Baillie Gifford & Co Top Holdings and 13F Report (2026) About Baillie Gifford & CoInvestment ActivityBaillie Gifford & Co has $105.90 billion in total holdings as of September 30, 2026.Baillie Gifford & Co owns shares of 283 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 10.76% of the portfolio was purchased this quarter.About 13.20% of the portfolio was sold this quarter.This quarter, Baillie Gifford & Co has purchased 278 new stocks and bought additional shares in 69 stocks.Baillie Gifford & Co sold shares of 179 stocks and completely divested from 13 stocks this quarter.Largest Holdings NVIDIA $9,722,835,670Amazon.com $6,015,836,127Space Exploration Technologies Corp $5,884,300,334MercadoLibre $5,085,171,050Cloudflare $4,457,279,415 Largest New Holdings this Quarter T19377109 - Bending Spoons Spa $1,723,002,890 Holding16411R208 - Cheniere Energy, Inc $165,172,313 Holding53947R105 - Loar Hdgs $139,680,238 Holding149568107 - Cavco Industries $60,478,386 Holding78392B206 - SK Hynix ADR $32,615,911 Holding Largest Purchases this Quarter Shopify A 26,697,575 shares (about $3.96B)Bending Spoons Spa 51,710,771 shares (about $1.72B)Ferrari 3,350,476 shares (about $1.32B)Lam Research Corp 3,496,694 shares (about $1.15B)Alnylam Pharmaceuticals 3,052,580 shares (about $753.19M) Largest Sales this Quarter Space Exploration Technologies Corp 12,392,766 shares (about $1.87B)Moderna 6,768,791 shares (about $1.30B)PDD 14,967,960 shares (about $1.17B)Royal Bank Of Canada 3,575,587 shares (about $702.95M)Amazon.com 2,772,427 shares (about $690.75M) 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$9,722,835,670$156,270,157 ▲1.6%42,573,0619.2%TechnologyAMZNAmazon.com$6,015,836,127$690,750,187 ▼-10.3%24,145,4395.7%Consumer DiscretionarySpace Exploration Technologies Corp$5,884,300,334$1,869,572,679 ▼-24.1%39,005,0405.6%CL A COMMELIMercadoLibre$5,085,171,050$170,268,848 ▼-3.2%2,941,9054.8%Consumer DiscretionaryNETCloudflare$4,457,279,415$612,520,309 ▼-12.1%12,834,8294.2%TechnologyShopify A$3,959,577,522$3,959,250,372 ▲1,210,225.5%26,699,7813.7%CL ASPOTSpotify Technology$3,677,014,042$187,154,407 ▼-4.8%7,544,4503.5%Communication ServicesSESEA$3,616,990,107$122,547,616 ▼-3.3%37,150,6793.4%Consumer DiscretionaryNUNU$3,011,925,104$101,007,114 ▲3.5%237,908,7762.8%FinanceMRNAModerna$2,202,613,157$1,303,466,083 ▼-37.2%11,437,9872.1%HealthcareIOTSamsara$2,052,460,877$96,483,923 ▼-4.5%53,827,9801.9%TechnologyMETAMeta Platforms$1,754,194,466$567,502,662 ▼-24.4%2,418,9781.7%Communication ServicesBending Spoons Spa$1,723,002,890$1,723,002,890 ▲New Holding51,710,7711.6%COM SHSAppLovin$1,478,331,683$401,219,461 ▼-21.3%5,090,1481.4%COM CL AALNYAlnylam Pharmaceuticals$1,355,211,801$753,193,589 ▲125.1%5,492,4691.3%HealthcareRACEFerrari$1,318,286,045$1,318,273,061 ▲10,152,957.6%3,350,5091.2%Consumer DiscretionaryAXONAxon Enterprise$1,315,253,213$22,558,765 ▲1.7%3,112,8781.2%IndustrialsMSFTMicrosoft$1,291,568,367$100,282,208 ▼-7.2%2,518,1681.2%TechnologyDXCMDexCom$1,253,070,590$24,158,611 ▼-1.9%14,521,6201.2%HealthcareLam Research Corp$1,148,717,999$1,148,698,945 ▲6,028,782.8%3,496,7521.1%COMGOOGLAlphabet$1,032,328,772$65,975,964 ▲6.8%3,000,2581.0%Communication ServicesReddit$1,010,271,225$14,057,831 ▼-1.4%7,092,6091.0%CL AISRGIntuitive Surgical$1,006,647,129$19,860,622 ▼-1.9%2,475,5851.0%HealthcareGOOGAlphabet$989,996,900$62,147,569 ▼-5.9%2,905,4320.9%Communication ServicesDoordash Inc$955,976,490$293,762,965 ▼-23.5%5,208,2620.9%COMMAMastercard$930,938,712$21,356,227 ▼-2.2%1,688,1040.9%FinancePDDPDD$906,175,256$1,166,602,803 ▼-56.3%11,626,5750.9%Consumer DiscretionaryPBRPetroleo Brasileiro S.A. - Petrobras$899,253,258$115,411,789 ▼-11.4%43,088,3210.8%EnergyBAPCredicorp$872,730,812$109,518,420 ▼-11.1%2,297,4460.8%FinanceENSGThe Ensign Group$802,883,100$62,151,856 ▼-7.2%4,667,9250.8%HealthcareSNOWSnowflake$800,581,291$76,964,330 ▼-8.8%2,357,7020.8%TechnologyRocket Lab Corp$728,281,215$4,688,419 ▲0.6%10,451,7970.7%COMELFe.l.f. Beauty$706,297,570$5,414,920 ▼-0.8%6,995,1230.7%Consumer StaplesMMYTMakeMyTrip$672,076,882$20,351,035 ▼-2.9%14,238,9170.6%Consumer DiscretionaryRYRoyal Bank Of Canada$665,933,044$39,094,590 ▼-5.5%3,377,3610.6%FinanceDuolingo Inc$648,616,906$38,363,130 ▼-5.6%4,554,8940.6%CL A COMRIVNRivian Automotive$623,879,191$21,683,408 ▼-3.4%41,758,9820.6%Consumer DiscretionaryCPNGCoupang$618,528,586$473,646,353 ▼-43.4%44,594,7070.6%Consumer DiscretionaryTEAMAtlassian$616,816,407$39,063,167 ▼-6.0%3,440,3280.6%TechnologyNFLXNetflix$612,988,668$512,385,938 ▼-45.5%8,809,8400.6%Communication ServicesTempus Ai Inc$566,087,230$104,684,662 ▼-15.6%6,911,9320.5%CL AQXO$543,955,748$15,619,839 ▼-2.8%46,531,7150.5%COM NEWAAPLApple$541,774,920$44,537,096 ▼-7.6%1,626,8540.5%TechnologyArm Hdgs ADR$537,368,832$409,523,046 ▲320.3%1,855,1710.5%SPON ADRRPRXRoyalty Pharma$534,107,685$50,401,447 ▼-8.6%9,151,9480.5%HealthcareKaspi.kz ADR$531,665,214$11,923,328 ▼-2.2%5,652,4050.5%ADRKLACKLA$516,814,205$332,286,060 ▲180.1%2,651,2810.5%TechnologySYMSymbotic$512,651,642$3,284,699 ▼-0.6%12,185,6820.5%IndustrialsAVGOBroadcom$503,137,621$26,236,703 ▲5.5%1,432,6650.5%TechnologyCRH Plc$501,247,768$4,868,723 ▲1.0%6,053,7170.5%ADRMLMMartin Marietta Materials$437,178,402$38,690,439 ▼-8.1%911,1490.4%MaterialsRBCRBC Bearings$430,755,114$51,106,674 ▲13.5%862,8390.4%IndustrialsMSCIMSCI$414,506,411$14,399,459 ▼-3.4%769,5140.4%FinanceRBLXRoblox$411,262,625$483,800,870 ▼-54.1%9,706,4580.4%Communication ServicesTMOThermo Fisher Scientific$408,530,134$27,314,548 ▼-6.3%605,1850.4%HealthcareTSMTaiwan Semiconductor Manufacturing$408,482,106$29,794,225 ▼-6.8%895,4210.4%TechnologyTXNTexas Instruments$406,491,256$26,790,328 ▼-6.2%1,451,2880.4%TechnologyELVElevance Health$403,089,694$18,094,516 ▼-4.3%1,036,7000.4%HealthcareMedline Inc$389,891,663$3,711,685 ▼-0.9%11,236,0710.4%COM CL APMPhilip Morris International$364,075,973$9,445,590 ▼-2.5%1,907,9550.3%Consumer StaplesAFRMAffirm$361,156,849$44,293,423 ▼-10.9%5,216,7680.3%FinanceILMNIllumina$345,389,907$20,204,426 ▼-5.5%1,262,0210.3%HealthcareSCIService Corporation International$336,891,408$86,032,214 ▼-20.3%4,424,0500.3%Consumer DiscretionaryJOBYJoby Aviation$331,500,916$38,390,323 ▼-10.4%54,793,5400.3%IndustrialsCFRCullen/Frost Bankers$322,158,128$18,799,479 ▼-5.5%2,110,1600.3%FinanceDGDollar General$316,649,274$29,887,108 ▼-8.6%2,648,0120.3%Consumer StaplesMCOMoody's$315,251,597$10,755,161 ▼-3.3%694,1880.3%FinanceCSGPCoStar Group$311,902,502$48,521,619 ▼-13.5%11,383,3030.3%Real EstateGHGuardant Health$306,251,433$101,145,459 ▼-24.8%1,717,0410.3%HealthcareCPACopa$305,614,061$18,184,488 ▼-5.6%2,317,8920.3%IndustrialsAURAurora Innovation$294,861,381$10,850,799 ▼-3.5%53,224,0760.3%TechnologyWSOWatsco$290,160,451$51,738,802 ▼-15.1%958,6060.3%IndustrialsEQTEQT$288,025,628$22,282,387 ▲8.4%5,931,3350.3%EnergyMEDPMedpace$281,982,053$13,386,788 ▼-4.5%451,7640.3%HealthcareAstera Labs$280,104,249$202,349,722 ▲260.2%786,8760.3%COMCBRECBRE Group$277,936,495$18,954,078 ▼-6.4%2,163,4350.3%Real EstateSQMSociedad Quimica y Minera$276,136,605$30,771,863 ▼-10.0%4,256,7690.3%MaterialsFMXFomento Economico Mexicano$275,895,285$41,140,676 ▼-13.0%2,327,0520.3%Consumer StaplesAZOAutoZone$274,913,802$12,115,316 ▼-4.2%97,1420.3%Consumer DiscretionaryFIXComfort Systems USA$268,531,586$83,218,922 ▼-23.7%162,3440.3%IndustrialsEOGEOG Resources$264,295,729$73,266,554 ▼-21.7%1,918,5230.2%EnergyMKLMarkel Group$259,571,459$10,863,783 ▼-4.0%151,5790.2%FinanceRYAAYRyanair$255,426,998$82,142,252 ▼-24.3%4,643,2830.2%IndustrialsONonsemi$252,966,640$10,227,015 ▼-3.9%3,290,8370.2%TechnologyDDOGDatadog$251,976,506$117,000,770 ▼-31.7%920,1260.2%TechnologyFCXFreeport-McMoRan$250,606,790$12,899,530 ▼-4.9%3,580,0970.2%MaterialsWWayfair$237,384,144$50,975,602 ▼-17.7%2,314,5880.2%Consumer DiscretionaryETNEaton$233,893,731$23,455,291 ▼-9.1%544,3060.2%IndustrialsDNLIDenali Therapeutics$229,849,263$17,368,691 ▼-7.0%11,119,9450.2%HealthcareTSLATesla$227,893,044$31,345,689 ▼-12.1%642,2960.2%Consumer DiscretionaryUBERUber Technologies$226,574,970$12,101,538 ▼-5.1%3,307,1810.2%IndustrialsSNSharkNinja$222,838,339$121,570,012 ▼-35.3%1,237,1660.2%Consumer DiscretionaryDEDeere & Company$210,754,551$76,703,098 ▼-26.7%313,8330.2%IndustrialsWMSAdvanced Drainage Systems$207,833,543$24,716,940 ▼-10.6%1,640,2300.2%IndustrialsUTHRUnited Therapeutics$205,427,790$47,748,096 ▼-18.9%379,0950.2%HealthcareSunbelt Rentals Holdings Inc$203,689,986$202,986,783 ▲28,866.0%2,746,8480.2%COMECLEcolab$199,813,514$1,792,458 ▼-0.9%727,7060.2%MaterialsIBNICICI Bank$194,344,091$56,023,338 ▲40.5%7,054,2320.2%FinanceBNBrookfield$191,066,770$21,800,965 ▼-10.2%5,240,4490.2%FinanceVISTVista Energy$187,747,348$9,493,264 ▲5.3%2,872,9510.2%EnergyShowing largest 100 holdings. 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