Baillie Gifford & Co 13F holdings
Baillie Gifford & Co reported 270 positions with a total reported value of $110.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-06. Top holdings by reported value: SPCX Space Exploration Technologies Corp (8.0%), NVDA NVIDIA (7.6%), AMZN Amazon.Com (5.8%), MELI MercadoLibre (4.7%), SE Sea Ltd ADR (3.3%). Against 2026-03-31 it opened 30 new positions and exited 28. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 270 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | 51,397,806 | $8.8B | 8.0% |
| NVDA NVIDIA | 41,888,806 | $8.4B | 7.6% |
| AMZN Amazon.Com | 26,917,866 | $6.4B | 5.8% |
| MELI MercadoLibre | 3,040,410 | $5.2B | 4.7% |
| SE Sea Ltd ADR | 38,409,385 | $3.7B | 3.3% |
| SPOT Spotify Technology SA | 7,928,451 | $3.6B | 3.3% |
| NET Cloudflare Inc | 14,598,594 | $3.6B | 3.2% |
| APP AppLovin | 6,471,615 | $3.3B | 3.0% |
| SHOP Shopify 'A' | 28,403,600 | $3.2B | 2.9% |
| NU Nu Holdings Ltd. | 229,930,331 | $3.1B | 2.8% |
| GOOGL Alphabet Inc Class A | 5,896,334 | $2.1B | 1.9% |
| PDD PDD Holdings Inc | 26,594,535 | $2.0B | 1.8% |
| IOT Samsara | 56,358,374 | $1.8B | 1.7% |
| META Meta Platforms Inc | 3,201,546 | $1.8B | 1.6% |
| AXON Axon Enterprise Inc | 3,059,487 | $1.7B | 1.6% |
| CPNG Coupang | 78,743,687 | $1.4B | 1.2% |
| RACE Ferrari ADR | 3,570,726 | $1.3B | 1.2% |
| MRNA Moderna Inc | 18,206,778 | $1.3B | 1.2% |
| DASH Doordash Inc | 6,808,714 | $1.3B | 1.1% |
| RDDT Reddit | 7,191,302 | $1.2B | 1.1% |
| NFLX Netflix Inc | 16,173,823 | $1.2B | 1.0% |
| RBLX Roblox | 21,124,935 | $1.1B | 1.0% |
| RKLB Rocket Lab Corp | 10,384,512 | $1.1B | 1.0% |
| MSFT Microsoft | 2,713,688 | $1.0B | 0.9% |
| BAP Credicorp | 2,585,751 | $1.0B | 0.9% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 30 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | 51,397,806 | $8.8B | 8.0% |
| The Royal Bank of Canada | 3,575,634 | $740.2M | 0.7% |
| CFR Cullen/Frost Bankers | 2,233,298 | $345.1M | 0.3% |
| KLAC KLA Corp | 946,638 | $285.6M | 0.3% |
| VALE Vale SA ADR | 12,625,977 | $189.9M | 0.2% |
| Idexx Laboratories Inc | 353,797 | $186.3M | 0.2% |
| VST Vistra Energy | 749,397 | $118.9M | 0.1% |
| HIMS Hims & Hers Health | 750,491 | $26.0M | <0.1% |
| PDFS PDF Solutions | 345,472 | $24.5M | <0.1% |
| BRK-B Berkshire Hathaway B | 28,779 | $14.4M | <0.1% |
| GNRC Generac Hdgs | 3,068 | $898.3K | <0.1% |
| CBRS Cerebras Systems | 1,000 | $221.0K | <0.1% |
| AXIA ENERGIA-ADR | 16,280 | $171.9K | <0.1% |
| MU Micron Technology | 80 | $92.3K | <0.1% |
| AMD Advanced Micro Devices Inc | 82 | $47.6K | <0.1% |
| STX Seagate Technology Holdings | 40 | $38.6K | <0.1% |
| Applied Materials | 52 | $37.6K | <0.1% |
| DHR Danaher | 165 | $31.4K | <0.1% |
| LRCX Lam Research Corp | 58 | $25.1K | <0.1% |
| MRVL Marvell Technology Inc | 55 | $16.4K | <0.1% |
| BE Bloom Energy | 52 | $15.7K | <0.1% |
| ARGX Argenx SE - ADR | 16 | $14.8K | <0.1% |
| NBIS NEBIUS GROUP NV | 43 | $11.9K | <0.1% |
| VRT Vertiv Holdings | 22 | $7.4K | <0.1% |
| Monolithic Power Systems Inc | 5 | $6.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 28 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| PEN Penumbra Inc | 840,427 | $276.0M | 0.3% |
| CME CME Group Inc | 430,242 | $127.1M | 0.1% |
| TROW T. Rowe Price | 465,792 | $42.0M | <0.1% |
| MBLY Mobileye Global Inc. | 4,140,398 | $28.4M | <0.1% |
| HTFL HeartFlow | 1,084,652 | $26.4M | <0.1% |
| RAMP Liveramp Holdings Inc | 911,277 | $24.2M | <0.1% |
| TNDM Tandem Diabetes Care | 1,089,393 | $20.9M | <0.1% |
| SANA Sana Biotechnology Inc | 6,609,065 | $19.0M | <0.1% |
| LU Lufax Holding Ltd | 8,186,456 | $15.3M | <0.1% |
| Wabtec | 54,000 | $13.5M | <0.1% |
| ATR AptarGroup | 72,806 | $9.2M | <0.1% |
| SDGR Schrodinger | 801,170 | $9.1M | <0.1% |
| MSA MSA Safety | 50,591 | $8.3M | <0.1% |
| PGR Progressive | 36,167 | $7.2M | <0.1% |
| CGNX Cognex Corp | 128,078 | $6.3M | <0.1% |
| SNPS Synopsys | 15,812 | $6.3M | <0.1% |
| UNH UnitedHealth | 20,444 | $5.5M | <0.1% |
| MKTX MarketAxess Holdings | 29,032 | $4.8M | <0.1% |
| CABO Cable One Convertible 1.125 2028 | 6,202,000 | $4.8M | <0.1% |
| RXST RxSight Inc | 690,279 | $4.3M | <0.1% |
| WRBY Warby Parker Inc | 169,148 | $3.6M | <0.1% |
| TTD The Trade Desk | 150,381 | $3.4M | <0.1% |
| FRPT Freshpet Inc | 8,464 | $499.0K | <0.1% |
| STN Stantec Inc | 413 | $35.6K | <0.1% |
| Royal Bank of Canada, The | 94 | $15.1K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CRH Plc | 463 | 5,994,916 | +1,294,698.3% | $641.5M |
| QXO QXO | 13,624,239 | 47,867,886 | +251.3% | $827.2M |
| AVGO Broadcom Inc | 95,726 | 1,357,957 | +1,318.6% | $513.0M |
| AXON Axon Enterprise Inc | 2,459,727 | 3,059,487 | +24.4% | $1.7B |
| AAPL Apple | 696,091 | 1,760,591 | +152.9% | $509.4M |
| RBC RBC Bearings | 294,232 | 760,468 | +158.5% | $489.8M |
| NVDA NVIDIA | 40,748,665 | 41,888,806 | +2.8% | $8.4B |
| MA Mastercard Inc-Class A | 1,366,111 | 1,726,830 | +26.4% | $886.9M |
| GOOGL Alphabet Inc Class A | 5,446,234 | 5,896,334 | +8.3% | $2.1B |
| EQT Eqt Corp | 3,931,051 | 5,472,472 | +39.2% | $291.0M |
| VIST Vista Energy Sab De Cv ADR | 1,567,692 | 2,727,683 | +74.0% | $174.0M |
| EW Edwards Lifesciences Corp | 440,208 | 1,208,945 | +174.6% | $109.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RKLB Rocket Lab Corp | 18,428,043 | 10,384,512 | -43.6% | $1.1B |
| CPNG Coupang | 120,656,242 | 78,743,687 | -34.7% | $1.4B |
| META Meta Platforms Inc | 4,098,821 | 3,201,546 | -21.9% | $1.8B |
| TEAM Atlassian Corp Plc | 9,963,439 | 3,658,205 | -63.3% | $284.6M |
| DDOG Datadog | 3,082,099 | 1,347,370 | -56.3% | $350.8M |
| MSFT Microsoft | 3,878,029 | 2,713,688 | -30.0% | $1.0B |
| NFLX Netflix Inc | 21,805,669 | 16,173,823 | -25.8% | $1.2B |
| RPRX Royalty Pharma | 16,155,677 | 10,015,578 | -38.0% | $561.6M |
| MELI MercadoLibre | 3,233,259 | 3,040,410 | -6.0% | $5.2B |
| NET Cloudflare Inc | 15,924,423 | 14,598,594 | -8.3% | $3.6B |
| AMZN Amazon.Com | 28,092,199 | 26,917,866 | -4.2% | $6.4B |
| TSLA Tesla Inc | 1,302,148 | 730,641 | -43.9% | $307.3M |
CIK 1088875 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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