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 Sea Limited (SE), Shopify Inc Class A subordinate voting shares (SHOP), APPLOVIN CORP (APP), MercadoLibre Inc (MELI), and Netflix Inc (NFLX). 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.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Astera Labs, Inc. Common StockALAB · Q1 2026$109.60$346.33+$58M+216.0%$85M
Intel CorpINTC · Q1 2026$44.13$131.65+$41k+198.3%$62k
Aehr Test SystemsAEHR · Q1 2026$37.08$103.82+$67M+180.0%$104M
Xometry, Inc.XMTR · Q1 2026$40.84$94.56+$60M+131.5%$106M
ARM HOLDINGS PLCARM · Q1 2026$151.28$346.39+$119M+129.0%$212M
ON Semiconductor CorpON · Q1 2026$61.92$124.89+$270M+101.7%$535M
IREN LIMITEDIREN · Q1 2026$34.28$67.84+$28M+97.9%$56M
Datadog IncDDOG · Q1 2026$118.05$231.68+$350M+96.3%$714M
Sweetgreen, Inc.SG · Q1 2026$5.19$10.10+$51M+94.6%$104M
ASE Technology Holding Co., Ltd.ASX · Q1 2026$21.68$39.77+$7.7k+83.4%$17k
JFrog Ltd.FROG · Q1 2026$46.93$85.67+$39M+82.5%$87M
Planet Labs PBC Class A Common StockPL · Q1 2026$27.95$50.48+$37k+80.6%$83k
Rocket Lab USA, Inc.RKLB · Q1 2026$64.22$113.65+$911M+77.0%$2.1B
CrowdStrike Holdings IncCRWD · Q1 2026$390.41$680.92+$7.8M+74.4%$18M
Franklin FTSE South Korea ETFFLKR · Q1 2026$39.84$66.84+$23k+67.8%$57k
Unitedhealth Group IncUNH · Q1 2026$270.59$427.89+$3.2M+58.1%$8.7M
Revolution Medicines, Inc.RVMD · Q1 2026$97.25$153.00+$10M+57.3%$29M
Cisco Systems IncCSCO · Q1 2026$77.59$121.83+$43M+57.0%$119M
American Superconductor CorporationAMSC · Q1 2026$33.85$52.68+$27M+55.6%$76M
Aurora Innovation, Inc.AUR · Q1 2026$4.12$6.39+$166M+55.1%$468M
NovoCure LimitedNVCR · Q1 2026$10.90$16.85+$6.4M+54.6%$18M
Affirm Holdings IncAFRM · Q1 2026$45.82$70.44+$131M+53.7%$373M
Impinj IncPI · Q1 2026$102.70$157.79+$9.6M+53.6%$27M
Texas Instruments IncTXN · Q1 2026$194.14$290.90+$197M+49.8%$593M
Snowflake Inc.SNOW · Q1 2026$150.82$225.95+$201M+49.8%$605M
Mobileye Global Inc.MBLY · Q1 2026$6.87$10.16+$14M+47.9%$42M
WillScot Holdings CorporationWSC · Q1 2026$17.36$25.63+$37M+47.6%$115M
Rubrik, Inc.RBRK · Q1 2026$48.97$71.73+$3.8M+46.5%$12M
Atlassian Corp PLCTEAM · Q1 2026$68.25$97.89+$295M+43.4%$975M
Elevance Health, Inc. Common StockELV · Q1 2026$292.75$418.15+$147M+42.8%$490M
QuantumScape CorporationQS · Q1 2026$6.38$9.11+$3.8M+42.8%$13M
Ginkgo Bioworks Holdings, Inc.DNA · Q1 2026$6.13$8.71+$6.2M+42.1%$21M
Cadence Design Systems IncCDNS · Q1 2026$277.87$394.24+$2.5M+41.9%$8.4M
LiveRamp Holdings, Inc.RAMP · Q1 2026$26.52$37.49+$10.0M+41.4%$34M
TFI International Inc.TFII · Q1 2026$108.50$151.58+$39M+39.7%$136M
Joby Aviation, Inc.JOBY · Q1 2026$8.26$11.48+$201M+39.0%$717M
Enphase Energy, Inc.ENPH · Q1 2026$37.81$52.40+$36M+38.6%$131M
Cognex CorporationCGNX · Q1 2026$48.99$66.70+$2.3M+36.2%$8.5M
Guardant Health, Inc.GH · Q1 2026$92.37$124.89+$125M+35.2%$482M
Twist Bioscience CorporationTWST · Q1 2026$47.52$64.17+$20M+35.0%$78M
Heartflow, Inc. Common StockHTFL · Q1 2026$24.33$32.84+$9.2M+35.0%$36M
Comfort Systems USA, Inc.FIX · Q1 2026$1,378.99$1,852.03+$106M+34.3%$417M
Beam Therapeutics Inc.BEAM · Q1 2026$23.83$31.89+$3.1M+33.8%$12M
Lineage, Inc. - Common StockLINE · Q1 2026$32.76$43.37+$27M+32.4%$111M
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$337.95$440.83+$132M+30.4%$565M
Analog Devices IncADI · Q1 2026$318.14$413.16+$40M+29.9%$175M
Remitly Global, Inc.RELY · Q1 2026$15.67$20.12+$53M+28.4%$238M
YETI Holdings, Inc.YETI · Q1 2026$36.59$46.97+$38M+28.4%$174M
Dutch Bros Inc.BROS · Q1 2026$50.66$65.03+$43M+28.4%$195M
SharkNinja, Inc.SN · Q1 2026$105.90$134.90+$56M+27.4%$262M
Baillie Gifford Biggest Wins | TradingNote