What stocks does Baillie Gifford & Co own?

As of Q2 2026, Baillie Gifford & Co reported 273 positions with a combined 13F value of $110.2B. Its largest stock positions are SPCX ($8.8B), NVDA ($8.4B) and AMZN ($6.4B).

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 Q2 2026 and was filed Aug 6, 2026. The next one is due by Nov 16, 2026.

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 $204,290

$100,000 in SPY: $226,413.

Total return

+104%

Annualized (4Y CAGR)

+19.6%

vs SPY

−3.1 pts/yr

Moves a year

1182

Avg hold

2.6 years

17 filings · quarters -13.5% to +20.9%

All time

+612% since Aug 7, 2013

Fund size $110B today

Oct 10, 2022 to Oct 9, 2026 · min. 66% 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 SPCX and exited PEN in Q2 2026.

$110.2B in this filing273 positions

Holdings as of Jun 30, 2026. Filed Aug 6, 2026.

Share change vs Mar 31

1SPCXSpace Exploration Technolo7.97%
$8.8B - 51.4M sharesNEW
2NVDANvidia7.60%
$8.4B - 41.9M shares+2.8%
3AMZNAmazon.com5.82%
$6.4B - 26.9M shares-4.2%
4MELIMercadolibre4.68%
$5.2B - 3.0M shares-6.0%
5SESea LTD Adr3.34%
$3.7B - 38.4M shares-3.1%
6Spotify Technology SA3.30%
$3.6B - 7.9M shares-3.5%
7NETCloudflare Inc3.25%
$3.6B - 14.6M shares-8.3%
8APPApplovin3.03%
$3.3B - 6.5M shares-3.4%

#	Stock				At Jun 30	Now
1	SPCXSpace Exploration Technolo	7.97%	$8.8B	NEW	$170.86	$148.62 -13.0%
2	NVDANvidia	7.60%	$8.4B	+2.8%	$200.09	$217.23 +8.6%
3	AMZNAmazon.com	5.82%	$6.4B	-4.2%	$238.34	$254.76 +6.9%
4	MELIMercadolibre	4.68%	$5.2B	-6.0%	$1697.39	$1856.98 +9.4%
5	SESea LTD Adr	3.34%	$3.7B	-3.1%	$95.83	$97.50 +1.7%
6	Spotify Technology SA	3.30%	$3.6B	-3.5%	$459.13	-
7	NETCloudflare Inc	3.25%	$3.6B	-8.3%	$245.28	$316.32 +29.0%
8	APPApplovin	3.03%	$3.3B	-3.4%	$515.23	$279.29 -45.8%

265 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 265 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 ~Nov 16, 2026.

Common questions

What stocks does Baillie Gifford & Co own?: As of Q2 2026, Baillie Gifford & Co reported 273 positions with a combined 13F value of $110.2B. Its largest stock positions are SPCX ($8.8B), NVDA ($8.4B) and AMZN ($6.4B).
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 Q2 2026 and was filed Aug 6, 2026. The next one is due by Nov 16, 2026.
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 $204,290

$100,000 in SPY: $226,413.

Total return

+104%

Annualized (4Y CAGR)

+19.6%

vs SPY

−3.1 pts/yr

Moves a year

1182

Avg hold

2.6 years

17 filings · quarters -13.5% to +20.9%

All time

+612% since Aug 7, 2013

Fund size $110B today

Oct 10, 2022 to Oct 9, 2026 · min. 66% quarterly priced · Disclosed book, unaudited · Method

New SPCX and exited PEN in Q2 2026.

$110.2B in this filing273 positions

Holdings as of Jun 30, 2026. Filed Aug 6, 2026.

Share change vs Mar 31

1SPCXSpace Exploration Technolo7.97%
$8.8B - 51.4M sharesNEW
2NVDANvidia7.60%
$8.4B - 41.9M shares+2.8%
3AMZNAmazon.com5.82%
$6.4B - 26.9M shares-4.2%
4MELIMercadolibre4.68%
$5.2B - 3.0M shares-6.0%
5SESea LTD Adr3.34%
$3.7B - 38.4M shares-3.1%
6Spotify Technology SA3.30%
$3.6B - 7.9M shares-3.5%
7NETCloudflare Inc3.25%
$3.6B - 14.6M shares-8.3%
8APPApplovin3.03%
$3.3B - 6.5M shares-3.4%

#	Stock				At Jun 30	Now
1	SPCXSpace Exploration Technolo	7.97%	$8.8B	NEW	$170.86	$148.62 -13.0%
2	NVDANvidia	7.60%	$8.4B	+2.8%	$200.09	$217.23 +8.6%
3	AMZNAmazon.com	5.82%	$6.4B	-4.2%	$238.34	$254.76 +6.9%
4	MELIMercadolibre	4.68%	$5.2B	-6.0%	$1697.39	$1856.98 +9.4%
5	SESea LTD Adr	3.34%	$3.7B	-3.1%	$95.83	$97.50 +1.7%
6	Spotify Technology SA	3.30%	$3.6B	-3.5%	$459.13	-
7	NETCloudflare Inc	3.25%	$3.6B	-8.3%	$245.28	$316.32 +29.0%
8	APPApplovin	3.03%	$3.3B	-3.4%	$515.23	$279.29 -45.8%

265 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 265 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 ~Nov 16, 2026.

Common questions

What stocks does Baillie Gifford & Co own?: As of Q2 2026, Baillie Gifford & Co reported 273 positions with a combined 13F value of $110.2B. Its largest stock positions are SPCX ($8.8B), NVDA ($8.4B) and AMZN ($6.4B).
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 Q2 2026 and was filed Aug 6, 2026. The next one is due by Nov 16, 2026.
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 SPCX and exited PEN in Q2 2026.

Disclosed changes

Common questions

Baillie Gifford & Co

Last 4 years · filing-date model

New SPCX and exited PEN in Q2 2026.

Disclosed changes

Common questions