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 Corp (MSFT), NVIDIA Corporation (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
Booking Holdings IncBKNG · Q1 2026$12M0.0%3.0k$162.30----
Brown & Brown IncBRO · Q1 2026$12M0.0%185k$58.00----
Adobe Inc. - Common StockADBE · Q1 2026$12M0.0%49k$219.72$11M-9.61%
NovoCure LimitedNVCR · Q1 2026$12M0.0%1.1M$16.85----
Marsh & McLennan Companies IncMRSH · Q1 2026$11M0.0%64k$159.53----
WEC Energy Group IncWEC · Q1 2026$11M0.0%95k$113.14----
Exelon CorporationEXC · Q1 2026$11M0.0%218k$46.19----
CrowdStrike Holdings IncCRWD · Q1 2026$10M0.0%27k$680.92----
Fortis Inc.FTS · Q1 2026$10M0.0%183k$56.82----
Banco de ChileBCH · Q1 2026$10M0.0%274k$38.81----
Tetra Tech, Inc.TTEK · Q1 2026$9.4M0.0%314k$27.92----
The Southern CompanySO · Q1 2026$9.4M0.0%98k$91.28----
Beam Therapeutics Inc.BEAM · Q1 2026$9.2M0.0%386k$31.89----
AptarGroup, Inc.ATR · Q1 2026$9.2M0.0%73k$115.30----
Schrödinger, Inc.SDGR · Q1 2026$9.1M0.0%801k$13.24----
QuantumScape CorporationQS · Q1 2026$9.0M0.0%1.4M$9.11----
Brookfield Renewable CorpBEPC · Q1 2026$8.9M0.0%225k$39.17----
American Tower CorpAMT · Q1 2026$8.6M0.0%50k$174.46----
1265320012653200 · Q1 2026$8.5M0.0%120k------
MSA Safety IncorporatedMSA · Q1 2026$8.3M0.0%51k$171.70----
Rubrik, Inc.RBRK · Q1 2026$8.1M0.0%165k$71.73----
13646K10813646K108 · Q1 2026$7.7M0.0%98k------
253868103253868103 · Q1 2026$7.3M0.0%41k------
The Progressive CorpPGR · Q1 2026$7.2M0.0%36k$215.69----
2.6853E+1062.6853E+106 · Q1 2026$7.1M0.0%733k------
G0896C103G0896C103 · Q1 2026$6.9M0.0%195k------
Equity ResidentialEQR · Q1 2026$6.6M0.0%112k$67.34----
Cognex CorporationCGNX · Q1 2026$6.3M0.0%128k$66.70----
Synopsys IncSNPS · Q1 2026$6.3M0.0%16k$454.38----
04965M10604965M106 · Q1 2026$6.0M0.0%163k------
Cadence Design Systems IncCDNS · Q1 2026$5.9M0.0%21k$394.24----
Franco-Nevada CorporationFNV · Q1 2026$5.9M0.0%24k$223.22----
Carlisle Cos IncCSL · Q1 2026$5.7M0.0%17k$338.09----
Unitedhealth Group IncUNH · Q1 2026$5.5M0.0%20k$425.36$8.7M+57.2%
Healthpeak Properties, Inc.PEAK · Q1 2026$5.5M0.0%335k$17.10----
Sun Communities, Inc.SUI · Q1 2026$4.8M0.0%38k$124.78----
MarketAxess Holdings IncMKTX · Q1 2026$4.8M0.0%29k$130.94----
12685JAG012685JAG0 · Q1 2026$4.8M0.0%6.2M------
Prologis, Inc.PLD · Q1 2026$4.7M0.0%35k$142.78----
RxSight, Inc.RXST · Q1 2026$4.3M0.0%690k$5.62----
Warby Parker Inc.WRBY · Q1 2026$3.6M0.0%169k$25.68----
The Trade Desk IncTTD · Q1 2026$3.4M0.0%150k$19.27----
Zillow Group, Inc. Class AZG · Q1 2026$1.9M0.0%46k$36.37----
Burford Capital LimitedBUR · Q1 2026$1.6M0.0%398k$4.41----
AerCap Holdings NVAER · Q1 2026$1.5M0.0%11k$135.71----
Edison InternationalEIX · Q1 2026$1.4M0.0%19k$71.66----
Freshpet, Inc. - Common StockFRPT · Q1 2026$499k0.0%8.5k$51.40----
767204100767204100 · Q1 2026$55k0.0%590------
6.529E+1056.529E+105 · Q1 2026$51k0.0%420------
CRH plcCRH.L · Q1 2026$49k0.0%463------
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