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 MercadoLibre Inc (MELI), Netflix Inc (NFLX), Microsoft Corp (MSFT), NVIDIA Corporation (NVDA), and Amazon.com Inc (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 ValueWeightSharesLast PriceEst. ValueReturn
Grab Holdings LimitedGRAB · Q1 2026$171M0.2%47M$3.64----
H D F C Bank LtdHDB · Q1 2026$163M0.2%6.5M$23.01----
Block, Inc.XYZ · Q1 2026$160M0.2%2.7M$75.68----
RBC Bearings IncRBC · Q1 2026$160M0.2%294k$590.97----
DraftKings Inc.DKNG · Q1 2026$156M0.2%7.2M$25.07----
AUTODESK IncADSK · Q1 2026$155M0.2%649k$225.04----
Dutch Bros Inc.BROS · Q1 2026$152M0.2%3.0M$65.03----
YETI Holdings, Inc.YETI · Q1 2026$135M0.1%3.7M$46.97----
Analog Devices IncADI · Q1 2026$135M0.1%425k$413.16----
Kanzhun LimitedBZ · Q1 2026$133M0.1%9.9M$14.20----
Banco Bradesco S.A.BBD · Q1 2026$133M0.1%36M$3.56----
Veeva Systems IncVEEV · Q1 2026$129M0.1%735k$167.24----
ICICI Bank LimitedIBN · Q1 2026$127M0.1%4.9M$25.70----
CME Group IncCME · Q1 2026$127M0.1%430k$252.03----
The Procter & Gamble CoPG · Q1 2026$124M0.1%859k$151.40$130M+4.82%
92837L10992837L109 · Q1 2026$118M0.1%1.6M------
Figma, Inc.FIG · Q1 2026$118M0.1%5.6M$21.34----
M7518J104M7518J104 · Q1 2026$105M0.1%7.8M------
BillionToOne, Inc.BLLN · Q1 2026$99M0.1%1.3M$92.99----
PepsiCo IncPEP · Q1 2026$97M0.1%627k$140.68----
TFI International Inc.TFII · Q1 2026$97M0.1%896k$151.58----
Alibaba Group Holding LimitedBABA · Q1 2026$97M0.1%772k$120.07----
Enphase Energy, Inc.ENPH · Q1 2026$94M0.1%2.5M$52.40----
ARM HOLDINGS PLCARM · Q1 2026$93M0.1%612k$346.39----
Tencent Music Entertainment GroupTME · Q1 2026$90M0.1%9.7M$9.21----
DOXIMITY INCDOCS · Q1 2026$89M0.1%3.8M$20.26----
Vertex Pharmaceuticals IncorporatedVRTX · Q1 2026$89M0.1%199k$442.96----
Fastenal Company - Common StockFAST · Q1 2026$86M0.1%1.9M$46.00----
Coursera, Inc.COUR · Q1 2026$85M0.1%15M$5.32----
Lineage, Inc. - Common StockLINE · Q1 2026$84M0.1%2.6M$43.37----
BioNTech SE - American Depositary SharesBNTX · Q1 2026$78M0.1%883k$93.00----
WillScot Holdings CorporationWSC · Q1 2026$78M0.1%4.5M$25.63----
Henry (Jack) & Associates IncJKHY · Q1 2026$76M0.1%484k$136.26----
Cisco Systems IncCSCO · Q1 2026$76M0.1%974k$121.83----
Intuit IncINTU · Q1 2026$76M0.1%175k$262.24----
Recursion Pharmaceuticals, Inc.RXRX · Q1 2026$73M0.1%24M$3.17----
Petróleo Brasileiro S.A. - PetrobrasPBR-A · Q1 2026$70M0.1%3.7M$15.90----
Itau Unibanco banco Holding SA American depositary Shares (ITUb)ITUB · Q1 2026$69M0.1%8.2M$7.43----
Accenture PLC (1)ACN · Q1 2026$68M0.1%343k$165.36----
MongoDB IncMDB · Q1 2026$65M0.1%267k$294.46----
Savers Value Village, Inc.SVV · Q1 2026$64M0.1%8.7M$8.48----
Pony AI Inc. American Depositary SharesPONY · Q1 2026$60M0.1%6.4M$9.74----
Twist Bioscience CorporationTWST · Q1 2026$58M0.1%1.2M$64.17----
Albemarle CorpALB · Q1 2026$57M0.1%319k$149.84----
Starbucks CorpSBUX · Q1 2026$56M0.1%626k$94.82----
Futu Holdings LimitedFUTU · Q1 2026$55M0.1%402k$97.90----
Tidewater Inc.TDW · Q1 2026$55M0.1%655k$75.09----
Coca-Cola Company (The) Common StockKO · Q1 2026$54M0.1%711k$84.14$60M+10.6%
Sweetgreen, Inc.SG · Q1 2026$54M0.1%10M$10.10----
The Home Depot IncHD · Q1 2026$50M0.1%152k$357.90$54M+8.82%
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