Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BAILLIE GIFFORD & CO (CIK 1088875) reported $110.23B across 273 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPCX ($8.78B, 7.97%), NVDA ($8.38B, 7.60%), AMZN ($6.42B, 5.82%), MELI ($5.16B, 4.68%), SE ($3.68B, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | Space Exploration Technologies Corp | $8.78B | 7.97% | 51.4M | New |
| 2 | NVDA | NVIDIA | $8.38B | 7.60% | 41.9M | Added |
| 3 | AMZN | Amazon.Com | $6.42B | 5.82% | 26.9M | Trimmed |
| 4 | MELI | MercadoLibre | $5.16B | 4.68% | 3.0M | Trimmed |
| 5 | SE | Sea Ltd ADR | $3.68B | 3.34% | 38.4M | Trimmed |
| 6 | SPOT | Spotify Technology SA | $3.64B | 3.30% | 7.9M | Trimmed |
| 7 | NET | Cloudflare Inc | $3.58B | 3.25% | 14.6M | Trimmed |
| 8 | APP | AppLovin | $3.33B | 3.03% | 6.5M | Trimmed |
| 9 | SHOP | Shopify 'A' | $3.24B | 2.94% | 28.4M | Trimmed |
| 10 | NU | Nu Holdings Ltd. | $3.07B | 2.79% | 229.9M | Trimmed |
| 11 | PDD | PDD Holdings Inc | $2.03B | 1.84% | 26.6M | Trimmed |
| 12 | IOT | Samsara | $1.83B | 1.66% | 56.4M | Trimmed |
| 13 | META | Meta Platforms Inc | $1.80B | 1.64% | 3.2M | Trimmed |
| 14 | AXON | Axon Enterprise Inc | $1.72B | 1.56% | 3.1M | Added |
| 15 | CPNG | Coupang | $1.37B | 1.24% | 78.7M | Trimmed |
| 16 | RACE | Ferrari ADR | $1.32B | 1.20% | 3.6M | Trimmed |
| 17 | MRNA | Moderna Inc | $1.28B | 1.16% | 18.2M | Trimmed |
| 18 | DASH | Doordash Inc | $1.26B | 1.14% | 6.8M | Trimmed |
| 19 | RDDT | $1.25B | 1.13% | 7.2M | Trimmed | |
| 20 | NFLX | Netflix Inc | $1.15B | 1.05% | 16.2M | Trimmed |
| 21 | RBLX | Roblox | $1.15B | 1.04% | 21.1M | Trimmed |
| 22 | GOOG | Alphabet Inc Class C | $1.09B | 0.99% | 3.1M | Trimmed |
| 23 | RKLB | Rocket Lab Corp | $1.06B | 0.96% | 10.4M | Trimmed |
| 24 | MSFT | Microsoft | $1.01B | 0.92% | 2.7M | Trimmed |
| 25 | BAP | Credicorp | $1.01B | 0.91% | 2.6M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30