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
American Superconductor CorporationAMSC · Q1 2026$49M0.1%1.4M$52.68----
JFrog Ltd.FROG · Q1 2026$48M0.0%1.0M$85.67----
Xometry, Inc.XMTR · Q1 2026$46M0.0%1.1M$94.56----
Silvercorp Metals Inc.SVM · Q1 2026$46M0.0%4.2M$11.95----
74144T10874144T108 · Q1 2026$42M0.0%466k------
Zillow Group, Inc. Class CZ · Q1 2026$40M0.0%966k$36.05----
Medtronic PLCMDT · Q1 2026$40M0.0%457k$80.69----
dLocal LtdDLO · Q1 2026$38M0.0%2.9M$11.51----
Aehr Test SystemsAEHR · Q1 2026$37M0.0%1.0M$103.82----
McDonald's CorporationMCD · Q1 2026$37M0.0%119k$277.78----
2.8176E+1122.8176E+112 · Q1 2026$35M0.0%440k------
Circle Internet GroupCRCL · Q1 2026$33M0.0%350k$82.53----
IPG Photonics CorporationIPGP · Q1 2026$31M0.0%269k$116.99----
TransMedics Group, Inc.TMDX · Q1 2026$30M0.0%305k$70.15----
Paychex IncPAYX · Q1 2026$30M0.0%324k$98.92----
Broadcom IncAVGO · Q1 2026$30M0.0%96k$360.45$35M+16.5%
Arthur J. Gallagher & CoAJG · Q1 2026$29M0.0%133k$212.52----
Mobileye Global Inc.MBLY · Q1 2026$28M0.0%4.1M$10.16----
Upstart Holdings, Inc.UPST · Q1 2026$28M0.0%1.1M$30.72----
IREN LimitedIREN · Q1 2026$28M0.0%829k$67.84----
Astera Labs, Inc. Common StockALAB · Q1 2026$27M0.0%245k$346.33----
Heartflow, Inc. Common StockHTFL · Q1 2026$26M0.0%1.1M$32.84----
Infosys Limited American Depositary SharesINFY · Q1 2026$25M0.0%1.8M$12.28----
PROCEPT BioRobotics CorporationPRCT · Q1 2026$24M0.0%974k$26.46----
LiveRamp Holdings, Inc.RAMP · Q1 2026$24M0.0%911k$37.49----
M6372Q113M6372Q113 · Q1 2026$22M0.0%1.5M------
MP Materials Corp.MP · Q1 2026$22M0.0%454k$53.45----
Appian CorporationAPPN · Q1 2026$22M0.0%906k$21.64----
Tandem Diabetes Care IncTNDM · Q1 2026$21M0.0%1.1M$18.47----
7.434E+1077.434E+107 · Q1 2026$21M0.0%1.2M------
Universal Technical Institute, Inc.UTI · Q1 2026$20M0.0%567k$39.37----
Zoetis IncZTS · Q1 2026$19M0.0%162k$78.81----
Sana Biotechnology, Inc.SANA · Q1 2026$19M0.0%6.6M$3.06----
Kratos Defense & Security Solutions, Inc.KTOS · Q1 2026$19M0.0%268k$56.16----
Stoke Therapeutics, Inc.STOK · Q1 2026$19M0.0%575k$31.45----
Revolution Medicines, Inc.RVMD · Q1 2026$18M0.0%187k$153.00----
Amplitude, Inc.AMPL · Q1 2026$18M0.0%2.6M$6.88----
Impinj IncPI · Q1 2026$18M0.0%174k$157.79----
S&P Global IncSPGI · Q1 2026$17M0.0%40k$417.09----
Motorola Solutions IncMSI · Q1 2026$16M0.0%37k$406.80----
Old Dominion Freight Line IncODFL · Q1 2026$16M0.0%82k$219.45----
Bentley Systems, IncorporatedBSY · Q1 2026$16M0.0%445k$32.06----
54975P20154975P201 · Q1 2026$15M0.0%8.2M------
Merlin, Inc.MRLN · Q1 2026$15M0.0%2.0M$7.89----
Monster Beverage Corp (2)MNST · Q1 2026$15M0.0%204k$88.47----
Ginkgo Bioworks Holdings, Inc.DNA · Q1 2026$15M0.0%2.4M$8.71----
CenterPoint Energy IncCNP · Q1 2026$14M0.0%329k$45.04----
Westinghouse Air Brake Technologies CorpWAB · Q1 2026$13M0.0%54k$260.81----
NextEra Energy IncNEE · Q1 2026$13M0.0%142k$84.01----
Chime Financial, Inc. Class A Common StockCHYM · Q1 2026$13M0.0%679k$17.27----
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