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BAILLIE GIFFORD & CO

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1088875

$110.23B

disclosed book value

273

positions

8%

largest position share

Positions, as of 2026-06-30

top 100 of 273 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPCXSpace Exploration Technologies Corp51.4M$8.78B8%
2NVDANVIDIA41.9M$8.38B7.6%
3AMZNAmazon.Com26.9M$6.42B5.8%
4MELIMercadoLibre3.0M$5.16B4.7%
5SESea Ltd ADR38.4M$3.68B3.3%
6Spotify Technology SA7.9M$3.64B3.3%
7NETCloudflare Inc14.6M$3.58B3.2%
8APPAppLovin6.5M$3.33B3%
9SHOPShopify 'A'28.4M$3.24B2.9%
10Nu Holdings Ltd.229.9M$3.07B2.8%
11PDDPDD Holdings Inc26.6M$2.03B1.8%
12IOTSamsara56.4M$1.83B1.7%
13METAMeta Platforms Inc3.2M$1.80B1.6%
14AXONAxon Enterprise Inc3.1M$1.72B1.6%
15CPNGCoupang78.7M$1.37B1.2%
16Ferrari NV3.6M$1.32B1.2%
17MRNAModerna Inc18.2M$1.28B1.2%
18DASHDoordash Inc6.8M$1.26B1.1%
19RDDTReddit7.2M$1.25B1.1%
20NFLXNetflix Inc16.2M$1.15B1%
21RBLXRoblox21.1M$1.15B1%
22GOOGAlphabet Inc Class C3.1M$1.09B1%
23RKLBRocket Lab Corp10.4M$1.06B1%
24MSFTMicrosoft2.7M$1.01B0.9%
25Credicorp2.6M$1.01B0.9%
26ISRGIntuitive Surgical2.5M$1.00B0.9%
27GOOGLAlphabet Inc Class A2.8M$1.00B0.9%
28DXCMDexcom Inc14.8M$996.9M0.9%
29MAMastercard Inc-Class A1.7M$886.9M0.8%
30QXOQXO47.9M$827.2M0.8%
31ENSGThe Ensign Group5.0M$806.2M0.7%
32PBRPetrobras Common ADR48.6M$785.7M0.7%
33MakeMyTrip14.7M$781.8M0.7%
34RIVNRivian Automotive Inc43.2M$749.7M0.7%
35RYThe Royal Bank of Canada3.6M$740.2M0.7%
36ALNYAlnylam Pharmaceuticals2.4M$734.5M0.7%
37SNOWSnowflake Inc2.6M$657.7M0.6%
38CRH Plc6.0M$641.5M0.6%
39MLMMartin Marietta Materials991,786$572.0M0.5%
40Royalty Pharma10.0M$561.6M0.5%
41DUOLDuolingo Inc4.8M$554.9M0.5%
42SYMSymbotic12.3M$551.3M0.5%
43Joby Aviation Inc61.1M$545.4M0.5%
44ELFe.l.f. Beauty7.0M$521.6M0.5%
45AVGOBroadcom Inc1.4M$513.0M0.5%
46AAPLApple1.8M$509.4M0.5%
47KSPIKaspi.kz ADR5.8M$500.7M0.5%
48RBCRBC Bearings760,468$489.8M0.4%
49AFRMAffirm Holdings Inc Class A5.9M$477.6M0.4%
50TEMTempus Ai Inc8.2M$474.5M0.4%
51WSOWatsco Inc1.1M$470.7M0.4%
52TXNTexas Instruments1.5M$461.1M0.4%
53TSMTSMC ADR960,732$458.8M0.4%
54MDLNMedline Inc11.3M$447.4M0.4%
55MSCIMSCI796,246$445.9M0.4%
56SCIService Corp.Intl.5.6M$421.9M0.4%
57FIXComfort Systems USA212,655$421.5M0.4%
58ELVElevance Health Inc1.1M$418.9M0.4%
59RYAAYRyanair ADR6.1M$397.3M0.4%
60Copa Holdings S A2.5M$382.1M0.3%
61AURAurora Innovation Class A Common55.2M$376.3M0.3%
62CSGPCoStar Group13.2M$372.5M0.3%
63PMPhilip Morris Intl2.0M$354.1M0.3%
64DDOGDatadog1.3M$350.8M0.3%
65SQMSQM ADR4.7M$350.3M0.3%
66CFRCullen/Frost Bankers2.2M$345.1M0.3%
67GHGuardant Health2.3M$342.7M0.3%
68FMXFomento Economico Mexicano Sab ADR2.7M$342.0M0.3%
69DGDollar General Corp2.9M$333.6M0.3%
70MCOMoody's Corp717,871$325.1M0.3%
71AZOAutoZone101,423$324.1M0.3%
72TMOThermo Fisher Scientific645,648$323.7M0.3%
73ONOn Semiconductor Corp3.4M$323.7M0.3%
74EOGEOG Resources2.5M$317.9M0.3%
75CBRECbre Group Inc2.3M$311.3M0.3%
76PODDInsulet2.0M$310.9M0.3%
77MKLMarkel Corp157,923$308.4M0.3%
78DNLIDenali Therapeutics12.0M$307.6M0.3%
79TSLATesla Inc730,641$307.3M0.3%
80SharkNinja1.9M$291.2M0.3%
81EQTEqt Corp5.5M$291.0M0.3%
82WMSAdvanced Drainage Systems1.8M$288.1M0.3%
83KLACKLA Corp946,638$285.6M0.3%
84TEAMAtlassian Corp Plc3.7M$284.6M0.3%
85RELYRemitly Global Inc12.4M$277.5M0.3%
86DEDeere & Co428,051$271.5M0.2%
87WWayfair Inc Class A2.8M$259.8M0.2%
88Eaton598,890$255.2M0.2%
89UTHRUnited Therapeutics467,209$253.1M0.2%
90UBERUber Technologies3.5M$251.4M0.2%
91MEDPMedpace Holdings473,211$250.6M0.2%
92BNBrookfield Corp5.8M$248.7M0.2%
93FCXFreeport-Mcmoran Copper3.8M$236.7M0.2%
94ILMNIllumina1.3M$234.9M0.2%
95Fabrinet415,079$233.3M0.2%
96BCBrunswick Corp2.7M$230.8M0.2%
97KNFKnife River2.7M$229.1M0.2%
98XYZBlock Inc2.9M$219.4M0.2%
99SUNBSunbelt Rentals Holdings Inc2.9M$214.4M0.2%
100ECLEcolab734,234$204.6M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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