What stocks does Baillie Gifford & Co own?

As of Q3 2026, Baillie Gifford & Co reported 278 positions with a combined 13F value of $105.9B. Its largest stock positions are NVDA ($9.7B), AMZN ($6.0B) and SPCX ($5.9B).

How often does Baillie Gifford & Co update its portfolio?

Baillie Gifford & Co files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q3 2026 and was filed Nov 9, 2026. The next one is due by Feb 16, 2027.

What does Baillie Gifford & Co's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Baillie Gifford & Co's portfolio data come from?

From the 13F filings Baillie Gifford & Co makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Baillie Gifford & Co

Return history

Last 4 years · filing-date model

$100,000 to $180,243

$100,000 in SPY: $203,190.

Total return

+80.2%

Annualized (4Y CAGR)

+15.9%

vs SPY

−3.5 pts/yr

Moves a year

1182

Avg hold

2.6 years

16 filings · quarters -13.5% to +20.9%

All time

+540% since Aug 7, 2013

Fund size $106B today

Nov 7, 2022 to Nov 6, 2026 · min. 68% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

New BSP and exited PAYC in Q3 2026.

$105.9B in this filing278 positions

Holdings as of Sep 30, 2026. Filed Nov 9, 2026.

Share change vs Jun 30

1NVDANvidia9.18%
$9.7B - 42.6M shares+1.6%
2AMZNAmazon.com5.68%
$6.0B - 24.1M shares-10.3%
3SPCXSpace Exploration Technolo5.56%
$5.9B - 39.0M shares-24.1%
4MELIMercadolibre4.80%
$5.1B - 2.9M shares-3.2%
5NETCloudflare Inc4.21%
$4.5B - 12.8M shares-12.1%
6SHOPShopify A3.74%
$4.0B - 26.7M shares-6.0%
7SPOTSpotify Technology SA3.47%
$3.7B - 7.5M shares-4.8%
8SESea LTD Adr3.42%
$3.6B - 37.2M shares-3.3%

#	Stock				At Sep 30	Now
1	NVDANvidia	9.18%	$9.7B	+1.6%	$228.38	$178.67 -21.8%
2	AMZNAmazon.com	5.68%	$6.0B	-10.3%	$249.15	$266.93 +7.1%
3	SPCXSpace Exploration Technolo	5.56%	$5.9B	-24.1%	$150.86	$142.07 -5.8%
4	MELIMercadolibre	4.80%	$5.1B	-3.2%	$1728.53	$1532.68 -11.3%
5	NETCloudflare Inc	4.21%	$4.5B	-12.1%	$347.28	$293.89 -15.4%
6	SHOPShopify A	3.74%	$4.0B	-6.0%	$148.30	$152.06 +2.5%
7	SPOTSpotify Technology SA	3.47%	$3.7B	-4.8%	$487.38	$609.25 +25.0%
8	SESea LTD Adr	3.42%	$3.6B	-3.3%	$97.36	$78.01 -19.9%

270 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 270 holdings

What is missing

Top 10 concentration: 45%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Feb 16, 2027.

Check the filer and reporting period

These holdings cover Sep 30, 2026. Check the SEC filer record for the reporting entity. Disclosed quarter-end positions are not a manager's personal or live portfolio. Compare the reporting period with the filed date before interpreting a change.

Common questions

What stocks does Baillie Gifford & Co own?: As of Q3 2026, Baillie Gifford & Co reported 278 positions with a combined 13F value of $105.9B. Its largest stock positions are NVDA ($9.7B), AMZN ($6.0B) and SPCX ($5.9B).
How often does Baillie Gifford & Co update its portfolio?: Baillie Gifford & Co files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q3 2026 and was filed Nov 9, 2026. The next one is due by Feb 16, 2027.
What does Baillie Gifford & Co's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Baillie Gifford & Co's portfolio data come from?: From the 13F filings Baillie Gifford & Co makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Baillie Gifford & Co

Return history

Last 4 years · filing-date model

$100,000 to $180,243

$100,000 in SPY: $203,190.

Total return

+80.2%

Annualized (4Y CAGR)

+15.9%

vs SPY

−3.5 pts/yr

Moves a year

1182

Avg hold

2.6 years

16 filings · quarters -13.5% to +20.9%

All time

+540% since Aug 7, 2013

Fund size $106B today

Nov 7, 2022 to Nov 6, 2026 · min. 68% quarterly priced · Disclosed book, unaudited · Method

New BSP and exited PAYC in Q3 2026.

$105.9B in this filing278 positions

Holdings as of Sep 30, 2026. Filed Nov 9, 2026.

Share change vs Jun 30

1NVDANvidia9.18%
$9.7B - 42.6M shares+1.6%
2AMZNAmazon.com5.68%
$6.0B - 24.1M shares-10.3%
3SPCXSpace Exploration Technolo5.56%
$5.9B - 39.0M shares-24.1%
4MELIMercadolibre4.80%
$5.1B - 2.9M shares-3.2%
5NETCloudflare Inc4.21%
$4.5B - 12.8M shares-12.1%
6SHOPShopify A3.74%
$4.0B - 26.7M shares-6.0%
7SPOTSpotify Technology SA3.47%
$3.7B - 7.5M shares-4.8%
8SESea LTD Adr3.42%
$3.6B - 37.2M shares-3.3%

#	Stock				At Sep 30	Now
1	NVDANvidia	9.18%	$9.7B	+1.6%	$228.38	$178.67 -21.8%
2	AMZNAmazon.com	5.68%	$6.0B	-10.3%	$249.15	$266.93 +7.1%
3	SPCXSpace Exploration Technolo	5.56%	$5.9B	-24.1%	$150.86	$142.07 -5.8%
4	MELIMercadolibre	4.80%	$5.1B	-3.2%	$1728.53	$1532.68 -11.3%
5	NETCloudflare Inc	4.21%	$4.5B	-12.1%	$347.28	$293.89 -15.4%
6	SHOPShopify A	3.74%	$4.0B	-6.0%	$148.30	$152.06 +2.5%
7	SPOTSpotify Technology SA	3.47%	$3.7B	-4.8%	$487.38	$609.25 +25.0%
8	SESea LTD Adr	3.42%	$3.6B	-3.3%	$97.36	$78.01 -19.9%

270 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 270 holdings

What is missing

Top 10 concentration: 45%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Feb 16, 2027.

Check the filer and reporting period

Common questions

What stocks does Baillie Gifford & Co own?: As of Q3 2026, Baillie Gifford & Co reported 278 positions with a combined 13F value of $105.9B. Its largest stock positions are NVDA ($9.7B), AMZN ($6.0B) and SPCX ($5.9B).
How often does Baillie Gifford & Co update its portfolio?: Baillie Gifford & Co files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q3 2026 and was filed Nov 9, 2026. The next one is due by Feb 16, 2027.
What does Baillie Gifford & Co's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Baillie Gifford & Co's portfolio data come from?: From the 13F filings Baillie Gifford & Co makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Baillie Gifford & Co

Last 4 years · filing-date model

New BSP and exited PAYC in Q3 2026.

Check the filer and reporting period

Common questions

Ask it in Claude or ChatGPT.

Baillie Gifford & Co

Last 4 years · filing-date model

New BSP and exited PAYC in Q3 2026.

Check the filer and reporting period

Common questions

Ask it in Claude or ChatGPT.