Baillie Gifford & Co.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Baillie Gifford & Co. reported 272 stock positions worth $110.2 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 8.0% of the portfolio, followed by Nvidia (NVDA, 7.6%) and Amazon.com (AMZN, 5.8%). Compared with Q1 2026, it opened 28 new positions, sold out of 26, added to 57 and reduced 180. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale PDD (PDD, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0001088875
- Portfolio Value
- $110.2B (Q2 2026)
- SEC Filing
- 0001088875-26-000057 ↗ filed Aug 6, 2026
Holdings Value
Holdings 272 stocks · $110.2B
| SPCX Space Exploration Techn Class A | 7.97% | 51,397,806 | $8.8B | New |
| NVDA Nvidia Corp. | 7.60% | 41,888,806 | $8.4B | Add +2.8% |
| AMZN Amazon.com Inc. | 5.82% | 26,917,866 | $6.4B | Reduce -4.2% |
| MELI MercadoLibre Inc. | 4.68% | 3,040,410 | $5.2B | Reduce -6.0% |
| SE Sea Ltd.-ADR | 3.34% | 38,409,385 | $3.7B | Reduce -3.1% |
| SPOT Spotify Technology SA | 3.30% | 7,928,451 | $3.6B | Reduce -3.5% |
| NET Cloudflare Inc. Class A | 3.25% | 14,598,594 | $3.6B | Reduce -8.3% |
| APP AppLovin Corp. Class A | 3.03% | 6,471,615 | $3.3B | Reduce -3.4% |
| SHOP Shopify Inc. Class A | 2.94% | 28,403,600 | $3.2B | Reduce -2.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.79% | 229,930,331 | $3.1B | Reduce -6.8% |
| PDD PDD Holdings Inc. | 1.84% | 26,594,535 | $2.0B | Reduce -6.2% |
| IOT Samsara Inc. Class A | 1.66% | 56,358,374 | $1.8B | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 1.64% | 3,201,546 | $1.8B | Reduce -21.9% |
| AXON Axon Enterprise Inc. | 1.56% | 3,059,487 | $1.7B | Add +24.4% |
| CPNG Coupang Inc. | 1.24% | 78,743,687 | $1.4B | Reduce -34.7% |
| RACE Ferrari NV | 1.20% | 3,570,726 | $1.3B | Reduce -7.9% |
| MRNA Moderna Inc. | 1.16% | 18,206,778 | $1.3B | Reduce -8.9% |
| DASH DoorDash Inc. Class A | 1.14% | 6,808,714 | $1.3B | Reduce -6.0% |
| RDDT Reddit Inc. Class A | 1.13% | 7,191,302 | $1.2B | Reduce -1.6% |
| NFLX Netflix Inc. | 1.05% | 16,173,823 | $1.2B | Reduce -25.8% |
| RBLX Roblox Corp. Class A | 1.04% | 21,124,935 | $1.1B | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.99% | 3,087,822 | $1.1B | Reduce -11.8% |
| RKLB Rocket Lab Corp. | 0.96% | 10,384,512 | $1.1B | Reduce -43.6% |
| MSFT Microsoft Corp. | 0.92% | 2,713,688 | $1.0B | Reduce -30.0% |
| BAP Credicorp Ltd. | 0.91% | 2,585,751 | $1.0B | Reduce -5.3% |
| ISRG Intuitive Surgical Inc. | 0.91% | 2,524,427 | $1.0B | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 0.91% | 2,808,512 | $1.0B | Add +44.3% |
| DXCM Dexcom Inc. | 0.90% | 14,801,590 | $996.9M | Reduce -5.1% |
| MA Mastercard Inc. Class A | 0.80% | 1,726,830 | $886.9M | Add +26.4% |
| QXO Qxo Inc. | 0.75% | 47,867,886 | $827.2M | Add +251.3% |
| ENSG The Ensign Group Inc. | 0.73% | 5,029,273 | $806.2M | Add +4.2% |
| PBR Petroleo Brasileiro-Spon ADR | 0.71% | 48,618,354 | $785.7M | Add +9.4% |
| MMYT Makemytrip Ltd. | 0.71% | 14,670,083 | $781.8M | Reduce -2.3% |
| RIVN Rivian Automotive Inc. Class A | 0.68% | 43,210,348 | $749.7M | Reduce -1.4% |
| RY Royal Bank of Canada | 0.67% | 3,575,634 | $740.2M | Add +3803766.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.67% | 2,439,889 | $734.5M | Reduce -2.2% |
| SNOW Snowflake Inc. | 0.60% | 2,584,361 | $657.7M | Reduce -3.4% |
| CRH CRH PLC | 0.58% | 5,994,916 | $641.5M | Add +1294698.3% |
| MLM Martin Marietta Materials | 0.52% | 991,786 | $572.0M | Reduce -8.8% |
| RPRX Royalty Pharma PLC Class A | 0.51% | 10,015,578 | $561.6M | Reduce -38.0% |
| DUOL Duolingo | 0.50% | 4,824,298 | $554.9M | Reduce -1.1% |
| SYM Symbotic Inc. | 0.50% | 12,263,759 | $551.3M | Reduce -1.7% |
| JOBY Joby Aviation Inc. | 0.49% | 61,139,048 | $545.4M | Reduce -2.0% |
| ELF Elf Beauty Inc. | 0.47% | 7,048,752 | $521.6M | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.47% | 1,357,957 | $513.0M | Add +1318.6% |
| AAPL Apple Inc. | 0.46% | 1,760,591 | $509.4M | Add +152.9% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.45% | 5,779,168 | $500.7M | Add +12.8% |
| RBC RBC Bearings Inc. | 0.44% | 760,468 | $489.8M | Add +158.5% |
| AFRM Affirm Holdings Inc. | 0.43% | 5,856,569 | $477.6M | Add +10.4% |
| TEM Tempus AI Inc. Class A | 0.43% | 8,190,133 | $474.5M | Reduce -5.3% |
| WSO Watsco Inc. | 0.43% | 1,129,536 | $470.7M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.42% | 1,546,937 | $461.1M | Reduce -24.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.42% | 960,732 | $458.8M | Reduce -25.1% |
| MDLN Medline Inc. Class A | 0.41% | 11,343,036 | $447.4M | Add +13.7% |
| MSCI MSCI Inc. | 0.40% | 796,246 | $445.9M | Reduce -6.6% |
| SCI Service Corp. International | 0.38% | 5,553,823 | $421.9M | Reduce -35.5% |
| FIX Comfort Systems USA Inc. | 0.38% | 212,655 | $421.5M | Reduce -5.5% |
| ELV Elevance Health Inc. | 0.38% | 1,083,237 | $418.9M | Reduce -7.6% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.36% | 6,136,507 | $397.3M | Reduce -33.5% |
| CPA Copa Holdings SA Class A | 0.35% | 2,455,810 | $382.1M | Reduce -4.9% |
| AUR Aurora Innovation Inc. | 0.34% | 55,182,704 | $376.3M | Reduce -24.7% |
| CSGP Costar Group Inc. | 0.34% | 13,154,165 | $372.5M | Reduce -3.4% |
| PM Philip Morris International | 0.32% | 1,957,455 | $354.1M | Add +19.1% |
| DDOG Datadog Inc. Class A | 0.32% | 1,347,370 | $350.8M | Reduce -56.3% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.32% | 4,731,131 | $350.3M | Reduce -17.1% |
| CFR Cullen/Frost Bankers Inc. | 0.31% | 2,233,298 | $345.1M | New |
| GH Guardant Health Inc. | 0.31% | 2,284,127 | $342.7M | Reduce -40.8% |
| FMX Fomento Economico Mex-SP ADR | 0.31% | 2,674,055 | $342.0M | Reduce -12.0% |
| DG Dollar General Corp. | 0.30% | 2,897,946 | $333.6M | Reduce -8.1% |
| MCO Moody's Corp. | 0.29% | 717,871 | $325.1M | Reduce -6.1% |
| AZO AutoZone Inc. | 0.29% | 101,423 | $324.1M | Add +26.3% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 645,648 | $323.7M | Reduce -7.6% |
| ON On Semiconductor | 0.29% | 3,423,880 | $323.7M | Reduce -20.1% |
| EOG EOG Resources Inc. | 0.29% | 2,450,365 | $317.9M | Reduce -9.9% |
| CBRE CBRE Group Inc. Class A | 0.28% | 2,310,972 | $311.3M | Reduce -7.1% |
| PODD Insulet Corp. | 0.28% | 2,042,313 | $310.9M | Add +0.6% |
| MKL Markel Group Inc. | 0.28% | 157,923 | $308.4M | Reduce -9.8% |
| DNLI Denali Therapeutics Inc. | 0.28% | 11,960,230 | $307.6M | Reduce -0.9% |
| TSLA Tesla Inc. | 0.28% | 730,641 | $307.3M | Reduce -43.9% |
| SN Sharkninja Inc. | 0.26% | 1,912,105 | $291.2M | Reduce -1.4% |
| EQT Eqt Corp. | 0.26% | 5,472,472 | $291.0M | Add +39.2% |
| WMS Advanced Drainage Systems Inc. | 0.26% | 1,835,297 | $288.1M | Reduce -10.4% |
| KLAC KLA Corp. | 0.26% | 946,638 | $285.6M | New |
| TEAM Atlassian Corp. Class A | 0.26% | 3,658,205 | $284.6M | Reduce -63.3% |
| RELY Remitly Global Inc. | 0.25% | 12,383,664 | $277.5M | Add +4.8% |
| DE Deere & Co. | 0.25% | 428,051 | $271.5M | Reduce -15.2% |
| W Wayfair Inc. Class A | 0.24% | 2,811,620 | $259.8M | Reduce -1.8% |
| ETN Eaton Corp. PLC | 0.23% | 598,890 | $255.2M | Reduce -3.0% |
| UTHR United Therapeutics Corp. | 0.23% | 467,209 | $253.1M | Add +9.1% |
| UBER Uber Technologies Inc. | 0.23% | 3,483,820 | $251.4M | Reduce -5.2% |
| MEDP Medpace Holdings Inc. | 0.23% | 473,211 | $250.6M | Reduce -6.0% |
| BN Brookfield Corp. | 0.23% | 5,838,391 | $248.7M | Reduce -11.8% |
| FCX Freeport-McMoran Inc. | 0.21% | 3,764,376 | $236.7M | Reduce -5.6% |
| ILMN Illumina Inc. | 0.21% | 1,335,846 | $234.9M | Reduce -13.0% |
| FN Fabrinet | 0.21% | 415,079 | $233.3M | Reduce -9.9% |
| BC Brunswick Corp. | 0.21% | 2,740,077 | $230.8M | Reduce -5.2% |
| KNF Knife River Corp. | 0.21% | 2,739,232 | $229.1M | Add +2.7% |
| XYZ Block Inc. | 0.20% | 2,886,376 | $219.4M | Add +8.3% |
| SUNB Sunbelt Rentals Holdings Inc. | 0.20% | 2,948,390 | $215.1M | Reduce -5.3% |
| ECL Ecolab Inc. | 0.19% | 734,234 | $204.6M | Add +5.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $6.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 120,000 | $6.7M | No change |
Total filed on the 13F, all lines: $110.2B.
Portfolio Sells Q1 2026 → Q2 2026
| PDD PDD Holdings Inc. | Reduce -6.2% | 1.84% | −1.12 |
| NFLX Netflix Inc. | Reduce -25.8% | 1.05% | −1.09 |
| CPNG Coupang Inc. | Reduce -34.7% | 1.24% | −1.09 |
| MELI MercadoLibre Inc. | Reduce -6.0% | 4.68% | −1.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -6.8% | 2.79% | −0.83 |
| SPOT Spotify Technology SA | Reduce -3.5% | 3.30% | −0.77 |
| META Meta Platforms Inc. Class A | Reduce -21.9% | 1.64% | −0.76 |
| SHOP Shopify Inc. Class A | Reduce -2.1% | 2.94% | −0.57 |
| MSFT Microsoft Corp. | Reduce -30.0% | 0.92% | −0.55 |
| TEAM Atlassian Corp. Class A | Reduce -63.3% | 0.26% | −0.44 |
| SCI Service Corp. International | Reduce -35.5% | 0.38% | −0.34 |
| ISRG Intuitive Surgical Inc. | Reduce -1.7% | 0.91% | −0.30 |
| RPRX Royalty Pharma PLC Class A | Reduce -38.0% | 0.51% | −0.28 |
| PEN Penumbra Inc. | Sold out | 0.00% | −0.28 |
| RKLB Rocket Lab Corp. | Reduce -43.6% | 0.96% | −0.25 |
| CSGP Costar Group Inc. | Reduce -3.4% | 0.34% | −0.22 |
| TSLA Tesla Inc. | Reduce -43.9% | 0.28% | −0.22 |
| IOT Samsara Inc. Class A | Reduce -2.0% | 1.66% | −0.20 |
| RBLX Roblox Corp. Class A | Reduce -1.4% | 1.04% | −0.20 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -33.5% | 0.36% | −0.18 |
| SYM Symbotic Inc. | Reduce -1.7% | 0.50% | −0.18 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -2.2% | 0.67% | −0.18 |
| AMZN Amazon.com Inc. | Reduce -4.2% | 5.82% | −0.16 |
| SQM Quimica Y Minera Chil-SP ADR | Reduce -17.1% | 0.32% | −0.15 |
| WIX Wix.com Ltd. | Reduce -6.5% | 0.10% | −0.15 |
| MLM Martin Marietta Materials | Reduce -8.8% | 0.52% | −0.14 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.13 |
| RACE Ferrari NV | Reduce -7.9% | 1.20% | −0.12 |
| EOG EOG Resources Inc. | Reduce -9.9% | 0.29% | −0.11 |
| NET Cloudflare Inc. Class A | Reduce -8.3% | 3.25% | −0.11 |
| DXCM Dexcom Inc. | Reduce -5.1% | 0.90% | −0.10 |
| ENPH Enphase Energy Inc. | Reduce -100.0% | 0.00% | −0.10 |
| DG Dollar General Corp. | Reduce -8.1% | 0.30% | −0.08 |
| PAYC Paycom Software Inc. | Reduce -36.5% | 0.11% | −0.08 |
| DOCS Doximity Inc. Class A | Reduce -83.2% | 0.01% | −0.08 |
| NYT New York Times Co. Class A | Reduce -5.8% | 0.17% | −0.07 |
| ADSK Autodesk Inc. | Reduce -25.4% | 0.09% | −0.07 |
| MSCI MSCI Inc. | Reduce -6.6% | 0.40% | −0.06 |
| MKL Markel Group Inc. | Reduce -9.8% | 0.28% | −0.06 |
| CBRE CBRE Group Inc. Class A | Reduce -7.1% | 0.28% | −0.06 |
| COIN Coinbase Global Inc. Class A | Reduce -3.8% | 0.14% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.6% | 0.29% | −0.06 |
| DDOG Datadog Inc. Class A | Reduce -56.3% | 0.32% | −0.05 |
| GH Guardant Health Inc. | Reduce -40.8% | 0.31% | −0.05 |
| WDAY Workday Inc. Class A | Reduce -12.4% | 0.13% | −0.05 |
| BN Brookfield Corp. | Reduce -11.8% | 0.23% | −0.05 |
| AVAV Aerovironment Inc. | Reduce -5.8% | 0.14% | −0.05 |
| MCO Moody's Corp. | Reduce -6.1% | 0.29% | −0.05 |
| DE Deere & Co. | Reduce -15.2% | 0.25% | −0.04 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | New | 7.97% | +7.97 |
| RY Royal Bank of Canada | Add +3803766.0% | 0.67% | +0.67 |
| CRH CRH PLC | Add +1294698.3% | 0.58% | +0.58 |
| AXON Axon Enterprise Inc. | Add +24.4% | 1.56% | +0.49 |
| QXO Qxo Inc. | Add +251.3% | 0.75% | +0.48 |
| AVGO Broadcom Inc. | Add +1318.6% | 0.47% | +0.44 |
| NVDA Nvidia Corp. | Add +2.8% | 7.60% | +0.34 |
| GOOGL Alphabet Inc. Class A | Add +44.3% | 0.91% | +0.34 |
| CFR Cullen/Frost Bankers Inc. | New | 0.31% | +0.31 |
| AAPL Apple Inc. | Add +152.9% | 0.46% | +0.28 |
| RBC RBC Bearings Inc. | Add +158.5% | 0.44% | +0.28 |
| KLAC KLA Corp. | New | 0.26% | +0.26 |
| AFRM Affirm Holdings Inc. | Add +10.4% | 0.43% | +0.19 |
| VALE Vale SA-SP ADR | New | 0.17% | +0.17 |
| IDXX Idexx Laboratories Inc. | New | 0.17% | +0.17 |
| VST Vistra Corp. | New | 0.11% | +0.11 |
| MA Mastercard Inc. Class A | Add +26.4% | 0.80% | +0.11 |
| KSPI JSC Kaspi.kz ADR | Add +12.8% | 0.45% | +0.07 |
| EW Edwards Lifesciences Corp. | Add +174.6% | 0.10% | +0.06 |
| RELY Remitly Global Inc. | Add +4.8% | 0.25% | +0.06 |
| TDW Tidewater Inc. | Add +154.9% | 0.10% | +0.05 |
| PM Philip Morris International | Add +19.1% | 0.32% | +0.04 |
| VIST Vista Energy Sab DE CV | Add +74.0% | 0.16% | +0.04 |
| XYZ Block Inc. | Add +8.3% | 0.20% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +36.7% | 0.12% | +0.03 |
| RVMD Revolution Medicines Inc. | Add +40.8% | 0.04% | +0.03 |
| HIMS Hims & Hers Health Inc. | New | 0.02% | +0.02 |
| PDFS PDF Solutions Inc. | New | 0.02% | +0.02 |
| CRCL Circle Internet Group Inc. | Add +178.8% | 0.06% | +0.02 |
| RBRK Rubrik Inc. Class A | Add +135.0% | 0.03% | +0.02 |
| AZO AutoZone Inc. | Add +26.3% | 0.29% | +0.02 |
| PONY Pony AI Inc. | Add +95.3% | 0.08% | +0.02 |
| INTU Intuit Inc. | Add +123.9% | 0.09% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.01% | +0.01 |
| INTC Intel Corp. | Add +15954.4% | 0.01% | +0.01 |
| AJG Arthur J Gallagher & Co. | Add +38.0% | 0.04% | +0.01 |
| EQT Eqt Corp. | Add +39.2% | 0.26% | +0.01 |
| IBN Icici Bank Ltd.-Spon ADR | Add +2.2% | 0.13% | +0.00 |
| GNRC Generac Holdings Inc. | New | 0.00% | +0.00 |
| PAYX Paychex Inc. | Add +7.8% | 0.03% | +0.00 |
| TBBB BBB Foods Inc. Class A | Add +0.0% | 0.01% | +0.00 |
| AXIAY Axia Energia-ADR | Add +3542.1% | 0.00% | +0.00 |
| CBRS Cerebras Systems Inc. Class A | New | 0.00% | +0.00 |
| ONC Beone Medicines Ltd.-ADR | Add +4520.0% | 0.00% | +0.00 |
| MU Micron Technology Inc. | New | 0.00% | +0.00 |
| AER Aercap Holdings NV | Add +10.3% | 0.00% | +0.00 |
| AMD Advanced Micro Devices | New | 0.00% | 0.00 |
| AMAT Applied Materials Inc. | New | 0.00% | 0.00 |
| ARGX Argenx SE - ADR | New | 0.00% | 0.00 |
| BIDU Baidu Inc. - Spon ADR | Add +3684.6% | 0.00% | 0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 272 | $110.2B | SPCX, NVDA, AMZN, MELI, SE |
| Q1 2026 | 270 | $97.9B | NVDA, AMZN, MELI, SPOT, NU |
| Q4 2025 | 265 | $120.3B | NVDA, MELI, AMZN, SHOP, SE |
| Q3 2025 | 264 | $135.0B | NVDA, MELI, SE, AMZN, SPOT |
| Q2 2025 | 263 | $133.9B | MELI, NVDA, SPOT, AMZN, SE |
| Q1 2025 | 264 | $114.6B | MELI, AMZN, SPOT, SHOP, SE |
| Q4 2024 | 270 | $130.1B | AMZN, MELI, NVDA, SHOP, SPOT |
| Q3 2024 | 276 | $133.6B | MELI, NVDA, AMZN, SPOT, SHOP |
| Q2 2024 | 284 | $128.4B | NVDA, MELI, AMZN, MRNA, SPOT |
| Q1 2024 | 289 | $128.6B | NVDA, MELI, AMZN, SPOT, MRNA |