Baillie Gifford

Baillie Gifford

Baillie Gifford is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Baillie Gifford portfolio page tracks Baillie Gifford holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Baillie Gifford owns and how disclosed positions change over time. Baillie Gifford's public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Microsoft Corp (MSFT), NVIDIA Corporation - Common Stock (NVDA), Amazon.com, Inc. - Common Stock (AMZN), Meta Platforms, Inc. - Class A Common Stock (META), and Salesforce, Inc. Common Stock (CRM). Investors use Baillie Gifford 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Portfolio Moves

CompanyPortfolio ValuePortfolio ChangePosition ChangeAvg Buy PriceCurrent Price
Microsoft CorpMSFT$1.4B3.9M sharesTrimQ1 2026 13F$1.2B$418.44$411.74
NVIDIA Corporation - Common StockNVDA$7.1B40.7M sharesTrimQ1 2026 13F$1.1B$183.46$208.64
Amazon.com, Inc. - Common StockAMZN$5.9B28.1M sharesTrimQ1 2026 13F$932M$220.17$245.22
Meta Platforms, Inc. - Class A Common StockMETA$2.3B4.1M sharesTrimQ1 2026 13F$559M$640.86$585.39
Salesforce, Inc. Common StockCRM$-281.6MExitQ1 2026 13F$282M$192.25$182.55

Portfolio Move History

CompanyPortfolio ValuePortfolio ChangePosition ChangeAvg Buy PriceCurrent Price
Meta Platforms, Inc. - Class A Common StockMETA$2.9B4.4M sharesTrimQ4 2025 13F$981M$667.77$585.39
NVIDIA Corporation - Common StockNVDA$8.2B43.9M sharesTrimQ4 2025 13F$504M$186.14$208.64
Alphabet Cl AGOOGL$597M1.9M sharesAddQ4 2025 13F$423M$285.73$363.31
Microsoft CorpMSFT$2.7B5.5M sharesTrimQ4 2025 13F$354M$501.12$411.74
Intuitive Surgical, Inc. - Common StockISRG$1.4B2.6M sharesAddQ4 2025 13F$281M$521.04$418.61
Amazon.com, Inc. - Common StockAMZN$6.8B29.4M sharesTrimQ4 2025 13F$168M$228.79$245.22
Salesforce, Inc. Common StockCRM$282M1.1M sharesAddQ4 2025 13F$16M$254.26$182.55
Intuit Inc. - Common StockINTU$87M131.8k sharesTrimQ4 2025 13F$8.5M$660.81$305.51
Cisco Systems IncCSCO$78M1M sharesAddQ4 2025 13F$7.3M$70.89$124.15
Deere & Company Common StockDE$244M524.8k sharesTrimQ4 2025 13F$3.8M$464.71$573.66
Motorola Solutions IncMSI$15M38.8k sharesTrimQ4 2025 13F$2.9M$374.49$406.80
Coca-Cola Company (The) Common StockKO$53M760.9k sharesAddQ4 2025 13F$2.1M$69.71$79.54
Home Depot, Inc. (The) Common StockHD$52M151k sharesTrimQ4 2025 13F$431k$363.99$309.71
NVIDIA Corporation - Common StockNVDA$8.7B46.5M sharesAddQ3 2025 13F$934M$174.31$208.64
Intuitive Surgical, Inc. - Common StockISRG$1.2B2.6M sharesTrimQ3 2025 13F$529M$442.58$418.61
Amazon.com, Inc. - Common StockAMZN$7.0B31.7M sharesTrimQ3 2025 13F$353M$226.35$245.22
Meta Platforms, Inc. - Class A Common StockMETA$3.9B5.3M sharesTrimQ3 2025 13F$140M$744.28$585.39