Baillie Gifford 13F holdings
The latest 13F-HR filed by Baillie Gifford covers the period ending 2026-06-30, with 273 reported positions. The largest positions by reported value are below, as filed.
Portfolio shape
Baillie Gifford's largest reported position at June 30, 2026 was Space Exploration Technologies Corp at 8.0% of the $110B it reported, followed by NVIDIA (7.6%).
The 10 largest positions shown make up 44.7% of reported value across 273 positions, so the rest of the portfolio holds 55.3%.
| # | Issuer | Class | CUSIP | Value | Shares | Weight |
|---|---|---|---|---|---|---|
| 1 | Space Exploration Technologies Corp | CL A COM | 84615Q103 | $8,781,829,133 | 51,397,806 | 8.0% |
| 2 | NVIDIA | COM | 67066G104 | $8,381,531,192 | 41,888,806 | 7.6% |
| 3 | Amazon.Com | COM | 023135106 | $6,415,604,182 | 26,917,866 | 5.8% |
| 4 | MercadoLibre | COM | 58733R102 | $5,160,761,529 | 3,040,410 | 4.7% |
| 5 | Sea Ltd ADR | ADR | 81141R100 | $3,680,771,365 | 38,409,385 | 3.3% |
| 6 | Spotify Technology SA | SHS | L8681T102 | $3,640,189,707 | 7,928,451 | 3.3% |
| 7 | Cloudflare Inc | CL A COM | 18915M107 | $3,580,743,136 | 14,598,594 | 3.2% |
| 8 | AppLovin | COM CL A | 03831W108 | $3,334,370,197 | 6,471,615 | 3.0% |
| 9 | Shopify 'A' | CL A | 82509L107 | $3,243,123,464 | 28,403,600 | 2.9% |
| 10 | Nu Holdings Ltd. | ORD SHS CL A | G6683N103 | $3,071,869,222 | 229,930,331 | 2.8% |
What Baillie Gifford bought, added, trimmed and exited
The free view above is the top of one quarter's filing. The paid report diffs the two most recent 13F filings, so you see new positions, adds, trims and exits with the size of each move, a cited write-up, and the full holdings plus changes table to download.
Generated from public SEC EDGAR filings. Filing data is shown as filed. This is information, not investment advice.