Facebook Cl.A(META)1.6%Trimmed6.6%Trimmed
Coupang(CPNG)1.2%Trimmed2.6%Added
Reddit(RDDT)1.1%Trimmed1.8%Added
MercadoLibre(MELI)4.7%Trimmed1.1%Added
Microsoft(MSFT)0.9%Trimmed3.5%Trimmed
Google(GOOGL)0.9%Added8.7%Trimmed
Nu Holdings Ltd.(NU)2.8%Trimmed0.6%Held
Broadcom Inc(AVGO)0.5%Added2.8%Trimmed
Tsmc ADR(TSM)0.4%Trimmed9.7%Trimmed
Space Exploration Technologies Corp(SPCX)8.0%New0.3%New
Square Inc(XYZ)0.2%Added1.5%Added
Uber Technologies(UBER)0.2%Trimmedunder 0.1%Held
Doordash Inc(DASH)1.1%Trimmedunder 0.1%Held
Chime Finl Inc(CHYM)under 0.1%Held0.5%Trimmed
Intel Corporation(INTC)under 0.1%Added2.5%Added
Pony Ai Inc(PONY)under 0.1%Addedunder 0.1%Trimmed

and 6 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; Tiger Global Management LLC trimmed
  • MercadoLibre(MELI)Baillie Gifford & Co trimmed; Tiger Global Management LLC added
  • Google(GOOGL)Baillie Gifford & Co added; Tiger Global Management LLC trimmed
  • Lam Research Corp(LRCX)Baillie Gifford & Co started; Tiger Global Management LLC trimmed
  • Coupang(CPNG)Baillie Gifford & Co trimmed; Tiger Global Management LLC added
  • Reddit(RDDT)Baillie Gifford & Co trimmed; Tiger Global Management LLC added
  • Applied Materials(AMAT)Baillie Gifford & Co started; Tiger Global Management LLC trimmed
  • Broadcom Inc(AVGO)Baillie Gifford & Co added; Tiger Global Management LLC trimmed
  • Lumentum HLDGS Inc(LITE)Baillie Gifford & Co started; Tiger Global Management LLC sold out
  • Pony Ai Inc(PONY)Baillie Gifford & Co added; Tiger Global Management LLC trimmed
Baillie Gifford & Co: the recordTiger Global Management LLC: the record

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