BAILLIE GIFFORD & CO: 13F holdings, Q2 2026
BAILLIE GIFFORD & CO reported 273 positions worth $110.23B in its Form 13F for Q2 2026 (vs. $97.89B in Q1 2026), filed 2026-08-06.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | $8.78B | 8.0% | 51,397,806 | new |
| - | NVIDIA CORPORATION | $8.38B | 7.6% | 41,888,806 | +3% |
| AMZN | AMAZON.COM INC | $6.42B | 5.8% | 26,917,866 | -4% |
| - | MERCADOLIBRE INC | $5.16B | 4.7% | 3,040,410 | -6% |
| SE | SEA LTD | $3.68B | 3.3% | 38,409,385 | -3% |
| - | SPOTIFY TECHNOLOGY S A | $3.64B | 3.3% | 7,928,451 | -4% |
| NET | CLOUDFLARE INC - CLASS A | $3.58B | 3.2% | 14,598,594 | -8% |
| APP | APPLOVIN CORP-CLASS A | $3.33B | 3.0% | 6,471,615 | -3% |
| SHOP | SHOPIFY INC | $3.24B | 2.9% | 28,403,600 | -2% |
| NU | NU HLDGS LTD | $3.07B | 2.8% | 229,930,331 | -7% |
| - | PDD HOLDINGS INC | $2.03B | 1.8% | 26,594,535 | -6% |
| IOT | SAMSARA INC | $1.83B | 1.7% | 56,358,374 | -2% |
| META | META PLATFORMS INC | $1.80B | 1.6% | 3,201,546 | -22% |
| AXON | AXON ENTERPRISE INC | $1.72B | 1.6% | 3,059,487 | +24% |
| CPNG | COUPANG INC | $1.37B | 1.2% | 78,743,687 | -35% |
| - | FERRARI N V | $1.32B | 1.2% | 3,570,726 | -8% |
| MRNA | MODERNA INC | $1.28B | 1.2% | 18,206,778 | -9% |
| DASH | DOORDASH INC - A | $1.26B | 1.1% | 6,808,714 | -6% |
| RDDT | REDDIT INC | $1.25B | 1.1% | 7,191,302 | -2% |
| NFLX | NETFLIX INC. | $1.15B | 1.0% | 16,173,823 | -26% |
| - | ROBLOX CORP | $1.15B | 1.0% | 21,124,935 | -1% |
| GOOG | ALPHABET INC-CL C | $1.09B | 1.0% | 3,087,822 | -12% |
| RKLB | ROCKET LAB CORP | $1.06B | 1.0% | 10,384,512 | -44% |
| - | MICROSOFT CORP | $1.01B | 0.9% | 2,713,688 | -30% |
| BAP | CREDICORP LTD | $1.01B | 0.9% | 2,585,751 | -5% |
| - | INTUITIVE SURGICAL INC | $1.00B | 0.9% | 2,524,427 | -2% |
| GOOGL | ALPHABET INC-CL A | $1.00B | 0.9% | 2,808,512 | +44% |
| DXCM | DEXCOM INC | $996.89M | 0.9% | 14,801,590 | -5% |
| - | MASTERCARD INCORPORATED | $886.90M | 0.8% | 1,726,830 | +26% |
| QXO | QXO INC | $827.16M | 0.8% | 47,867,886 | +251% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| PEN | PENUMBRA INC | $275.97M |
| CME | CME GROUP INC | $127.07M |
| - | PRICE T ROWE GROUP INC | $41.99M |
| - | MOBILEYE GLOBAL INC | $28.44M |
| HTFL | HEARTFLOW INC | $26.39M |
| RAMP | LIVERAMP HLDGS INC | $24.17M |
| TNDM | TANDEM DIABETES CARE INC | $20.88M |
| SANA | SANA BIOTECHNOLOGY INC | $19.03M |
| - | LUFAX HOLDING LTD | $15.31M |
| WAB | WABTEC | $13.50M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.