Baillie Gifford
Baillie Gifford (BAILLIE GIFFORD & CO) reported 273 positions worth $110.23B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPCX (8.0%). Biggest move: new buy SPCX ($8.78B).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPCX | SH | $8.78B | 7.97% | 1 Q | 51,397,806 | — | — | |
| ▸ 2 | NVDA | SH | $8.38B | 7.60% | >10 Years | 41,888,806 | — | — | |
| ▸ 3 | AMZN | SH | $6.42B | 5.82% | >10 Years | 26,917,866 | — | — | |
| ▸ 4 | MELI | SH | $5.16B | 4.68% | >10 Years | 3,040,410 | — | — | |
| ▸ 5 | SE | SH | $3.68B | 3.34% | 8.8 Years | 38,409,385 | — | — | |
| ▸ 6 | SPOT | SH | $3.64B | 3.30% | 8.3 Years | 7,928,451 | — | — | |
| ▸ 7 | NET | SH | $3.58B | 3.25% | 6.3 Years | 14,598,594 | — | — | |
| ▸ 8 | APP | SH | $3.33B | 3.03% | 2 Years | 6,471,615 | — | — | |
| ▸ 9 | SHOP | SH | $3.24B | 2.94% | 9 Years | 28,403,600 | — | — | |
| ▸ 10 | NU | SH | $3.07B | 2.79% | 4.8 Years | 229,930,331 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| ARK Investment Management (Cathie Wood) | 19.4% | DE, FIG, ILMN, MSFT, RBLX, RKLB, SNOW, XYZ +36 |
| Sands Capital Management | 16.7% | MSFT, XYZ, TSM, AMZN, BABA, META, MELI, ISRG +23 |
| Two Sigma Investments | 13.8% | DE, DXCM, DG, ILMN, ITUB, KLAC, MLM, MSFT +74 |
| D.E. Shaw & Co | 13.6% | DE, DXCM, ILMN, KLAC, MSFT, MCO, ON, PM +61 |
| Renaissance Technologies | 13.4% | FIX, DXCM, DG, ILMN, MSFT, NYT, RBLX, RYAAY +43 |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Baillie Gifford hold as of Q2 2026?
Baillie Gifford reported 273 positions worth $110.23B in its Q2 2026 13F filing. Largest positions: SPCX (8.0%), NVDA (7.6%), AMZN (5.8%), MELI (4.7%) and SE (3.3%).
What did Baillie Gifford buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Baillie Gifford sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.