★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Antique route map of roads converging on a single obelisk crossroads

Compare Managers

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

Bamco Inc /Ny/ ⇄ Baillie Gifford

60Shared positions
17.5%Name overlap (Jaccard)
15+Only Bamco Inc /Ny/
15+Only Baillie…

Shared holdings · Q2 2026

SecurityBamco Inc /Ny/ weightBaillie Gifford weight
SPCX Space Exploration… 37.4% 8.0%
NVDA NVIDIA Corporation 0.9% 7.6%
TSLA Tesla, Inc. 7.9% 0.3%
AMZN Amazon.com, Inc. 0.7% 5.8%
SPOT Spotify Technology S.A. 1.7% 3.3%
SHOP Shopify Inc. 1.9% 2.9%
MELI MercadoLibre, Inc. 0.1% 4.7%
NET Cloudflare, Inc. 0.2% 3.2%
MSCI MSCI Inc. 2.7% 0.4%
APP AppLovin Corporation 0.0% 3.0%
NU Nu Holdings Ltd. 0.1% 2.8%
IOT Samsara Inc. 0.4% 1.7%
META Meta Platforms, Inc. 0.2% 1.6%
IDXX IDEXX Laboratories, Inc. 1.6% 0.2%
AXON Axon Enterprise, Inc. 0.1% 1.6%
MRNA Moderna, Inc. 0.2% 1.2%
CPNG Coupang, Inc. 0.1% 1.2%
GOOG Alphabet Inc. 0.3% 1.0%
CSGP CoStar Group, Inc. 0.9% 0.3%
GOOGL Alphabet Inc. 0.3% 0.9%
RACE Ferrari N.V. 0.0% 1.2%
RDDT Reddit, Inc. 0.0% 1.1%
BAP Credicorp Ltd. 0.1% 0.9%
ISRG Intuitive Surgical, Inc. 0.1% 0.9%
MSFT Microsoft Corporation 0.0% 0.9%
DXCM DexCom, Inc. 0.0% 0.9%
TSM Taiwan Semiconductor… 0.5% 0.4%
MA Mastercard Incorporated 0.1% 0.8%
AVGO Broadcom Inc. 0.3% 0.5%
SNOW Snowflake Inc. 0.1% 0.6%
PBR Petróleo Brasileiro S.A.… 0.0% 0.7%
RH Rh 0.1% 0.6%
RBC RBC Bearings Incorporated 0.1% 0.4%
DDOG Datadog, Inc. 0.2% 0.3%
TEM Tempus AI, Inc. 0.1% 0.4%
VRT Vertiv Holdings Co 0.5% 0.0%
CBRE CBRE Group, Inc. 0.2% 0.3%
AAPL Apple Inc. 0.0% 0.5%
WSO Watsco, Inc. 0.0% 0.4%
WMS Advanced Drainage… 0.2% 0.3%
TXN Texas Instruments… 0.0% 0.4%
ELV Elevance Health Inc. 0.0% 0.4%
BN Brookfield Corporation 0.1% 0.2%
SQM Sociedad Química y Minera… 0.0% 0.3%
MCO Moody's Corporation 0.0% 0.3%
GH Guardant Health, Inc. 0.0% 0.3%
DKNG DraftKings Inc. 0.1% 0.2%
TMO Thermo Fisher Scientific… 0.0% 0.3%
ILMN Illumina, Inc. 0.1% 0.2%
BLLN BillionToOne, Inc. 0.1% 0.1%
XYZ Block, Inc. 0.0% 0.2%
VIST Vista Energy, S.A.B. de… 0.1% 0.2%
FIG Figma, Inc. 0.1% 0.1%
ARGX argenx SE 0.2% 0.0%
BABA Alibaba Group Holding… 0.1% 0.1%
VALE Vale S.A. 0.0% 0.2%
VEEV Veeva Systems Inc. 0.0% 0.1%
PLD Prologis, Inc. 0.2% 0.0%
RBRK Rubrik, Inc. 0.1% 0.0%
HDB HDFC Bank Limited 0.0% 0.1%

Distinctively Bamco Inc /Ny/

ACGL Arch Capital Group… 2.3%
H Hyatt Hotels… 2.1%
GWRE Guidewire Software… 1.7%
SCHW The Charles Schwab… 1.6%
RRR Red Rock Resorts, Inc. 1.6%
CHH Choice Hotels… 1.5%
IT Gartner, Inc. 1.5%
FDS FactSet Research… 1.4%
MTN Vail Resorts, Inc. 1.3%
KNSL Kinsale Capital… 1.3%
VRSK Verisk Analytics, Inc. 1.3%
BIRK Birkenstock Holding… 1.0%
FIGS FIGS, Inc. 0.9%
ONON On Holding AG 0.9%
MORN Morningstar, Inc. 0.8%

Distinctively Baillie Gifford

SE Sea Limited 3.3%
PDD PDD Holdings Inc. 1.8%
DASH DoorDash, Inc. 1.1%
NFLX Netflix, Inc. 1.0%
RBLX Roblox Corporation 1.0%
RKLB Rocket Lab USA, Inc. 1.0%
QXO QXO, Inc. 0.8%
ENSG The Ensign Group, Inc. 0.7%
MMYT MakeMyTrip Limited 0.7%
RIVN Rivian Automotive… 0.7%
RY Royal Bank of Canada 0.7%
ALNY Alnylam… 0.7%
MLM Martin Marietta… 0.5%
RPRX Royalty Pharma plc 0.5%
DUOL Duolingo, Inc. 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