13F value (AUM)
$110.2B
Baillie Gifford &
BAILLIE GIFFORD & CO
$110.2B
13F long value · 2026-Q2Positions273
CategoryAsset Manager
Quarters tracked9
▲ #101 of 581 by 13F value
Size rank 9/10
9 NEW11 ADD15 2×+35 TRIM10 NEAR EXIT10 EXIT
Snapshot
Baillie Gifford &'s 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
273 (31 unmapped)
Top 100 weight
92.7%
Quarters tracked
9
Latest 13F filed
Aug 6, 2026
New positions
9
Exits / near-exits
20
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 92.7% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 8.0% | $8.8B | 51.4M | — |
| NVDA | NVIDIA | 7.6% | $8.4B | 41.9M | +18.1% |
| AMZN | Amazon.Com | 5.8% | $6.4B | 26.9M | +6.0% |
| MELI | MercadoLibre | 4.7% | $5.2B | 3.0M | +8.4% |
| SE | Sea Ltd ADR | 3.3% | $3.7B | 38.4M | -10.8% |
| — | Spotify Technology SA | 3.3% | $3.6B | 7.9M | — |
| NET | Cloudflare Inc | 3.2% | $3.6B | 14.6M | -13.4% |
| APP | AppLovin | 3.0% | $3.3B | 6.5M | -10.7% |
| SHOP | Shopify 'A' | 2.9% | $3.2B | 28.4M | +8.8% |
| — | Nu Holdings Ltd. | 2.8% | $3.1B | 229.9M | — |
| PDD | PDD Holdings Inc | 1.8% | $2.0B | 26.6M | +29.1% |
| IOT | Samsara | 1.7% | $1.8B | 56.4M | -9.1% |
| META | Meta Platforms Inc | 1.6% | $1.8B | 3.2M | +29.9% |
| AXON | Axon Enterprise Inc | 1.6% | $1.7B | 3.1M | -28.2% |
| CPNG | Coupang | 1.2% | $1.4B | 78.7M | +18.0% |
Quarterly changes — 2026-Q2
What Baillie Gifford & opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | SPCX | Space Exploration Technologies Corp | — | 51.4M | — | +$8.8B |
| TRIM | NFLX | Netflix Inc | 21.8M | 16.2M | -25.8% | -$941.8M |
| TRIM | CPNG | Coupang | 120.7M | 78.7M | -34.7% | -$910.2M |
| 2×+ | RY | The Royal Bank of Canada | 94 | 3.6M | +3803766.0% | +$740.1M |
| 2×+ | — | CRH Plc | 463 | 6.0M | +1294698.3% | +$641.4M |
| 2×+ | QXO | QXO | 13.6M | 47.9M | +251.3% | +$562.6M |
| 2×+ | AVGO | Broadcom Inc | 95.7K | 1.4M | +1318.6% | +$483.3M |
| ADD | GOOGL | Alphabet Inc Class A | 1.9M | 2.8M | +44.2% | +$443.8M |
| TRIM | MSFT | Microsoft | 3.9M | 2.7M | -30.0% | -$423.3M |
| TRIM | TEAM | Atlassian Corp Plc | 10.0M | 3.7M | -63.3% | -$395.4M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.