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 Corporation - Common Stock (MSFT), NVIDIA Corporation - Common Stock (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 ValueWeightSharesLast PriceEst. ValueReturn
NVIDIA Corporation - Common StockNVDA · 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----
Spotify Technology S.ASPOT · Q1 2026$4.0B4.1%8.2M$503.13----
NU HOLDINGS LTDNU · Q1 2026$3.5B3.6%247M$13.39----
Shopify Inc Class A subordinate voting sharesSHOP · Q1 2026$3.4B3.5%29M$110.78----
Cloudflare, Inc.NET · Q1 2026$3.3B3.4%16M$223.30----
Sea LimitedSE · Q1 2026$3.3B3.4%40M$92.75----
PDD Holdings Inc. - American Depositary SharesPDD · Q1 2026$2.9B3.0%28M$82.62----
APPLOVIN CORPAPP · Q1 2026$2.7B2.7%6.7M$496.77----
Meta Platforms, Inc. - Class A Common StockMETA · 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----
Netflix IncNFLX · Q1 2026$2.1B2.1%22M$77.65$1.7B-19.2%
SAMSARA INCIOT · Q1 2026$1.8B1.9%58M$34.06----
Microsoft Corporation - Common StockMSFT · Q1 2026$1.4B1.5%3.9M$390.49$1.5B+5.49%
Ferrari NVRACE · Q1 2026$1.3B1.3%3.9M$351.57----
Roblox CorpRBLX · Q1 2026$1.2B1.2%21M$42.29----
Intuitive Surgical, Inc. - Common StockISRG · Q1 2026$1.2B1.2%2.6M$418.61----
Rocket Lab USA, Inc.RKLB · Q1 2026$1.2B1.2%18M$113.65----
DoorDash IncDASH · Q1 2026$1.1B1.1%7.2M$152.49----
Axon Enterprise, Inc.AXON · Q1 2026$1.0B1.1%2.5M$391.32----
Moderna, Inc.MRNA · Q1 2026$1.0B1.0%20M$47.61----
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----
DexCom IncDXCM · Q1 2026$980M1.0%16M$76.62----
The Ensign Group, Inc.ENSG · Q1 2026$972M1.0%4.8M$171.97----
Credicorp Ltd. (BAP)BAP · Q1 2026$926M0.9%2.7M$348.24----
Petróleo Brasileiro S.A. - PetrobrasPBR · Q1 2026$922M0.9%44M$17.75----
Alnylam Pharmaceuticals IncALNY · Q1 2026$825M0.8%2.5M$292.16----
Royalty Pharma plcRPRX · Q1 2026$775M0.8%16M$53.97----
Service Corp InternationalSCI · Q1 2026$710M0.7%8.6M$77.00----
Mastercard IncorporatedMA · Q1 2026$683M0.7%1.4M$539.39$737M+7.95%
Atlassian Corp PLCTEAM · Q1 2026$680M0.7%10.0M$97.89----
Symbotic Inc.SYM · Q1 2026$664M0.7%12M$53.63----
Rivian Automotive, Inc.RIVN · Q1 2026$660M0.7%44M$14.70----
Martin Marietta Materials IncMLM · Q1 2026$640M0.7%1.1M$574.39----
Alphabet Cl AGOOGL · Q1 2026$560M0.6%1.9M$359.91$701M+25.2%
MakeMyTrip LimitedMMYT · Q1 2026$560M0.6%15M$44.87----
CoStar Group, Inc.CSGP · Q1 2026$549M0.6%14M$29.81----
Ryanair Holdings plcRYAAY · Q1 2026$533M0.5%9.2M$56.33----
Joby Aviation, Inc.JOBY · Q1 2026$516M0.5%62M$11.48----
Tesla IncTSLA · Q1 2026$484M0.5%1.3M$393.45$512M+5.84%
Duolingo, Inc.DUOL · Q1 2026$481M0.5%4.9M$107.82----
Sociedad Quimica Y Minera S.A. ADRSQM · Q1 2026$462M0.5%5.7M$83.94----
MSCI IncMSCI · Q1 2026$459M0.5%852k$602.94----
Medline Inc.MDLN · Q1 2026$444M0.5%10.0M$37.77----
e.l.f. Beauty, Inc.ELF · Q1 2026$436M0.4%7.2M$57.36----
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$433M0.4%1.3M$440.83----
Insulet CorpPODD · Q1 2026$426M0.4%2.0M$151.51----
Watsco, Inc. Common StockWSO · Q1 2026$414M0.4%1.1M$380.95----
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