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 $97.89B across 264 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($7.11B, 7.26%), AMZN ($5.85B, 5.98%), MELI ($5.59B, 5.71%), SPOT ($3.99B, 4.07%), NU ($3.54B, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA | $7.11B | 7.26% | 40.7M | Trimmed |
| 2 | AMZN | Amazon.Com | $5.85B | 5.98% | 28.1M | Trimmed |
| 3 | MELI | MercadoLibre | $5.59B | 5.71% | 3.2M | Trimmed |
| 4 | SPOT | Spotify Technology SA | $3.99B | 4.07% | 8.2M | Trimmed |
| 5 | NU | Nu Holdings Ltd. | $3.54B | 3.62% | 246.6M | Trimmed |
| 6 | SHOP | Shopify 'A' | $3.44B | 3.52% | 29.0M | Trimmed |
| 7 | NET | Cloudflare Inc | $3.29B | 3.36% | 15.9M | Trimmed |
| 8 | SE | Sea Ltd ADR | $3.28B | 3.35% | 39.7M | Added |
| 9 | PDD | PDD Holdings Inc | $2.90B | 2.96% | 28.4M | Trimmed |
| 10 | APP | AppLovin | $2.67B | 2.72% | 6.7M | Added |
| 11 | META | Meta Platforms Inc | $2.35B | 2.40% | 4.1M | Trimmed |
| 12 | CPNG | Coupang | $2.28B | 2.33% | 120.7M | Trimmed |
| 13 | NFLX | Netflix Inc | $2.10B | 2.14% | 21.8M | Trimmed |
| 14 | IOT | Samsara | $1.82B | 1.86% | 57.5M | Added |
| 15 | MSFT | Microsoft | $1.44B | 1.47% | 3.9M | Trimmed |
| 16 | RACE | Ferrari ADR | $1.29B | 1.32% | 3.9M | Trimmed |
| 17 | RBLX | Roblox | $1.21B | 1.24% | 21.4M | Trimmed |
| 18 | RKLB | Rocket Lab Corp | $1.18B | 1.21% | 18.4M | Added |
| 19 | ISRG | Intuitive Surgical | $1.18B | 1.21% | 2.6M | Added |
| 20 | DASH | Doordash Inc | $1.09B | 1.11% | 7.2M | Trimmed |
| 21 | AXON | Axon Enterprise Inc | $1.04B | 1.07% | 2.5M | Added |
| 22 | MRNA | Moderna Inc | $1.02B | 1.04% | 20.0M | Trimmed |
| 23 | GOOG | Alphabet Inc Class C | $1.00B | 1.03% | 3.5M | Trimmed |
| 24 | RDDT | $984.2M | 1.01% | 7.3M | Added | |
| 25 | DXCM | Dexcom Inc | $979.7M | 1.00% | 15.6M | Added |
Source: SEC Form 13F filings · as of 2026-03-31