Baillie Gifford & Co
Net buyer this quarter
$110.2B
271
+$4.52B
44.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $8.78B | 7.97% | Not reported | New | Q2 2026 |
 NVDA | $8.38B | 7.60% | 0.17% | +2.8% | Q1 2016 |
 AMZN | $6.42B | 5.82% | 0.25% | -4.2% | Q2 2013 |
 MELI | $5.16B | 4.68% | 6.00% | -6.0% | Q2 2013 |
 SE | $3.68B | 3.34% | 21.75% | -3.1% | Q4 2017 |
 SPOT | $3.64B | 3.30% | 3.85% | -3.5% | Q2 2018 |
 NET | $3.58B | 3.25% | Not reported | -8.3% | Q2 2020 |
 APP | $3.33B | 3.03% | 1.93% | -3.4% | Q3 2024 |
 SHOP | $3.24B | 2.94% | 7.23% | -2.1% | Q4 2017 |
 NU | $3.07B | 2.79% | Not reported | -6.8% | Q4 2021 |
 PDD | $2.03B | 1.84% | 0.47% | -6.2% | Q3 2018 |
 IOT | $1.83B | 1.66% | Not reported | -2.0% | Q1 2023 |
 META | $1.8B | 1.64% | Not reported | -21.9% | Q2 2013 |
 AXON | $1.72B | 1.56% | 3.77% | +24.4% | Q4 2018 |
 CPNG | $1.37B | 1.24% | Not reported | -34.7% | Q1 2021 |
 RACE | $1.32B | 1.20% | 1.93% | -7.9% | Q1 2016 |
 MRNA | $1.28B | 1.16% | 4.56% | -8.9% | Q4 2018 |
 DASH | $1.26B | 1.14% | Not reported | -6.0% | Q4 2020 |
 RDDT | $1.25B | 1.13% | Not reported | -1.6% | Q1 2025 |
 NFLX | $1.15B | 1.05% | 0.39% | -25.8% | Q1 2015 |
 RBLX | $1.15B | 1.04% | 2.96% | -1.4% | Q1 2022 |
 GOOG | $1.09B | 0.99% | Not reported | -11.8% | Q3 2015 |
 RKLB | $1.06B | 0.96% | 1.74% | -43.7% | Q2 2025 |
 MSFT | $1.01B | 0.92% | 0.04% | -30.0% | Q2 2013 |
 BAP | $1.01B | 0.91% | 2.74% | -5.3% | Q2 2013 |
 ISRG | $1B | 0.91% | 0.71% | -1.7% | Q2 2013 |
| GOOGL | $1B | 0.91% | 0.02% | +44.3% | Q3 2015 |
 DXCM | $997M | 0.90% | 3.92% | -5.1% | Q2 2013 |
 MA | $887M | 0.80% | 0.14% | +26.4% | Q2 2013 |
 QXO | $827M | 0.75% | 6.60% | +251.3% | Q3 2025 |
 ENSG | $806M | 0.73% | 8.63% | +4.2% | Q3 2024 |
 PBR | $786M | 0.71% | 0.65% | +9.4% | Q2 2013 |
 MMYT | $782M | 0.71% | Not reported | -2.3% | Q3 2013 |
 RIVN | $750M | 0.68% | 3.17% | -1.4% | Q4 2021 |
 RY | $740M | 0.67% | 0.26% | +3803766.0% | Q1 2026 |
 ALNY | $734M | 0.67% | 1.82% | -2.2% | Q2 2013 |
 SNOW | $658M | 0.60% | 0.75% | -3.4% | Q4 2020 |
 CRH | $641M | 0.58% | 0.90% | +1294698.3% | Q2 2022 |
 MLM | $572M | 0.52% | 1.65% | -8.8% | Q2 2013 |
 RPRX | $562M | 0.51% | 2.58% | -38.0% | Q1 2022 |
 DUOL | $555M | 0.50% | 28.98% | -1.1% | Q3 2021 |
 SYM | $551M | 0.50% | 2.03% | -1.7% | Q1 2024 |
 JOBY | $545M | 0.49% | 6.20% | -2.1% | Q3 2021 |
 ELF | $522M | 0.47% | 11.96% | -1.9% | Q2 2024 |
 AVGO | $513M | 0.47% | 0.03% | +1318.6% | Q1 2026 |
 AAPL | $509M | 0.46% | 0.01% | +152.9% | Q2 2013 |
 KSPI | $501M | 0.45% | 3.04% | +12.8% | Q1 2024 |
 RBC | $490M | 0.44% | 2.32% | +158.5% | Q1 2026 |
 AFRM | $478M | 0.43% | 9.89% | +10.5% | Q1 2021 |
 TEM | $474M | 0.43% | Not reported | -5.3% | Q2 2025 |
| Q1 2026 | |||||
| NVDA | $7.11B | 7.26% | 0.17% | -7.1% | Q1 2016 |
| AMZN | $5.85B | 5.98% | 0.26% | -4.4% | Q2 2013 |
| MELI | $5.59B | 5.71% | 6.38% | -7.1% | Q2 2013 |
| SPOT | $3.99B | 4.07% | 3.99% | -1.4% | Q2 2018 |
| NU | $3.54B | 3.62% | Not reported | -4.2% | Q4 2021 |
| SHOP | $3.44B | 3.52% | 7.38% | -7.0% | Q4 2017 |
| NET | $3.29B | 3.36% | Not reported | -5.4% | Q2 2020 |
| SE | $3.28B | 3.35% | 22.46% | +2.3% | Q4 2017 |
| PDD | $2.9B | 2.96% | 0.50% | -8.6% | Q3 2018 |
| APP | $2.67B | 2.72% | 1.99% | +8.7% | Q3 2024 |
| META | $2.35B | 2.40% | Not reported | -6.8% | Q2 2013 |
| CPNG | $2.28B | 2.33% | Not reported | -17.4% | Q1 2021 |
| NFLX | $2.1B | 2.14% | 0.52% | -41.0% | Q1 2015 |
| IOT | $1.82B | 1.86% | Not reported | +20.7% | Q1 2023 |
| MSFT | $1.44B | 1.47% | 0.05% | -30.1% | Q2 2013 |
| RACE | $1.29B | 1.32% | 2.10% | -0.4% | Q1 2016 |
| RBLX | $1.21B | 1.24% | 2.99% | -0.6% | Q1 2022 |
| ISRG | $1.18B | 1.21% | 0.72% | +0.6% | Q2 2013 |
| RKLB | $1.18B | 1.21% | 3.20% | +3.2% | Q2 2025 |
| DASH | $1.09B | 1.11% | Not reported | -9.1% | Q4 2020 |
| AXON | $1.04B | 1.07% | 3.05% | +49.8% | Q4 2018 |
| MRNA | $1.02B | 1.04% | 5.03% | -2.9% | Q4 2018 |
| GOOG | $1B | 1.03% | Not reported | -6.7% | Q3 2015 |
| RDDT | $984M | 1.01% | Not reported | +22.2% | Q1 2025 |
| DXCM | $980M | 1.00% | 4.04% | +0.3% | Q2 2013 |
| ENSG | $972M | 0.99% | 8.26% | +5.6% | Q3 2024 |
| BAP | $926M | 0.95% | 2.89% | +90.5% | Q2 2013 |
| PBR | $922M | 0.94% | 0.60% | +50.5% | Q2 2013 |
| ALNY | $825M | 0.84% | 1.88% | -4.1% | Q2 2013 |
| RPRX | $775M | 0.79% | 4.16% | -5.0% | Q1 2022 |
 SCI | $710M | 0.73% | 6.23% | -6.1% | Q3 2018 |
| MA | $683M | 0.70% | 0.11% | -6.7% | Q2 2013 |
 TEAM | $680M | 0.69% | Not reported | +18.2% | Q2 2016 |
| SYM | $664M | 0.68% | 2.07% | +0.3% | Q1 2024 |
| RIVN | $660M | 0.67% | 3.48% | +0.1% | Q4 2021 |
| MLM | $640M | 0.65% | 1.81% | -6.2% | Q2 2013 |
| GOOGL | $560M | 0.57% | 0.02% | +2.1% | Q3 2015 |
| MMYT | $560M | 0.57% | Not reported | +191.2% | Q3 2013 |
 CSGP | $549M | 0.56% | 3.24% | +5.2% | Q3 2016 |
 RYAAY | $533M | 0.54% | 0.88% | -18.7% | Q2 2013 |
| JOBY | $516M | 0.53% | 6.37% | +25.9% | Q3 2021 |
 TSLA | $484M | 0.49% | 0.03% | -3.0% | Q2 2013 |
| DUOL | $481M | 0.49% | 29.29% | +0.3% | Q3 2021 |
 SQM | $462M | 0.47% | 2.17% | -8.5% | Q2 2013 |
 MSCI | $459M | 0.47% | 1.17% | +0.7% | Q2 2025 |
 MDLN | $444M | 0.45% | Not reported | -4.2% | Q4 2025 |
| ELF | $436M | 0.45% | 12.16% | +0.1% | Q2 2024 |
 TSM | $433M | 0.44% | 0.00% | -4.1% | Q2 2013 |
 PODD | $426M | 0.44% | 2.88% | -0.9% | Q4 2023 |
 WSO | $414M | 0.42% | Not reported | +24.0% | Q2 2013 |
| Q4 2025 | |||||
| NVDA | $8.18B | 6.80% | 0.18% | -5.8% | Q1 2016 |
| MELI | $7.01B | 5.83% | 6.87% | +5.0% | Q2 2013 |
| AMZN | $6.78B | 5.64% | 0.27% | -7.2% | Q2 2013 |
| SHOP | $5.02B | 4.17% | 7.94% | -12.0% | Q4 2017 |
| SE | $4.94B | 4.11% | 21.95% | -3.3% | Q4 2017 |
| SPOT | $4.84B | 4.02% | 4.05% | -4.2% | Q2 2018 |
| NU | $4.31B | 3.58% | Not reported | +2.3% | Q4 2021 |
| APP | $4.16B | 3.45% | 1.82% | -1.3% | Q3 2024 |
| PDD | $3.52B | 2.92% | 0.55% | -2.4% | Q3 2018 |
| NFLX | $3.46B | 2.88% | 0.87% | +1.2% | Q1 2015 |
| CPNG | $3.45B | 2.86% | Not reported | -2.8% | Q1 2021 |
| NET | $3.32B | 2.76% | Not reported | -23.0% | Q2 2020 |
| META | $2.9B | 2.41% | Not reported | -16.8% | Q2 2013 |
| MSFT | $2.68B | 2.23% | 0.07% | -5.4% | Q2 2013 |
| DASH | $1.81B | 1.50% | Not reported | -3.6% | Q4 2020 |
| RBLX | $1.75B | 1.45% | 3.04% | -7.5% | Q1 2022 |
| IOT | $1.69B | 1.40% | Not reported | +15.0% | Q1 2023 |
| RACE | $1.46B | 1.21% | 2.11% | -1.3% | Q1 2016 |
| ISRG | $1.44B | 1.20% | 0.72% | -2.0% | Q2 2013 |
| RDDT | $1.37B | 1.14% | Not reported | -2.1% | Q1 2025 |
| TEAM | $1.37B | 1.14% | Not reported | +3.9% | Q2 2016 |
| RKLB | $1.25B | 1.03% | 3.28% | +47.2% | Q2 2025 |
| GOOG | $1.18B | 0.98% | Not reported | +29.0% | Q3 2015 |
| ALNY | $1.03B | 0.86% | 1.96% | -6.8% | Q2 2013 |
| DXCM | $1.03B | 0.86% | 4.04% | -2.1% | Q2 2013 |
| AXON | $933M | 0.78% | 2.05% | +1198.7% | Q4 2018 |
| CSGP | $870M | 0.72% | 3.09% | +56.9% | Q3 2016 |
| RIVN | $863M | 0.72% | 3.53% | -2.6% | Q4 2021 |
| DUOL | $853M | 0.71% | 29.21% | +71.9% | Q3 2021 |
 TTD | $847M | 0.70% | Not reported | -23.4% | Q3 2018 |
| MA | $836M | 0.69% | 0.12% | -6.1% | Q2 2013 |
| RYAAY | $819M | 0.68% | 1.07% | -15.9% | Q2 2013 |
| ENSG | $796M | 0.66% | 7.87% | +62.1% | Q3 2024 |
| SYM | $740M | 0.62% | 2.07% | -1.9% | Q1 2024 |
| MLM | $722M | 0.60% | 1.92% | -3.1% | Q2 2013 |
| SCI | $714M | 0.59% | 6.56% | -5.5% | Q3 2018 |
 ELV | $693M | 0.58% | 0.90% | -8.7% | Q4 2014 |
| RPRX | $657M | 0.55% | 4.38% | -2.1% | Q1 2022 |
| JOBY | $654M | 0.54% | 5.42% | -1.7% | Q3 2021 |
 XYZ | $643M | 0.53% | Not reported | -15.3% | Q4 2020 |
| MRNA | $607M | 0.50% | 5.22% | -5.8% | Q4 2018 |
| TSLA | $604M | 0.50% | 0.04% | -19.0% | Q2 2013 |
| SNOW | $600M | 0.50% | 0.80% | -2.1% | Q4 2020 |
| GOOGL | $597M | 0.50% | 0.02% | +166.7% | Q3 2015 |
| PODD | $582M | 0.48% | 2.91% | -2.1% | Q4 2023 |
| ELF | $546M | 0.45% | 12.15% | -2.3% | Q2 2024 |
 DDOG | $539M | 0.45% | 5.07% | -65.3% | Q4 2020 |
| TEM | $516M | 0.43% | Not reported | -9.8% | Q2 2025 |
 GH | $499M | 0.42% | 3.74% | -4.6% | Q4 2023 |
| MSCI | $486M | 0.40% | 1.15% | +22.5% | Q2 2025 |
| Q3 2025 | |||||
| NVDA | $8.69B | 6.43% | 0.19% | -5.1% | Q1 2016 |
| MELI | $7.75B | 5.74% | 6.54% | -5.4% | Q2 2013 |
| SE | $7.17B | 5.31% | 22.70% | -3.7% | Q4 2017 |
| AMZN | $6.95B | 5.15% | 0.30% | -4.9% | Q2 2013 |
| SPOT | $6.07B | 4.50% | 4.27% | -9.7% | Q2 2018 |
| SHOP | $5.27B | 3.90% | 9.02% | -6.1% | Q4 2017 |
| CPNG | $4.84B | 3.59% | Not reported | -6.5% | Q1 2021 |
| NET | $4.69B | 3.47% | Not reported | -14.4% | Q2 2020 |
| APP | $4.49B | 3.32% | 1.85% | -2.4% | Q3 2024 |
| NFLX | $4.37B | 3.24% | 0.86% | -6.5% | Q1 2015 |
| PDD | $4.2B | 3.11% | 0.57% | -7.5% | Q3 2018 |
| NU | $4.03B | 2.98% | Not reported | -3.7% | Q4 2021 |
| META | $3.89B | 2.88% | Not reported | -3.0% | Q2 2013 |
| RBLX | $3.23B | 2.39% | 3.32% | -11.7% | Q1 2022 |
| MSFT | $3.04B | 2.25% | 0.08% | -2.8% | Q2 2013 |
| DASH | $2.25B | 1.67% | Not reported | -8.0% | Q4 2020 |
| RACE | $1.91B | 1.41% | 2.13% | -7.4% | Q1 2016 |
| DDOG | $1.63B | 1.20% | 14.60% | -4.6% | Q4 2020 |
| IOT | $1.54B | 1.14% | Not reported | -5.6% | Q1 2023 |
| TTD | $1.43B | 1.06% | Not reported | -5.2% | Q3 2018 |
| RDDT | $1.4B | 1.04% | Not reported | -5.8% | Q1 2025 |
| TEAM | $1.3B | 0.96% | Not reported | -4.8% | Q2 2016 |
| ALNY | $1.27B | 0.94% | 2.12% | -8.0% | Q2 2013 |
| ISRG | $1.16B | 0.86% | 0.73% | -16.4% | Q2 2013 |
| DXCM | $1.07B | 0.79% | 4.07% | -4.9% | Q2 2013 |
| ELF | $974M | 0.72% | 12.37% | -5.4% | Q2 2024 |
| DUOL | $910M | 0.67% | 16.99% | +28.6% | Q3 2021 |
| MA | $887M | 0.66% | 0.13% | -2.0% | Q2 2013 |
| XYZ | $842M | 0.62% | Not reported | -3.0% | Q4 2020 |
| JOBY | $814M | 0.60% | 5.77% | -4.6% | Q3 2021 |
| RYAAY | $812M | 0.60% | 1.27% | -14.8% | Q2 2013 |
| SCI | $806M | 0.60% | 6.91% | -3.1% | Q3 2018 |
| TEM | $782M | 0.58% | Not reported | -19.9% | Q2 2025 |
 BNTX | $777M | 0.58% | 3.28% | -2.0% | Q1 2021 |
| MLM | $754M | 0.56% | 1.98% | -2.9% | Q2 2013 |
| TSLA | $737M | 0.55% | 0.05% | -2.5% | Q2 2013 |
| GOOG | $708M | 0.52% | Not reported | -2.1% | Q3 2015 |
| ELV | $700M | 0.52% | 0.98% | -3.1% | Q4 2014 |
| CSGP | $695M | 0.52% | 1.95% | -3.5% | Q3 2016 |
| SYM | $684M | 0.51% | 2.15% | -5.6% | Q1 2024 |
| RIVN | $660M | 0.49% | 3.67% | -5.6% | Q4 2021 |
| PODD | $646M | 0.48% | 2.97% | -2.0% | Q4 2023 |
| SNOW | $631M | 0.47% | 0.83% | -1.9% | Q4 2020 |
 AZO | $617M | 0.46% | 0.86% | -2.8% | Q2 2022 |
| RPRX | $613M | 0.45% | 4.48% | -3.6% | Q1 2022 |
| RKLB | $581M | 0.43% | 2.44% | +176.2% | Q2 2025 |
| MRNA | $564M | 0.42% | 5.59% | -1.1% | Q4 2018 |
 AVAV | $562M | 0.42% | 3.57% | -8.0% | Q2 2013 |
 WIX | $514M | 0.38% | 5.15% | -3.1% | Q4 2015 |
| ENSG | $487M | 0.36% | 4.87% | +96.2% | Q3 2024 |