Institutional Fund
Baillie Gifford & Co
Edinburgh, United KingdomCIK 10888755 filings on record
Portfolio Value
$97.89B
Q1 2026
Holdings
271
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-18.7%
from $120.34B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation7.3%
- Amazon Com Inc6.0%
- Mercadolibre Inc5.7%
- Spotify Technology S A4.1%
- Nu Hldgs Ltd3.6%
- Shopify Inc3.5%
- Other69.8%
Portfolio Holdings
271 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 40.75M | $7.11B | 7.3% | −3.12M | Reduced |
| 2 | Amazon Com Inc | 28.09M | $5.85B | 6.0% | −1.29M | Reduced |
| 3 | Mercadolibre Inc | 3.23M | $5.59B | 5.7% | −248.3K | Reduced |
| 4 | Spotify Technology S A | 8.22M | $3.99B | 4.1% | −112.9K | Reduced |
| 5 | Nu Hldgs Ltd | 246.56M | $3.54B | 3.6% | −10.69M | Reduced |
| 6 | Shopify Inc | 29.02M | $3.44B | 3.5% | −2.18M | Reduced |
| 7 | Cloudflare Inc | 15.92M | $3.29B | 3.4% | −899.5K | Reduced |
| 8 | Sea Ltd | 39.65M | $3.28B | 3.4% | +895.3K | Added |
| 9 | Pdd Holdings Inc | 28.35M | $2.90B | 3.0% | −2.68M | Reduced |
| 10 | Applovin Corp | 6.70M | $2.67B | 2.7% | +533.8K | Added |
261 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio