Baillie Gifford
Active equity managersFiles as Baillie Gifford & Co(SEC CIK 1088875). Portfolio from its latest quarterly 13F-HR filing.
- $88.08B
- Tracked value
- 226
- Positions
- Q2 2026
- Portfolio as of
- Aug 6, 2026
- Filed
Holdings
Top 100 of 226 tracked positions, by value| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHNOLOGIES CORP | 10.0% | NEW | 51,397,806 | $8.78B |
| 2 | NVDANVIDIA CORP | 9.5% | ▲ 2.8% | 41,888,806 | $8.38B |
| 3 | AMZNAMAZON COM INC | 7.3% | ▼ 4.2% | 26,917,866 | $6.42B |
| 4 | SESea Ltd | 4.2% | ▼ 3.1% | 38,409,385 | $3.68B |
| 5 | NETCloudflare, Inc. | 4.1% | ▼ 8.3% | 14,598,594 | $3.58B |
| 6 | APPAppLovin Corp | 3.8% | ▼ 3.4% | 6,471,615 | $3.33B |
| 7 | SHOPSHOPIFY INC. | 3.7% | ▼ 2.1% | 28,403,600 | $3.24B |
| 8 | PDDPDD Holdings Inc. | 2.3% | ▼ 6.2% | 26,594,535 | $2.03B |
| 9 | IOTSamsara Inc. | 2.1% | ▼ 2.0% | 56,358,374 | $1.83B |
| 10 | METAMeta Platforms, Inc. | 2.0% | ▼ 21.9% | 3,201,546 | $1.80B |
| 11 | AXONAXON ENTERPRISE, INC. | 1.9% | ▲ 24.4% | 3,059,487 | $1.72B |
| 12 | CPNGCoupang, Inc. | 1.6% | ▼ 34.7% | 78,743,687 | $1.37B |
| 13 | MRNAModerna, Inc. | 1.4% | ▼ 8.9% | 18,206,778 | $1.28B |
| 14 | DASHDoorDash, Inc. | 1.4% | ▼ 6.0% | 6,808,714 | $1.26B |
| 15 | RDDTReddit, Inc. | 1.4% | ▼ 1.6% | 7,191,302 | $1.25B |
| 16 | NFLXNETFLIX INC | 1.3% | ▼ 25.8% | 16,173,823 | $1.15B |
| 17 | RBLXRoblox Corp | 1.3% | ▼ 1.4% | 21,124,935 | $1.15B |
| 18 | GOOGAlphabet Inc. | 1.2% | ▼ 11.8% | 3,087,822 | $1.09B |
| 19 | MSFTMICROSOFT CORP | 1.1% | ▼ 30.0% | 2,713,688 | $1.01B |
| 20 | ISRGINTUITIVE SURGICAL INC | 1.1% | ▼ 1.7% | 2,524,427 | $1.00B |
| 21 | GOOGLAlphabet Inc. | 1.1% | ▲ 44.2% | 2,808,512 | $1.00B |
| 22 | MAMastercard Inc | 1.0% | ▲ 26.4% | 1,726,830 | $886.90M |
| 23 | QXOQXO, Inc. | 0.9% | ▲ 251% | 47,867,886 | $827.16M |
| 24 | ENSGENSIGN GROUP, INC | 0.9% | ▲ 4.2% | 5,029,273 | $806.19M |
| 25 | PBRPETROBRAS - PETROLEO BRASILEIRO SA | 0.9% | ▲ 9.4% | 48,618,354 | $785.67M |
| 26 | RIVNRivian Automotive, Inc. / DE | 0.9% | ▼ 1.4% | 43,210,348 | $749.70M |
| 27 | RYROYAL BANK OF CANADA | 0.8% | ▲ 3,803,766% | 3,575,634 | $740.15M |
| 28 | ALNYALNYLAM PHARMACEUTICALS, INC. | 0.8% | ▼ 2.2% | 2,439,889 | $734.48M |
| 29 | SNOWSnowflake Inc. | 0.7% | ▼ 3.4% | 2,584,361 | $657.72M |
| 30 | MLMMARTIN MARIETTA MATERIALS INC | 0.6% | ▼ 8.8% | 991,786 | $571.96M |
| 31 | DUOLDuolingo, Inc. | 0.6% | ▼ 1.1% | 4,824,298 | $554.89M |
| 32 | SYMSymbotic Inc. | 0.6% | ▼ 1.7% | 12,263,759 | $551.26M |
| 33 | ELFe.l.f. Beauty, Inc. | 0.6% | ▼ 1.9% | 7,048,752 | $521.61M |
| 34 | AVGOBroadcom Inc. | 0.6% | ▲ 1,319% | 1,357,957 | $512.97M |
| 35 | AAPLApple Inc. | 0.6% | ▲ 153% | 1,760,591 | $509.44M |
| 36 | KSPIJoint Stock Co Kaspi.kz | 0.6% | ▲ 12.8% | 5,779,168 | $500.71M |
| 37 | RBCRBC Bearings INC | 0.6% | ▲ 158% | 760,468 | $489.79M |
| 38 | AFRMAffirm Holdings, Inc. | 0.5% | ▲ 10.5% | 5,856,569 | $477.60M |
| 39 | TEMTempus AI, Inc. | 0.5% | ▼ 5.3% | 8,190,133 | $474.45M |
| 40 | WSOWATSCO INC | 0.5% | ▼ 0.7% | 1,129,536 | $470.71M |
| 41 | TXNTEXAS INSTRUMENTS INC | 0.5% | ▼ 24.1% | 1,546,937 | $461.10M |
| 42 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 0.5% | ▼ 25.1% | 960,732 | $458.82M |
| 43 | MDLNMedline Inc. | 0.5% | ▲ 13.7% | 11,343,036 | $447.37M |
| 44 | MSCIMSCI Inc. | 0.5% | ▼ 6.6% | 796,246 | $445.93M |
| 45 | SCISERVICE CORP INTERNATIONAL | 0.5% | ▼ 35.5% | 5,553,823 | $421.87M |
| 46 | FIXCOMFORT SYSTEMS USA INC | 0.5% | ▼ 5.5% | 212,655 | $421.47M |
| 47 | ELVElevance Health, Inc. | 0.5% | ▼ 7.6% | 1,083,237 | $418.92M |
| 48 | RYAAYRYANAIR HOLDINGS PLC | 0.5% | ▼ 33.5% | 6,136,507 | $397.34M |
| 49 | AURAurora Innovation, Inc. | 0.4% | ▼ 24.7% | 55,182,704 | $376.35M |
| 50 | CSGPCOSTAR GROUP, INC. | 0.4% | ▼ 3.4% | 13,154,165 | $372.53M |
| 51 | DDOGDatadog, Inc. | 0.4% | ▼ 56.3% | 1,347,370 | $350.80M |
| 52 | SQMCHEMICAL & MINING CO OF CHILE INC | 0.4% | ▼ 17.1% | 4,731,131 | $350.29M |
| 53 | CFRCULLEN/FROST BANKERS, INC. | 0.4% | NEW | 2,233,298 | $345.09M |
| 54 | GHGuardant Health, Inc. | 0.4% | ▼ 40.8% | 2,284,127 | $342.69M |
| 55 | FMXMEXICAN ECONOMIC DEVELOPMENT INC | 0.4% | ▼ 12.0% | 2,674,055 | $342.01M |
| 56 | DGDOLLAR GENERAL CORP | 0.4% | ▼ 8.1% | 2,897,946 | $333.58M |
| 57 | AZOAUTOZONE INC | 0.4% | ▲ 26.3% | 101,423 | $324.14M |
| 58 | TMOTHERMO FISHER SCIENTIFIC INC. | 0.4% | ▼ 7.6% | 645,648 | $323.70M |
| 59 | ONON SEMICONDUCTOR CORP | 0.4% | ▼ 20.1% | 3,423,880 | $323.69M |
| 60 | EOGEOG RESOURCES INC | 0.4% | ▼ 9.9% | 2,450,365 | $317.89M |
| 61 | CBRECBRE GROUP, INC. | 0.4% | ▼ 7.1% | 2,310,972 | $311.26M |
| 62 | PODDINSULET CORP | 0.4% | ▲ 0.6% | 2,042,313 | $310.94M |
| 63 | MKLMARKEL GROUP INC. | 0.4% | ▼ 9.8% | 157,923 | $308.43M |
| 64 | DNLIDenali Therapeutics Inc. | 0.3% | ▼ 0.9% | 11,960,230 | $307.62M |
| 65 | TSLATesla, Inc. | 0.3% | ▼ 43.9% | 730,641 | $307.31M |
| 66 | EQTEQT Corp | 0.3% | ▲ 39.2% | 5,472,472 | $290.97M |
| 67 | WMSADVANCED DRAINAGE SYSTEMS, INC. | 0.3% | ▼ 10.4% | 1,835,297 | $288.07M |
| 68 | KLACKLA CORP | 0.3% | NEW | 946,638 | $285.61M |
| 69 | RELYRemitly Global, Inc. | 0.3% | ▲ 4.8% | 12,383,664 | $277.52M |
| 70 | DEDEERE & CO | 0.3% | ▼ 15.2% | 428,051 | $271.53M |
| 71 | WWayfair Inc. | 0.3% | ▼ 1.8% | 2,811,620 | $259.85M |
| 72 | UBERUber Technologies, Inc | 0.3% | ▼ 5.2% | 3,483,820 | $251.39M |
| 73 | MEDPMedpace Holdings, Inc. | 0.3% | ▼ 6.0% | 473,211 | $250.61M |
| 74 | BNBROOKFIELD Corp /ON/ | 0.3% | ▼ 11.8% | 5,838,391 | $248.66M |
| 75 | FCXFREEPORT-MCMORAN INC | 0.3% | ▼ 5.6% | 3,764,376 | $236.74M |
| 76 | ILMNILLUMINA, INC. | 0.3% | ▼ 13.0% | 1,335,846 | $234.88M |
| 77 | BCBRUNSWICK CORP | 0.3% | ▼ 5.2% | 2,740,077 | $230.82M |
| 78 | KNFKnife River Corp | 0.3% | ▲ 2.7% | 2,739,232 | $229.14M |
| 79 | XYZBlock, Inc. | 0.2% | ▲ 8.3% | 2,886,376 | $219.36M |
| 80 | SUNBSunbelt Rentals Holdings, Inc. | 0.2% | ▼ 5.3% | 2,948,390 | $215.09M |
| 81 | ECLECOLAB INC. | 0.2% | ▲ 5.6% | 734,234 | $204.56M |
| 82 | BROSDutch Bros Inc. | 0.2% | ▼ 8.5% | 2,738,885 | $196.68M |
| 83 | NYTNEW YORK TIMES CO | 0.2% | ▼ 5.8% | 2,741,277 | $191.83M |
| 84 | VALEVale S.A. | 0.2% | NEW | 12,625,977 | $189.89M |
| 85 | IDXXIDEXX LABORATORIES INC /DE | 0.2% | NEW | 353,797 | $186.25M |
| 86 | DKNGDraftKings Inc. | 0.2% | ▼ 0.5% | 7,176,652 | $181.28M |
| 87 | LMNDLemonade, Inc. | 0.2% | ▼ 0.6% | 2,751,019 | $178.95M |
| 88 | YETIYETI Holdings, Inc. | 0.2% | ▼ 2.6% | 3,601,147 | $178.47M |
| 89 | VISTVista Energy, S.A.B. de C.V. | 0.2% | ▲ 74.0% | 2,727,683 | $174.03M |
| 90 | HDBHDFC BANK LTD | 0.2% | ▼ 2.3% | 6,388,689 | $165.02M |
| 91 | COINCoinbase Global, Inc. | 0.2% | ▼ 3.8% | 1,081,008 | $158.03M |
| 92 | ARMARM HOLDINGS PLC /UK | 0.2% | ▼ 27.9% | 441,365 | $156.49M |
| 93 | WDAYWorkday, Inc. | 0.2% | ▼ 12.4% | 1,198,691 | $146.74M |
| 94 | IBNICICI BANK LTD | 0.2% | ▲ 2.2% | 5,020,717 | $145.75M |
| 95 | ADIANALOG DEVICES INC | 0.2% | ▼ 14.8% | 361,599 | $143.62M |
| 96 | VEEVVEEVA SYSTEMS INC | 0.2% | ▲ 5.7% | 776,918 | $137.88M |
| 97 | VRTXVERTEX PHARMACEUTICALS INC / MA | 0.2% | ▲ 36.7% | 272,561 | $135.39M |
| 98 | BZKanzhun Ltd | 0.1% | ▼ 3.9% | 9,561,126 | $123.05M |
| 99 | PAYCPaycom Software, Inc. | 0.1% | ▼ 36.6% | 975,398 | $122.59M |
| 100 | BBDBANK BRADESCO | 0.1% | ▼ 4.3% | 34,838,542 | $120.89M |
Positions in companies tracked by Scrutar, from the manager's latest quarterly 13F-HR filing.
13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since.
Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.