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

About Baillie Gifford & Co

Investment Activity

Baillie Gifford & Co has $97.89 billion in total holdings as of March 31, 2026.
Baillie Gifford & Co owns shares of 275 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 10.07% of the portfolio was purchased this quarter.
About 9.75% of the portfolio was sold this quarter.
This quarter, Baillie Gifford & Co has purchased 269 new stocks and bought additional shares in 67 stocks.
Baillie Gifford & Co sold shares of 174 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

NVIDIA: $7,106,567,176
Amazon.com: $5,850,762,287
MercadoLibre: $5,590,369,475
Spotify Technology: $3,985,088,817
NU: $3,543,131,204

Largest New Holdings this Quarter

35671D857 - Freeport-McMoRan: $234,505,808 Holding
866966104 - Sunbelt Rentals Holdings Inc: $194,207,953 Holding
75524B104 - RBC Bearings: $159,803,284 Holding
92837L109 - Vista Energy: $118,313,715 Holding
36118L106 - Futu: $54,913,106 Holding

Largest Purchases this Quarter

Shopify 'A': 29,017,504 shares (about $3.44B)
Ferrari: 3,875,597 shares (about $1.29B)
Credicorp: 1,296,605 shares (about $439.78M)
EOG Resources: 2,574,501 shares (about $372.20M)
MakeMyTrip: 9,857,927 shares (about $367.60M)

Largest Sales this Quarter

Netflix: 15,134,366 shares (about $1.46B)
Microsoft: 1,666,810 shares (about $617.00M)
NVIDIA: 3,119,040 shares (about $543.96M)
Trade Desk: 22,155,614 shares (about $502.71M)
Coupang: 25,465,852 shares (about $480.80M)

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
NVDA NVIDIA	$7,106,567,176	$543,960,576 â–¼	-7.1%	40,748,665	7.3%	Computer and Technology
AMZN Amazon.com	$5,850,762,287	$269,682,783 â–¼	-4.4%	28,092,199	6.0%	Retail/Wholesale
MELI MercadoLibre	$5,590,369,475	$429,322,582 â–¼	-7.1%	3,233,259	5.7%	Retail/Wholesale
SPOT Spotify Technology	$3,985,088,817	$54,746,824 â–¼	-1.4%	8,218,203	4.1%	Computer and Technology
NU NU	$3,543,131,204	$153,651,196 â–¼	-4.2%	246,564,454	3.6%	Finance
Shopify 'A'	$3,442,319,661	$3,442,056,325 â–²	1,307,094.8%	29,019,724	3.5%	CL A
NET Cloudflare	$3,285,845,442	$185,607,782 â–¼	-5.3%	15,924,423	3.4%	Computer and Technology
SE SEA	$3,283,753,702	$74,138,220 â–²	2.3%	39,654,072	3.4%	Computer and Technology
PDD PDD	$2,897,119,656	$273,763,108 â–¼	-8.6%	28,353,099	3.0%	Retail/Wholesale
AppLovin	$2,666,652,536	$212,445,634 â–²	8.7%	6,700,132	2.7%	COM CL A
META Meta Platforms	$2,345,058,458	$171,874,718 â–¼	-6.8%	4,098,821	2.4%	Computer and Technology
CPNG Coupang	$2,277,989,849	$480,795,286 â–¼	-17.4%	120,656,242	2.3%	Retail/Wholesale
NFLX Netflix	$2,096,615,075	$1,455,169,291 â–¼	-41.0%	21,805,669	2.1%	Consumer Discretionary
IOT Samsara	$1,822,928,968	$312,567,311 â–²	20.7%	57,523,792	1.9%	Computer and Technology
MSFT Microsoft	$1,435,529,994	$617,003,057 â–¼	-30.1%	3,878,029	1.5%	Computer and Technology
RACE Ferrari	$1,290,529,088	$1,290,518,765 â–²	12,501,925.8%	3,875,628	1.3%	Auto/Tires/Trucks
RBLX Roblox	$1,211,685,558	$6,816,385 â–¼	-0.6%	21,423,012	1.2%	Consumer Discretionary
ISRG Intuitive Surgical	$1,183,621,789	$7,471,726 â–²	0.6%	2,567,565	1.2%	Medical
Rocket Lab Corp	$1,183,448,921	$37,029,059 â–²	3.2%	18,428,043	1.2%	COM
Doordash Inc	$1,087,358,523	$109,346,287 â–¼	-9.1%	7,241,815	1.1%	COM
AXON Axon Enterprise	$1,044,621,459	$347,035,009 â–²	49.7%	2,459,727	1.1%	Aerospace
MRNA Moderna	$1,015,282,501	$30,207,610 â–¼	-2.9%	19,985,876	1.0%	Medical
GOOG Alphabet	$1,003,793,134	$72,200,367 â–¼	-6.7%	3,499,244	1.0%	Computer and Technology
Reddit	$984,171,527	$178,840,918 â–²	22.2%	7,309,109	1.0%	CL A
DXCM DexCom	$979,650,170	$2,947,706 â–²	0.3%	15,599,525	1.0%	Medical
ENSG The Ensign Group	$972,473,658	$51,768,977 â–²	5.6%	4,826,172	1.0%	Medical
BAP Credicorp	$925,791,131	$439,782,484 â–²	90.5%	2,729,498	0.9%	Finance
PBR Petroleo Brasileiro S.A.- Petrobras	$922,099,871	$309,486,790 â–²	50.5%	44,438,548	0.9%	Energy
ALNY Alnylam Pharmaceuticals	$825,145,443	$35,440,478 â–¼	-4.1%	2,493,866	0.8%	Medical
RPRX Royalty Pharma	$774,987,825	$40,922,775 â–¼	-5.0%	16,155,677	0.8%	Medical
SCI Service Corporation International	$710,034,772	$45,873,085 â–¼	-6.1%	8,605,439	0.7%	Consumer Staples
MA Mastercard	$682,591,023	$49,014,148 â–¼	-6.7%	1,366,111	0.7%	Business Services
TEAM Atlassian	$680,004,712	$104,534,225 â–²	18.2%	9,963,439	0.7%	Computer and Technology
SYM Symbotic	$663,930,041	$2,068,842 â–²	0.3%	12,479,888	0.7%	Business Services
RIVN Rivian Automotive	$659,513,575	$604,182 â–²	0.1%	43,821,500	0.7%	Auto/Tires/Trucks
MLM Martin Marietta Materials	$640,118,859	$42,382,017 â–¼	-6.2%	1,087,380	0.7%	Construction
GOOGL Alphabet	$559,876,444	$11,414,407 â–²	2.1%	1,946,990	0.6%	Computer and Technology
MMYT MakeMyTrip	$559,833,389	$367,602,097 â–²	191.2%	15,012,963	0.6%	Computer and Technology
CSGP CoStar Group	$549,064,593	$27,339,911 â–²	5.2%	13,610,922	0.6%	Computer and Technology
RYAAY Ryanair	$533,215,114	$122,457,623 â–¼	-18.7%	9,225,175	0.5%	Transportation
JOBY Joby Aviation	$515,587,573	$106,133,137 â–²	25.9%	62,419,803	0.5%	Transportation
TSLA Tesla	$484,073,519	$15,112,753 â–¼	-3.0%	1,302,148	0.5%	Auto/Tires/Trucks
Duolingo Inc	$480,608,592	$1,415,958 â–²	0.3%	4,875,810	0.5%	CL A COM
SQM Sociedad Quimica y Minera	$461,941,658	$42,615,396 â–¼	-8.4%	5,707,211	0.5%	Basic Materials
MSCI MSCI	$459,428,946	$2,971,562 â–²	0.7%	852,357	0.5%	Finance
Medline Inc	$443,921,988	$19,339,522 â–¼	-4.2%	9,975,775	0.5%	COM CL A
ELF e.l.f. Beauty	$435,664,983	$627,071 â–²	0.1%	7,188,005	0.4%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$433,336,388	$18,330,746 â–¼	-4.1%	1,282,250	0.4%	Computer and Technology
PODD Insulet	$425,868,601	$3,961,150 â–¼	-0.9%	2,029,492	0.4%	Medical
WSO Watsco	$413,723,088	$79,948,673 â–²	24.0%	1,137,258	0.4%	Construction
SNOW Snowflake	$403,659,777	$8,946,341 â–¼	-2.2%	2,676,434	0.4%	Computer and Technology
TXN Texas Instruments	$395,901,355	$26,915,570 â–¼	-6.4%	2,039,257	0.4%	Computer and Technology
EOG EOG Resources	$393,018,460	$372,195,609 â–²	1,787.4%	2,718,534	0.4%	Energy
Tempus Ai Inc	$391,123,878	$4,164,129 â–¼	-1.1%	8,649,356	0.4%	CL A
Kaspi.kz ADR	$379,475,943	$33,340,685 â–²	9.6%	5,123,207	0.4%	ADR
DG Dollar General	$374,343,817	$19,383,266 â–¼	-4.9%	3,152,900	0.4%	Retail/Wholesale
DDOG Datadog	$363,841,787	$103,814,351 â–¼	-22.2%	3,082,099	0.4%	Computer and Technology
GH Guardant Health	$356,460,078	$95,231,622 â–¼	-21.1%	3,859,046	0.4%	Medical
ELV Elevance Health	$343,339,542	$235,690,390 â–¼	-40.7%	1,172,808	0.4%	Medical
TMO Thermo Fisher Scientific	$343,304,705	$35,600,043 â–¼	-9.4%	698,441	0.4%	Medical
FMX Fomento Economico Mexicano	$337,377,624	$50,928,784 â–¼	-13.1%	3,037,796	0.3%	Consumer Staples
CBRE CBRE Group	$337,029,086	$26,952,883 â–¼	-7.4%	2,488,034	0.3%	Finance
MKL Markel Group	$335,092,406	$25,589,202 â–¼	-7.1%	175,068	0.3%	Multi-Sector Conglomerates
MCO Moody's	$333,411,043	$33,687,225 â–²	11.2%	764,266	0.3%	Finance
FIX Comfort Systems USA	$310,435,471	$68,431,000 â–¼	-18.1%	225,118	0.3%	Construction
AUR Aurora Innovation	$301,838,204	$5,450,307 â–¼	-1.8%	73,261,700	0.3%	Business Services
CPA Copa	$293,298,416	$18,797,115 â–¼	-6.0%	2,581,625	0.3%	Transportation
DE Deere & Company	$284,476,076	$11,135,878 â–¼	-3.8%	505,017	0.3%	Industrials
WMS Advanced Drainage Systems	$280,752,969	$26,968,672 â–¼	-8.8%	2,047,349	0.3%	Construction
PEN Penumbra	$275,971,015	$11,787,826 â–¼	-4.1%	840,427	0.3%	Medical
PM Philip Morris International	$271,852,524	$266,769,807 â–²	5,248.6%	1,644,203	0.3%	Consumer Staples
AZO AutoZone	$271,191,823	$19,776,902 â–¼	-6.8%	80,287	0.3%	Retail/Wholesale
BN Brookfield	$267,750,855	$16,091,843 â–¼	-5.7%	6,616,033	0.3%	Finance
ON onsemi	$265,469,864	$27,134,087 â–¼	-9.3%	4,287,304	0.3%	Computer and Technology
QXO	$264,582,722	$21,574,164 â–¼	-7.5%	13,624,239	0.3%	COM NEW
UBER Uber Technologies	$264,263,699	$20,709,870 â–¼	-7.3%	3,673,901	0.3%	Computer and Technology
UTHR United Therapeutics	$253,870,748	$62,328,721 â–²	32.5%	428,127	0.3%	Medical
EQT EQT	$250,172,086	$228,913,780 â–²	1,076.8%	3,931,051	0.3%	Energy
WIX Wix.com	$244,963,379	$12,151,434 â–¼	-4.7%	2,719,700	0.3%	Computer and Technology
NYT New York Times	$243,757,120	$9,536,093 â–¼	-3.8%	2,911,228	0.2%	Consumer Staples
AFRM Affirm	$242,951,248	$8,277,200 â–¼	-3.3%	5,302,297	0.2%	Computer and Technology
MEDP Medpace	$241,627,287	$21,074,099 â–¼	-8.0%	503,191	0.2%	Medical
FN Fabrinet	$240,157,874	$2,121,543 â–¼	-0.9%	460,496	0.2%	Computer and Technology
FCX Freeport-McMoRan	$234,505,808	$234,505,808 â–²	New Holding	3,989,551	0.2%	Basic Materials
DNLI Denali Therapeutics	$231,676,397	$4,692,672 â–¼	-2.0%	12,066,479	0.2%	Medical
ETN Eaton	$220,813,297	$20,199,056 â–¼	-8.4%	617,366	0.2%	Industrials
KNF Knife River	$217,862,450	$44,078,508 â–²	25.4%	2,668,248	0.2%	Construction
W Wayfair	$215,266,739	$85,731,503 â–¼	-28.5%	2,862,209	0.2%	Retail/Wholesale
BC Brunswick	$210,322,676	$88,216,043 â–²	72.2%	2,890,636	0.2%	Consumer Discretionary
SN SharkNinja	$205,373,564	$5,222,670 â–¼	-2.5%	1,939,316	0.2%	Retail/Wholesale
COIN Coinbase Global	$196,271,594	$51,505,760 â–²	35.6%	1,124,057	0.2%	Finance
Sunbelt Rentals Holdings Inc	$194,207,953	$194,207,953 â–²	New Holding	3,100,469	0.2%	COM
ILMN Illumina	$189,217,165	$11,299,244 â–¼	-5.6%	1,535,106	0.2%	Medical
AVAV AeroVironment	$187,944,940	$28,019,463 â–¼	-13.0%	1,026,741	0.2%	Aerospace
PAYC Paycom Software	$186,840,768	$12,350,409 â–¼	-6.2%	1,537,278	0.2%	Computer and Technology
Remitly Global Inc	$185,192,870	$2,503,267 â–²	1.4%	11,818,307	0.2%	COM
ECL Ecolab	$184,974,613	$1,153,995 â–²	0.6%	695,341	0.2%	Basic Materials
WDAY Workday	$177,727,702	$12,603,929 â–¼	-6.6%	1,367,978	0.2%	Computer and Technology
AAPL Apple	$176,660,935	$8,310,861 â–²	4.9%	696,091	0.2%	Computer and Technology
LMND Lemonade	$173,399,582	$6,269,254 â–¼	-3.5%	2,766,426	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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