★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Antique route map of roads converging on a single obelisk crossroads

Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

ARK Investment Management ⇄ Baillie Gifford

58Shared positions
14.4%Name overlap (Jaccard)
15+Only ARK…
15+Only Baillie…

Shared holdings · Q2 2026

SecurityARK Investment… weightBaillie Gifford weight
SPCX Space Exploration… 5.0% 8.0%
NVDA NVIDIA Corporation 1.8% 7.6%
AMZN Amazon.com, Inc. 2.5% 5.8%
TSLA Tesla, Inc. 7.5% 0.3%
SHOP Shopify Inc. 3.1% 2.9%
AMD Advanced Micro Devices… 5.3% 0.0%
MELI MercadoLibre, Inc. 0.2% 4.7%
TEM Tempus AI, Inc. 3.8% 0.4%
NET Cloudflare, Inc. 0.3% 3.2%
SPOT Spotify Technology S.A. 0.2% 3.3%
SE Sea Limited 0.1% 3.3%
GOOG Alphabet Inc. 2.4% 1.0%
RBLX Roblox Corporation 2.3% 1.0%
TWST Twist Bioscience… 3.0% 0.1%
NU Nu Holdings Ltd. 0.1% 2.8%
COIN Coinbase Global, Inc. 2.4% 0.1%
META Meta Platforms, Inc. 0.9% 1.6%
PLTR Palantir Technologies Inc. 2.4% 0.0%
BEAM Beam Therapeutics Inc. 2.3% 0.0%
RKLB Rocket Lab USA, Inc. 1.1% 1.0%
TER Teradyne, Inc. 2.0% 0.0%
TSM Taiwan Semiconductor… 1.5% 0.4%
CRCL Circle Internet Group 1.9% 0.1%
DE Deere & Company 1.6% 0.2%
XYZ Block, Inc. 1.5% 0.2%
CRWV CoreWeave, Inc. Class A… 1.7% 0.0%
DASH DoorDash, Inc. 0.5% 1.1%
KTOS Kratos Defense & Security… 1.5% 0.0%
AVGO Broadcom Inc. 1.0% 0.5%
ILMN Illumina, Inc. 1.2% 0.2%
GOOGL Alphabet Inc. 0.3% 0.9%
NFLX Netflix, Inc. 0.1% 1.0%
CBRS Cerebras Systems Inc. 1.1% 0.0%
ISRG Intuitive Surgical, Inc. 0.2% 0.9%
RXRX Recursion… 1.0% 0.1%
SNOW Snowflake Inc. 0.4% 0.6%
MSFT Microsoft Corporation 0.0% 0.9%
JOBY Joby Aviation, Inc. 0.4% 0.5%
GH Guardant Health, Inc. 0.5% 0.3%
AVAV AeroVironment, Inc. 0.7% 0.1%
SYM Symbotic Inc. 0.2% 0.5%
DDOG Datadog, Inc. 0.4% 0.3%
AUR Aurora Innovation, Inc. 0.3% 0.3%
KSPI Joint Stock Company… 0.0% 0.5%
FIG Figma, Inc. 0.4% 0.1%
DKNG DraftKings Inc. 0.2% 0.2%
BIDU Baidu, Inc. 0.2% 0.0%
RBRK Rubrik, Inc. 0.2% 0.0%
PONY Pony AI Inc. American… 0.1% 0.1%
BABA Alibaba Group Holding… 0.1% 0.1%
BNTX BioNTech SE 0.1% 0.1%
ODD Oddity Tech Ltd. 0.0% 0.1%
XMTR Xometry, Inc. 0.0% 0.1%
CRWD CrowdStrike Holdings, Inc. 0.1% 0.0%
WIX Wix.com Ltd. 0.0% 0.1%
ADSK Autodesk, Inc. 0.0% 0.1%
FROG JFrog Ltd. 0.0% 0.1%
Z Zillow Group, Inc. Class C 0.0% 0.0%

Distinctively ARK Investment…

HOOD Robinhood Markets… 3.4%
CRSP CRISPR Therapeutics AG 3.4%
TXG 10x Genomics, Inc. 2.5%
NTLA Intellia… 1.9%
NTRA Natera, Inc. 1.2%
BLSH Bullish 1.0%
ACHR Archer Aviation Inc. 1.0%
ABSI Absci Corporation 1.0%
VCYT Veracyte, Inc. 0.9%
ARKB ARK 21Shares Bitcoin… 0.8%
LHX L3Harris… 0.8%
BMNR Bitmine Immersion… 0.8%
PSNL Personalis, Inc. 0.7%
WGS GeneDx Holdings Corp. 0.7%
BWXT BWX Technologies, Inc. 0.7%

Distinctively Baillie Gifford

APP AppLovin Corporation 3.0%
PDD PDD Holdings Inc. 1.8%
IOT Samsara Inc. 1.7%
AXON Axon Enterprise, Inc. 1.6%
CPNG Coupang, Inc. 1.2%
RACE Ferrari N.V. 1.2%
MRNA Moderna, Inc. 1.2%
RDDT Reddit, Inc. 1.1%
BAP Credicorp Ltd. 0.9%
DXCM DexCom, Inc. 0.9%
MA Mastercard… 0.8%
QXO QXO, Inc. 0.8%
ENSG The Ensign Group, Inc. 0.7%
PBR Petróleo Brasileiro… 0.7%
MMYT MakeMyTrip Limited 0.7%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology