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.

Latest Trades

CompanyValueActionChangePriceCurrent Price
Sea LimitedSE$3.3B39.7M sharesTrimQ1 2026 13F$1.7B$107.18$92.75
Shopify Inc Class A subordinate voting sharesSHOP$3.4B29M sharesTrimQ1 2026 13F$1.6B$121.91$110.78
APPLOVIN CORPAPP$2.7B6.7M sharesTrimQ1 2026 13F$1.5B$435.42$496.77
MercadoLibre IncMELI$5.6B3.2M sharesTrimQ1 2026 13F$1.4B$1,819.11$1,611.99
Netflix IncNFLX$2.1B21.8M sharesTrimQ1 2026 13F$1.4B$88.11$82.64
Microsoft CorpMSFT$1.4B3.9M sharesTrimQ1 2026 13F$1.2B$418.44$372.97
Coupang, Inc. Class A Common StockCPNG$2.3B120.7M sharesTrimQ1 2026 13F$1.2B$18.74$17.58
NVIDIA CorporationNVDA$7.1B40.7M sharesTrimQ1 2026 13F$1.1B$183.46$192.53
Amazon.com IncAMZN$5.9B28.1M sharesTrimQ1 2026 13F$932M$220.17$232.69
Spotify Technology S.A. Ordinary SharesSPOT$4.0B8.2M sharesTrimQ1 2026 13F$853M$493.99$503.13
The Trade Desk IncTTD$3.4M150.4k sharesTrimQ1 2026 13F$843M$25.88$19.27
NU HOLDINGS LTDNU$3.5B246.6M sharesTrimQ1 2026 13F$763M$15.28$11.60
DoorDash, Inc.DASH$1.1B7.2M sharesTrimQ1 2026 13F$718M$184.78$152.49
Atlassian Corp PLCTEAM$680M10M sharesTrimQ1 2026 13F$687M$76.70$97.89
PDD Holdings Inc. - American Depositary SharesPDD$2.9B28.4M sharesTrimQ1 2026 13F$622M$102.20$82.62
Petróleo Brasileiro S.A. - PetrobrasPBR$922M44.4M sharesAddQ1 2026 13F$572M$17.72$17.75
Meta Platforms IncMETA$2.3B4.1M sharesTrimQ1 2026 13F$559M$640.86$585.39
Roblox CorpRBLX$1.2B21.4M sharesTrimQ1 2026 13F$534M$61.94$42.29
Credicorp Ltd. (BAP)BAP$926M2.7M sharesAddQ1 2026 13F$515M$339.18$348.24
Block, Inc.XYZ$160M2.7M sharesTrimQ1 2026 13F$482M$58.35$75.68
Baillie Gifford exit Unmapped 13F securityPORTFOLIO$-450.1MExitQ1 2026 13F$450M----
Moderna, Inc.MRNA$1.0B20M sharesAddQ1 2026 13F$408M$50.80$47.61
REDDIT INCRDDT$984M7.3M sharesTrimQ1 2026 13F$391M$140.12$171.22
EOG Resources IncEOG$393M2.7M sharesAddQ1 2026 13F$378M$129.70$140.15
Duolingo, Inc.DUOL$481M4.9M sharesTrimQ1 2026 13F$373M$98.57$107.82
S&P Global IncSPGI$17M39.8k sharesTrimQ1 2026 13F$362M$427.37$417.09
Elevance Health, Inc. Common StockELV$343M1.2M sharesTrimQ1 2026 13F$350M$307.30$418.15
CoStar Group, Inc.CSGP$549M13.6M sharesTrimQ1 2026 13F$321M$45.91$29.81
Ryanair Holdings plcRYAAY$533M9.2M sharesTrimQ1 2026 13F$286M$63.22$56.33
Salesforce, Inc. Common StockCRM$-281.6MExitQ1 2026 13F$282M$192.25$182.55
Philip Morris International IncPM$272M1.6M sharesAddQ1 2026 13F$267M$175.94$176.06
Intuitive Surgical, Inc. - Common StockISRG$1.2B2.6M sharesTrimQ1 2026 13F$261M$486.42$418.61
EPAM Systems IncEPAM$-244.4MExitQ1 2026 13F$244M$144.64$96.72
Freeport-McMoRan IncFCX$235M4M sharesOtherQ1 2026 13F$235M$61.10$63.91
EQT CorpEQT$250M3.9M sharesAddQ1 2026 13F$232M$61.85$50.74
Alnylam Pharmaceuticals IncALNY$825M2.5M sharesTrimQ1 2026 13F$209M$322.37$292.16
Rivian Automotive, Inc.RIVN$660M43.8M sharesTrimQ1 2026 13F$203M$15.05$14.70
Snowflake Inc.SNOW$404M2.7M sharesTrimQ1 2026 13F$196M$171.22$225.95
Arthur J. Gallagher & CoAJG$29M133.4k sharesTrimQ1 2026 13F$195M$215.42$212.52
Sunbelt Rentals Holdings IncSUNB$195M3.1M sharesOtherQ1 2026 13F$195M$62.65$79.04
Wayfair IncW$215M2.9M sharesTrimQ1 2026 13F$187M$75.21$73.16
Baillie Gifford trim Unmapped 13F securityPORTFOLIO$105M7.8M sharesTrimQ1 2026 13F$182M$13.38--
The Ensign Group, Inc.ENSG$972M4.8M sharesAddQ1 2026 13F$177M$201.50$171.97
Datadog IncDDOG$364M3.1M sharesTrimQ1 2026 13F$175M$121.06$231.68
Alphabet Cl CGOOG$1.0B3.5M sharesTrimQ1 2026 13F$173M$314.16$334.69
Ferrari NVRACE$1.3B3.9M sharesTrimQ1 2026 13F$165M$350.10$351.57
Affirm Holdings IncAFRM$243M5.3M sharesTrimQ1 2026 13F$165M$45.82$70.44
RBC Bearings IncorporatedRBC$160M294.2k sharesOtherQ1 2026 13F$160M$553.86$590.97
Insulet CorpPODD$426M2M sharesTrimQ1 2026 13F$156M$236.22$151.51
Mastercard Incorporated Common StockMA$683M1.4M sharesTrimQ1 2026 13F$153M$511.38$499.02
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