Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Baillie Gifford ⇄ Mirae Asset Global Investments Co., Ltd.
60Shared positions
12.4%Name overlap (Jaccard)
15+Only Baillie…
15+Only Mirae Asset…
Shared holdings · Q2 2026
Distinctively Baillie Gifford
| RACE Ferrari N.V. | 1.2% |
| QXO QXO, Inc. | 0.8% |
| ENSG The Ensign Group, Inc. | 0.7% |
| RY Royal Bank of Canada | 0.7% |
| 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% |
| CFR Cullen/Frost Bankers… | 0.3% |
| WMS Advanced Drainage… | 0.3% |
| RELY Remitly Global, Inc. | 0.3% |
| W Wayfair Inc. | 0.2% |
| BC Brunswick Corporation | 0.2% |
| KNF Knife River… | 0.2% |
Distinctively Mirae Asset Global…
| VOO Vanguard S&P 500 ETF | 1.6% |
| WMT Walmart Inc. | 0.7% |
| QCOM QUALCOMM Incorporated | 0.7% |
| ASML ASML Holding N.V. | 0.7% |
| LLY Eli Lilly and Company | 0.7% |
| SNDK Sandisk Corporation | 0.6% |
| SPYM State Street SPDR… | 0.6% |
| AMGN Amgen Inc. | 0.5% |
| JPM JPMorgan Chase & Co. | 0.5% |
| COST Costco Wholesale… | 0.5% |
| MRK Merck & Co., Inc. | 0.5% |
| IVV iShares Core S&P 500… | 0.5% |
| UNH UnitedHealth Group… | 0.5% |
| SOXX iShares Semiconductor… | 0.4% |
| IEMG iShares Core MSCI… | 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