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Compare Managers

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

Baillie Gifford ⇄ Jennison Associates Llc

60Shared positions
13.5%Name overlap (Jaccard)
15+Only Baillie…
15+Only Jennison…

Shared holdings · Q2 2026

SecurityBaillie Gifford weightJennison Associates… weight
NVDA NVIDIA Corporation 7.6% 7.7%
AMZN Amazon.com, Inc. 5.8% 5.2%
SPCX Space Exploration… 8.0% 0.8%
AAPL Apple Inc. 0.5% 5.7%
AVGO Broadcom Inc. 0.5% 4.8%
GOOGL Alphabet Inc. 0.9% 4.0%
MELI MercadoLibre, Inc. 4.7% 0.2%
MSFT Microsoft Corporation 0.9% 3.7%
META Meta Platforms, Inc. 1.6% 2.5%
SPOT Spotify Technology S.A. 3.3% 0.8%
NET Cloudflare, Inc. 3.2% 0.8%
GOOG Alphabet Inc. 1.0% 3.0%
APP AppLovin Corporation 3.0% 0.6%
TSM Taiwan Semiconductor… 0.4% 3.1%
AMD Advanced Micro Devices… 0.0% 3.5%
SHOP Shopify Inc. 2.9% 0.5%
NU Nu Holdings Ltd. 2.8% 0.0%
TSLA Tesla, Inc. 0.3% 2.2%
MA Mastercard Incorporated 0.8% 1.5%
NFLX Netflix, Inc. 1.0% 1.2%
ISRG Intuitive Surgical, Inc. 0.9% 0.9%
CRWD CrowdStrike Holdings, Inc. 0.0% 1.7%
IOT Samsara Inc. 1.7% 0.0%
AXON Axon Enterprise, Inc. 1.6% 0.0%
SNOW Snowflake Inc. 0.6% 1.0%
DDOG Datadog, Inc. 0.3% 1.1%
DASH DoorDash, Inc. 1.1% 0.1%
RACE Ferrari N.V. 1.2% 0.0%
KLAC KLA Corporation 0.3% 0.9%
VRTX Vertex Pharmaceuticals… 0.1% 0.9%
CDNS Cadence Design Systems… 0.0% 1.0%
TXN Texas Instruments… 0.4% 0.6%
RKLB Rocket Lab USA, Inc. 1.0% 0.0%
LRCX Lam Research Corporation 0.0% 0.9%
ENSG The Ensign Group, Inc. 0.7% 0.0%
NBIS Nebius Group N.V. 0.0% 0.7%
PLTR Palantir Technologies Inc. 0.0% 0.6%
RBC RBC Bearings Incorporated 0.4% 0.1%
BE Bloom Energy Corporation 0.0% 0.5%
FIX Comfort Systems USA, Inc. 0.4% 0.1%
UBER Uber Technologies, Inc. 0.2% 0.1%
TMO Thermo Fisher Scientific… 0.3% 0.1%
MKL Markel Corporation 0.3% 0.1%
MU Micron Technology, Inc. 0.0% 0.4%
GH Guardant Health, Inc. 0.3% 0.0%
NEE NextEra Energy, Inc. 0.0% 0.3%
MCO Moody's Corporation 0.3% 0.0%
CBRE CBRE Group, Inc. 0.3% 0.0%
EQT EQT Corporation 0.3% 0.0%
VST Vistra Corp. 0.1% 0.2%
CSCO Cisco Systems, Inc. 0.1% 0.2%
VRT Vertiv Holdings Co 0.0% 0.3%
ILMN Illumina, Inc. 0.2% 0.0%
CRWV CoreWeave, Inc. Class A… 0.0% 0.2%
ETN Eaton Corporation plc 0.2% 0.0%
SBUX Starbucks Corporation 0.1% 0.2%
FCX Freeport-McMoRan Inc. 0.2% 0.0%
FN Fabrinet 0.2% 0.0%
CNP CenterPoint Energy, Inc. 0.0% 0.2%
BROS Dutch Bros Inc. 0.2% 0.0%

Distinctively Baillie Gifford

SE Sea Limited 3.3%
PDD PDD Holdings Inc. 1.8%
CPNG Coupang, Inc. 1.2%
MRNA Moderna, Inc. 1.2%
RDDT Reddit, Inc. 1.1%
RBLX Roblox Corporation 1.0%
BAP Credicorp Ltd. 0.9%
DXCM DexCom, Inc. 0.9%
QXO QXO, Inc. 0.8%
PBR Petróleo Brasileiro… 0.7%
MMYT MakeMyTrip Limited 0.7%
RIVN Rivian Automotive… 0.7%
RY Royal Bank of Canada 0.7%
ALNY Alnylam… 0.7%
RH Rh 0.6%

Distinctively Jennison Associates…

LLY Eli Lilly and Company 3.9%
GE GE Aerospace 2.4%
V Visa Inc. 1.4%
WMT Walmart Inc. 1.3%
BA The Boeing Company 1.2%
COST Costco Wholesale… 1.2%
APH Amphenol Corporation 1.0%
CEG Constellation Energy… 0.8%
GS The Goldman Sachs… 0.7%
DIS The Walt Disney… 0.7%
SNDK Sandisk Corporation 0.6%
HLT Hilton Worldwide… 0.6%
GEV GE Vernova Inc. 0.6%
ORCL Oracle Corporation 0.5%
ORLY O'Reilly Automotive… 0.5%
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