Baillie Gifford & Co
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$110.23B
Q ending 2026-06-30
Prior quarter
$97.89B
Q ending 2026-03-31
Change
+12.6% QoQ · -17.7% YoY
Positions
273
reported holdings
Largest positions
Top 100 of 273 reported positions by value, Q ending 2026-06-30. 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 |
|---|---|---|---|---|
| Space Exploration Technologies Cor | SPCX | Shares | $8.78B | 51.4M |
| Nvidia | NVDA | Shares | $8.38B | 41.9M |
| Amazon.Com | AMZN | Shares | $6.42B | 26.9M |
| Mercadolibre | MELI | Shares | $5.16B | 3.0M |
| Sea Ltd Adr | SE | Shares | $3.68B | 38.4M |
| Spotify Technology Sa | Shares | $3.64B | 7.9M | |
| Cloudflare Inc | NET | Shares | $3.58B | 14.6M |
| Applovin | APP | Shares | $3.33B | 6.5M |
| Shopify 'A' | SHOP | Shares | $3.24B | 28.4M |
| Nu Holdings Ltd. | Shares | $3.07B | 229.9M | |
| Pdd Holdings Inc | PDD | Shares | $2.03B | 26.6M |
| Samsara | IOT | Shares | $1.83B | 56.4M |
| Meta Platforms Inc | META | Shares | $1.80B | 3.2M |
| Axon Enterprise Inc | AXON | Shares | $1.72B | 3.1M |
| Coupang | CPNG | Shares | $1.37B | 78.7M |
| Ferrari Adr | Shares | $1.32B | 3.6M | |
| Moderna Inc | MRNA | Shares | $1.28B | 18.2M |
| Doordash Inc | DASH | Shares | $1.26B | 6.8M |
| RDDT | Shares | $1.25B | 7.2M | |
| Netflix Inc | NFLX | Shares | $1.15B | 16.2M |
| Roblox | RBLX | Shares | $1.15B | 21.1M |
| Alphabet Inc Class C | GOOG | Shares | $1.09B | 3.1M |
| Rocket Lab Corp | RKLB | Shares | $1.06B | 10.4M |
| Microsoft | MSFT | Shares | $1.01B | 2.7M |
| Credicorp | Shares | $1.01B | 2.6M | |
| Intuitive Surgical | ISRG | Shares | $1.00B | 2.5M |
| Alphabet Inc Class A | GOOGL | Shares | $1.00B | 2.8M |
| Dexcom Inc | DXCM | Shares | $996.9M | 14.8M |
| Mastercard Inc-Class A | MA | Shares | $886.9M | 1.7M |
| Qxo | QXO | Shares | $827.2M | 47.9M |
| The Ensign Group | ENSG | Shares | $806.2M | 5.0M |
| Petrobras Common Adr | PBR | Shares | $785.7M | 48.6M |
| Makemytrip | Shares | $781.8M | 14.7M | |
| Rivian Automotive Inc | RIVN | Shares | $749.7M | 43.2M |
| The Royal Bank Of Canada | RY | Shares | $740.2M | 3.6M |
| Alnylam Pharmaceuticals | ALNY | Shares | $734.5M | 2.4M |
| Snowflake Inc | SNOW | Shares | $657.7M | 2.6M |
| Crh Plc | Shares | $641.5M | 6.0M | |
| Martin Marietta Materials | MLM | Shares | $572.0M | 992K |
| Royalty Pharma | Shares | $561.6M | 10.0M | |
| Duolingo Inc | DUOL | Shares | $554.9M | 4.8M |
| Symbotic | SYM | Shares | $551.3M | 12.3M |
| Joby Aviation Inc | Shares | $545.4M | 61.1M | |
| E.L.F. Beauty | ELF | Shares | $521.6M | 7.0M |
| Broadcom Inc | AVGO | Shares | $513.0M | 1.4M |
| Apple | AAPL | Shares | $509.4M | 1.8M |
| Kaspi.Kz Adr | KSPI | Shares | $500.7M | 5.8M |
| Rbc Bearings | RBC | Shares | $489.8M | 760K |
| Affirm Holdings Inc Class A | AFRM | Shares | $477.6M | 5.9M |
| Tempus Ai Inc | TEM | Shares | $474.5M | 8.2M |
| Watsco Inc | WSO | Shares | $470.7M | 1.1M |
| Texas Instruments | TXN | Shares | $461.1M | 1.5M |
| Tsmc Adr | TSM | Shares | $458.8M | 961K |
| Medline Inc | MDLN | Shares | $447.4M | 11.3M |
| Msci | MSCI | Shares | $445.9M | 796K |
| Service Corp.Intl. | SCI | Shares | $421.9M | 5.6M |
| Comfort Systems Usa | FIX | Shares | $421.5M | 213K |
| Elevance Health Inc | ELV | Shares | $418.9M | 1.1M |
| Ryanair Adr | RYAAY | Shares | $397.3M | 6.1M |
| Copa Holdings S A | Shares | $382.1M | 2.5M | |
| Aurora Innovation Class A Common | AUR | Shares | $376.3M | 55.2M |
| Costar Group | CSGP | Shares | $372.5M | 13.2M |
| Philip Morris Intl | PM | Shares | $354.1M | 2.0M |
| Datadog | DDOG | Shares | $350.8M | 1.3M |
| Sqm Adr | SQM | Shares | $350.3M | 4.7M |
| Cullen/Frost Bankers | CFR | Shares | $345.1M | 2.2M |
| Guardant Health | GH | Shares | $342.7M | 2.3M |
| Fomento Economico Mexicano Sab Adr | FMX | Shares | $342.0M | 2.7M |
| Dollar General Corp | DG | Shares | $333.6M | 2.9M |
| Moody'S Corp | MCO | Shares | $325.1M | 718K |
| Autozone | AZO | Shares | $324.1M | 101K |
| Thermo Fisher Scientific | TMO | Shares | $323.7M | 646K |
| On Semiconductor Corp | ON | Shares | $323.7M | 3.4M |
| Eog Resources | EOG | Shares | $317.9M | 2.5M |
| Cbre Group Inc | CBRE | Shares | $311.3M | 2.3M |
| Insulet | PODD | Shares | $310.9M | 2.0M |
| Markel Corp | MKL | Shares | $308.4M | 158K |
| Denali Therapeutics | DNLI | Shares | $307.6M | 12.0M |
| Tesla Inc | TSLA | Shares | $307.3M | 731K |
| Sharkninja | Shares | $291.2M | 1.9M | |
| Eqt Corp | EQT | Shares | $291.0M | 5.5M |
| Advanced Drainage Systems | WMS | Shares | $288.1M | 1.8M |
| Kla Corp | KLAC | Shares | $285.6M | 947K |
| Atlassian Corp Plc | TEAM | Shares | $284.6M | 3.7M |
| Remitly Global Inc | RELY | Shares | $277.5M | 12.4M |
| Deere & Co | DE | Shares | $271.5M | 428K |
| Wayfair Inc Class A | W | Shares | $259.8M | 2.8M |
| Eaton | Shares | $255.2M | 599K | |
| United Therapeutics | UTHR | Shares | $253.1M | 467K |
| Uber Technologies | UBER | Shares | $251.4M | 3.5M |
| Medpace Holdings | MEDP | Shares | $250.6M | 473K |
| Brookfield Corp | BN | Shares | $248.7M | 5.8M |
| Freeport-Mcmoran Copper | FCX | Shares | $236.7M | 3.8M |
| Illumina | ILMN | Shares | $234.9M | 1.3M |
| Fabrinet | Shares | $233.3M | 415K | |
| Brunswick Corp | BC | Shares | $230.8M | 2.7M |
| Knife River | KNF | Shares | $229.1M | 2.7M |
| Block Inc | XYZ | Shares | $219.4M | 2.9M |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $215.1M | 2.9M |
| Ecolab | ECL | Shares | $204.6M | 734K |
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.