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
Snowflake Inc.SNOW · Q1 2026$404M0.4%2.7M$261.19----
Texas Instruments IncTXN · Q1 2026$396M0.4%2.0M$290.90----
EOG Resources, Inc. Common StockEOG · Q1 2026$393M0.4%2.7M$140.15----
Tempus AI, Inc.TEM · Q1 2026$391M0.4%8.6M$48.59----
Joint Stock Company Kaspi.kzKSPI · Q1 2026$379M0.4%5.1M$85.80----
Dollar General CorporationDG · Q1 2026$374M0.4%3.2M$106.82----
Datadog IncDDOG · Q1 2026$364M0.4%3.1M$231.68----
Guardant Health, Inc.GH · Q1 2026$356M0.4%3.9M$124.89----
Elevance Health, Inc. Common StockELV · Q1 2026$343M0.4%1.2M$418.15----
Thermo Fisher Scientific Inc.TMO · Q1 2026$343M0.4%698k$492.20----
344419106344419106 · Q1 2026$337M0.3%3.0M------
CBRE Group IncCBRE · Q1 2026$337M0.3%2.5M$131.71----
Markel CorpMKL · Q1 2026$335M0.3%175k$1,847.87----
Moody's CorporationMCO · Q1 2026$333M0.3%764k$490.51$375M+12.4%
Comfort Systems USA, Inc.FIX · Q1 2026$310M0.3%225k$1,852.03----
Aurora Innovation, Inc.AUR · Q1 2026$302M0.3%73M$6.39----
Copa Holdings, S.A.CPA · Q1 2026$293M0.3%2.6M$142.95----
Deere & Company Common StockDE · Q1 2026$284M0.3%505k$573.66----
Advanced Drainage Systems, Inc.WMS · Q1 2026$281M0.3%2.0M$139.16----
Penumbra, Inc. Common StockPEN · Q1 2026$276M0.3%840k$320.34----
Philip Morris International IncPM · Q1 2026$272M0.3%1.6M$176.06----
AutoZone IncAZO · Q1 2026$271M0.3%80k$3,074.04----
Brookfield CorporationBN · Q1 2026$268M0.3%6.6M$44.23----
ON Semiconductor CorpON · Q1 2026$265M0.3%4.3M$124.89----
QXO, Inc.QXO · Q1 2026$265M0.3%14M$17.40----
Uber Technologies, Inc. Common StockUBER · Q1 2026$264M0.3%3.7M$73.85----
United Therapeutics CorporationUTHR · Q1 2026$254M0.3%428k$549.90----
EQT CorpEQT · Q1 2026$250M0.3%3.9M$50.74----
Wix.com Ltd.WIX · Q1 2026$245M0.3%2.7M$48.21----
The New York Times CompanyNYT · Q1 2026$244M0.2%2.9M$73.85$215M-11.8%
Affirm Holdings, Inc.AFRM · Q1 2026$243M0.2%5.3M$70.44----
Medpace Holdings Inc (2)MEDP · Q1 2026$242M0.2%503k$512.79----
FABRINETFN · Q1 2026$240M0.2%460k$623.71----
Freeport-McMoRan IncFCX · Q1 2026$235M0.2%4.0M$63.91----
Denali Therapeutics Inc.DNLI · Q1 2026$232M0.2%12M$20.21----
Eaton Corporation, PLC Ordinary SharesETN · Q1 2026$221M0.2%617k$403.14----
Knife River CorporationKNF · Q1 2026$218M0.2%2.7M$78.30----
Wayfair IncW · Q1 2026$215M0.2%2.9M$73.16----
Brunswick Corporation Common StockBC · Q1 2026$210M0.2%2.9M$83.56----
SharkNinja, Inc.SN · Q1 2026$205M0.2%1.9M$134.90----
Coinbase Global IncCOIN · Q1 2026$196M0.2%1.1M$162.11----
Sunbelt Rentals Holdings IncSUNB · Q1 2026$195M0.2%3.1M$79.04----
Illumina, Inc.ILMN · Q1 2026$189M0.2%1.5M$150.17----
AeroVironment, Inc.AVAV · Q1 2026$188M0.2%1.0M$214.39----
Paycom Software, Inc.PAYC · Q1 2026$187M0.2%1.5M$132.28----
Remitly Global, Inc.RELY · Q1 2026$185M0.2%12M$20.12----
Ecolab Inc.ECL · Q1 2026$185M0.2%695k$257.41----
Workday IncWDAY · Q1 2026$178M0.2%1.4M$130.53----
Apple IncAAPL · Q1 2026$177M0.2%696k$308.63$215M+21.6%
Lemonade, Inc.LMND · Q1 2026$173M0.2%2.8M$56.63----
Showing 51-100 of 271