Baillie Gifford &
Baillie Gifford & reported 273 stocks worth $110B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPCX (8.0%), NVDA (7.6%) and AMZN (5.8%). Compared with Q1 2026, the fund opened new positions in SPCX, CFR and KLAC, added to NVDA, AXON and GOOGL, trimmed AMZN, MELI and SE and sold out of PEN, CME and TROW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPCX Space Exploration Techn Corp Class A Com Stk | $8.8B | 8.0% | 51.4M | New position | 1 of 8 | |
| 2 |  NVDA Nvidia Corporation | $8.4B | 7.6% | 41.9M | +1.1M (+3%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $6.4B | 5.8% | 26.9M | −1.2M (−4%) | 8 of 8 | |
| 4 |  MELI Mercadolibre Inc | $5.2B | 4.7% | 3M | −193K (−6%) | 8 of 8 | |
| 5 |  SE Sea Ltd | $3.7B | 3.3% | 38.4M | −1.2M (−3%) | 8 of 8 | |
| 6 |  SPOT Spotify Technology | $3.6B | 3.3% | 7.9M | −290K (−4%) | 8 of 8 | |
| 7 |  NET Cloudflare Inc | $3.6B | 3.3% | 14.6M | −1.3M (−8%) | 8 of 8 | |
| 8 |  APP Applovin Corp | $3.3B | 3.0% | 6.5M | −229K (−3%) | 8 of 8 | |
| 9 |  SHOP Shopify Inc | $3.2B | 2.9% | 28.4M | −618K (−2%) | 8 of 8 | |
| 10 |  NU NU Hldgs Ltd | $3.1B | 2.8% | 230M | −16.6M (−7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PEN Penumbra Inc | $276M | 840K |
 CME Cme Group Inc | $127M | 430K |
 TROW Price T Rowe Group Inc | $42M | 466K |
 MBLY Mobileye Global Inc | $28.4M | 4.1M |
 HTFL Heartflow Inc | $26.4M | 1.1M |
🔒 Free account: see all 26.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Baillie Gifford & 13F FAQ
What does Baillie Gifford & own?
Baillie Gifford & reported 273 stocks worth $110B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPCX (8.0%), NVDA (7.6%) and AMZN (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Baillie Gifford & buy and sell in Q2 2026?
Compared with Q1 2026: 28 new positions, 56 added to, 178 trimmed and 26 sold out. New positions include SPCX, CFR and KLAC. It sold all of PEN, CME and TROW.
When will Baillie Gifford & file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Baillie Gifford &'s portfolio worth?
The Q2 2026 filing reports $110B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.