272 positions · $110.2B reported · 13F for 2026-06-30 · CIK 0001088875
Every institution managing over $100m has to file a 13F within 45 days of each quarter end, listing what it held on the last day of that quarter. This is Baillie Gifford & Co’s, read from the filing itself rather than a summary of it and compared against its own previous filing for 2026-03-31.
| Holding | Value | Shares | Change vs 2026-03-31 |
|---|---|---|---|
| Space Exploration Technologies | $8.8B | 51.4M | — |
| NvidiaNVDA | $8.4B | 41.9M | +1.1M |
| AmazonAMZN | $6.4B | 26.9M | −1.2M |
| MercadolibreMELI | $5.2B | 3.0M | −193K |
| Sea | $3.7B | 38.4M | −1.2M |
| Spotify Technology | $3.6B | 7.9M | −290K |
| Cloudflare | $3.6B | 14.6M | −1.3M |
| Applovin | $3.3B | 6.5M | −229K |
| Shopify | $3.2B | 28.4M | −618K |
| Nu | $3.1B | 229.9M | −16.6M |
| AlphabetGOOGL | $2.1B | 5.9M | +450K |
| Pdd | $2.0B | 26.6M | −1.8M |
| SamsaraIOT | $1.8B | 56.4M | −1.2M |
| Meta PlatformsMETA | $1.8B | 3.2M | −897K |
| Axon Enterprise | $1.7B | 3.1M | +600K |
| Coupang | $1.4B | 78.7M | −41.9M |
| Ferrari | $1.3B | 3.6M | −305K |
| ModernaMRNA | $1.3B | 18.2M | −1.8M |
| DoordashDASH | $1.3B | 6.8M | −433K |
| RedditRDDT | $1.2B | 7.2M | −118K |
| Netflix | $1.2B | 16.2M | −5.6M |
| RobloxRBLX | $1.1B | 21.1M | −298K |
| Rocket LabRKLB | $1.1B | 10.4M | −8.0M |
| MicrosoftMSFT | $1.0B | 2.7M | −1.2M |
| Credicorp | $1.0B | 2.6M | −144K |
| Intuitive SurgicalISRG | $1.0B | 2.5M | −43K |
| Dexcom | $997M | 14.8M | −798K |
| MastercardMA | $887M | 1.7M | +361K |
| Qxo | $827M | 47.9M | +34.2M |
| The Ensign | $806M | 5.0M | +203K |
| Petrobras Common | $786M | 48.6M | +4.2M |
| Makemytrip | $782M | 14.7M | −343K |
| Rivian Automotive | $750M | 43.2M | −611K |
| The Royal Bank Of Canada | $740M | 3.6M | — |
| Alnylam PharmaceuticalsALNY | $734M | 2.4M | −54K |
| SnowflakeSNOW | $658M | 2.6M | −92K |
| Crh | $641M | 6.0M | +6.0M |
| Martin Marietta MaterialsMLM | $572M | 992K | −96K |
| Royalty Pharma | $562M | 10.0M | −6.1M |
| Duolingo | $555M | 4.8M | −52K |
| Symbotic | $551M | 12.3M | −216K |
| Joby Aviation | $545M | 61.1M | −1.3M |
| E L F BeautyELF | $522M | 7.0M | −139K |
| BroadcomAVGO | $513M | 1.4M | +1.3M |
| AppleAAPL | $509M | 1.8M | +1.1M |
| Kaspi Kz | $501M | 5.8M | +656K |
| Rbc BearingsRBC | $490M | 760K | +466K |
| AffirmAFRM | $478M | 5.9M | +554K |
| Tempus AiTEM | $474M | 8.2M | −459K |
| WatscoWSO | $471M | 1.1M | −8K |
| Texas InstrumentsTXN | $461M | 1.5M | −492K |
| Tsmc | $459M | 961K | −322K |
| MedlineMDLN | $447M | 11.3M | +1.4M |
| MsciMSCI | $446M | 796K | −56K |
| Service Intl | $422M | 5.6M | −3.1M |
| Comfort Systems UsaFIX | $421M | 213K | −12K |
| Elevance HealthELV | $419M | 1.1M | −90K |
| Ryanair | $397M | 6.1M | −3.1M |
| Copa | $382M | 2.5M | −126K |
| Aurora Innovation Common | $376M | 55.2M | −18.1M |
| CostarCSGP | $373M | 13.2M | −457K |
| Philip Morris Intl | $354M | 2.0M | +313K |
| DatadogDDOG | $351M | 1.3M | −1.7M |
| Sqm | $350M | 4.7M | −976K |
| Cullen/Frost Bankers | $345M | 2.2M | — |
| Guardant Health | $343M | 2.3M | −1.6M |
| Fomento Economico Mexicano Sab | $342M | 2.7M | −364K |
| Dollar GeneralDG | $334M | 2.9M | −255K |
| Moody | $325M | 718K | −46K |
| AutozoneAZO | $324M | 101K | +21K |
| Thermo Fisher ScientificTMO | $324M | 646K | −53K |
| On SemiconductorON | $324M | 3.4M | −863K |
| Eog ResourcesEOG | $318M | 2.5M | −268K |
| CbreCBRE | $311M | 2.3M | −177K |
| InsuletPODD | $311M | 2.0M | +13K |
| MarkelMKL | $308M | 158K | −17K |
| Denali Therapeutics | $308M | 12.0M | −106K |
| TeslaTSLA | $307M | 731K | −572K |
| SharkninjaSN | $291M | 1.9M | −27K |
| EqtEQT | $291M | 5.5M | +1.5M |
| Advanced Drainage SystemsWMS | $288M | 1.8M | −212K |
| KlaKLAC | $286M | 947K | — |
| AtlassianTEAM | $285M | 3.7M | −6.3M |
| Remitly Global | $278M | 12.4M | +565K |
| Deere | $272M | 428K | −77K |
| Wayfair | $260M | 2.8M | −51K |
| EatonETN | $255M | 599K | −18K |
| United TherapeuticsUTHR | $253M | 467K | +39K |
| Uber TechnologiesUBER | $251M | 3.5M | −190K |
| Medpace | $251M | 473K | −30K |
| Brookfield | $249M | 5.8M | −778K |
| Freeport Mcmoran Copper | $237M | 3.8M | −225K |
| IlluminaILMN | $235M | 1.3M | −199K |
| FabrinetFN | $233M | 415K | −45K |
| BrunswickBC | $231M | 2.7M | −151K |
| Knife RiverKNF | $229M | 2.7M | +71K |
| BlockXYZ | $219M | 2.9M | +220K |
| Sunbelt RentalsSUNB | $214M | 2.9M | −162K |
| EcolabECL | $205M | 734K | +39K |
| Dutch Bros | $197M | 2.7M | −255K |
Read from Baillie Gifford & Co’s own 13F information table for 2026-06-30, checked 2026-06-30. A 13F reports long US-listed equity positions on the last day of the quarter and nothing else — it does not show shorts, cash, bonds or anything held outside the US, so this is a slice of the manager, not the whole of it. Position names come from the filing and are matched to a company page only where the match is unambiguous. Showing the largest 100 by value; the count above the table is the real one. An em dash in the change column means there was no prior filing for that position, not that nothing moved.
Sourced from SEC EDGAR 13F-HR filings. Figures are as reported by the filer and are not investment advice. A 13F is filed up to 45 days after quarter end, so it describes the past, not the present.
