Trade Filings

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운용사 A 운용사 B

Baillie Gifford ⇄ Swedbank AB

60공통 포지션

18.1%종목 중복 (Jaccard)

15+Only Baillie…

15+Only Swedbank AB

공통 보유 종목 · Q2 2026

증권	Baillie Gifford 비중	Swedbank AB 비중
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%

두드러지게 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%

두드러지게 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%
COST Costco Wholesale…	0.5%
NOW ServiceNow, Inc.	0.5%

출처: 두 운용사의 파싱된 보통주 포지션을 기준으로 실시간 산출된 중복 보유 현황 (기준: Q2 2026. 보고된 롱 포지션만 해당 — 헤지 및 13F 외 자산은 표시되지 않습니다. 방법론

운용사 비교

Baillie Gifford ⇄ Swedbank AB

공통 보유 종목 · Q2 2026

두드러지게 Baillie Gifford

두드러지게 Swedbank AB