Baillie Gifford & Co

Baillie Gifford & Co as of Dec. 31, 2025

Portfolio Holdings for Baillie Gifford & Co

Baillie Gifford & Co holds 266 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.8 $8.2B 44M 186.50
MercadoLibre (MELI) 5.8 $7.0B 3.5M 2014.26
Amazon (AMZN) 5.6 $6.8B 29M 230.82
Shopify 'A' Cl A (SHOP) 4.2 $5.0B 31M 160.97
Sea Adr (SE) 4.1 $4.9B 39M 127.57
Spotify Technology SA SHS (SPOT) 4.0 $4.8B 8.3M 580.71
Nu Holdings Ord Shs Cl A (NU) 3.6 $4.3B 257M 16.74
AppLovin Com Cl A (APP) 3.5 $4.2B 6.2M 673.82
PDD Holdings Sponsored Ads (PDD) 2.9 $3.5B 31M 113.39
Netflix (NFLX) 2.9 $3.5B 37M 93.76
Coupang Cl A (CPNG) 2.9 $3.4B 146M 23.59
Cloudflare Cl A Com (NET) 2.8 $3.3B 17M 197.15
Meta Platforms Cl A (META) 2.4 $2.9B 4.4M 660.09
Microsoft Corporation (MSFT) 2.2 $2.7B 5.5M 483.62
Doordash (DASH) 1.5 $1.8B 8.0M 226.48
Roblox Cl A (RBLX) 1.5 $1.7B 22M 81.03
Samsara Com Cl A (IOT) 1.4 $1.7B 48M 35.45
Intuitive Surgical Com New (ISRG) 1.2 $1.4B 2.6M 566.36
Ferrari Adr (RACE) 1.2 $1.4B 3.9M 369.55
Reddit Cl A (RDDT) 1.1 $1.4B 6.0M 229.87
Atlassian Corp Cl A (TEAM) 1.1 $1.4B 8.4M 162.14
Rocket Lab Corp (RKLB) 1.0 $1.2B 18M 69.76
Alphabet Inc Class C Cap Stk Cl C (GOOG) 1.0 $1.2B 3.8M 313.80
Alnylam Pharmaceuticals (ALNY) 0.9 $1.0B 2.6M 397.65
Dex (DXCM) 0.9 $1.0B 16M 66.37
Axon Enterprise (AXON) 0.8 $933M 1.6M 567.93
CoStar (CSGP) 0.7 $870M 13M 67.24
Rivian Automotive Com Cl A (RIVN) 0.7 $863M 44M 19.71
Duolingo Cl A Com (DUOL) 0.7 $853M 4.9M 175.50
Trade Desk Com Cl A (TTD) 0.7 $847M 22M 37.96
Mastercard Inc-Class A Cl A (MA) 0.7 $836M 1.5M 570.88
Ryanair Sponsored Adr Ne (RYAAY) 0.7 $819M 11M 72.19
Ensign (ENSG) 0.7 $796M 4.6M 174.20
Symbotic (SYM) 0.6 $740M 12M 59.50
Martin Marietta Materials (MLM) 0.6 $722M 1.2M 622.66
Service Corporation International (SCI) 0.6 $714M 9.2M 77.97
Anthem (ELV) 0.6 $693M 2.0M 350.55
Royalty Pharma Shs Class A (RPRX) 0.5 $657M 17M 38.64
Joby Aviation (JOBY) 0.5 $654M 50M 13.20
Square Inc cl a (XYZ) 0.5 $643M 9.9M 65.09
Moderna (MRNA) 0.5 $607M 21M 29.49
Tesla Motors (TSLA) 0.5 $604M 1.3M 449.72
Snowflake Inc Cl A (SNOW) 0.5 $600M 2.7M 219.36
Alphabet Inc Class A Cap Stk Cl A (GOOGL) 0.5 $597M 1.9M 313.00
Insulet Corporation (PODD) 0.5 $582M 2.0M 284.24
Elf Beauty (ELF) 0.5 $546M 7.2M 76.04
Datadog Inc Cl A (DDOG) 0.4 $539M 4.0M 135.99
Tempus Ai Cl A (TEM) 0.4 $516M 8.7M 59.05
Guardant Health (GH) 0.4 $500M 4.9M 102.14
Msci (MSCI) 0.4 $486M 847k 573.73
FTAI Aviation SHS (FTAI) 0.4 $450M 2.3M 196.85
Thermo Fisher Scientific (TMO) 0.4 $447M 771k 579.45
Dollar General (DG) 0.4 $440M 3.3M 132.77
Medline Com Cl A 0.4 $437M 10M 42.00
Cbre Group Cl A (CBRE) 0.4 $432M 2.7M 160.79
SQM Spon Adr Ser B (SQM) 0.4 $429M 6.2M 68.80
MakeMyTrip SHS (MMYT) 0.4 $423M 5.2M 82.12
Credicorp (BAP) 0.3 $411M 1.4M 287.00
Affirm Holdings Inc Class A Com Cl A (AFRM) 0.3 $408M 5.5M 74.43
TSMC Sponsored Adr (TSM) 0.3 $406M 1.3M 303.89
Markel Corporation (MKL) 0.3 $405M 188k 2149.65
Wayfair Inc Class A Cl A (W) 0.3 $402M 4.0M 100.41
S&p Global (SPGI) 0.3 $379M 725k 522.59
Texas Instruments Incorporated (TXN) 0.3 $378M 2.2M 173.49
Kaspi.kz Adr (KSPI) 0.3 $365M 4.7M 78.13
Fomento Economico Mexicano Sab Spon Adr Units (FMX) 0.3 $353M 3.5M 101.07
Moody's Corporation (MCO) 0.3 $351M 687k 510.85
Petrobras Common Sponsored Adr (PBR) 0.3 $350M 30M 11.85
Copa Holdings S A Cl A (CPA) 0.3 $331M 2.7M 120.61
Advanced Drain Sys Inc Del (WMS) 0.3 $325M 2.2M 144.83
Uber Technologies (UBER) 0.3 $324M 4.0M 81.71
Brookfield Corp Cl A (BN) 0.3 $322M 7.0M 45.89
Workday Cl A (WDAY) 0.3 $315M 1.5M 214.78
Watsco, Incorporated (WSO) 0.3 $309M 918k 336.95
Medpace Hldgs (MEDP) 0.3 $307M 547k 561.65
Wix SHS (WIX) 0.2 $297M 2.9M 103.89
AutoZone (AZO) 0.2 $292M 86k 3391.50
Aurora Innovation Class A Common Com Cl A (AUR) 0.2 $286M 75M 3.84
Oddity Shs Class A (ODD) 0.2 $286M 7.1M 40.18
AeroVironment (AVAV) 0.2 $285M 1.2M 241.89
Qxo Com New (QXO) 0.2 $284M 15M 19.29
salesforce (CRM) 0.2 $282M 1.1M 264.91
Penumbra (PEN) 0.2 $273M 876k 310.91
Paycom Software (PAYC) 0.2 $261M 1.6M 159.36
DraftKings Com Cl A (DKNG) 0.2 $257M 7.5M 34.46
Comfort Systems USA (FIX) 0.2 $256M 275k 933.29
ON Semiconductor (ON) 0.2 $256M 4.7M 54.15
Epam Systems (EPAM) 0.2 $244M 1.2M 204.88
Deere & Company (DE) 0.2 $244M 525k 465.57
Grab Holdings Ord Shs Cl A (GRAB) 0.2 $231M 46M 4.99
Tencent Music Entertainment Sponsored Ads (TME) 0.2 $229M 13M 17.53
Arthur J. Gallagher & Co. (AJG) 0.2 $224M 865k 258.79
SharkNinja Ord Shs (SN) 0.2 $223M 2.0M 111.90
Figma Com Cl A (FIG) 0.2 $215M 5.8M 37.37
Eaton (ETN) 0.2 $215M 674k 318.51
Illumina (ILMN) 0.2 $213M 1.6M 131.16
Fabrinet SHS (FN) 0.2 $212M 465k 455.28
New York Times Company (NYT) 0.2 $210M 3.0M 69.42
HDFC Bank Adr Reps 3 Shs (HDB) 0.2 $210M 5.7M 36.54
Autodesk (ADSK) 0.2 $209M 706k 296.01
Lemonade (LMND) 0.2 $204M 2.9M 71.18
Denali Therapeutics (DNLI) 0.2 $203M 12M 16.51
Kanzhun Sponsored Adr (BZ) 0.2 $203M 10M 20.38
Dutch Bros Cl A (BROS) 0.2 $198M 3.2M 61.22
Coinbase Global Com Cl A (COIN) 0.2 $188M 829k 226.14
Ecolab (ECL) 0.2 $181M 691k 262.52
Apple (AAPL) 0.1 $180M 663k 271.86
Yeti Hldgs (YETI) 0.1 $174M 3.9M 44.17
Doximity Class A (DOCS) 0.1 $164M 3.7M 44.28
Remitly Global (RELY) 0.1 $161M 12M 13.80
United Therapeutics Corporation (UTHR) 0.1 $157M 323k 487.25
Analog Devices (ADI) 0.1 $154M 569k 271.20
Knife River Corp (KNF) 0.1 $150M 2.1M 70.35
ICICI Bank Adr (IBN) 0.1 $140M 4.7M 29.80
Procter & Gamble Company (PG) 0.1 $129M 897k 143.31
Banco Bradesco Pn Sp Adr Pfd New (BBD) 0.1 $128M 38M 3.33
Brunswick Corporation (BC) 0.1 $125M 1.7M 74.24
Cme (CME) 0.1 $122M 446k 273.08
BioNTech Spons Ads (BNTX) 0.1 $119M 1.2M 95.20
Mongodb Inc. Class A (MDB) 0.1 $112M 267k 419.69
Alibaba Group Holding Sponsored Ads (BABA) 0.1 $109M 740k 146.58
Coursera (COUR) 0.1 $107M 15M 7.36
Monday (MNDY) 0.1 $107M 724k 147.56
Tfii Cn (TFII) 0.1 $107M 1.0M 103.50
BillionToOne Cl A 0.1 $104M 1.3M 81.84
Lineage (LINE) 0.1 $98M 2.8M 35.00
Recursion Pharmaceuticals Cl A (RXRX) 0.1 $97M 24M 4.09
Floor & Decor Holdings Cl A (FND) 0.1 $97M 1.6M 60.89
Pepsi (PEP) 0.1 $93M 650k 143.52
Accenture (ACN) 0.1 $92M 343k 268.30
Pony AI Adr (PONY) 0.1 $91M 6.3M 14.50
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $91M 201k 453.36
Jack Henry & Associates (JKHY) 0.1 $91M 497k 182.48
WillScot Hdgs Com Cl A (WSC) 0.1 $89M 4.7M 18.83
Heartflow Inc/Sh 0.1 $88M 3.0M 29.15
Intuit (INTU) 0.1 $87M 132k 662.42
Savers Value Village Ord (SVV) 0.1 $83M 8.9M 9.34
4068594 Enphase Energy (ENPH) 0.1 $83M 2.6M 32.05
Xometry Inc - A Class A (XMTR) 0.1 $78M 1.3M 59.47
Cisco Systems (CSCO) 0.1 $78M 1.0M 77.03
Mobileye Global Ord Shs (MBLY) 0.1 $77M 7.4M 10.44
Fastenal Company (FAST) 0.1 $77M 1.9M 40.13
Sweetgreen Com Cl A (SG) 0.1 $72M 11M 6.76
Itau Unibanco Holding SA- Spon Adr Rep Pfd (ITUB) 0.1 $69M 9.7M 7.16
Arm Hdgs Spon Adr (ARM) 0.1 $67M 613k 109.31
JFrog Ord Shs (FROG) 0.0 $54M 871k 62.46
Starbucks Corporation (SBUX) 0.0 $54M 646k 84.21
Coca-Cola Company (KO) 0.0 $53M 761k 69.91
Home Depot (HD) 0.0 $52M 151k 344.10
Zillow Group Inc Class C Cl C Cap Stk (Z) 0.0 $50M 739k 68.22
Albemarle Corporation (ALB) 0.0 $50M 353k 141.44
T. Rowe Price (TROW) 0.0 $49M 483k 102.38
Medtronic (MDT) 0.0 $46M 475k 96.06
Edwards Lifesciences (EW) 0.0 $44M 516k 85.25
American Superconductor (AMSC) 0.0 $43M 1.5M 28.78
Petrobras Pref Sp Adr Non Vtg (PBR.A) 0.0 $43M 3.8M 11.27
dLocal Cl A (DLO) 0.0 $42M 3.0M 14.14
Astera Labs (ALAB) 0.0 $42M 253k 166.36
Twist Bioscience Corp (TWST) 0.0 $41M 1.3M 31.72
McDonald's Corporation (MCD) 0.0 $39M 127k 305.63
Transmedics Group (TMDX) 0.0 $39M 317k 121.65
Infosys Sponsored Adr (INFY) 0.0 $38M 2.1M 17.82
MP Materials Com Cl A (MP) 0.0 $36M 717k 50.52
Silvercorp Metals (SVM) 0.0 $35M 4.2M 8.35
Paychex (PAYX) 0.0 $34M 304k 112.18
Appian Corp Cl A (APPN) 0.0 $33M 941k 35.42
Upstart Hldgs (UPST) 0.0 $33M 759k 43.73
Progyny (PGNY) 0.0 $32M 1.3M 25.68
Procept Biorobotics Corp (PRCT) 0.0 $32M 1.0M 31.46
Amplitude Com Cl A (AMPL) 0.0 $32M 2.7M 11.58
Monster Beverage Corp (MNST) 0.0 $30M 390k 76.67
Skywater Technology (SKYT) 0.0 $28M 1.6M 18.16
Banco de Chile (BCH) 0.0 $28M 733k 38.00
Liveramp Holdings (RAMP) 0.0 $28M 940k 29.37
IPG Photonics Corporation (IPGP) 0.0 $28M 384k 71.60
Sana Biotechnology (SANA) 0.0 $27M 6.6M 4.07
Aehr Test Systems (AEHR) 0.0 $26M 1.3M 20.19
Tandem Diabetes Care Com New (TNDM) 0.0 $25M 1.1M 21.98
Canadian Pacific Kansas City (CP) 0.0 $23M 306k 73.72
Kornit Digital SHS (KRNT) 0.0 $23M 1.6M 14.38
Kratos Defense & Security Solutions (KTOS) 0.0 $21M 283k 75.91
Upwork (UPWK) 0.0 $20M 1.0M 19.82
Lufax Holding (LU) 0.0 $20M 7.9M 2.56
Iris Energy (IREN) 0.0 $20M 528k 37.77
Ginkgo Bioworks Holdings Cl A Com (DNA) 0.0 $20M 2.4M 8.31
Zoetis Cl A (ZTS) 0.0 $19M 151k 125.82
EQT Corporation (EQT) 0.0 $18M 334k 53.60
Impinj (PI) 0.0 $18M 103k 174.01
Adobe Systems Incorporated (ADBE) 0.0 $18M 51k 349.99
Chime Financial Com Cl A (CHYM) 0.0 $17M 679k 25.17
Nextera Energy (NEE) 0.0 $17M 207k 80.28
Booking Holdings (BKNG) 0.0 $16M 3.1k 5355.33
Marsh & McLennan Companies (MMC) 0.0 $16M 87k 185.52
Brookfield Renewable Cl A (BEPC) 0.0 $16M 413k 38.34
Wabtec Corporation (WAB) 0.0 $16M 74k 213.45
Universal Technical Institute (UTI) 0.0 $16M 595k 26.13
Revolution Medicines (RVMD) 0.0 $16M 195k 79.65
CenterPoint Energy (CNP) 0.0 $15M 401k 38.34
QuantumScape Corp Com Cl A (QS) 0.0 $15M 1.5M 10.42
EOG Resources (EOG) 0.0 $15M 144k 105.01
Schrodinger (SDGR) 0.0 $15M 836k 17.88
Motorola Solutions Com New (MSI) 0.0 $15M 39k 383.32
Circle Internet Group Com Cl A (CRCL) 0.0 $15M 186k 79.30
Novocure Ord Shs (NVCR) 0.0 $15M 1.1M 12.93
Tetra Tech (TTEK) 0.0 $14M 429k 33.54
Fortis (FTS) 0.0 $14M 265k 52.06
Wec Energy Group (WEC) 0.0 $14M 130k 105.46
Exelon Corporation (EXC) 0.0 $14M 309k 43.59
Southern Company (SO) 0.0 $14M 155k 87.20
Old Dominion Freight Line (ODFL) 0.0 $13M 85k 156.80
Brown & Brown (BRO) 0.0 $13M 166k 79.70
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $13M 28k 468.76
UnitedHealth (UNH) 0.0 $13M 40k 330.11
Progressive Corporation (PGR) 0.0 $12M 55k 227.72
Beam Therapeutics (BEAM) 0.0 $12M 416k 27.72
Bentley Systems Cl B Ord (BSY) 0.0 $11M 298k 38.16
Msa Safety Inc equity (MSA) 0.0 $11M 69k 160.14
Ehang Holdings Ads (EH) 0.0 $10M 774k 13.18
Synopsys (SNPS) 0.0 $9.9M 21k 469.72
American Tower Reit (AMT) 0.0 $9.9M 56k 175.57
Eversource Energy (ES) 0.0 $9.4M 139k 67.33
Cadence Design Systems (CDNS) 0.0 $9.1M 29k 312.58
Nike (NKE) 0.0 $8.1M 128k 63.71
Stoke Therapeutics (STOK) 0.0 $7.8M 247k 31.74
Cable One Convertible 1.125 2028 Note 1.125 3/1 0.0 $7.7M 9.4M 0.82
Equity Residential (EQR) 0.0 $7.4M 118k 63.04
Carlisle Companies (CSL) 0.0 $7.3M 23k 319.86
Rxsight (RXST) 0.0 $7.2M 693k 10.42
MarketAxess Holdings (MKTX) 0.0 $7.1M 39k 181.25
Albemarle 7.25 Conv Pref 2027 Spn Ads Com A (ALB.PA) 0.0 $7.1M 120k 58.86
Atour Lifestyle Hdgs Spon Adr (ATAT) 0.0 $7.0M 177k 39.40
BBB Foods Cl A Com (TBBB) 0.0 $6.5M 195k 33.39
Digital Realty Trust (DLR) 0.0 $6.3M 41k 154.71
Cognex Corporation (CGNX) 0.0 $6.2M 174k 35.98
Peak (DOC) 0.0 $5.9M 367k 16.08
Prologis (PLD) 0.0 $5.3M 42k 127.66
Sun Communities (SUI) 0.0 $5.2M 42k 123.91
Warby Parker Cl A Com (WRBY) 0.0 $5.0M 230k 21.79
Philip Morris International (PM) 0.0 $4.9M 31k 160.40
Burford Capital Ord Shs (BUR) 0.0 $3.6M 398k 8.96
Zillow Group Inc Class A Cl A (ZG) 0.0 $3.1M 46k 68.23
Aercap Holdings Nv Ord Cmn (AER) 0.0 $2.3M 16k 143.76
Consolidated Edison (ED) 0.0 $1.9M 19k 99.32
Freshpet (FRPT) 0.0 $1.4M 24k 60.93
Edison International (EIX) 0.0 $1.1M 19k 60.02
Bolt Projects Holdings (BSLK) 0.0 $99k 123k 0.80
Teradyne (TER) 0.0 $66k 341.00 193.56
CRH Adr (CRH) 0.0 $64k 509.00 124.80
Rio Tinto Spn.Adr 1:1 Sponsored Adr (RIO) 0.0 $42k 524.00 80.03
Sony Corporation (SONY) 0.0 $40k 1.6k 25.60
Stantec (STN) 0.0 $39k 413.00 94.49
Nextracker Class A (NXT) 0.0 $37k 420.00 87.11
Planet Labs Com Cl A (PL) 0.0 $32k 1.6k 19.72
Hubbell (HUBB) 0.0 $31k 70.00 444.11
Unilever Spn.Adr 1:1 Spon Adr New 0.0 $27k 405.00 65.40
Novo Nordisk 'B' Adr 1:1 Adr (NVO) 0.0 $22k 437.00 50.88
Lindsay Corporation (LNN) 0.0 $16k 137.00 117.87
Full Truck Alliance Spons Ads (YMM) 0.0 $12k 1.2k 10.73
Veeva Sys Inc cl a (VEEV) 0.0 $11k 49.00 223.22
Magnum Ice Cream Company Ord Shs 0.0 $11k 677.00 15.85
Baidu.com Spon Adr Rep A (BIDU) 0.0 $3.9k 30.00 130.67
Axia Energia-adr Pref Adr (EBR) 0.0 $2.4k 264.00 9.16
KE Holdings Adr (BEKE) 0.0 $2.0k 128.00 15.76
BeOne Medicines Sponsored Adr (ONC) 0.0 $1.8k 6.00 303.83
Li Auto Spons Ads (LI) 0.0 $896.998500 53.00 16.92
Axia Energia- ADR Pref C Spon Ads Pf Cl C 0.0 $595.000800 69.00 8.62