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 Netflix Inc (NFLX), Microsoft Corp (2) (MSFT), NVIDIA Corporation (NVDA), and Amazon.com, Inc. - Common Stock (AMZN). 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 Holdings

HoldingReported ValueWeightSharesCurrent PriceEst. ValueReturn
NVIDIA CorporationNVDA · Q1 2026$7.1B7.3%41M$194.83$7.9B+11.7%
Amazon.com, Inc. - Common StockAMZN · Q1 2026$5.9B6.0%28M$242.67$6.8B+16.5%
MercadoLibre IncMELI · Q1 2026$5.6B5.7%3.2M$1,611.99$5.2B-6.77%
Spotify Technology S.A. Ordinary SharesSPOT · Q1 2026$4.0B4.1%8.2M$503.13$4.1B+3.76%
NU HOLDINGS LTDNU · Q1 2026$3.5B3.6%247M$13.39$3.3B-6.82%
Shopify Inc Class A subordinate voting sharesSHOP · Q1 2026$3.4B3.5%29M$110.78$3.2B-6.61%
Cloudflare, Inc.NET · Q1 2026$3.3B3.4%16M$223.30$3.6B+8.22%
Sea LimitedSE · Q1 2026$3.3B3.4%40M$92.75$3.7B+12.0%
PDD Holdings Inc. - American Depositary SharesPDD · Q1 2026$2.9B3.0%28M$82.62$2.3B-19.1%
APPLOVIN CORPAPP · Q1 2026$2.7B2.7%6.7M$496.77$3.3B+24.8%
Meta Platforms IncMETA · Q1 2026$2.3B2.4%4.1M$582.90$2.4B+1.88%
Coupang, Inc. Class A Common StockCPNG · Q1 2026$2.3B2.3%121M$17.58$2.1B-6.89%
Netflix IncNFLX · Q1 2026$2.1B2.1%22M$77.65$1.7B-19.2%
SAMSARA INCIOT · Q1 2026$1.8B1.9%58M$34.06$2.0B+7.48%
Microsoft Corp (2)MSFT · Q1 2026$1.4B1.5%3.9M$390.49$1.5B+5.49%
Ferrari NVRACE · Q1 2026$1.3B1.3%3.9M$351.57$1.4B+5.58%
Roblox CorpRBLX · Q1 2026$1.2B1.2%21M$42.29$906M-25.2%
Intuitive Surgical, Inc. - Common StockISRG · Q1 2026$1.2B1.2%2.6M$418.61$1.1B-9.19%
Rocket Lab USA, Inc.RKLB · Q1 2026$1.2B1.2%18M$113.65$2.1B+77.0%
DoorDash, Inc.DASH · Q1 2026$1.1B1.1%7.2M$152.49$1.1B+1.56%
Axon Enterprise, Inc.AXON · Q1 2026$1.0B1.1%2.5M$391.32$963M-7.86%
Moderna, Inc.MRNA · Q1 2026$1.0B1.0%20M$47.61$952M-6.28%
Alphabet Cl CGOOG · Q1 2026$1.0B1.0%3.5M$356.18$1.2B+24.2%
REDDIT INCRDDT · Q1 2026$984M1.0%7.3M$171.22$1.3B+27.2%
DexCom IncDXCM · Q1 2026$980M1.0%16M$76.62$1.2B+22.0%
The Ensign Group, Inc.ENSG · Q1 2026$972M1.0%4.8M$171.97$830M-14.7%
Credicorp Ltd. (BAP)BAP · Q1 2026$926M0.9%2.7M$348.24$951M+2.67%
Petróleo Brasileiro S.A. - PetrobrasPBR · Q1 2026$922M0.9%44M$17.75$789M-14.5%
Alnylam Pharmaceuticals IncALNY · Q1 2026$825M0.8%2.5M$292.16$729M-11.7%
Royalty Pharma plcRPRX · Q1 2026$775M0.8%16M$53.97$872M+12.5%
Service Corp InternationalSCI · Q1 2026$710M0.7%8.6M$77.00$663M-6.68%
Mastercard Incorporated Common StockMA · Q1 2026$683M0.7%1.4M$539.39$737M+7.95%
Atlassian Corp PLCTEAM · Q1 2026$680M0.7%10.0M$97.89$975M+43.4%
Symbotic Inc.SYM · Q1 2026$664M0.7%12M$53.63$669M+0.81%
Rivian Automotive, Inc.RIVN · Q1 2026$660M0.7%44M$14.70$644M-2.33%
Martin Marietta Materials IncMLM · Q1 2026$640M0.7%1.1M$574.39$625M-2.43%
Alphabet IncGOOGL · Q1 2026$560M0.6%1.9M$359.91$701M+25.2%
MakeMyTrip LimitedMMYT · Q1 2026$560M0.6%15M$44.87$674M+20.3%
CoStar Group, Inc.CSGP · Q1 2026$549M0.6%14M$29.81$406M-26.1%
Ryanair Holdings plcRYAAY · Q1 2026$533M0.5%9.2M$56.33$520M-2.54%
Joby Aviation, Inc.JOBY · Q1 2026$516M0.5%62M$11.48$717M+39.0%
Tesla IncTSLA · Q1 2026$484M0.5%1.3M$393.45$512M+5.84%
Duolingo, Inc.DUOL · Q1 2026$481M0.5%4.9M$107.82$526M+9.38%
Sociedad Quimica Y Minera S.A. ADRSQM · Q1 2026$462M0.5%5.7M$83.94$479M+3.71%
MSCI IncMSCI · Q1 2026$459M0.5%852k$602.94$514M+11.9%
Medline Inc.MDLN · Q1 2026$444M0.5%10.0M$37.77$377M-15.1%
e.l.f. Beauty, Inc.ELF · Q1 2026$436M0.4%7.2M$57.36$412M-5.36%
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$433M0.4%1.3M$440.83$565M+30.4%
Insulet CorpPODD · Q1 2026$426M0.4%2.0M$151.51$307M-27.8%
Watsco, Inc. Common StockWSO · Q1 2026$414M0.4%1.1M$380.95$433M+4.72%
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