13F Filings/BAILLIE GIFFORD & CO

BAILLIE GIFFORD & CO

Institutional ManagerCIK0001088875LocationEDINBURGH EH3 8RY, X0

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ2 2026Quarter ended30 Jun 2026Filed6 Aug 2026
Firm profile · Form ADV
SEC adviser registration
CRD
304197 · 802-116796
Portfolio Turnover
12%
Of book traded, QoQ
Positions
880
Long U.S. equities
Top 10 Concentration
30%
Of reported value
QoQ Change
$12.3B
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
13F AUM over time
$110.2B
Q2 ’26 · 13F AUM
▲ 234%
53 quarters
Reported Holdings
Q2 2026 · upgrade to Pro for past quarters
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★ Position spotlightNVDANVIDIA · 3.7% of bookThis highlighted stock and its 1Y chart are public
Loading position history…
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
Space Exploration Technologies Corp
46.16MSH$7.9B~$170.86——7.2%NewNew
NVIDIA
NVDA· Information Technology
20.46MSH$4.1B~$200.09$214.72▲7.3%3.7%▲ 631.8%Added
MercadoLibre
MELI· Consumer Discretionary
1.99MSH$3.4B~$1697.39$1922.73▲13.3%3.1%▼ 7.3%Reduced
NVIDIA
NVDA· Information Technology
16.16MSH$3.2B~$200.09$214.72▲7.3%2.9%▲ 478.0%Added
Amazon.Com
AMZN· Consumer Discretionary
12.68MSH$3.0B~$238.34$258.63▲8.5%2.7%▼ 5.9%Reduced
Spotify Technology SA
5.63MSH$2.6B~$459.13——2.3%▲ 222.8%Added
Sea Ltd ADR
SE· Communication Services
25.44MSH$2.4B~$95.83$117.53▲22.6%2.2%▼ 4.7%Reduced
Amazon.Com
AMZN· Consumer Discretionary
10.09MSH$2.4B~$238.34$258.63▲8.5%2.2%▼ 25.1%Reduced
Nu Holdings Ltd.
143.81MSH$1.9B~$13.36——1.7%▲ 666.8%Added
Shopify 'A'
SHOP· Information Technology
16.39MSH$1.9B~$114.18$149.25▲30.7%1.7%▲ 588.3%Added
Space Exploration Technologies CorpNew
$7.9B· 7.2%· 46.16M SH· New· cost $170.86
CL A COM · SOLE
NVDANVIDIAAdded
$4.1B· 3.7%· 20.46M SH· ▲ 631.8%· cost $200.09· last $214.72· ▲7.3%
Information Technology · COM · DFND
MELIMercadoLibreReduced
$3.4B· 3.1%· 1.99M SH· ▼ 7.3%· cost $1697.39· last $1922.73· ▲13.3%
Consumer Discretionary · COM · DFND
NVDANVIDIAAdded
$3.2B· 2.9%· 16.16M SH· ▲ 478.0%· cost $200.09· last $214.72· ▲7.3%
Information Technology · COM · SOLE
AMZNAmazon.ComReduced
$3.0B· 2.7%· 12.68M SH· ▼ 5.9%· cost $238.34· last $258.63· ▲8.5%
Consumer Discretionary · COM · DFND
Spotify Technology SAAdded
$2.6B· 2.3%· 5.63M SH· ▲ 222.8%· cost $459.13
SHS · DFND
SESea Ltd ADRReduced
$2.4B· 2.2%· 25.44M SH· ▼ 4.7%· cost $95.83· last $117.53· ▲22.6%
Communication Services · ADR · DFND
AMZNAmazon.ComReduced
$2.4B· 2.2%· 10.09M SH· ▼ 25.1%· cost $238.34· last $258.63· ▲8.5%
Consumer Discretionary · COM · SOLE
Nu Holdings Ltd.Added
$1.9B· 1.7%· 143.81M SH· ▲ 666.8%· cost $13.36
ORD SHS CL A · DFND
SHOPShopify 'A'Added
$1.9B· 1.7%· 16.39M SH· ▲ 588.3%· cost $114.18· last $149.25· ▲30.7%
Information Technology · CL A · DFND
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Sector Breakdown
Q2 2026
Information Technology24.6% · $27.1B
Unclassified20.3% · $22.4B
Consumer Discretionary18.3% · $20.1B
Communication Services10.4% · $11.5B
Health Care8.5% · $9.3B
Industrials7.3% · $8.1B
Financials4.7% · $5.1B
Other5.9% · $6.5B
← All 13F filings