Baillie Gifford & Co

Baillie Gifford & Co as of March 31, 2026

Portfolio Holdings for Baillie Gifford & Co

Baillie Gifford & Co holds 271 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.3 $7.1B 41M 174.40
Amazon (AMZN) 6.0 $5.9B 28M 208.27
MercadoLibre (MELI) 5.7 $5.6B 3.2M 1729.02
Spotify Technology SA SHS (SPOT) 4.1 $4.0B 8.2M 484.91
Nu Holdings Ord Shs Cl A (NU) 3.6 $3.5B 247M 14.37
Shopify 'A' Cl A (SHOP) 3.5 $3.4B 29M 118.62
Cloudflare Cl A Com (NET) 3.4 $3.3B 16M 206.34
Sea Adr (SE) 3.4 $3.3B 40M 82.81
PDD Holdings Sponsored Ads (PDD) 3.0 $2.9B 28M 102.18
AppLovin Com Cl A (APP) 2.7 $2.7B 6.7M 398.00
Meta Platforms Cl A (META) 2.4 $2.3B 4.1M 572.13
Coupang Cl A (CPNG) 2.3 $2.3B 121M 18.88
Netflix (NFLX) 2.1 $2.1B 22M 96.15
Samsara Com Cl A (IOT) 1.9 $1.8B 58M 31.69
Microsoft Corporation (MSFT) 1.5 $1.4B 3.9M 370.17
Ferrari Adr (RACE) 1.3 $1.3B 3.9M 338.44
Roblox Cl A (RBLX) 1.2 $1.2B 21M 56.56
Intuitive Surgical Com New (ISRG) 1.2 $1.2B 2.6M 460.99
Rocket Lab Corp (RKLB) 1.2 $1.2B 18M 64.22
Doordash (DASH) 1.1 $1.1B 7.2M 150.15
Axon Enterprise (AXON) 1.1 $1.0B 2.5M 424.69
Moderna (MRNA) 1.0 $1.0B 20M 50.80
Alphabet Inc Class C Cap Stk Cl C (GOOG) 1.0 $1.0B 3.5M 286.86
Reddit Cl A (RDDT) 1.0 $984M 7.3M 134.65
Dex (DXCM) 1.0 $980M 16M 62.80
Ensign (ENSG) 1.0 $973M 4.8M 201.50
Credicorp (BAP) 0.9 $926M 2.7M 339.18
Petrobras Common Sponsored Adr (PBR) 0.9 $922M 44M 20.75
Alnylam Pharmaceuticals (ALNY) 0.8 $825M 2.5M 330.87
Royalty Pharma Shs Class A (RPRX) 0.8 $775M 16M 47.97
Service Corporation International (SCI) 0.7 $710M 8.6M 82.51
Mastercard Inc-Class A Cl A (MA) 0.7 $683M 1.4M 499.66
Atlassian Corp Cl A (TEAM) 0.7 $680M 10M 68.25
Symbotic (SYM) 0.7 $664M 13M 53.20
Rivian Automotive Com Cl A (RIVN) 0.7 $660M 44M 15.05
Martin Marietta Materials (MLM) 0.7 $640M 1.1M 588.68
Alphabet Inc Class A Cap Stk Cl A (GOOGL) 0.6 $560M 1.9M 287.56
MakeMyTrip SHS (MMYT) 0.6 $560M 15M 37.29
CoStar (CSGP) 0.6 $549M 14M 40.34
Ryanair Sponsored Adr Ne (RYAAY) 0.5 $533M 9.2M 57.80
Joby Aviation (JOBY) 0.5 $516M 62M 8.26
Tesla Motors (TSLA) 0.5 $484M 1.3M 371.75
Duolingo Cl A Com (DUOL) 0.5 $481M 4.9M 98.57
SQM Spon Adr Ser B (SQM) 0.5 $462M 5.7M 80.94
Msci (MSCI) 0.5 $459M 852k 539.01
Medline Com Cl A (MDLN) 0.5 $444M 10M 44.50
Elf Beauty (ELF) 0.4 $436M 7.2M 60.61
TSMC Sponsored Adr (TSM) 0.4 $433M 1.3M 337.95
Insulet Corporation (PODD) 0.4 $426M 2.0M 209.84
Watsco, Incorporated (WSO) 0.4 $414M 1.1M 363.79
Snowflake Inc Cl A (SNOW) 0.4 $404M 2.7M 150.82
Texas Instruments Incorporated (TXN) 0.4 $396M 2.0M 194.14
EOG Resources (EOG) 0.4 $393M 2.7M 144.57
Tempus Ai Cl A (TEM) 0.4 $391M 8.6M 45.22
Kaspi.kz Adr (KSPI) 0.4 $380M 5.1M 74.07
Dollar General (DG) 0.4 $374M 3.2M 118.73
Datadog Inc Cl A (DDOG) 0.4 $364M 3.1M 118.05
Guardant Health (GH) 0.4 $357M 3.9M 92.37
Anthem (ELV) 0.4 $343M 1.2M 292.75
Thermo Fisher Scientific (TMO) 0.4 $343M 698k 491.53
Fomento Economico Mexicano Sab Spon Adr Units (FMX) 0.3 $337M 3.0M 111.06
Cbre Group Cl A (CBRE) 0.3 $337M 2.5M 135.46
Markel Corporation (MKL) 0.3 $335M 175k 1914.07
Moody's Corporation (MCO) 0.3 $333M 764k 436.25
Comfort Systems USA (FIX) 0.3 $310M 225k 1378.99
Aurora Innovation Class A Common Com Cl A (AUR) 0.3 $302M 73M 4.12
Copa Holdings S A Cl A (CPA) 0.3 $293M 2.6M 113.61
Deere & Company (DE) 0.3 $285M 505k 563.30
Advanced Drain Sys Inc Del (WMS) 0.3 $281M 2.0M 137.13
Penumbra (PEN) 0.3 $276M 840k 328.37
Philip Morris International (PM) 0.3 $272M 1.6M 165.34
AutoZone (AZO) 0.3 $271M 80k 3377.78
Brookfield Corp Cl A (BN) 0.3 $268M 6.6M 40.47
ON Semiconductor (ON) 0.3 $266M 4.3M 61.92
Qxo Com New (QXO) 0.3 $265M 14M 19.42
Uber Technologies (UBER) 0.3 $264M 3.7M 71.93
United Therapeutics Corporation (UTHR) 0.3 $254M 428k 592.98
EQT Corporation (EQT) 0.3 $250M 3.9M 63.64
Wix SHS (WIX) 0.3 $245M 2.7M 90.07
New York Times Company (NYT) 0.2 $244M 2.9M 83.73
Affirm Holdings Inc Class A Com Cl A (AFRM) 0.2 $243M 5.3M 45.82
Medpace Hldgs (MEDP) 0.2 $242M 503k 480.19
Fabrinet SHS (FN) 0.2 $240M 461k 521.52
Freeport-McMoRan Copper & Gold (FCX) 0.2 $235M 4.0M 58.78
Denali Therapeutics (DNLI) 0.2 $232M 12M 19.20
Eaton (ETN) 0.2 $221M 617k 357.67
Knife River Corp (KNF) 0.2 $218M 2.7M 81.65
Wayfair Inc Class A Cl A (W) 0.2 $215M 2.9M 75.21
Brunswick Corporation (BC) 0.2 $210M 2.9M 72.76
SharkNinja Ord Shs (SN) 0.2 $205M 1.9M 105.90
Coinbase Global Com Cl A (COIN) 0.2 $196M 1.1M 174.61
Sunbelt Rentals Holdings (SUNB) 0.2 $195M 3.1M 62.64
Illumina (ILMN) 0.2 $189M 1.5M 123.26
AeroVironment (AVAV) 0.2 $188M 1.0M 183.05
Paycom Software (PAYC) 0.2 $187M 1.5M 121.54
Remitly Global (RELY) 0.2 $185M 12M 15.67
Ecolab (ECL) 0.2 $185M 695k 266.02
Workday Cl A (WDAY) 0.2 $178M 1.4M 129.92
Apple (AAPL) 0.2 $177M 696k 253.79
Lemonade (LMND) 0.2 $173M 2.8M 62.68
Grab Holdings Ord Shs Cl A (GRAB) 0.2 $172M 47M 3.66
HDFC Bank Adr Reps 3 Shs (HDB) 0.2 $163M 6.5M 24.88
Square Inc cl a (XYZ) 0.2 $161M 2.7M 60.18
RBC Bearings Incorporated (RBC) 0.2 $160M 294k 543.12
DraftKings Com Cl A (DKNG) 0.2 $156M 7.2M 21.62
Autodesk (ADSK) 0.2 $155M 649k 239.40
Dutch Bros Cl A (BROS) 0.2 $152M 3.0M 50.66
Yeti Hldgs (YETI) 0.1 $135M 3.7M 36.59
Analog Devices (ADI) 0.1 $135M 425k 318.14
Kanzhun Sponsored Adr (BZ) 0.1 $133M 9.9M 13.39
Banco Bradesco Pn Sp Adr Pfd New (BBD) 0.1 $133M 36M 3.65
Veeva Sys Inc cl a (VEEV) 0.1 $129M 735k 175.66
ICICI Bank Adr (IBN) 0.1 $127M 4.9M 25.90
Cme (CME) 0.1 $127M 430k 295.35
Procter & Gamble Company (PG) 0.1 $124M 859k 144.44
Vista Energy Sab De Cv Sponsored Ads (VIST) 0.1 $118M 1.6M 75.47
Figma Com Cl A (FIG) 0.1 $118M 5.6M 21.14
Oddity Shs Class A (ODD) 0.1 $105M 7.8M 13.38
BillionToOne Cl A (BLLN) 0.1 $100M 1.3M 78.94
Pepsi (PEP) 0.1 $97M 627k 155.29
Tfii Cn (TFII) 0.1 $97M 896k 108.50
Alibaba Group Holding Sponsored Ads (BABA) 0.1 $97M 772k 125.46
4068594 Enphase Energy (ENPH) 0.1 $94M 2.5M 37.81
Arm Hdgs Spon Adr (ARM) 0.1 $93M 612k 151.28
Tencent Music Entertainment Sponsored Ads (TME) 0.1 $90M 9.7M 9.28
Doximity Class A (DOCS) 0.1 $90M 3.8M 23.30
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $89M 199k 446.54
Fastenal Company (FAST) 0.1 $86M 1.9M 46.40
Coursera (COUR) 0.1 $85M 15M 5.82
Lineage (LINE) 0.1 $84M 2.6M 32.76
BioNTech Spons Ads (BNTX) 0.1 $78M 883k 88.88
WillScot Hdgs Com Cl A (WSC) 0.1 $78M 4.5M 17.36
Jack Henry & Associates (JKHY) 0.1 $77M 484k 158.04
Cisco Systems (CSCO) 0.1 $76M 974k 77.59
Intuit (INTU) 0.1 $76M 175k 432.38
Recursion Pharmaceuticals Cl A (RXRX) 0.1 $73M 24M 3.07
Petrobras Pref Sp Adr Non Vtg (PBR.A) 0.1 $70M 3.7M 18.75
Itau Unibanco Holding SA- Spon Adr Rep Pfd (ITUB) 0.1 $69M 8.2M 8.38
Accenture (ACN) 0.1 $68M 343k 198.29
Mongodb Inc. Class A (MDB) 0.1 $65M 267k 244.77
Savers Value Village Ord (SVV) 0.1 $64M 8.7M 7.44
Pony AI Adr (PONY) 0.1 $60M 6.4M 9.44
Twist Bioscience Corp (TWST) 0.1 $58M 1.2M 47.52
Albemarle Corporation (ALB) 0.1 $57M 319k 179.53
Starbucks Corporation (SBUX) 0.1 $56M 626k 89.59
Futu Hdgs Spon Adr Cl A (FUTU) 0.1 $55M 402k 136.76
Tidewater (TDW) 0.1 $55M 655k 83.55
Coca-Cola Company (KO) 0.1 $54M 711k 76.05
Sweetgreen Com Cl A (SG) 0.1 $54M 10M 5.19
Home Depot (HD) 0.1 $50M 152k 328.89
American Superconductor (AMSC) 0.1 $49M 1.4M 33.85
JFrog Ord Shs (FROG) 0.0 $48M 1.0M 46.93
Xometry Inc - A Class A (XMTR) 0.0 $46M 1.1M 40.84
Silvercorp Metals (SVM) 0.0 $46M 4.2M 10.76
T. Rowe Price (TROW) 0.0 $42M 466k 90.14
Zillow Group Inc Class C Cl C Cap Stk (Z) 0.0 $40M 966k 41.38
Medtronic (MDT) 0.0 $40M 457k 86.65
dLocal Cl A (DLO) 0.0 $38M 2.9M 12.97
Aehr Test Systems (AEHR) 0.0 $37M 1.0M 37.08
McDonald's Corporation (MCD) 0.0 $37M 119k 310.79
Edwards Lifesciences (EW) 0.0 $35M 440k 80.08
Circle Internet Group Com Cl A (CRCL) 0.0 $33M 350k 95.41
IPG Photonics Corporation (IPGP) 0.0 $31M 269k 114.59
Transmedics Group (TMDX) 0.0 $30M 305k 99.41
Paychex (PAYX) 0.0 $30M 324k 92.12
Broadcom (AVGO) 0.0 $30M 96k 309.51
Arthur J. Gallagher & Co. (AJG) 0.0 $29M 133k 216.58
Mobileye Global Ord Shs (MBLY) 0.0 $28M 4.1M 6.87
Upstart Hldgs (UPST) 0.0 $28M 1.1M 25.65
Iris Energy (IREN) 0.0 $28M 829k 34.28
Astera Labs (ALAB) 0.0 $27M 245k 109.60
Heartflow Inc/Sh (HTFL) 0.0 $26M 1.1M 24.33
Infosys Sponsored Adr (INFY) 0.0 $25M 1.8M 13.51
Procept Biorobotics Corp (PRCT) 0.0 $24M 974k 25.01
Liveramp Holdings (RAMP) 0.0 $24M 911k 26.52
Kornit Digital SHS (KRNT) 0.0 $22M 1.5M 14.66
MP Materials Com Cl A (MP) 0.0 $22M 454k 48.26
Appian Corp Cl A (APPN) 0.0 $22M 906k 24.11
Tandem Diabetes Care Com New (TNDM) 0.0 $21M 1.1M 19.17
Progyny (PGNY) 0.0 $21M 1.2M 16.98
Universal Technical Institute (UTI) 0.0 $21M 567k 36.10
Zoetis Cl A (ZTS) 0.0 $19M 162k 118.21
Sana Biotechnology (SANA) 0.0 $19M 6.6M 2.88
Kratos Defense & Security Solutions (KTOS) 0.0 $19M 268k 70.51
Stoke Therapeutics (STOK) 0.0 $19M 575k 32.56
Revolution Medicines (RVMD) 0.0 $18M 187k 97.25
Amplitude Com Cl A (AMPL) 0.0 $18M 2.6M 6.82
Impinj (PI) 0.0 $18M 174k 102.70
S&p Global (SPGI) 0.0 $17M 40k 425.34
Motorola Solutions Com New (MSI) 0.0 $16M 37k 433.97
Old Dominion Freight Line (ODFL) 0.0 $16M 82k 195.40
Bentley Systems Cl B Ord (BSY) 0.0 $16M 445k 35.12
Lufax Holding (LU) 0.0 $15M 8.2M 1.87
Merlin 0.0 $15M 2.0M 7.35
Monster Beverage Corp (MNST) 0.0 $15M 204k 72.46
Ginkgo Bioworks Holdings Cl A Com (DNA) 0.0 $15M 2.4M 6.13
CenterPoint Energy (CNP) 0.0 $14M 329k 43.16
Wabtec Corporation (WAB) 0.0 $14M 54k 249.91
Nextera Energy (NEE) 0.0 $13M 142k 92.88
Chime Financial Com Cl A (CHYM) 0.0 $13M 679k 18.73
Booking Holdings (BKNG) 0.0 $13M 3.0k 4210.32
Brown & Brown (BRO) 0.0 $12M 185k 65.21
Adobe Systems Incorporated (ADBE) 0.0 $12M 49k 243.08
Novocure Ord Shs (NVCR) 0.0 $12M 1.1M 10.90
Marsh & McLennan Companies (MRSH) 0.0 $11M 64k 173.45
Wec Energy Group (WEC) 0.0 $11M 95k 115.77
Exelon Corporation (EXC) 0.0 $11M 218k 49.02
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $11M 27k 390.41
Fortis (FTS) 0.0 $10M 183k 55.61
Banco de Chile (BCH) 0.0 $10M 274k 37.04
Tetra Tech (TTEK) 0.0 $9.4M 314k 30.12
Southern Company (SO) 0.0 $9.4M 98k 96.52
Beam Therapeutics (BEAM) 0.0 $9.2M 386k 23.83
Aptar (ATR) 0.0 $9.2M 73k 126.02
Schrodinger (SDGR) 0.0 $9.1M 801k 11.36
QuantumScape Corp Com Cl A (QS) 0.0 $9.0M 1.4M 6.38
Brookfield Renewable Cl A (BEPC) 0.0 $8.9M 225k 39.83
American Tower Reit (AMT) 0.0 $8.6M 50k 172.58
Albemarle 7.25 Conv Pref 2027 Spn Ads Com A (ALB.PA) 0.0 $8.5M 120k 71.21
Msa Safety Inc equity (MSA) 0.0 $8.3M 51k 163.95
Rubrik Cl A (RBRK) 0.0 $8.1M 165k 48.97
Canadian Pacific Kansas City (CP) 0.0 $7.7M 99k 78.44
Digital Realty Trust (DLR) 0.0 $7.3M 41k 180.21
Progressive Corporation (PGR) 0.0 $7.2M 36k 198.24
Ehang Holdings Ads (EH) 0.0 $7.1M 733k 9.71
BBB Foods Cl A Com (TBBB) 0.0 $6.9M 195k 35.37
Equity Residential (EQR) 0.0 $6.6M 112k 59.15
Cognex Corporation (CGNX) 0.0 $6.3M 128k 48.99
Synopsys (SNPS) 0.0 $6.3M 16k 396.48
Atour Lifestyle Hdgs Spon Adr (ATAT) 0.0 $6.0M 163k 36.81
Cadence Design Systems (CDNS) 0.0 $5.9M 21k 277.87
Franco-Nevada Corporation (FNV) 0.0 $5.9M 24k 247.05
Carlisle Companies (CSL) 0.0 $5.7M 17k 333.62
UnitedHealth (UNH) 0.0 $5.5M 20k 270.59
Peak (DOC) 0.0 $5.5M 335k 16.43
Sun Communities (SUI) 0.0 $4.8M 38k 125.96
MarketAxess Holdings (MKTX) 0.0 $4.8M 29k 164.98
Cable One Convertible 1.125 2028 Note 1.125 3/1 0.0 $4.8M 6.2M 0.77
Prologis (PLD) 0.0 $4.7M 36k 132.18
Rxsight (RXST) 0.0 $4.3M 690k 6.16
Warby Parker Cl A Com (WRBY) 0.0 $3.6M 169k 21.07
Trade Desk Com Cl A (TTD) 0.0 $3.4M 150k 22.69
Zillow Group Inc Class A Cl A (ZG) 0.0 $1.9M 46k 41.39
Burford Capital Ord Shs (BUR) 0.0 $1.6M 398k 4.11
Aercap Holdings Nv Ord Cmn (AER) 0.0 $1.5M 11k 137.18
Edison International (EIX) 0.0 $1.4M 19k 73.18
Freshpet (FRPT) 0.0 $499k 8.5k 58.96
Rio Tinto Spn.Adr 1:1 Sponsored Adr (RIO) 0.0 $55k 590.00 93.29
Nextracker Class A (NXT) 0.0 $51k 420.00 120.55
CRH Adr (CRH) 0.0 $49k 463.00 105.12
Planet Labs Com Cl A (PL) 0.0 $46k 1.6k 27.95
Teradyne (TER) 0.0 $45k 153.00 296.46
Nike (NKE) 0.0 $36k 676.00 52.82
Stantec (STN) 0.0 $36k 413.00 86.17
Sony Corporation (SONY) 0.0 $35k 1.7k 20.70
Hubbell (HUBB) 0.0 $34k 70.00 490.74
ETFS Franklin Ftse South Korea Etf Ftse South Korea (FLKR) 0.0 $34k 855.00 39.84
Unilever Spn.Adr 1:1 Spon Adr New (UL) 0.0 $22k 382.00 56.97
Total Sa New Ord F (TTE) 0.0 $21k 230.00 90.98
Intel Corporation (INTC) 0.0 $21k 469.00 44.13
Lindsay Corporation (LNN) 0.0 $16k 137.00 119.07
Rbc Cad (RY) 0.0 $15k 94.00 161.14
Bolt Projects Holdings (BSLK) 0.0 $15k 123k 0.12
Magnum Ice Cream Company Ord Shs (MICC) 0.0 $9.9k 664.00 14.95
Full Truck Alliance Spons Ads (YMM) 0.0 $9.6k 1.2k 8.30
Ase Technology Holding Spon Adr (ASX) 0.0 $9.2k 424.00 21.68
Axia Energia-adr Pref Adr (AXIA) 0.0 $5.0k 447.00 11.28
Novo Nordisk 'B' Adr 1:1 Adr (NVO) 0.0 $3.0k 82.00 36.76
BeOne Medicines Sponsored Adr (ONC) 0.0 $1.5k 5.00 297.00
Baidu.com Spon Adr Rep A (BIDU) 0.0 $1.4k 13.00 111.38
Axia Energia- ADR Pref C Spon Ads Pf Cl C (AXIA.PC) 0.0 $752.997000 69.00 10.91