Institutions / BAILLIE GIFFORD & CO
BAILLIE GIFFORD & CO
CIK 1088875 · Institution · as of Mar 31, 2026
Portfolio value
$97.89B
Positions
271
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$97.89B-18.7%Positions
271+1.9%Top holdings
Mar 31, 2026View all 271 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $7.11B | 7.3% |
| Amazon.com Inc | $5.85B | 6.0% |
| MercadoLibre, Inc. | $5.59B | 5.7% |
| Spotify Technology SA | $3.99B | 4.1% |
| Nu Holdings Ltd. | $3.54B | 3.6% |
| Shopify Inc | $3.44B | 3.5% |
| Cloudflare, Inc. | $3.29B | 3.4% |
| Sea Ltd | $3.28B | 3.4% |
| PDD Holdings Inc.PDD | $2.90B | 3.0% |
| AppLovin Corp | $2.67B | 2.7% |
| Meta Platforms Inc | $2.35B | 2.4% |
| Coupang, Inc. | $2.28B | 2.3% |
| Netflix Inc | $2.10B | 2.1% |
| Samsara Inc. | $1.82B | 1.9% |
| Microsoft Corp | $1.44B | 1.5% |
| Ferrari NV | $1.29B | 1.3% |
| ROBLOX Corp | $1.21B | 1.2% |
| Intuitive Surgical Inc | $1.18B | 1.2% |
| Rocket Lab CorpRKLB | $1.18B | 1.2% |
| DoorDash, Inc. | $1.09B | 1.1% |
| Axon Enterprise Inc | $1.04B | 1.1% |
| Moderna, Inc. | $1.02B | 1.0% |
| Alphabet Inc. | $1.00B | 1.0% |
| Reddit, Inc. | $984.17M | 1.0% |
| Dexcom Inc | $979.65M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Netflix Inc | $-1.46B | -15.1M -40.97% | 21,805,669 2.14% of portfolio | high |
| Q1 2026 as of | Trim | Microsoft Corp | $-617.00M | -1.7M -30.06% | 3,878,029 1.47% of portfolio | high |
| Q1 2026 as of | Trim | NVIDIA Corp | $-543.96M | -3.1M -7.11% | 40,748,665 7.26% of portfolio | high |
| Q1 2026 as of | Trim | Trade Desk, Inc. | $-502.71M | -22.2M -99.33% | 150,381 <0.01% of portfolio | high |
| Q1 2026 as of | Trim | Coupang, Inc. | $-480.80M | -25.5M -17.43% | 120,656,242 2.33% of portfolio | high |
| Q1 2026 as of | Exit | FTAI Aviation Ltd | $-450.07M | -2.3M -100.00% | — | high |
| Q1 2026 as of | Add | Credicorp Ltd. | $439.78M | +1.3M +90.49% | 2,729,498 0.95% of portfolio | high |
| Q1 2026 as of | Trim | Block, Inc. | $-433.87M | -7.2M -73.00% | 2,666,255 0.16% of portfolio | high |
| Q1 2026 as of | Trim | MercadoLibre, Inc. | $-429.32M | -248K -7.13% | 3,233,259 5.71% of portfolio | high |
| Q1 2026 as of | Add | Eog Resources Inc | $372.20M | +2.6M +1787.44% | 2,718,534 0.40% of portfolio | high |