Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Baillie Gifford ⇄ Credit Agricole S A
60Shared positions
15.7%Name overlap (Jaccard)
15+Only Baillie…
15+Only Credit…
Shared holdings · Q2 2026
Distinctively Baillie Gifford
| CPNG Coupang, Inc. | 1.2% |
| MMYT MakeMyTrip Limited | 0.7% |
| DUOL Duolingo, Inc. | 0.5% |
| SYM Symbotic Inc. | 0.5% |
| JOBY Joby Aviation, Inc. | 0.5% |
| ELF e.l.f. Beauty, Inc. | 0.5% |
| KSPI Joint Stock Company… | 0.5% |
| RBC RBC Bearings… | 0.4% |
| SCI Service Corporation… | 0.4% |
| RYAAY Ryanair Holdings plc | 0.4% |
| AUR Aurora Innovation… | 0.3% |
| CFR Cullen/Frost Bankers… | 0.3% |
| GH Guardant Health, Inc. | 0.3% |
| FMX Fomento Económico… | 0.3% |
| DNLI Denali Therapeutics… | 0.3% |
Distinctively Credit Agricole S A
| JPM JPMorgan Chase & Co. | 2.3% |
| AZN AstraZeneca PLC | 1.8% |
| LLY Eli Lilly and Company | 1.1% |
| UNH UnitedHealth Group… | 0.9% |
| BAC Bank of America… | 0.7% |
| ABBV AbbVie Inc. | 0.6% |
| GE GE Aerospace | 0.6% |
| GS The Goldman Sachs… | 0.5% |
| V Visa Inc. | 0.5% |
| JNJ Johnson & Johnson | 0.5% |
| PANW Palo Alto Networks… | 0.5% |
| APH Amphenol Corporation | 0.5% |
| SPY State Street SPDR S&P… | 0.4% |
| WMT Walmart Inc. | 0.4% |
| FER.MC Ferrovial SE | 0.4% |
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