Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Baillie Gifford ⇄ DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
60Shared positions
16.3%Name overlap (Jaccard)
15+Only Baillie…
15+Only DZ BANK AG…
Shared holdings · Q2 2026
Distinctively Baillie Gifford
| IOT Samsara Inc. | 1.7% |
| CPNG Coupang, Inc. | 1.2% |
| RDDT Reddit, Inc. | 1.1% |
| RIVN Rivian Automotive… | 0.7% |
| ALNY Alnylam… | 0.7% |
| MLM Martin Marietta… | 0.5% |
| RPRX Royalty Pharma plc | 0.5% |
| 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% |
| AFRM Affirm Holdings, Inc. | 0.4% |
| TEM Tempus AI, Inc. | 0.4% |
Distinctively DZ BANK AG Deutsche…
| JPM JPMorgan Chase & Co. | 2.0% |
| WELL Welltower Inc. | 1.9% |
| AZN AstraZeneca PLC | 1.7% |
| BAC Bank of America… | 1.5% |
| LLY Eli Lilly and Company | 1.3% |
| WMT Walmart Inc. | 1.3% |
| UNP Union Pacific… | 1.2% |
| PH Parker-Hannifin… | 1.2% |
| AXP American Express… | 1.2% |
| JNJ Johnson & Johnson | 1.1% |
| MCK McKesson Corporation | 0.9% |
| C Citigroup Inc. | 0.9% |
| TJX The TJX Companies… | 0.9% |
| BKR Baker Hughes Company | 0.8% |
| PWR Quanta Services, Inc. | 0.8% |
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