EdgeMarket › What Baillie Gifford & Co reported owning
What Baillie Gifford & Co reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
97.9BPositions
271Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 7.1B | 7.3% | 40.7M | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 5.9B | 6.0% | 28.1M | 258.63 | +15.6% |
| MELI MERCADOLIBRE INC | 5.6B | 5.7% | 3.2M | 1,922.73 | -17.7% |
| SPOT Spotify Technology S.A. | 4.0B | 4.1% | 8.2M | 533.72 | -24.2% |
| NU Nu Holdings Ltd. | 3.5B | 3.6% | 246.6M | 14.58 | +7.0% |
| SHOP SHOPIFY INC. | 3.4B | 3.5% | 29.0M | 149.25 | +8.7% |
| NET Cloudflare, Inc. | 3.3B | 3.4% | 15.9M | 293.14 | +51.7% |
| SE Sea Ltd | 3.3B | 3.4% | 39.7M | 117.53 | -34.2% |
| PDD PDD Holdings Inc. | 2.9B | 3.0% | 28.4M | 88.38 | -25.1% |
| APP AppLovin Corp | 2.7B | 2.7% | 6.7M | 305.77 | -25.9% |
| META Meta Platforms, Inc. | 2.3B | 2.4% | 4.1M | 549.90 | -26.5% |
| CPNG Coupang, Inc. | 2.3B | 2.3% | 120.7M | 16.45 | -43.0% |
| NFLX NETFLIX INC | 2.1B | 2.1% | 21.8M | 79.59 | -34.4% |
| IOT Samsara Inc. | 1.8B | 1.9% | 57.5M | 39.94 | +21.0% |
| MSFT MICROSOFT CORP | 1.4B | 1.5% | 3.9M | 483.24 | -4.4% |
| RACE Ferrari N.V. | 1.3B | 1.3% | 3.9M | 436.54 | -6.8% |
| RBLX Roblox Corp | 1.2B | 1.2% | 21.4M | 38.37 | -67.6% |
| ISRG INTUITIVE SURGICAL INC | 1.2B | 1.2% | 2.6M | 378.81 | -21.2% |
| RKLB Rocket Lab Corp | 1.2B | 1.2% | 18.4M | 72.57 | +78.3% |
| DASH DoorDash, Inc. | 1.1B | 1.1% | 7.2M | 223.49 | -8.3% |
| AXON AXON ENTERPRISE, INC. | 1.0B | 1.1% | 2.5M | 627.75 | -17.5% |
| MRNA Moderna, Inc. | 1.0B | 1.0% | 20.0M | 145.13 | +439.7% |
| GOOG Alphabet Inc. | 1.0B | 1.0% | 3.5M | 341.75 | +70.7% |
| RDDT Reddit, Inc. | 984.2M | 1.0% | 7.3M | 153.29 | -29.8% |
| DXCM DEXCOM INC | 979.7M | 1.0% | 15.6M | 92.34 | +13.1% |
| ENSG ENSIGN GROUP, INC | 972.5M | 1.0% | 4.8M | 179.48 | +6.2% |
| BAP CREDICORP LTD | 925.8M | 0.9% | 2.7M | 378.97 | +52.2% |
| PBR PETROBRAS - PETROLEO BRASILEIRO SA | 922.1M | 0.9% | 44.4M | 19.15 | +60.7% |
| ALNY ALNYLAM PHARMACEUTICALS, INC. | 825.1M | 0.8% | 2.5M | 236.22 | -48.5% |
| RPRX Royalty Pharma plc | 775.0M | 0.8% | 16.2M | 61.31 | +66.2% |
| SCI SERVICE CORP INTERNATIONAL | 710.0M | 0.7% | 8.6M | 83.29 | +2.9% |
| MA Mastercard Inc | 682.6M | 0.7% | 1.4M | 580.63 | -2.0% |
| TEAM Atlassian Corp | 680.0M | 0.7% | 10.0M | 171.81 | +3.2% |
| SYM Symbotic Inc. | 663.9M | 0.7% | 12.5M | 41.83 | -6.0% |
| RIVN Rivian Automotive, Inc. / DE | 659.5M | 0.7% | 43.8M | 16.97 | +40.6% |
| MLM MARTIN MARIETTA MATERIALS INC | 640.1M | 0.7% | 1.1M | 534.92 | -10.9% |
| GOOGL Alphabet Inc. | 559.9M | 0.6% | 1.9M | 344.82 | +73.0% |
| MMYT MakeMyTrip Ltd | 559.8M | 0.6% | 15.0M | 60.46 | -40.9% |
| CSGP COSTAR GROUP, INC. | 549.1M | 0.6% | 13.6M | 32.26 | -63.4% |
| RYAAY RYANAIR HOLDINGS PLC | 533.2M | 0.5% | 9.2M | 55.80 | -14.6% |
| JOBY Joby Aviation, Inc. | 515.6M | 0.5% | 62.4M | 7.53 | -48.8% |
| TSLA Tesla, Inc. | 484.1M | 0.5% | 1.3M | 362.86 | +12.0% |
| DUOL Duolingo, Inc. | 480.6M | 0.5% | 4.9M | 146.13 | -56.9% |
| SQM CHEMICAL & MINING CO OF CHILE INC | 461.9M | 0.5% | 5.7M | 81.96 | +84.8% |
| MSCI MSCI Inc. | 459.4M | 0.5% | 852.4K | 563.49 | -1.9% |
| MDLN Medline Inc. | 443.9M | 0.5% | 10.0M | 34.26 | — |
| ELF e.l.f. Beauty, Inc. | 435.7M | 0.4% | 7.2M | 101.94 | -15.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 433.3M | 0.4% | 1.3M | 418.95 | +83.3% |
| PODD INSULET CORP | 425.9M | 0.4% | 2.0M | 148.16 | -55.5% |
| WSO WATSCO INC | 413.7M | 0.4% | 1.1M | 311.94 | -25.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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