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EDINBURGH, · CIK 0001088875
New positions
28
Added to
58
Trimmed
179
Exited
26
BAILLIE GIFFORD & CO (EDINBURGH, ) reported a portfolio value of $110.23B across 273 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 44.7% 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 | SPCXSpace Exploration Technologies Corp | $8.78B | 7.97% | New |
| 2 | NVDANVIDIA | $8.38B | 7.60% | +2.8% |
| 3 | AMZNAmazon.Com | $6.42B | 5.82% | -4.2% |
| 4 | MELIMercadoLibre | $5.16B | 4.68% | -6.0% |
| 5 | SESea Ltd ADR | $3.68B | 3.34% | -3.1% |
| 6 | SPOTSpotify Technology SA | $3.64B | 3.30% | -3.5% |
| 7 | NETCloudflare Inc | $3.58B | 3.25% | -8.3% |
| 8 | APPAppLovin | $3.33B | 3.03% | -3.4% |
| 9 | SHOPShopify 'A' | $3.24B | 2.94% | -2.1% |
| 10 | NUNu Holdings Ltd. | $3.07B | 2.79% | -6.7% |
| Stock | Value | Shares |
|---|---|---|
| SPCXSpace Exploration Technologies Corp | $8.78B | 51,397,806 |
| CFRCullen/Frost Bankers | $345.09M | 2,233,298 |
| KLACKLA Corp | $285.61M | 946,638 |
| VALEVale SA ADR | $189.89M | 12,625,977 |
| IDXXIdexx Laboratories Inc | $186.25M | 353,797 |
| VSTVistra Energy | $118.88M | 749,397 |
| HIMSHims & Hers Health | $26.02M | 750,491 |
| PDFSPDF Solutions | $24.46M | 345,472 |
| BRK/BBerkshire Hathaway B | $14.40M | 28,779 |
| GNRCGenerac Hdgs | $898.34K | 3,068 |
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