Baillie Gifford & Co
Baillie Gifford & Co reported 880 holdings worth US$110B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Baillie Gifford & Co reported 880 holdings worth US$110B as of Jun 30, 2026. Largest: Space Exploration Technologies Corp, Nvidia Corporation and Amazon.com, Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 880
- Value as reported
- US$110B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Space Exploration Technologies Corp | 51.4M | US$8.78B | 8.0% |
| Nvidia Corporation | 41.9M | US$8.38B | 7.6% |
| Amazon.com, Inc. | 26.9M | US$6.42B | 5.8% |
| Mercadolibre, Inc. | 3.04M | US$5.16B | 4.7% |
| Cloudflare, Inc. | 14.6M | US$3.58B | 3.2% |
| Applovin Corporation | 6.47M | US$3.33B | 3.0% |
| Shopify Inc. | 28.4M | US$3.24B | 2.9% |
| Nu Holdings Ltd. | 230M | US$3.07B | 2.8% |
| Alphabet Inc (google) Class C | 5.86M | US$2.09B | 1.9% |
| Samsara Inc. | 56.4M | US$1.83B | 1.7% |
| Meta Platforms, Inc. | 3.2M | US$1.8B | 1.6% |
| Axon Enterprise, Inc. | 3.06M | US$1.72B | 1.6% |
| Coupang, Inc. | 78.7M | US$1.37B | 1.2% |
| Moderna, Inc. | 18.2M | US$1.28B | 1.2% |
| Doordash, Inc. | 6.81M | US$1.26B | 1.1% |
| Reddit, Inc. | 7.19M | US$1.25B | 1.1% |
| Netflix, Inc. | 16.2M | US$1.15B | 1.0% |
| Roblox Corporation | 21.1M | US$1.15B | 1.0% |
| Rocket Lab Corporation | 10.4M | US$1.06B | 0.96% |
| Microsoft Corp. | 2.71M | US$1.01B | 0.92% |
| Credicorp Ltd. | 2.59M | US$1.01B | 0.91% |
| Intuitive Surgical, Inc. | 2.52M | US$1B | 0.91% |
| Dexcom, Inc. | 14.8M | US$997M | 0.90% |
| Mastercard Incorporated | 1.73M | US$887M | 0.80% |
| Petroleo Brasileiro Sa | 51.9M | US$839M | 0.76% |
| Qxo, Inc. | 47.9M | US$827M | 0.75% |
| The Ensign Group, Inc. | 5.03M | US$806M | 0.73% |
| Rivian Automotive, Inc. | 43.2M | US$750M | 0.68% |
| Royal Bank Of Canada | 3.58M | US$740M | 0.67% |
| Alnylam Pharmaceuticals, Inc. | 2.44M | US$734M | 0.67% |
| Snowflake Inc. | 2.58M | US$658M | 0.60% |
| Martin Marietta Materials, Inc. | 992K | US$572M | 0.52% |
| Duolingo, Inc. | 4.82M | US$555M | 0.50% |
| Symbotic Inc. | 12.3M | US$551M | 0.50% |
| Joby Aviation, Inc. | 61.1M | US$545M | 0.49% |
| E.l.f. Beauty, Inc. | 7.05M | US$522M | 0.47% |
| Broadcom Inc. | 1.36M | US$513M | 0.47% |
| Apple Inc | 1.76M | US$509M | 0.46% |
| Rbc Bearings Incorporated | 760K | US$490M | 0.44% |
| Affirm Holdings, Inc. | 5.86M | US$478M | 0.43% |
| Tempus Ai, Inc. | 8.19M | US$474M | 0.43% |
| Watsco, Inc. | 1.13M | US$471M | 0.43% |
| Texas Instruments Incorporated | 1.55M | US$461M | 0.42% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 961K | US$459M | 0.42% |
| Medline Inc. | 11.3M | US$447M | 0.41% |
| Msci Inc. | 796K | US$446M | 0.40% |
| Service Corporation International | 5.55M | US$422M | 0.38% |
| Comfort Systems Usa, Inc. | 213K | US$421M | 0.38% |
| Elevance Health, Inc. | 1.08M | US$419M | 0.38% |
| Copa Holdings, S.a. | 2.46M | US$382M | 0.35% |
| Aurora Innovation, Inc. | 55.2M | US$376M | 0.34% |
| Costar Group, Inc. | 13.2M | US$373M | 0.34% |
| Philip Morris International Inc | 1.96M | US$354M | 0.32% |
| Datadog, Inc. | 1.35M | US$351M | 0.32% |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 4.73M | US$350M | 0.32% |
| Cullen/frost Bankers, Inc. | 2.23M | US$345M | 0.31% |
| Guardant Health, Inc. | 2.28M | US$343M | 0.31% |
| Fomento Economico Mexicano Sab De Cv Units Cons. Of 5 Shsb | 2.67M | US$342M | 0.31% |
| Dollar General Corporation | 2.9M | US$334M | 0.30% |
| Moody's Corporation | 718K | US$325M | 0.29% |
| Autozone, Inc. | 101K | US$324M | 0.29% |
| Thermo Fisher Scientific Inc | 646K | US$324M | 0.29% |
| On Semiconductor Corporation | 3.42M | US$324M | 0.29% |
| Eog Resources, Inc. | 2.45M | US$318M | 0.29% |
| Cbre Group Inc | 2.31M | US$311M | 0.28% |
| Insulet Corporation | 2.04M | US$311M | 0.28% |
| Markel Group Inc. | 158K | US$308M | 0.28% |
| Denali Therapeutics Inc. | 12M | US$308M | 0.28% |
| Tesla, Inc. | 731K | US$307M | 0.28% |
| Sharkninja, Inc. | 1.91M | US$291M | 0.26% |
| Eqt Corporation | 5.47M | US$291M | 0.26% |
| Advanced Drainage Systems, Inc. | 1.84M | US$288M | 0.26% |
| Kla Corporation | 947K | US$286M | 0.26% |
| Atlassian Corporation | 3.66M | US$285M | 0.26% |
| Remitly Global, Inc. | 12.4M | US$278M | 0.25% |
| Deere & Company | 428K | US$272M | 0.25% |
| Wayfair Inc. | 2.81M | US$260M | 0.24% |
| United Therapeutics Corporation | 467K | US$253M | 0.23% |
| Uber Technologies, Inc. | 3.48M | US$251M | 0.23% |
| Medpace Holdings, Inc. | 473K | US$251M | 0.23% |
| Brookfield Corporation | 5.84M | US$249M | 0.23% |
| Freeport-mcmoran, Inc. | 3.76M | US$237M | 0.21% |
| Illumina, Inc. | 1.34M | US$235M | 0.21% |
| Fabrinet | 415K | US$233M | 0.21% |
| Brunswick Corporation | 2.74M | US$231M | 0.21% |
| Knife Riv Holding Co. | 2.74M | US$229M | 0.21% |
| Block, Inc. | 2.89M | US$219M | 0.20% |
| Sunbelt Rentals Holdings, Inc. | 2.95M | US$215M | 0.20% |
| Ecolab Inc. | 734K | US$205M | 0.19% |
| Dutch Bros Inc. | 2.74M | US$197M | 0.18% |
| New York Times Company (the) | 2.74M | US$192M | 0.17% |
| Vale S.a. | 12.6M | US$190M | 0.17% |
| Idexx Laboratories, Inc. | 354K | US$186M | 0.17% |
| Grab Holdings Limited | 49.1M | US$185M | 0.17% |
| Draftkings Inc. | 7.18M | US$181M | 0.16% |
| Lemonade, Inc. | 2.75M | US$179M | 0.16% |
| Yeti Holdings, Inc. | 3.6M | US$178M | 0.16% |
| Vista Energy Sab De Cv Class A | 2.73M | US$174M | 0.16% |
| Hdfc Bank Limited | 6.39M | US$165M | 0.15% |
| Aerovironment, Inc. | 967K | US$160M | 0.14% |
Every holding of Baillie Gifford & Co
Source
View original at SEC
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