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EDINBURGH, · CIK 0001088875
New positions
16
Added to
63
Trimmed
175
Exited
11
BAILLIE GIFFORD & CO (EDINBURGH, ) reported a portfolio value of $97.89B across 271 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 42.5% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NVDANVIDIA | $7.11B | 7.26% | -7.1% |
| 2 | AMZNAmazon.Com | $5.85B | 5.98% | -4.4% |
| 3 | MELIMercadoLibre | $5.59B | 5.71% | -7.1% |
| 4 | SPOTSpotify Technology SA | $3.99B | 4.07% | -1.4% |
| 5 | NUNu Holdings Ltd. | $3.54B | 3.62% | -4.2% |
| 6 | SHOPShopify 'A' | $3.44B | 3.52% | -7.0% |
| 7 | NETCloudflare Inc | $3.29B | 3.36% | -5.3% |
| 8 | SESea Ltd ADR | $3.28B | 3.35% | +2.3% |
| 9 | PDDPDD Holdings Inc | $2.90B | 2.96% | -8.6% |
| 10 | APPAppLovin | $2.67B | 2.72% | +8.7% |
| Stock | Value | Shares |
|---|---|---|
| FCXFreeport-Mcmoran Copper | $234.51M | 3,989,551 |
| SUNBSunbelt Rentals Holdings Inc | $194.95M | 3,111,813 |
| RBCRBC Bearings | $159.80M | 294,232 |
| VISTVista Energy Sab De Cv ADR | $118.31M | 1,567,692 |
| FUTUFutu Hdgs ADR | $54.91M | 401,529 |
| TDWTidewater | $54.76M | 655,393 |
| AVGOBroadcom Inc | $29.63M | 95,726 |
| MRLNMerlin Inc | $14.82M | 2,016,289 |
| ATRAptarGroup | $9.18M | 72,806 |
| RBRKRubrik | $8.09M | 165,108 |
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