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BAILLIE GIFFORD & CO

13F filer · CIK 1088875 · Edinburgh

Summary
BAILLIE GIFFORD & CO reported $110.23B across 273 positions in its 13F for 2026 Q2, filed Aug 6, 2026. The largest holdings are SPCX (8.0%), NVDA (7.6%), AMZN (5.8%). Versus 2026 Q1, leaving options aside, it opened 28 new positions, added to 58, trimmed 179 and sold out of 26.
Reported value$110.23B
Positions273
Report period2026 Q2
FiledAug 6, 2026
New positions28
Added58
Trimmed179
Sold out26

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 8.0%Value $8.78BPrice $145.47Shares 51.40MSince Jun 30 -14.86%
Weight 7.6%Value $8.38BPrice $228.86Shares 41.89M +2.80%Since Jun 30 +14.38%
Weight 5.8%Value $6.42BPrice $246.67Shares 26.92M -4.18%Since Jun 30 +3.50%
Weight 4.7%Value $5.16BPrice $1712Shares 3.04M -5.96%Since Jun 30 +0.88%
Weight 3.3%Value $3.68BPrice $98.91Shares 38.41M -3.14%Since Jun 30 +3.21%
Weight 3.3%Value $3.64BPrice $497.51Shares 7.93M -3.53%Since Jun 30 +8.36%
Weight 3.2%Value $3.58BPrice $353.99Shares 14.60M -8.33%Since Jun 30 +44.32%
Weight 3.0%Value $3.33BPrice $305.66Shares 6.47M -3.41%Since Jun 30 -40.68%
Weight 2.9%Value $3.24BPrice $144.01Shares 28.40M -2.13%Since Jun 30 +26.13%
Weight 2.8%Value $3.07BPrice $12.23Shares 229.93M -6.75%Since Jun 30 -8.46%
Weight 1.8%Value $2.03BPrice $78.49Shares 26.59M -6.20%Since Jun 30 +2.90%
Weight 1.7%Value $1.83BPrice $37.93Shares 56.36M -2.03%Since Jun 30 +16.96%
Weight 1.6%Value $1.80BPrice $715.62Shares 3.20M -21.89%Since Jun 30 +27.04%
Weight 1.6%Value $1.72BPrice $419.58Shares 3.06M +24.38%Since Jun 30 -25.16%
Weight 1.2%Value $1.37BPrice $13.75Shares 78.74M -34.74%Since Jun 30 -20.84%
Weight 1.2%Value $1.32BPrice $398.00Shares 3.57M -7.87%Since Jun 30 +7.33%
Weight 1.2%Value $1.28BPrice $197.28Shares 18.21M -8.90%Since Jun 30 +181.71%
Weight 1.1%Value $1.26BPrice $178.39Shares 6.81M -5.98%Since Jun 30 -3.33%
Weight 1.1%Value $1.25BPrice $143.08Shares 7.19M -1.61%Since Jun 30 -17.57%
Weight 1.0%Value $1.15BPrice $69.23Shares 16.17M -25.83%Since Jun 30 -3.04%
Weight 1.0%Value $1.15BPrice $41.86Shares 21.12M -1.39%Since Jun 30 -23.02%
Weight 1.0%Value $1.09BPrice $339.16Shares 3.09M -11.76%Since Jun 30 -4.01%
Weight 1.0%Value $1.06BPrice $72.19Shares 10.38M -43.65%Since Jun 30 -28.98%
Weight 0.9%Value $1.01BPrice $509.22Shares 2.71M -30.02%Since Jun 30 +36.51%
Weight 0.9%Value $1.01BPrice $384.03Shares 2.59M -5.27%Since Jun 30 -1.42%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

CRHCRHCRH Plc≈ $641.41MAdd
QXOQXOQXO≈ $591.73MAdd
AVGOAVGOBroadcom Inc≈ $476.81MAdd

Largest sells in 2026 Q2

CPNGCPNGCoupang≈ $791.31MTrim
NFLXNFLXNetflix Inc≈ $541.50MTrim
RKLBRKLBRocket Lab Corp≈ $516.56MTrim
METAMETAMeta Platforms Inc≈ $513.36MTrim
MSFTMSFTMicrosoft≈ $431.00MTrim

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR