So sánh quản lý quỹ

Antique route map of roads converging on a single obelisk crossroads

Nhà quản lý A Nhà quản lý B

Baillie Gifford ⇄ Swedbank AB

60Vị thế chung

18.1%Mức độ trùng lặp tên (Jaccard)

15+Chỉ Baillie…

15+Chỉ Swedbank AB

Danh mục nắm giữ chung · Q2 2026

Chứng khoán	Baillie Gifford tỷ trọng	Swedbank AB tỷ trọng
NVDA NVIDIA Corporation	7.6%	7.5%
AMZN Amazon.com, Inc.	5.8%	3.4%
SPCX Space Exploration…	8.0%	0.5%
MSFT Microsoft Corporation	0.9%	4.8%
AAPL Apple Inc.	0.5%	5.0%
AVGO Broadcom Inc.	0.5%	4.3%
MELI MercadoLibre, Inc.	4.7%	0.0%
GOOG Alphabet Inc.	1.0%	3.0%
GOOGL Alphabet Inc.	0.9%	3.0%
SPOT Spotify Technology S.A.	3.3%	0.5%
NET Cloudflare, Inc.	3.2%	0.2%
SE Sea Limited	3.3%	0.0%
APP AppLovin Corporation	3.0%	0.1%
META Meta Platforms, Inc.	1.6%	1.4%
NU Nu Holdings Ltd.	2.8%	0.0%
MU Micron Technology, Inc.	0.0%	2.4%
AMD Advanced Micro Devices…	0.0%	2.1%
AMAT Applied Materials, Inc.	0.0%	1.8%
LRCX Lam Research Corporation	0.0%	1.7%
KLAC KLA Corporation	0.3%	1.4%
IOT Samsara Inc.	1.7%	0.0%
AXON Axon Enterprise, Inc.	1.6%	0.0%
NFLX Netflix, Inc.	1.0%	0.5%
MA Mastercard Incorporated	0.8%	0.7%
ADI Analog Devices, Inc.	0.1%	1.3%
DASH DoorDash, Inc.	1.1%	0.0%
RDDT Reddit, Inc.	1.1%	0.0%
ISRG Intuitive Surgical, Inc.	0.9%	0.2%
RKLB Rocket Lab USA, Inc.	1.0%	0.1%
RBLX Roblox Corporation	1.0%	0.0%
RPRX Royalty Pharma plc	0.5%	0.5%
TSM Taiwan Semiconductor…	0.4%	0.6%
SNOW Snowflake Inc.	0.6%	0.4%
DXCM DexCom, Inc.	0.9%	0.1%
BAP Credicorp Ltd.	0.9%	0.0%
TMO Thermo Fisher Scientific…	0.3%	0.6%
CSCO Cisco Systems, Inc.	0.1%	0.7%
PLD Prologis, Inc.	0.0%	0.8%
QXO QXO, Inc.	0.8%	0.0%
ENSG The Ensign Group, Inc.	0.7%	0.0%
CDNS Cadence Design Systems…	0.0%	0.7%
RIVN Rivian Automotive, Inc.	0.7%	0.0%
INTC Intel Corp.	0.0%	0.7%
STX Seagate Technology…	0.0%	0.7%
ALNY Alnylam Pharmaceuticals…	0.7%	0.0%
SCI Service Corporation…	0.4%	0.3%
HD The Home Depot, Inc.	0.0%	0.6%
CBRE CBRE Group, Inc.	0.3%	0.3%
RH Rh	0.6%	0.0%
ECL Ecolab Inc.	0.2%	0.4%
BRK-B Berkshire Hathaway Inc.	0.0%	0.5%
TXN Texas Instruments…	0.4%	0.1%
TSLA Tesla, Inc.	0.3%	0.2%
MLM Martin Marietta…	0.5%	0.0%
ETN Eaton Corporation plc	0.2%	0.3%
DDOG Datadog, Inc.	0.3%	0.2%
ELF e.l.f. Beauty, Inc.	0.5%	0.0%
ELV Elevance Health Inc.	0.4%	0.1%
WSO Watsco, Inc.	0.4%	0.0%
MSI Motorola Solutions, Inc.	0.0%	0.4%

Đặc biệt Baillie Gifford

SHOP Shopify Inc.	2.9%
PDD PDD Holdings Inc.	1.8%
CPNG Coupang, Inc.	1.2%
RACE Ferrari N.V.	1.2%
MRNA Moderna, Inc.	1.2%
PBR Petróleo Brasileiro…	0.7%
MMYT MakeMyTrip Limited	0.7%
RY Royal Bank of Canada	0.7%
DUOL Duolingo, Inc.	0.5%
SYM Symbotic Inc.	0.5%
JOBY Joby Aviation, Inc.	0.5%
KSPI Joint Stock Company…	0.5%
RBC RBC Bearings…	0.4%
TEM Tempus AI, Inc.	0.4%
MDLN Medline Inc.	0.4%

Đặc biệt Swedbank AB

LLY Eli Lilly and Company	1.8%
JPM JPMorgan Chase & Co.	1.3%
C Citigroup Inc.	1.2%
ANET Arista Networks, Inc.	0.9%
JNJ Johnson & Johnson	0.8%
V Visa Inc.	0.8%
APH Amphenol Corporation	0.7%
PANW Palo Alto Networks…	0.7%
MRK Merck & Co., Inc.	0.7%
BAC Bank of America…	0.7%
UNH UnitedHealth Group…	0.6%
ABBV AbbVie Inc.	0.6%
WM Waste Management, Inc.	0.5%
NOW ServiceNow, Inc.	0.5%
COST Costco Wholesale…	0.5%

Nguồn gốc: Độ trùng lặp được tính trực tiếp từ các vị thế cổ phiếu thường đã phân tích của cả hai nhà quản lý cho Q2 2026. Chỉ bao gồm các vị thế mua dài hạn được báo cáo — các khoản phòng hộ và tài sản không thuộc 13F không hiển thị. Phương pháp luận

So sánh Quản lý quỹ

Baillie Gifford ⇄ Swedbank AB

Danh mục nắm giữ chung · Q2 2026

Đặc biệt Baillie Gifford

Đặc biệt Swedbank AB