Baillie Gifford & Co reported 273 equity positions with a combined reported value of $110.23B in its Q2 2026 Form 13F filing. The ten largest of those positions account for 44.7%of the filing’s reported value.
| # | Security | CUSIP | Class | Reported value | Shares | Weight |
|---|---|---|---|---|---|---|
| 1 | Space Exploration Technologies Corp | 84615Q103 | CL A COM | $8.78B | 51.40M | 7.97% |
| 2 | NVIDIA | 67066G104 | COM | $8.38B | 41.89M | 7.60% |
| 3 | Amazon.Com | 023135106 | COM | $6.42B | 26.92M | 5.82% |
| 4 | MercadoLibre | 58733R102 | COM | $5.16B | 3.04M | 4.68% |
| 5 | Sea Ltd ADR | 81141R100 | ADR | $3.68B | 38.41M | 3.34% |
| 6 | Spotify Technology SA | L8681T102 | SHS | $3.64B | 7.93M | 3.30% |
| 7 | Cloudflare Inc | 18915M107 | CL A COM | $3.58B | 14.60M | 3.25% |
| 8 | AppLovin | 03831W108 | COM CL A | $3.33B | 6.47M | 3.03% |
| 9 | Shopify 'A' | 82509L107 | CL A | $3.24B | 28.40M | 2.94% |
| 10 | Nu Holdings Ltd. | G6683N103 | ORD SHS CL A | $3.07B | 229.93M | 2.79% |
The full 273-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.
Open Fund TrackerRock Group holds Baillie Gifford & Co’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.
Browse all 13F filers on file, or read the Fund Tracker documentation for what Form 13F does and does not disclose.