Baillie Gifford & Co
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$97.89B
Q ending 2026-03-31
Prior quarter
$120.34B
Q ending 2025-12-31
Change
-18.7% QoQ · -14.6% YoY
Positions
271
reported holdings
Largest positions
Top 100 of 271 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia | NVDA | Shares | $7.11B | 40.7M |
| Amazon.Com | AMZN | Shares | $5.85B | 28.1M |
| Mercadolibre | MELI | Shares | $5.59B | 3.2M |
| Spotify Technology Sa | Shares | $3.99B | 8.2M | |
| Nu Holdings Ltd. | Shares | $3.54B | 246.6M | |
| Shopify 'A' | SHOP | Shares | $3.44B | 29.0M |
| Cloudflare Inc | NET | Shares | $3.29B | 15.9M |
| Sea Ltd Adr | SE | Shares | $3.28B | 39.7M |
| Pdd Holdings Inc | PDD | Shares | $2.90B | 28.4M |
| Applovin | APP | Shares | $2.67B | 6.7M |
| Meta Platforms Inc | META | Shares | $2.35B | 4.1M |
| Coupang | CPNG | Shares | $2.28B | 120.7M |
| Netflix Inc | NFLX | Shares | $2.10B | 21.8M |
| Samsara | IOT | Shares | $1.82B | 57.5M |
| Microsoft | MSFT | Shares | $1.44B | 3.9M |
| Ferrari Adr | Shares | $1.29B | 3.9M | |
| Roblox | RBLX | Shares | $1.21B | 21.4M |
| Intuitive Surgical | ISRG | Shares | $1.18B | 2.6M |
| Rocket Lab Corp | RKLB | Shares | $1.18B | 18.4M |
| Doordash Inc | DASH | Shares | $1.09B | 7.2M |
| Axon Enterprise Inc | AXON | Shares | $1.04B | 2.5M |
| Moderna Inc | MRNA | Shares | $1.02B | 20.0M |
| Alphabet Inc Class C | GOOG | Shares | $1.00B | 3.5M |
| RDDT | Shares | $984.2M | 7.3M | |
| Dexcom Inc | DXCM | Shares | $979.7M | 15.6M |
| The Ensign Group | ENSG | Shares | $972.5M | 4.8M |
| Credicorp | Shares | $925.8M | 2.7M | |
| Petrobras Common Adr | PBR | Shares | $922.1M | 44.4M |
| Alnylam Pharmaceuticals | ALNY | Shares | $825.1M | 2.5M |
| Royalty Pharma | Shares | $775.0M | 16.2M | |
| Service Corp.Intl. | SCI | Shares | $710.0M | 8.6M |
| Mastercard Inc-Class A | MA | Shares | $682.6M | 1.4M |
| Atlassian Corp Plc | TEAM | Shares | $680.0M | 10.0M |
| Symbotic | SYM | Shares | $663.9M | 12.5M |
| Rivian Automotive Inc | RIVN | Shares | $659.5M | 43.8M |
| Martin Marietta Materials | MLM | Shares | $640.1M | 1.1M |
| Alphabet Inc Class A | GOOGL | Shares | $559.9M | 1.9M |
| Makemytrip | Shares | $559.8M | 15.0M | |
| Costar Group | CSGP | Shares | $549.1M | 13.6M |
| Ryanair Adr | RYAAY | Shares | $533.2M | 9.2M |
| Joby Aviation Inc | Shares | $515.6M | 62.4M | |
| Tesla Inc | TSLA | Shares | $484.1M | 1.3M |
| Duolingo Inc | DUOL | Shares | $480.6M | 4.9M |
| Sqm Adr | SQM | Shares | $461.9M | 5.7M |
| Msci | MSCI | Shares | $459.4M | 852K |
| Medline Inc | MDLN | Shares | $443.9M | 10.0M |
| E.L.F. Beauty | ELF | Shares | $435.7M | 7.2M |
| Tsmc Adr | TSM | Shares | $433.3M | 1.3M |
| Insulet | PODD | Shares | $425.9M | 2.0M |
| Watsco Inc | WSO | Shares | $413.7M | 1.1M |
| Snowflake Inc | SNOW | Shares | $403.7M | 2.7M |
| Texas Instruments | TXN | Shares | $395.9M | 2.0M |
| Eog Resources | EOG | Shares | $393.0M | 2.7M |
| Tempus Ai Inc | TEM | Shares | $391.1M | 8.6M |
| Kaspi.Kz Adr | KSPI | Shares | $379.5M | 5.1M |
| Dollar General Corp | DG | Shares | $374.3M | 3.2M |
| Datadog | DDOG | Shares | $363.8M | 3.1M |
| Guardant Health | GH | Shares | $356.5M | 3.9M |
| Elevance Health Inc | ELV | Shares | $343.3M | 1.2M |
| Thermo Fisher Scientific | TMO | Shares | $343.3M | 698K |
| Fomento Economico Mexicano Sab Adr | FMX | Shares | $337.4M | 3.0M |
| Cbre Group Inc | CBRE | Shares | $337.0M | 2.5M |
| Markel Corp | MKL | Shares | $335.1M | 175K |
| Moody'S Corp | MCO | Shares | $333.4M | 764K |
| Comfort Systems Usa | FIX | Shares | $310.4M | 225K |
| Aurora Innovation Class A Common | AUR | Shares | $301.8M | 73.3M |
| Copa Holdings S A | Shares | $293.3M | 2.6M | |
| Deere & Co | DE | Shares | $284.5M | 505K |
| Advanced Drainage Systems | WMS | Shares | $280.8M | 2.0M |
| Penumbra Inc | PEN | Shares | $276.0M | 840K |
| Philip Morris Intl | PM | Shares | $271.9M | 1.6M |
| Autozone | AZO | Shares | $271.2M | 80K |
| Brookfield Corp | BN | Shares | $267.8M | 6.6M |
| On Semiconductor Corp | ON | Shares | $265.5M | 4.3M |
| Qxo | QXO | Shares | $264.6M | 13.6M |
| Uber Technologies | UBER | Shares | $264.3M | 3.7M |
| United Therapeutics | UTHR | Shares | $253.9M | 428K |
| Eqt Corp | EQT | Shares | $250.2M | 3.9M |
| Wix Com | Shares | $245.0M | 2.7M | |
| New York Times Co | NYT | Shares | $243.8M | 2.9M |
| Affirm Holdings Inc Class A | AFRM | Shares | $243.0M | 5.3M |
| Medpace Holdings | MEDP | Shares | $241.6M | 503K |
| Fabrinet | Shares | $240.2M | 460K | |
| Freeport-Mcmoran Copper | FCX | Shares | $234.5M | 4.0M |
| Denali Therapeutics | DNLI | Shares | $231.7M | 12.1M |
| Eaton | Shares | $220.8M | 617K | |
| Knife River | KNF | Shares | $217.9M | 2.7M |
| Wayfair Inc Class A | W | Shares | $215.3M | 2.9M |
| Brunswick Corp | BC | Shares | $210.3M | 2.9M |
| Sharkninja | Shares | $205.4M | 1.9M | |
| Coinbase Global Inc | COIN | Shares | $196.3M | 1.1M |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $194.9M | 3.1M |
| Illumina | ILMN | Shares | $189.2M | 1.5M |
| Aerovironment | AVAV | Shares | $187.9M | 1.0M |
| Paycom Software | PAYC | Shares | $186.8M | 1.5M |
| Remitly Global Inc | RELY | Shares | $185.2M | 11.8M |
| Ecolab | ECL | Shares | $185.0M | 695K |
| Workday Inc | WDAY | Shares | $177.7M | 1.4M |
| Apple | AAPL | Shares | $176.7M | 696K |
| Lemonade Inc | LMND | Shares | $173.4M | 2.8M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.