Back to BAILLIE GIFFORD & CO
Q2 2026 13F filing
Updated 35 days ago880 disclosed positions worth $110.2B
Portfolio value
$110.2B
Total holdings
880
New positions
28
Closed positions
26
Increased
58
Decreased
179
Turnover
6.1%
Filed
2026-08-06
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPCX Space Exploration Technologies Corp | $7.9B | 46.16M | 7.15% | — |
| 2 | N NVDA NVIDIA | $4.1B | 20.46M | 3.71% | Added(+48.2%) |
| 3 | M MELI MercadoLibre | $3.4B | 1.99M | 3.06% | Added(+10462631.6%) |
| 4 | N NVDA NVIDIA | $3.2B | 16.16M | 2.93% | Added(+17.0%) |
| 5 | A AMZN Amazon.Com | $3B | 12.68M | 2.74% | Added(+26.0%) |
| 6 | S SPOT Spotify Technology SA | $2.6B | 5.63M | 2.34% | Added(+222.8%) |
| 7 | S SE Sea Ltd ADR | $2.4B | 25.44M | 2.21% | Added(+18431148.6%) |
| 8 | A AMZN Amazon.Com | $2.4B | 10.09M | 2.18% | Added(+0.3%) |
| 9 | N NU Nu Holdings Ltd. | $1.9B | 143.81M | 1.74% | Added(+148.4%) |
| 10 | S SHOP Shopify 'A' | $1.9B | 16.39M | 1.70% | Added(+40969300.0%) |
| 11 | N NET Cloudflare Inc | $1.8B | 7.29M | 1.62% | Added(+46.6%) |
| 12 | A APP AppLovin | $1.8B | 3.46M | 1.62% | Added(+72.2%) |
| 13 | M MELI MercadoLibre | $1.3B | 769.6K | 1.19% | Added(+4050305.3%) |
| 14 | N NET Cloudflare Inc | $1.2B | 5.06M | 1.13% | Added(+1.7%) |
| 15 | P PDD PDD Holdings Inc | $1.2B | 15.41M | 1.07% | Added(+98.3%) |
| 16 | A APP AppLovin | $1B | 2.03M | 0.95% | Added(+0.7%) |
| 17 | C CPNG Coupang | $1B | 57.98M | 0.91% | Added(+1950.9%) |
| 18 | I IOT Samsara | $1B | 31.04M | 0.91% | Added(+100.9%) |
| 19 | S SHOP Shopify 'A' | $959.2M | 8.40M | 0.87% | Added(+21001190.0%) |
| 20 | M META Meta Platforms Inc | $932.7M | 1.66M | 0.85% | Trimmed(-13.1%) |
| 21 | A AXON Axon Enterprise Inc | $896.9M | 1.60M | 0.81% | Added(+169.0%) |
| 22 | R RACE Ferrari NV | $896.6M | 2.42M | 0.81% | Added(+109.8%) |
| 23 | S SE Sea Ltd ADR | $832.2M | 8.68M | 0.76% | Added(+6292871.0%) |
| 24 | S SPOT Spotify Technology SA | $800.9M | 1.74M | 0.73% | Added(+0.0%) |
| 25 | N NU Nu Holdings Ltd. | $783.5M | 58.65M | 0.71% | Added(+1.3%) |
| 26 | R RYLBF The Royal Bank of Canada | $740.1M | 3.58M | 0.67% | Added(+3803666.0%) |
| 27 | R RDDT | $738.1M | 4.25M | 0.67% | Added(+134.2%) |
| 28 | S SPCX Space Exploration Technologies Corp | $736.8M | 4.31M | 0.67% | — |
| 29 | B BAP Credicorp | $622M | 1.60M | 0.56% | Added(+699.1%) |
| 30 | R RKLB Rocket Lab Corp | $615M | 6.05M | 0.56% | Added(+169.1%) |
| 31 | M MRNA Moderna Inc | $613.8M | 8.77M | 0.56% | Added(+6.1%) |
| 32 | N NFLX Netflix Inc | $605.5M | 8.48M | 0.55% | Added(+15.4%) |
| 33 | R RBLX Roblox | $601.3M | 11.06M | 0.55% | Added(+526.2%) |
| 34 | P PDD PDD Holdings Inc | $596.1M | 7.81M | 0.54% | Added(+0.6%) |
| 35 | I ISRG Intuitive Surgical | $593M | 1.49M | 0.54% | Added(+404.6%) |
| 36 | N NVDA NVIDIA | $585.2M | 2.92M | 0.53% | Trimmed(-78.8%) |
| 37 | M MRNA Moderna Inc | $583.9M | 8.34M | 0.53% | Added(+0.9%) |
| 38 | D DASH Doordash Inc | $568.3M | 3.08M | 0.52% | Added(+2.5%) |
| 39 | M META Meta Platforms Inc | $567.6M | 1.01M | 0.51% | Trimmed(-47.1%) |
| 40 | A AMZN Amazon.Com | $558.6M | 2.34M | 0.51% | Trimmed(-76.7%) |
| 41 | G GOOGN Alphabet Inc Class C | $551.8M | 1.56M | 0.50% | Trimmed(-2.4%) |
| 42 | P PBR-A Petrobras Common ADR | $548.5M | 33.94M | 0.50% | Added(+1099.6%) |
| 43 | D DXCM Dexcom Inc | $541.4M | 8.04M | 0.49% | Added(+576.2%) |
| 44 | M MMYT MakeMyTrip | $534.4M | 10.03M | 0.48% | Added(+774.0%) |
| 45 | I IOT Samsara | $509.4M | 15.71M | 0.46% | Added(+1.6%) |
| 46 | G GOOGN Alphabet Inc Class A | $506.6M | 1.42M | 0.46% | Added(+145.2%) |
| 47 | A AXON Axon Enterprise Inc | $505.3M | 901.3K | 0.46% | Added(+51.5%) |
| 48 | M MSFT Microsoft | $469.9M | 1.26M | 0.43% | Trimmed(-24.1%) |
| 49 | N NVDA NVIDIA | $468.6M | 2.34M | 0.43% | Trimmed(-83.0%) |
| 50 | D DASH Doordash Inc | $436.5M | 2.37M | 0.40% | Trimmed(-21.3%) |