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Baillie Gifford 13F holdings — 2026-06-30
Filed by BAILLIE GIFFORD & CO on 2026-08-06 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.
273positions
$110.2Breported value
28new positions
26positions sold out
Holdings (top 100 by value)
| Issuer | Shares | Value | % of 13F | Change |
|---|---|---|---|---|
| Space Exploration Technologies Corp | 51,397,806 | $8.8B | 7.97% | New position |
| NVIDIA | 41,888,806 | $8.4B | 7.6% | Added 3% |
| Amazon.Com | 26,917,866 | $6.4B | 5.82% | Reduced 4% |
| MercadoLibre | 3,040,410 | $5.2B | 4.68% | Reduced 6% |
| Sea Ltd ADR | 38,409,385 | $3.7B | 3.34% | Reduced 3% |
| Spotify Technology SA | 7,928,451 | $3.6B | 3.3% | Reduced 4% |
| Cloudflare Inc | 14,598,594 | $3.6B | 3.25% | Reduced 8% |
| AppLovin | 6,471,615 | $3.3B | 3.03% | Reduced 3% |
| Shopify 'A' | 28,403,600 | $3.2B | 2.94% | Reduced 2% |
| Nu Holdings Ltd. | 229,930,331 | $3.1B | 2.79% | Reduced 7% |
| PDD Holdings Inc | 26,594,535 | $2.0B | 1.84% | Reduced 6% |
| Samsara | 56,358,374 | $1.8B | 1.66% | Reduced 2% |
| Meta Platforms Inc | 3,201,546 | $1.8B | 1.64% | Reduced 22% |
| Axon Enterprise Inc | 3,059,487 | $1.7B | 1.56% | Added 24% |
| Coupang | 78,743,687 | $1.4B | 1.24% | Reduced 35% |
| Ferrari ADR | 3,570,726 | $1.3B | 1.2% | Reduced 8% |
| Moderna Inc | 18,206,778 | $1.3B | 1.16% | Reduced 9% |
| Doordash Inc | 6,808,714 | $1.3B | 1.14% | Reduced 6% |
| 7,191,302 | $1.2B | 1.13% | Reduced 2% | |
| Netflix Inc | 16,173,823 | $1.2B | 1.05% | Reduced 26% |
| Roblox | 21,124,935 | $1.1B | 1.04% | Reduced 1% |
| Alphabet Inc Class C | 3,087,822 | $1.1B | 0.99% | Reduced 12% |
| Rocket Lab Corp | 10,384,512 | $1.1B | 0.96% | Reduced 44% |
| Microsoft | 2,713,688 | $1.0B | 0.92% | Reduced 30% |
| Credicorp | 2,585,751 | $1.0B | 0.91% | Reduced 5% |
| Intuitive Surgical | 2,524,427 | $1.0B | 0.91% | Reduced 2% |
| Alphabet Inc Class A | 2,808,512 | $1.0B | 0.91% | Added 44% |
| Dexcom Inc | 14,801,590 | $996.9M | 0.9% | Reduced 5% |
| Mastercard Inc-Class A | 1,726,830 | $886.9M | 0.8% | Added 26% |
| QXO | 47,867,886 | $827.2M | 0.75% | Added 251% |
| The Ensign Group | 5,029,273 | $806.2M | 0.73% | Added 4% |
| Petrobras Common ADR | 48,618,354 | $785.7M | 0.71% | Added 9% |
| MakeMyTrip | 14,670,083 | $781.8M | 0.71% | Reduced 2% |
| Rivian Automotive Inc | 43,210,348 | $749.7M | 0.68% | Reduced 1% |
| The Royal Bank of Canada | 3,575,634 | $740.2M | 0.67% | Added 3803766% |
| Alnylam Pharmaceuticals | 2,439,889 | $734.5M | 0.67% | Reduced 2% |
| Snowflake Inc | 2,584,361 | $657.7M | 0.6% | Reduced 3% |
| CRH Plc | 5,994,916 | $641.5M | 0.58% | Added 1294698% |
| Martin Marietta Materials | 991,786 | $572.0M | 0.52% | Reduced 9% |
| Royalty Pharma | 10,015,578 | $561.6M | 0.51% | Reduced 38% |
| Duolingo Inc | 4,824,298 | $554.9M | 0.5% | Reduced 1% |
| Symbotic | 12,263,759 | $551.3M | 0.5% | Reduced 2% |
| Joby Aviation Inc | 61,139,048 | $545.4M | 0.49% | Reduced 2% |
| e.l.f. Beauty | 7,048,752 | $521.6M | 0.47% | Reduced 2% |
| Broadcom Inc | 1,357,957 | $513.0M | 0.47% | Added 1319% |
| Apple | 1,760,591 | $509.4M | 0.46% | Added 153% |
| Kaspi.kz ADR | 5,779,168 | $500.7M | 0.45% | Added 13% |
| RBC Bearings | 760,468 | $489.8M | 0.44% | Added 158% |
| Affirm Holdings Inc Class A | 5,856,569 | $477.6M | 0.43% | Added 10% |
| Tempus Ai Inc | 8,190,133 | $474.5M | 0.43% | Reduced 5% |
| Watsco Inc | 1,129,536 | $470.7M | 0.43% | Reduced 1% |
| Texas Instruments | 1,546,937 | $461.1M | 0.42% | Reduced 24% |
| TSMC ADR | 960,732 | $458.8M | 0.42% | Reduced 25% |
| Medline Inc | 11,343,036 | $447.4M | 0.41% | Added 14% |
| MSCI | 796,246 | $445.9M | 0.4% | Reduced 7% |
| Service Corp.Intl. | 5,553,823 | $421.9M | 0.38% | Reduced 35% |
| Comfort Systems USA | 212,655 | $421.5M | 0.38% | Reduced 6% |
| Elevance Health Inc | 1,083,237 | $418.9M | 0.38% | Reduced 8% |
| Ryanair ADR | 6,136,507 | $397.3M | 0.36% | Reduced 33% |
| Copa Holdings S A | 2,455,810 | $382.1M | 0.35% | Reduced 5% |
| Aurora Innovation Class A Common | 55,182,704 | $376.3M | 0.34% | Reduced 25% |
| CoStar Group | 13,154,165 | $372.5M | 0.34% | Reduced 3% |
| Philip Morris Intl | 1,957,455 | $354.1M | 0.32% | Added 19% |
| Datadog | 1,347,370 | $350.8M | 0.32% | Reduced 56% |
| SQM ADR | 4,731,131 | $350.3M | 0.32% | Reduced 17% |
| Cullen/Frost Bankers | 2,233,298 | $345.1M | 0.31% | New position |
| Guardant Health | 2,284,127 | $342.7M | 0.31% | Reduced 41% |
| Fomento Economico Mexicano Sab ADR | 2,674,055 | $342.0M | 0.31% | Reduced 12% |
| Dollar General Corp | 2,897,946 | $333.6M | 0.3% | Reduced 8% |
| Moody's Corp | 717,871 | $325.1M | 0.29% | Reduced 6% |
| AutoZone | 101,423 | $324.1M | 0.29% | Added 26% |
| Thermo Fisher Scientific | 645,648 | $323.7M | 0.29% | Reduced 8% |
| On Semiconductor Corp | 3,423,880 | $323.7M | 0.29% | Reduced 20% |
| EOG Resources | 2,450,365 | $317.9M | 0.29% | Reduced 10% |
| Cbre Group Inc | 2,310,972 | $311.3M | 0.28% | Reduced 7% |
| Insulet | 2,042,313 | $310.9M | 0.28% | Added 1% |
| Markel Corp | 157,923 | $308.4M | 0.28% | Reduced 10% |
| Denali Therapeutics | 11,960,230 | $307.6M | 0.28% | Reduced 1% |
| Tesla Inc | 730,641 | $307.3M | 0.28% | Reduced 44% |
| SharkNinja | 1,912,105 | $291.2M | 0.26% | Reduced 1% |
| Eqt Corp | 5,472,472 | $291.0M | 0.26% | Added 39% |
| Advanced Drainage Systems | 1,835,297 | $288.1M | 0.26% | Reduced 10% |
| KLA Corp | 946,638 | $285.6M | 0.26% | New position |
| Atlassian Corp Plc | 3,658,205 | $284.6M | 0.26% | Reduced 63% |
| Remitly Global Inc | 12,383,664 | $277.5M | 0.25% | Added 5% |
| Deere & Co | 428,051 | $271.5M | 0.25% | Reduced 15% |
| Wayfair Inc Class A | 2,811,620 | $259.8M | 0.24% | Reduced 2% |
| Eaton | 598,890 | $255.2M | 0.23% | Reduced 3% |
| United Therapeutics | 467,209 | $253.1M | 0.23% | Added 9% |
| Uber Technologies | 3,483,820 | $251.4M | 0.23% | Reduced 5% |
| Medpace Holdings | 473,211 | $250.6M | 0.23% | Reduced 6% |
| Brookfield Corp | 5,838,391 | $248.7M | 0.23% | Reduced 12% |
| Freeport-Mcmoran Copper | 3,764,376 | $236.7M | 0.21% | Reduced 6% |
| Illumina | 1,335,846 | $234.9M | 0.21% | Reduced 13% |
| Fabrinet | 415,079 | $233.3M | 0.21% | Reduced 10% |
| Brunswick Corp | 2,740,077 | $230.8M | 0.21% | Reduced 5% |
| Knife River | 2,739,232 | $229.1M | 0.21% | Added 3% |
| Block Inc | 2,886,376 | $219.4M | 0.2% | Added 8% |
| Sunbelt Rentals Holdings Inc | 2,948,390 | $215.1M | 0.2% | Reduced 5% |
| Ecolab | 734,234 | $204.6M | 0.19% | Added 6% |
Sold out since prior quarter
| Issuer | Shares in prior quarter | Prior value |
|---|---|---|
| AptarGroup | 72,806 | $9.2M |
| Axia Energia- ADR Pref C | 69 | $753 |
| CME Group Inc | 430,242 | $127.1M |
| Cable One Convertible 1.125 2028 | 6,202,000 | $4.8M |
| Cognex Corp | 128,078 | $6.3M |
| Freshpet Inc | 8,464 | $499.0K |
| Full Truck Alliance Co Ltd ADR | 1,158 | $9.6K |
| HeartFlow | 1,084,652 | $26.4M |
| Liveramp Holdings Inc | 911,277 | $24.2M |
| Lufax Holding Ltd | 8,186,456 | $15.3M |
| MSA Safety | 50,591 | $8.3M |
| MarketAxess Holdings | 29,032 | $4.8M |
| Mobileye Global Inc. | 4,140,398 | $28.4M |
| Penumbra Inc | 840,427 | $276.0M |
| Progressive | 36,167 | $7.2M |
| RxSight Inc | 690,279 | $4.3M |
| Sana Biotechnology Inc | 6,609,065 | $19.0M |
| Schrodinger | 801,170 | $9.1M |
| Stantec Inc | 413 | $35.6K |
| Synopsys | 15,812 | $6.3M |
| T. Rowe Price | 465,792 | $42.0M |
| Tandem Diabetes Care | 1,089,393 | $20.9M |
| The Trade Desk | 150,381 | $3.4M |
| UnitedHealth | 20,444 | $5.5M |
| Wabtec | 54,000 | $13.5M |
| Warby Parker Inc | 169,148 | $3.6M |