Institutional 13F data

Baillie Gifford & Co. 13F

See 270 stock and ETF positions for Q1 2026, including 70 new or increased positions and 180 reductions or exits, with the original SEC filing. Put and call options are excluded.

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Baillie Gifford & Co. 13F top holdings

Q1 2026 · 270 stock & ETF positions · Filed 2026-05-08 · Data updated 2026-06-09

View original SEC filings ↗

Ranked by quarter-end stock and ETF value reported on Form 13F. Put and call options are excluded. These are not current market values or execution prices.

Reported stock & ETF value: $97.89B
Top 10 concentration: 42.6%

#1NVDANVIDIA

Reported value: $7.11B
Portfolio weight: 7.26%

Quarterly change: decreased -7.1%

#2AMZNAmazon.Com

Reported value: $5.85B
Portfolio weight: 5.98%

Quarterly change: decreased -4.4%

#3MELIMercadoLibre

Reported value: $5.59B
Portfolio weight: 5.71%

Quarterly change: decreased -7.1%

SPOTSpotify Technology SA

Reported value: $3.99B
Portfolio weight: 4.07%

Quarterly change: decreased -1.4%

NUNu Holdings Ltd.

Reported value: $3.54B
Portfolio weight: 3.62%

Quarterly change: decreased -4.2%

SHOPShopify 'A'

Reported value: $3.44B
Portfolio weight: 3.52%

Quarterly change: decreased -7.0%

#7NETCloudflare Inc

Reported value: $3.29B
Portfolio weight: 3.36%

Quarterly change: decreased -5.3%

#8SESea Ltd ADR

Reported value: $3.28B
Portfolio weight: 3.35%

Quarterly change: increased +2.3%

PDDPDD Holdings Inc

Reported value: $2.9B
Portfolio weight: 2.96%

Quarterly change: decreased -8.6%

#10APPAppLovin

Reported value: $2.67B
Portfolio weight: 2.72%

Quarterly change: increased +8.7%

#11METAMeta Platforms Inc

Reported value: $2.35B
Portfolio weight: 2.40%

Quarterly change: decreased -6.8%

#12

CPNGCoupang

Reported value: $2.28B
Portfolio weight: 2.33%

Quarterly change: decreased -17.4%

Largest new or increased positions

#1SESea Ltd ADR

Reported value: $3.28B
Portfolio weight: 3.35%

Quarterly change: increased +2.3%

#2APPAppLovin

Reported value: $2.67B
Portfolio weight: 2.72%

Quarterly change: increased +8.7%

IOTSamsara

Reported value: $1.82B
Portfolio weight: 1.86%

Quarterly change: increased +20.7%

ISRGIntuitive Surgical

Reported value: $1.18B
Portfolio weight: 1.21%

Quarterly change: increased +0.6%

#5RKLBRocket Lab Corp

Reported value: $1.18B
Portfolio weight: 1.21%

Quarterly change: increased +3.2%

AXONAxon Enterprise Inc

Reported value: $1.04B
Portfolio weight: 1.07%

Quarterly change: increased +49.7%

#7RDDTReddit

Reported value: $984.17M
Portfolio weight: 1.01%

Quarterly change: increased +22.2%

ENSGThe Ensign Group

Reported value: $972.47M
Portfolio weight: 0.99%

Quarterly change: increased +5.6%

Latest 13F filing snapshot

Reporting period: 2026-03-31
Filed: 2026-05-08
Stock & ETF positions: 270
New or increased: 70
Reduced or exited: 180
Unchanged: 31

Top reported buys

INTCFROGASXRBRK

Counts cover unique stock and ETF positions and exclude put and call options, so they can differ from the SEC information-table row count. Form 13F reports quarter-end holdings and does not reveal every trade date or execution price.

View original SEC filings ↗