Baillie Gifford & Co Top Holdings and 13F Report (2026) About Baillie Gifford & CoInvestment ActivityBaillie Gifford & Co has $120.34 billion in total holdings as of December 31, 2025.Baillie Gifford & Co owns shares of 269 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 12.93% of the portfolio was purchased this quarter.About 7.59% of the portfolio was sold this quarter.This quarter, Baillie Gifford & Co has purchased 268 new stocks and bought additional shares in 73 stocks.Baillie Gifford & Co sold shares of 158 stocks and completely divested from 21 stocks this quarter.Largest Holdings NVIDIA $8,181,326,984MercadoLibre $7,012,773,089Amazon.com $6,783,123,497Shopify 'A' $5,022,909,811SEA $4,944,458,969 Largest New Holdings this Quarter 58507V107 - Medline Inc $437,235,582 Holding91307C102 - United Therapeutics $157,389,546 Holding60937P106 - MongoDB $112,196,147 Holding090168105 - BillionToOne Inc $103,786,460 Holding82835P103 - Silvercorp Metals $35,247,613 Holding Largest Purchases this Quarter Shopify 'A' 31,201,784 shares (about $5.02B)Netflix 33,290,988 shares (about $3.12B)Ferrari 3,889,950 shares (about $1.46B)Axon Enterprise 1,516,099 shares (about $861.04M)Medline Inc 10,410,371 shares (about $437.24M) Largest Sales this Quarter Datadog 7,451,970 shares (about $1.01B)Cloudflare 5,024,793 shares (about $990.64M)BioNTech 6,634,492 shares (about $631.60M)Meta Platforms 890,995 shares (about $588.14M)Amazon.com 2,272,044 shares (about $524.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaillie Gifford & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$8,181,326,984$500,116,722 ▼-5.8%43,867,7056.8%Computer and TechnologyMELIMercadoLibre$7,012,773,089$330,580,351 ▲4.9%3,481,5635.8%Retail/WholesaleAMZNAmazon.com$6,783,123,497$524,433,196 ▼-7.2%29,387,0705.6%Retail/WholesaleShopify 'A'$5,022,909,811$5,022,551,170 ▲1,400,439.1%31,204,0124.2%CL ASESEA$4,944,458,969$169,859,327 ▼-3.3%38,758,7914.1%Computer and TechnologySPOTSpotify Technology$4,837,955,404$211,520,133 ▼-4.2%8,331,1044.0%Computer and TechnologyNUNU$4,306,481,377$97,047,890 ▲2.3%257,256,9523.6%FinanceAppLovin$4,155,009,284$53,643,484 ▼-1.3%6,166,3493.5%COM CL APDDPDD$3,518,755,104$86,933,845 ▼-2.4%31,032,3232.9%Retail/WholesaleNFLXNetflix$3,463,497,682$3,121,363,035 ▲912.3%36,940,0352.9%Consumer DiscretionaryCPNGCoupang$3,447,020,197$100,507,861 ▼-2.8%146,122,0942.9%Retail/WholesaleNETCloudflare$3,316,841,151$990,637,940 ▼-23.0%16,823,9472.8%Computer and TechnologyMETAMeta Platforms$2,903,889,712$588,136,890 ▼-16.8%4,399,2332.4%Computer and TechnologyMSFTMicrosoft$2,681,595,037$152,823,920 ▼-5.4%5,544,8392.2%Computer and TechnologyDoordash Inc$1,805,059,642$67,650,935 ▼-3.6%7,970,0621.5%COMRBLXRoblox$1,745,672,073$142,051,667 ▼-7.5%21,543,5281.5%Consumer DiscretionaryIOTSamsara$1,689,565,185$220,093,204 ▲15.0%47,660,5131.4%Computer and TechnologyRACEFerrari$1,456,009,800$1,455,997,448 ▲11,787,727.3%3,889,9831.2%Auto/Tires/TrucksISRGIntuitive Surgical$1,444,986,551$29,020,853 ▼-2.0%2,551,3571.2%MedicalReddit$1,374,833,621$29,024,995 ▼-2.1%5,980,9181.1%CL ATEAMAtlassian$1,367,132,376$51,280,991 ▲3.9%8,431,8021.1%Computer and TechnologyRocket Lab Corp$1,245,316,873$399,413,391 ▲47.2%17,851,4461.0%COMGOOGAlphabet$1,177,043,716$264,843,434 ▲29.0%3,750,9361.0%Computer and TechnologyALNYAlnylam Pharmaceuticals$1,034,279,300$74,908,114 ▼-6.8%2,600,9790.9%MedicalDXCMDexCom$1,032,225,198$21,874,291 ▼-2.1%15,552,5870.9%MedicalAXONAxon Enterprise$932,869,323$861,038,105 ▲1,198.7%1,642,5780.8%AerospaceCSGPCoStar Group$869,627,359$315,459,351 ▲56.9%12,933,1850.7%Computer and TechnologyRIVNRivian Automotive$862,930,506$22,786,494 ▼-2.6%43,781,3550.7%Auto/Tires/TrucksDuolingo Inc$853,183,598$356,898,731 ▲71.9%4,861,4450.7%CL A COMTTDTrade Desk$846,735,569$258,474,347 ▼-23.4%22,305,9950.7%Computer and TechnologyMAMastercard$835,885,922$54,533,883 ▼-6.1%1,464,2060.7%Business ServicesRYAAYRyanair$818,910,294$154,612,788 ▼-15.9%11,343,8190.7%TransportationENSGThe Ensign Group$795,964,047$304,962,359 ▲62.1%4,569,2540.7%MedicalSYMSymbotic$740,239,499$14,442,970 ▼-1.9%12,441,0000.6%Business ServicesMLMMartin Marietta Materials$721,896,437$22,676,655 ▼-3.0%1,159,3750.6%ConstructionSCIService Corporation International$714,315,060$41,157,088 ▼-5.4%9,161,4090.6%Consumer StaplesELVElevance Health$693,352,495$66,259,208 ▼-8.7%1,977,8990.6%MedicalRPRXRoyalty Pharma$657,218,795$14,054,682 ▼-2.1%17,008,7680.5%MedicalJOBYJoby Aviation$654,333,966$11,222,614 ▼-1.7%49,570,7550.5%TransportationBlock Inc$642,818,751$115,824,921 ▼-15.3%9,875,8450.5%COMMRNAModerna$606,919,358$37,338,822 ▼-5.8%20,580,5140.5%MedicalTSLATesla$603,884,466$141,520,588 ▼-19.0%1,342,8010.5%Auto/Tires/TrucksSNOWSnowflake$600,114,559$13,118,605 ▼-2.1%2,735,7520.5%Computer and TechnologyGOOGLAlphabet$596,983,648$373,124,483 ▲166.7%1,907,2960.5%Computer and TechnologyPODDInsulet$582,228,404$12,315,835 ▼-2.1%2,048,3690.5%MedicalELFe.l.f. Beauty$545,789,191$13,080,325 ▼-2.3%7,177,6590.5%Consumer StaplesDDOGDatadog$538,725,608$1,013,393,399 ▼-65.3%3,961,5090.4%Computer and TechnologyTempus Ai Inc$516,182,150$56,156,491 ▼-9.8%8,741,4420.4%CL AGHGuardant Health$499,467,256$24,275,205 ▼-4.6%4,890,0260.4%MedicalMSCIMSCI$485,859,808$89,094,532 ▲22.5%846,8440.4%FinanceFTAI Aviation$450,070,557$27,828,488 ▼-5.8%2,286,3630.4%SHSTMOThermo Fisher Scientific$446,679,462$162,034,501 ▲56.9%770,8680.4%MedicalDGDollar General$440,285,899$9,124,353 ▲2.1%3,316,1550.4%Retail/WholesaleMedline Inc$437,235,582$437,235,582 ▲New Holding10,410,3710.4%COM CL ACBRECBRE Group$432,043,855$23,180,451 ▼-5.1%2,687,0070.4%FinanceSQMSociedad Quimica y Minera$428,879,730$180,817,752 ▼-29.7%6,233,7170.4%Basic MaterialsMMYTMakeMyTrip$423,331,556$9,441,747 ▲2.3%5,155,0360.4%Computer and TechnologyBAPCredicorp$411,240,291$43,007,524 ▼-9.5%1,432,8930.3%FinanceAFRMAffirm$408,095,448$30,696,346 ▼-7.0%5,482,9430.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$406,146,250$69,155,943 ▼-14.5%1,336,4910.3%Computer and TechnologyMKLMarkel Group$405,073,598$18,162,393 ▼-4.3%188,4370.3%Multi-Sector ConglomeratesWWayfair$401,851,262$14,771,014 ▼-3.5%4,002,1040.3%Retail/WholesaleSPGIS&P Global$378,675,508$18,618,314 ▼-4.7%724,6130.3%FinanceTXNTexas Instruments$377,843,351$18,373,458 ▼-4.6%2,177,8970.3%Computer and TechnologyKaspi.kz ADR$365,107,975$8,821,033 ▼-2.4%4,673,0830.3%ADRFMXFomento Economico Mexicano$353,377,712$25,912,226 ▼-6.8%3,496,3660.3%Consumer StaplesMCOMoody's$350,977,449$26,356,795 ▼-7.0%687,0460.3%FinancePBRPetroleo Brasileiro S.A.- Petrobras$349,853,735$30,385,426 ▼-8.0%29,523,5220.3%EnergyCPACopa$331,325,077$2,197,273 ▼-0.7%2,747,0780.3%TransportationWMSAdvanced Drainage Systems$325,000,548$21,877,585 ▼-6.3%2,244,0140.3%ConstructionUBERUber Technologies$323,720,149$17,764,816 ▼-5.2%3,961,8180.3%Computer and TechnologyBNBrookfield$321,856,720$100,557,380 ▲45.4%7,013,6570.3%FinanceWDAYWorkday$314,650,768$13,736,255 ▼-4.2%1,464,9910.3%Computer and TechnologyWSOWatsco$309,148,930$8,960,848 ▼-2.8%917,4920.3%ConstructionMEDPMedpace$307,266,359$21,184,315 ▼-6.4%547,0780.3%MedicalWIXWix.com$296,565,537$3,899,407 ▼-1.3%2,854,6110.2%Computer and TechnologyAZOAutoZone$292,150,593$195,991,394 ▼-40.2%86,1420.2%Retail/WholesaleAURAurora Innovation$286,404,825$3,722,588 ▼-1.3%74,584,5900.2%Business ServicesOddity$286,187,714$43,270,686 ▲17.8%7,122,6410.2%SHS CLASS AAVAVAeroVironment$285,384,483$146,069,631 ▼-33.9%1,179,8110.2%AerospaceQXO$284,241,313$282,488,643 ▲16,117.6%14,735,1640.2%COM NEWCRMSalesforce$281,550,321$15,245,041 ▼-5.1%1,062,8150.2%Computer and TechnologyPENPenumbra$272,458,205$10,017,831 ▼-3.5%876,3250.2%MedicalPAYCPaycom Software$261,174,149$11,118,229 ▼-4.1%1,638,8940.2%Computer and TechnologyDKNGDraftKings$256,897,508$8,025,493 ▼-3.0%7,454,9480.2%Consumer DiscretionaryFIXComfort Systems USA$256,413,961$128,833,218 ▼-33.4%274,7420.2%ConstructionONonsemi$255,886,691$18,361,507 ▼-6.7%4,725,5160.2%Computer and TechnologyEPAMEPAM Systems$244,433,313$20,652,109 ▼-7.8%1,193,0560.2%Computer and TechnologyDEDeere & Company$244,324,618$8,332,306 ▼-3.3%524,7860.2%IndustrialsGRABGrab$230,602,542$7,048,605 ▼-3.0%46,212,9340.2%Computer and TechnologyTMETencent Music Entertainment Group$228,632,939$616,740 ▲0.3%13,042,3810.2%Consumer DiscretionaryAJGArthur J. Gallagher & Co.$223,920,636$11,289,714 ▼-4.8%865,2600.2%FinanceSNSharkNinja$222,528,032$5,868,260 ▼-2.6%1,988,6330.2%Retail/WholesaleFigma Inc$215,386,217$104,261,776 ▲93.8%5,763,6130.2%COM CL AETNEaton$214,624,778$7,661,440 ▼-3.4%673,8400.2%IndustrialsILMNIllumina$213,367,940$7,858,583 ▼-3.6%1,626,7760.2%MedicalFNFabrinet$211,506,698$40,335,076 ▼-16.0%464,5640.2%Computer and TechnologyNYTNew York Times$210,003,761$8,389,754 ▼-3.8%3,025,1190.2%Consumer StaplesHDBHDFC Bank$209,988,767$38,732,364 ▼-15.6%5,746,8190.2%FinanceADSKAutodesk$209,068,607$5,966,674 ▼-2.8%706,2890.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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