Baillie Gifford & Co Top Holdings and 13F Report (2026)

About Baillie Gifford & Co

Investment Activity

Baillie Gifford & Co has $110.23 billion in total holdings as of June 30, 2026.
Baillie Gifford & Co owns shares of 277 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 18.12% of the portfolio was purchased this quarter.
About 9.37% of the portfolio was sold this quarter.
This quarter, Baillie Gifford & Co has purchased 275 new stocks and bought additional shares in 64 stocks.
Baillie Gifford & Co sold shares of 177 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

Space Exploration Technologies Corp: $8,781,829,133
NVIDIA: $8,381,531,192
Amazon.com: $6,415,604,182
MercadoLibre: $5,160,761,529
SEA: $3,680,771,365

Largest New Holdings this Quarter

84615Q103 - Space Exploration Technologies Corp: $8,781,829,133 Holding
229899109 - Cullen/Frost Bankers: $345,089,207 Holding
482480100 - KLA: $285,610,151 Holding
91912E105 - Vale: $189,894,693 Holding
45168D104 - IDEXX Laboratories: $186,252,892 Holding

Largest Purchases this Quarter

Space Exploration Technologies Corp: 51,397,806 shares (about $8.78B)
Shopify 'A': 28,399,277 shares (about $3.24B)
Ferrari: 3,570,661 shares (about $1.32B)
Royal Bank Of Canada: 3,575,540 shares (about $740.13M)
CRH Plc: 5,994,453 shares (about $641.41M)

Largest Sales this Quarter

Rocket Lab Corp: 8,043,531 shares (about $817.62M)
Coupang: 41,912,555 shares (about $728.02M)
Meta Platforms: 897,275 shares (about $505.43M)
Atlassian: 6,305,234 shares (about $490.48M)
Datadog: 1,734,729 shares (about $451.65M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
Space Exploration Technologies Corp	$8,781,829,133	$8,781,829,133 â–²	New Holding	51,397,806	8.0%	CL A COM
NVDA NVIDIA	$8,381,531,192	$228,130,813 â–²	2.8%	41,888,806	7.6%	Technology
AMZN Amazon.com	$6,415,604,182	$279,890,527 â–¼	-4.2%	26,917,866	5.8%	Consumer Discretionary
MELI MercadoLibre	$5,160,761,529	$327,339,964 â–¼	-6.0%	3,040,410	4.7%	Consumer Discretionary
SE SEA	$3,680,771,365	$119,278,355 â–¼	-3.1%	38,409,385	3.3%	Consumer Discretionary
SPOT Spotify Technology	$3,640,189,707	$133,033,836 â–¼	-3.5%	7,928,451	3.3%	Communication Services
NET Cloudflare	$3,580,743,136	$325,199,337 â–¼	-8.3%	14,598,594	3.2%	Technology
AppLovin	$3,334,370,197	$117,738,814 â–¼	-3.4%	6,471,615	3.0%	COM CL A
Shopify 'A'	$3,242,871,167	$3,242,629,448 â–²	1,341,486.9%	28,401,394	2.9%	CL A
NU NU	$3,071,869,222	$222,231,883 â–¼	-6.7%	229,930,331	2.8%	Finance
PDD PDD	$2,028,631,130	$134,143,262 â–¼	-6.2%	26,594,535	1.8%	Consumer Discretionary
IOT Samsara	$1,827,702,068	$37,794,506 â–¼	-2.0%	56,358,374	1.7%	Technology
META Meta Platforms	$1,803,398,847	$505,426,035 â–¼	-21.9%	3,201,546	1.6%	Communication Services
AXON Axon Enterprise	$1,715,179,006	$336,231,453 â–²	24.4%	3,059,487	1.6%	Industrials
CPNG Coupang	$1,367,777,843	$728,021,080 â–¼	-34.7%	78,743,687	1.2%	Consumer Discretionary
RACE Ferrari	$1,324,117,783	$1,324,105,916 â–²	11,158,315.6%	3,570,693	1.2%	Consumer Discretionary
MRNA Moderna	$1,275,020,663	$124,590,233 â–¼	-8.9%	18,206,778	1.2%	Healthcare
Doordash Inc	$1,256,411,994	$79,920,128 â–¼	-6.0%	6,808,714	1.1%	COM
Reddit	$1,248,266,202	$20,448,939 â–¼	-1.6%	7,191,302	1.1%	CL A
NFLX Netflix	$1,154,810,962	$402,113,804 â–¼	-25.8%	16,173,823	1.0%	Communication Services
RBLX Roblox	$1,148,773,966	$16,209,427 â–¼	-1.4%	21,124,935	1.0%	Communication Services
GOOG Alphabet	$1,091,020,147	$145,367,735 â–¼	-11.8%	3,087,822	1.0%	Communication Services
Rocket Lab Corp	$1,055,585,645	$817,624,926 â–¼	-43.6%	10,384,512	1.0%	COM
MSFT Microsoft	$1,012,259,897	$434,322,479 â–¼	-30.0%	2,713,688	0.9%	Technology
BAP Credicorp	$1,007,356,874	$56,000,956 â–¼	-5.3%	2,585,751	0.9%	Finance
ISRG Intuitive Surgical	$1,003,914,130	$17,155,120 â–¼	-1.7%	2,524,427	0.9%	Healthcare
GOOGL Alphabet	$1,003,677,934	$307,882,117 â–²	44.2%	2,808,512	0.9%	Communication Services
DXCM DexCom	$996,887,087	$53,740,922 â–¼	-5.1%	14,801,590	0.9%	Healthcare
MA Mastercard	$886,899,887	$185,265,278 â–²	26.4%	1,726,830	0.8%	Finance
QXO	$827,157,070	$591,730,220 â–²	251.3%	47,867,886	0.8%	COM NEW
ENSG The Ensign Group	$806,192,462	$32,557,090 â–²	4.2%	5,029,273	0.7%	Healthcare
PBR Petroleo Brasileiro S.A.- Petrobras	$785,672,601	$67,545,665 â–²	9.4%	48,618,354	0.7%	Energy
MMYT MakeMyTrip	$781,768,724	$18,272,075 â–¼	-2.3%	14,670,083	0.7%	Consumer Discretionary
RIVN Rivian Automotive	$749,699,538	$10,603,487 â–¼	-1.4%	43,210,348	0.7%	Consumer Discretionary
RY Royal Bank Of Canada	$740,153,088	$740,133,630 â–²	3,803,766.0%	3,575,634	0.7%	Finance
ALNY Alnylam Pharmaceuticals	$734,479,786	$16,248,696 â–¼	-2.2%	2,439,889	0.7%	Healthcare
SNOW Snowflake	$657,719,875	$23,432,579 â–¼	-3.4%	2,584,361	0.6%	Technology
CRH Plc	$641,456,012	$641,406,471 â–²	1,294,698.3%	5,994,916	0.6%	ADR
MLM Martin Marietta Materials	$571,962,986	$55,129,060 â–¼	-8.8%	991,786	0.5%	Materials
RPRX Royalty Pharma	$561,573,459	$344,275,351 â–¼	-38.0%	10,015,578	0.5%	Healthcare
Duolingo Inc	$554,890,757	$5,924,910 â–¼	-1.1%	4,824,298	0.5%	CL A COM
SYM Symbotic	$551,255,967	$9,714,999 â–¼	-1.7%	12,263,759	0.5%	Industrials
JOBY Joby Aviation	$545,360,308	$11,424,335 â–¼	-2.1%	61,139,048	0.5%	Industrials
ELF e.l.f. Beauty	$521,607,648	$10,304,722 â–¼	-1.9%	7,048,752	0.5%	Consumer Staples
AVGO Broadcom	$512,968,257	$476,807,760 â–²	1,318.6%	1,357,957	0.5%	Technology
AAPL Apple	$509,444,611	$308,023,720 â–²	152.9%	1,760,591	0.5%	Technology
Kaspi.kz ADR	$500,707,116	$56,832,461 â–²	12.8%	5,779,168	0.5%	ADR
RBC RBC Bearings	$489,787,020	$300,283,958 â–²	158.5%	760,468	0.4%	Industrials
AFRM Affirm	$477,603,203	$45,200,882 â–²	10.5%	5,856,569	0.4%	Finance
Tempus Ai Inc	$474,454,405	$26,602,788 â–¼	-5.3%	8,190,133	0.4%	CL A
WSO Watsco	$470,711,537	$3,217,989 â–¼	-0.7%	1,129,536	0.4%	Industrials
TXN Texas Instruments	$461,095,512	$146,745,823 â–¼	-24.1%	1,546,937	0.4%	Technology
TSM Taiwan Semiconductor Manufacturing	$458,816,781	$153,547,351 â–¼	-25.1%	960,732	0.4%	Technology
Medline Inc	$447,369,341	$53,924,774 â–²	13.7%	11,343,036	0.4%	COM CL A
MSCI MSCI	$445,929,609	$31,424,404 â–¼	-6.6%	796,246	0.4%	Finance
SCI Service Corporation International	$421,868,395	$231,800,751 â–¼	-35.5%	5,553,823	0.4%	Consumer Discretionary
FIX Comfort Systems USA	$421,471,578	$24,701,043 â–¼	-5.5%	212,655	0.4%	Industrials
ELV Elevance Health	$418,920,245	$34,639,793 â–¼	-7.6%	1,083,237	0.4%	Healthcare
RYAAY Ryanair	$397,338,829	$199,991,253 â–¼	-33.5%	6,136,507	0.4%	Industrials
CPA Copa	$382,050,361	$19,573,040 â–¼	-4.9%	2,455,810	0.3%	Industrials
AUR Aurora Innovation	$376,346,042	$123,298,753 â–¼	-24.7%	55,182,704	0.3%	Technology
CSGP CoStar Group	$372,525,953	$12,935,358 â–¼	-3.4%	13,154,165	0.3%	Real Estate
PM Philip Morris International	$354,123,183	$56,670,419 â–²	19.1%	1,957,455	0.3%	Consumer Staples
DDOG Datadog	$350,801,253	$451,654,042 â–¼	-56.3%	1,347,370	0.3%	Technology
SQM Sociedad Quimica y Minera	$350,292,939	$72,268,963 â–¼	-17.1%	4,731,131	0.3%	Materials
CFR Cullen/Frost Bankers	$345,089,207	$345,089,207 â–²	New Holding	2,233,298	0.3%	Finance
GH Guardant Health	$342,687,575	$236,285,098 â–¼	-40.8%	2,284,127	0.3%	Healthcare
FMX Fomento Economico Mexicano	$342,011,634	$46,522,474 â–¼	-12.0%	2,674,055	0.3%	Consumer Staples
DG Dollar General	$333,582,564	$29,347,755 â–¼	-8.1%	2,897,946	0.3%	Consumer Staples
MCO Moody's	$325,138,133	$21,013,223 â–¼	-6.1%	717,871	0.3%	Finance
AZO AutoZone	$324,141,823	$67,549,388 â–²	26.3%	101,423	0.3%	Consumer Discretionary
TMO Thermo Fisher Scientific	$323,702,082	$26,468,299 â–¼	-7.6%	645,648	0.3%	Healthcare
ON onsemi	$323,693,616	$81,628,105 â–¼	-20.1%	3,423,880	0.3%	Technology
EOG EOG Resources	$317,885,851	$34,789,564 â–¼	-9.9%	2,450,365	0.3%	Energy
CBRE CBRE Group	$311,264,819	$23,848,481 â–¼	-7.1%	2,310,972	0.3%	Real Estate
PODD Insulet	$310,942,153	$1,951,997 â–²	0.6%	2,042,313	0.3%	Healthcare
MKL Markel Group	$308,425,198	$33,484,356 â–¼	-9.8%	157,923	0.3%	Finance
DNLI Denali Therapeutics	$307,617,116	$2,732,724 â–¼	-0.9%	11,960,230	0.3%	Healthcare
TSLA Tesla	$307,307,604	$240,375,844 â–¼	-43.9%	730,641	0.3%	Consumer Discretionary
SN SharkNinja	$291,156,229	$4,143,419 â–¼	-1.4%	1,912,105	0.3%	Consumer Discretionary
EQT EQT	$290,971,336	$81,957,355 â–²	39.2%	5,472,472	0.3%	Energy
WMS Advanced Drainage Systems	$288,068,217	$33,283,682 â–¼	-10.4%	1,835,297	0.3%	Industrials
KLAC KLA	$285,610,151	$285,610,151 â–²	New Holding	946,638	0.3%	Technology
TEAM Atlassian	$284,571,767	$490,484,153 â–¼	-63.3%	3,658,205	0.3%	Technology
Remitly Global Inc	$277,517,910	$12,669,650 â–²	4.8%	12,383,664	0.3%	COM
DE Deere & Company	$271,525,591	$48,821,843 â–¼	-15.2%	428,051	0.2%	Industrials
W Wayfair	$259,849,920	$4,675,435 â–¼	-1.8%	2,811,620	0.2%	Consumer Discretionary
ETN Eaton	$255,199,007	$7,872,993 â–¼	-3.0%	598,890	0.2%	Industrials
UTHR United Therapeutics	$253,147,853	$21,175,800 â–²	9.1%	467,209	0.2%	Healthcare
UBER Uber Technologies	$251,392,452	$13,716,245 â–¼	-5.2%	3,483,820	0.2%	Industrials
MEDP Medpace	$250,607,813	$15,877,108 â–¼	-6.0%	473,211	0.2%	Healthcare
BN Brookfield	$248,657,073	$33,119,773 â–¼	-11.8%	5,838,391	0.2%	Finance
FCX Freeport-McMoRan	$236,741,605	$14,161,256 â–¼	-5.6%	3,764,376	0.2%	Materials
ILMN Illumina	$234,881,803	$35,035,886 â–¼	-13.0%	1,335,846	0.2%	Healthcare
FN Fabrinet	$233,307,605	$25,527,987 â–¼	-9.9%	415,079	0.2%	Technology
BC Brunswick	$230,824,086	$12,683,090 â–¼	-5.2%	2,740,077	0.2%	Consumer Discretionary
KNF Knife River	$229,136,756	$5,937,812 â–²	2.7%	2,739,232	0.2%	Materials
Block Inc	$219,364,576	$16,729,196 â–²	8.3%	2,886,376	0.2%	COM
Sunbelt Rentals Holdings Inc	$214,380,510	$213,553,014 â–²	25,807.1%	2,938,907	0.2%	COM
ECL Ecolab	$204,564,936	$10,835,979 â–²	5.6%	734,234	0.2%	Materials

Showing largest 100 holdings. View all holdings.

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Baillie Gifford & Co Top Holdings and 13F Report (2026)

About Baillie Gifford & Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Baillie Gifford & Co Top Holdings and 13F Report (2026)

About Baillie Gifford & Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBaillie Gifford & Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools