Funds › Baillie Gifford & Co
Baillie Gifford & Co
13F for Q3 2026, filed Nov 9, 2026. 278 positions worth $105.9B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 9, 2026
Reported value
$105.9B
−$4.3B (3.9%) vs Q2 2026
Positions
278
273 in Q2 2026
Top 10 share
45.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 42.57M | $9.7B | 9.2% | +1.6% | 13F ↗ |
| 2 | AMZN Amazon.com, Inc. | 24.15M | $6.0B | 5.7% | -10.3% | 13F ↗ |
| 3 | SPCX Space Exploration Technologies Corp. | 39.01M | $5.9B | 5.6% | -24.1% | 13F ↗ |
| 4 | MELI MercadoLibre, Inc. | 2.94M | $5.1B | 4.8% | -3.2% | 13F ↗ |
| 5 | NET Cloudflare, Inc. | 12.83M | $4.5B | 4.2% | -12.1% | 13F ↗ |
| 6 | SHOP Shopify Inc. | 26.70M | $4.0B | 3.7% | -6.0% | 13F ↗ |
| 7 | SPOT Spotify Technology S.A. | 7.54M | $3.7B | 3.5% | -4.8% | 13F ↗ |
| 8 | SE Sea Limited · ADR | 37.15M | $3.6B | 3.4% | -3.3% | 13F ↗ |
| 9 | NU Nu Holdings Ltd. | 237.91M | $3.0B | 2.8% | +3.5% | 13F ↗ |
| 10 | MRNA Moderna, Inc. | 11.44M | $2.2B | 2.1% | -37.2% | 13F ↗ |
| 11 | IOT Samsara Inc. | 53.83M | $2.1B | 1.9% | -4.5% | 13F ↗ |
| 12 | META Meta Platforms, Inc. | 2.42M | $1.8B | 1.7% | -24.4% | 13F ↗ |
| 13 | BSP Bending Spoons S.p.A. | 51.71M | $1.7B | 1.6% | New | 13F ↗ |
| 14 | APP AppLovin Corporation | 5.09M | $1.5B | 1.4% | -21.3% | 13F ↗ |
| 15 | ALNY Alnylam Pharmaceuticals, Inc. | 5.49M | $1.4B | 1.3% | +125% | 13F ↗ |
| 16 | RACE Ferrari N.V. | 3.35M | $1.3B | 1.2% | -6.2% | 13F ↗ |
| 17 | AXON Axon Enterprise, Inc. | 3.11M | $1.3B | 1.2% | +1.7% | 13F ↗ |
| 18 | MSFT Microsoft Corporation | 2.52M | $1.3B | 1.2% | -7.2% | 13F ↗ |
| 19 | DXCM DexCom, Inc. | 14.52M | $1.3B | 1.2% | -1.9% | 13F ↗ |
| 20 | LRCX Lam Research Corporation | 3.50M | $1.1B | 1.1% | +6028783% | 13F ↗ |
| 21 | GOOGL Alphabet Inc. Class A | 3.00M | $1.0B | 1.0% | +6.8% | 13F ↗ |
| 22 | RDDT Reddit, Inc. | 7.09M | $1.0B | 1.0% | -1.4% | 13F ↗ |
| 23 | ISRG Intuitive Surgical, Inc. | 2.48M | $1.0B | 1.0% | -1.9% | 13F ↗ |
| 24 | GOOG Alphabet Inc. Class C | 2.91M | $990.0M | 0.9% | -5.9% | 13F ↗ |
| 25 | DASH DoorDash, Inc. | 5.21M | $956.0M | 0.9% | -23.5% | 13F ↗ |
| 26 | MA Mastercard Incorporated | 1.69M | $930.9M | 0.9% | -2.2% | 13F ↗ |
| 27 | PDD PDD Holdings Inc. · ADR | 11.63M | $906.2M | 0.9% | -56.3% | 13F ↗ |
| 28 | PBR Petroleo Brasileiro S.A. Petrobras · ADR | 43.09M | $899.3M | 0.8% | -11.4% | 13F ↗ |
| 29 | BAP Credicorp Ltd. | 2.30M | $872.7M | 0.8% | -11.1% | 13F ↗ |
| 30 | ENSG The Ensign Group, Inc. | 4.67M | $802.9M | 0.8% | -7.2% | 13F ↗ |
| 31 | SNOW Snowflake Inc. | 2.36M | $800.6M | 0.8% | -8.8% | 13F ↗ |
| 32 | RKLB Rocket Lab Corporation | 10.45M | $728.3M | 0.7% | +0.6% | 13F ↗ |
| 33 | ELF e.l.f. Beauty, Inc. | 7.00M | $706.3M | 0.7% | -0.8% | 13F ↗ |
| 34 | MMYT MakeMyTrip Limited | 14.24M | $672.1M | 0.6% | -2.9% | 13F ↗ |
| 35 | RY Royal Bank of Canada | 3.38M | $665.9M | 0.6% | -5.5% | 13F ↗ |
| 36 | DUOL Duolingo, Inc. | 4.55M | $648.6M | 0.6% | -5.6% | 13F ↗ |
| 37 | RIVN Rivian Automotive, Inc. | 41.76M | $623.9M | 0.6% | -3.4% | 13F ↗ |
| 38 | CPNG Coupang, Inc. · Common Stocks | 44.59M | $618.5M | 0.6% | -43.4% | 13F ↗ |
| 39 | TEAM Atlassian Corporation | 3.44M | $616.8M | 0.6% | -6.0% | 13F ↗ |
| 40 | NFLX Netflix, Inc. | 8.81M | $613.0M | 0.6% | -45.5% | 13F ↗ |
| 41 | TEM Tempus AI, Inc. | 6.91M | $566.1M | 0.5% | -15.6% | 13F ↗ |
| 42 | QXO QXO, Inc. | 46.53M | $544.0M | 0.5% | -2.8% | 13F ↗ |
| 43 | AAPL Apple Inc. | 1.63M | $541.8M | 0.5% | -7.6% | 13F ↗ |
| 44 | ARM Arm Holdings plc | 1.86M | $537.4M | 0.5% | +320% | 13F ↗ |
| 45 | RPRX Royalty Pharma plc | 9.15M | $534.1M | 0.5% | -8.6% | 13F ↗ |
| 46 | KSPI Joint Stock Company Kaspi.kz · ADR | 5.65M | $531.7M | 0.5% | -2.2% | 13F ↗ |
| 47 | KLAC KLA Corporation | 2.65M | $516.8M | 0.5% | +180% | 13F ↗ |
| 48 | SYM Symbotic Inc. | 12.19M | $512.7M | 0.5% | -0.6% | 13F ↗ |
| 49 | AVGO Broadcom Inc. | 1.43M | $503.1M | 0.5% | +5.5% | 13F ↗ |
| 50 | CRH Crh plc | 6.05M | $501.2M | 0.5% | +1.0% | 13F ↗ |
Showing the top 50 of 278 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
18 new, 64 added to, 180 trimmed, 13 exited, 16 unchanged. By estimated dollars.
New positions (18)
| BSP Bending Spoons S.p.A. | 51.71M | New | $1.7B |
| LNG Cheniere Energy, Inc. | 613,955 | New | $165.2M |
| LOAR Loar Holdings Inc. | 2.27M | New | $139.7M |
| CVCO Cavco Industries, Inc. | 107,947 | New | $60.5M |
| SKHY SK hynix Inc. · American Deposit | 177,116 | New | $32.6M |
| BETA Beta Technologies, Inc. | 1.09M | New | $24.1M |
| SYK Stryker Corporation | 62,615 | New | $17.2M |
| WM Waste Management, Inc. | 30,771 | New | $6.3M |
| APH Amphenol Corporation | 72,834 | New | $6.1M |
| STE STERIS plc | 27,785 | New | $5.8M |
Added to (64)
| LRCX Lam Research Corporation | 3.50M | +6028783% | $1.1B |
| ALNY Alnylam Pharmaceuticals, Inc. | 5.49M | +125% | $753.2M |
| ARM Arm Holdings plc | 1.86M | +320% | $409.5M |
| KLAC KLA Corporation | 2.65M | +180% | $332.3M |
| ALAB Astera Labs, Inc. | 786,876 | +260% | $202.3M |
| NVDA NVIDIA Corporation | 42.57M | +1.6% | $156.3M |
| NU Nu Holdings Ltd. | 237.91M | +3.5% | $101.0M |
| GOOGL Alphabet Inc. Class A | 3.00M | +6.8% | $66.0M |
| IBN ICICI Bank Limited · ADR | 7.05M | +40.5% | $56.0M |
| RBC RBC Bearings Incorporated | 862,839 | +13.5% | $51.1M |
Trimmed (180)
| SPCX Space Exploration Technologies Corp. | 39.01M | -24.1% | -$1.9B |
| MRNA Moderna, Inc. | 11.44M | -37.2% | -$1.3B |
| PDD PDD Holdings Inc. · ADR | 11.63M | -56.3% | -$1.2B |
| AMZN Amazon.com, Inc. | 24.15M | -10.3% | -$690.8M |
| NET Cloudflare, Inc. | 12.83M | -12.1% | -$612.5M |
| META Meta Platforms, Inc. | 2.42M | -24.4% | -$567.5M |
| NFLX Netflix, Inc. | 8.81M | -45.5% | -$512.4M |
| RBLX Roblox Corporation | 9.71M | -54.1% | -$483.8M |
| CPNG Coupang, Inc. · Common Stocks | 44.59M | -43.4% | -$473.6M |
| APP AppLovin Corporation | 5.09M | -21.3% | -$401.2M |
Exited (13)
| PAYC Paycom Software, Inc. | 975,398 | Exited | -$122.6M |
| WSC WillScot Holdings Corporation | 4.18M | Exited | -$120.8M |
| COUR Coursera, Inc. | 15.41M | Exited | -$86.9M |
| MDT Medtronic plc. | 463,954 | Exited | -$36.3M |
| PGNY Progyny, Inc. | 1.08M | Exited | -$31.1M |
| IPGP IPG Photonics Corporation | 160,499 | Exited | -$18.8M |
| NVCR NovoCure Limited | 952,074 | Exited | -$14.4M |
| ZTS Zoetis Inc. | 138,646 | Exited | -$10.0M |
| CP Canadian Pacific Kansas City Limited | 98,947 | Exited | -$8.6M |
| EH EHang Holdings Limited · ADR | 661,983 | Exited | -$4.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 9, 2026 | 13F-HR | 278 | $105.9B | Current | SEC ↗ |
| Q2 2026 | Aug 6, 2026 | 13F-HR | 273 | $110.2B | Current | SEC ↗ |
| Q1 2026 | May 8, 2026 | 13F-HR | 271 | $97.9B | Current | SEC ↗ |
| Q4 2025 | Jan 23, 2026 | 13F-HR | 266 | $120.3B | Current | SEC ↗ |
| Q3 2025 | Oct 31, 2025 | 13F-HR | 265 | $135.0B | Current | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | 13F-HR | 264 | $133.9B | Current | SEC ↗ |
| Q1 2025 | May 7, 2025 | 13F-HR | 265 | $114.6B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer