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मैनेजर A मैनेजर B

Baillie Gifford ⇄ Fidelity (FMR)

60साझा पोजीशन

5.1%नाम ओवरलैप (Jaccard)

4+केवल Baillie…

15+केवल Fidelity (FMR)

साझा होल्डिंग्स · Q2 2026

सिक्योरिटी	Baillie Gifford भार	Fidelity (FMR) भार
NVDA NVIDIA Corporation	7.6%	8.9%
SPCX Space Exploration…	8.0%	2.2%
AMZN Amazon.com, Inc.	5.8%	3.8%
GOOGL Alphabet Inc.	0.9%	3.9%
MELI MercadoLibre, Inc.	4.7%	0.0%
AAPL Apple Inc.	0.5%	4.1%
META Meta Platforms, Inc.	1.6%	2.3%
MSFT Microsoft Corporation	0.9%	3.0%
APP AppLovin Corporation	3.0%	0.4%
SE Sea Limited	3.3%	0.1%
NET Cloudflare, Inc.	3.2%	0.1%
SPOT Spotify Technology S.A.	3.3%	0.0%
SHOP Shopify Inc.	2.9%	0.2%
GOOG Alphabet Inc.	1.0%	1.9%
AVGO Broadcom Inc.	0.5%	2.4%
NU Nu Holdings Ltd.	2.8%	0.0%
PDD PDD Holdings Inc.	1.8%	0.0%
IOT Samsara Inc.	1.7%	0.0%
TSM Taiwan Semiconductor…	0.4%	1.2%
AXON Axon Enterprise, Inc.	1.6%	0.1%
NFLX Netflix, Inc.	1.0%	0.4%
MU Micron Technology, Inc.	0.0%	1.3%
MA Mastercard Incorporated	0.8%	0.5%
MRNA Moderna, Inc.	1.2%	0.2%
CPNG Coupang, Inc.	1.2%	0.0%
RBLX Roblox Corporation	1.0%	0.2%
RACE Ferrari N.V.	1.2%	0.0%
DASH DoorDash, Inc.	1.1%	0.0%
RDDT Reddit, Inc.	1.1%	0.0%
TSLA Tesla, Inc.	0.3%	0.7%
ISRG Intuitive Surgical, Inc.	0.9%	0.1%
BAP Credicorp Ltd.	0.9%	0.1%
RKLB Rocket Lab USA, Inc.	1.0%	0.0%
DXCM DexCom, Inc.	0.9%	0.0%
ALNY Alnylam Pharmaceuticals…	0.7%	0.2%
RY Royal Bank of Canada	0.7%	0.2%
KLAC KLA Corporation	0.3%	0.6%
RH Rh	0.6%	0.2%
QXO QXO, Inc.	0.8%	0.0%
ENSG The Ensign Group, Inc.	0.7%	0.0%
MRVL Marvell Technology, Inc.	0.0%	0.7%
MMYT MakeMyTrip Limited	0.7%	0.0%
PBR Petróleo Brasileiro S.A.…	0.7%	0.0%
PM Philip Morris…	0.3%	0.4%
RIVN Rivian Automotive, Inc.	0.7%	0.0%
SNOW Snowflake Inc.	0.6%	0.1%
AMD Advanced Micro Devices…	0.0%	0.6%
LRCX Lam Research Corporation	0.0%	0.6%
ALAB Astera Labs, Inc. Common…	0.1%	0.5%
TMO Thermo Fisher Scientific…	0.3%	0.3%
INTC Intel Corp.	0.0%	0.6%
MLM Martin Marietta…	0.5%	0.1%
RPRX Royalty Pharma plc	0.5%	0.1%
DDOG Datadog, Inc.	0.3%	0.2%
ON ON Semiconductor…	0.3%	0.2%
FIX Comfort Systems USA, Inc.	0.4%	0.1%
DUOL Duolingo, Inc.	0.5%	0.0%
SYM Symbotic Inc.	0.5%	0.0%
JOBY Joby Aviation, Inc.	0.5%	0.0%
AFRM Affirm Holdings, Inc.	0.4%	0.1%

विशिष्ट रूप से Baillie Gifford

SVM Silvercorp Metals Inc.	0.0%
MRLN	0.0%
EH EHang Holdings Limited	0.0%
BSLK	0.0%

विशिष्ट रूप से Fidelity (FMR)

LLY Eli Lilly and Company	1.5%
GEV GE Vernova Inc.	0.8%
XONA.DE Exxon Mobil…	0.8%
GE GE Aerospace	0.8%
SNDK Sandisk Corporation	0.8%
WDC Western Digital…	0.7%
V Visa Inc.	0.6%
BA The Boeing Company	0.6%
WFC Wells Fargo & Company	0.5%
APH Amphenol Corporation	0.5%
UNH UnitedHealth Group…	0.5%
ASML ASML Holding N.V.	0.5%
BRK-A Berkshire Hathaway…	0.5%
BAC Bank of America…	0.5%
FSEC FIDELITY INVESTMENT…	0.4%

स्रोत: दोनों प्रबंधकों की पार्स की गई सामान्य-स्टॉक स्थितियों से लाइव गणना किया गया ओवरलैप Q2 2026. केवल रिपोर्ट किए गए longs — हेज और गैर-13F संपत्तियाँ अदृश्य हैं। कार्यप्रणाली