Filed: 1/23/2026ACC: 0001088875-26-000002
📋 What this filing means
BAILLIE GIFFORD & CO filed this quarterly 13F‑HR report disclosing 268 equity positions with a total reported market value of $120.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
268
Positions
$120.34B
Total AUM (reported)
1.64B
Total Shares
Allocation by class
COM$58.30B48.4%
CL A$19.62B16.3%
COM CL A$9.62B8.0%
SHS$6.24B5.2%
ADR$5.54B4.6%
ORD SHS CL A$4.54B3.8%
CL A COM$4.20B3.5%
Portfolio Concentration
Top 3$21.98B18.3%
4–10$30.25B25.1%
11–25$27.72B23.0%
Rest$40.39B33.6%
Top 3 weight
18.3%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 1.64B
Sole
Full voting authority
1.21B
shares
% of voting shares73.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
438.53M
shares
% of voting shares26.7%
Investment Discretion (by position count)
Sole54
Shared0
Other214
Dominant voting typeSole · 73.3% of voting shares
Institutional Holdings268
Rows:
NVIDIA
DFNDShares43.87M
TypeSH
Market value$8.18B
6.80%
Sole
31.65M
Shared
0.00
None
12.22M
MercadoLibre
DFNDShares3.48M
TypeSH
Market value$7.01B
5.83%
Sole
2.57M
Shared
0.00
None
912.98K
Amazon.Com
DFNDShares29.39M
TypeSH
Market value$6.78B
5.64%
Sole
20.29M
Shared
0.00
None
9.10M
Shopify 'A'
DFNDShares31.20M
TypeSH
Market value$5.02B
4.17%
Sole
23.14M
Shared
0.00
None
8.06M
Sea Ltd ADR
DFNDShares38.76M
TypeSH
Market value$4.94B
4.11%
Sole
28.19M
Shared
0.00
None
10.57M
Spotify Technology SA
SOLEShares8.33M
TypeSH
Market value$4.84B
4.02%
Sole
5.93M
Shared
0.00
None
2.40M
Nu Holdings Ltd.
DFNDShares257.26M
TypeSH
Market value$4.31B
3.58%
Sole
179.24M
Shared
0.00
None
78.02M
AppLovin
DFNDShares6.17M
TypeSH
Market value$4.16B
3.45%
Sole
3.65M
Shared
0.00
None
2.52M
PDD Holdings Inc
DFNDShares31.03M
TypeSH
Market value$3.52B
2.92%
Sole
21.25M
Shared
0.00
None
9.78M
Netflix Inc
SOLEShares36.94M
TypeSH
Market value$3.46B
2.88%
Sole
24.71M
Shared
0.00
None
12.23M
Coupang
SOLEShares146.12M
TypeSH
Market value$3.45B
2.86%
Sole
99.80M
Shared
0.00
None
46.32M
Cloudflare Inc
SOLEShares16.82M
TypeSH
Market value$3.32B
2.76%
Sole
11.07M
Shared
0.00
None
5.75M
Meta Platforms Inc
DFNDShares4.40M
TypeSH
Market value$2.90B
2.41%
Sole
4.01M
Shared
0.00
None
389.65K
Microsoft
DFNDShares5.54M
TypeSH
Market value$2.68B
2.23%
Sole
4.54M
Shared
0.00
None
1M
Doordash Inc
DFNDShares7.97M
TypeSH
Market value$1.81B
1.50%
Sole
7.22M
Shared
0.00
None
752.11K
Roblox
SOLEShares21.54M
TypeSH
Market value$1.75B
1.45%
Sole
13.79M
Shared
0.00
None
7.76M
Samsara
DFNDShares47.66M
TypeSH
Market value$1.69B
1.40%
Sole
28.57M
Shared
0.00
None
19.09M
Ferrari NV
DFNDShares3.89M
TypeSH
Market value$1.46B
1.21%
Sole
3.37M
Shared
0.00
None
520.25K
Intuitive Surgical
SOLEShares2.55M
TypeSH
Market value$1.44B
1.20%
Sole
1.21M
Shared
0.00
None
1.35M
Shares5.98M
TypeSH
Market value$1.37B
1.14%
Sole
2.81M
Shared
0.00
None
3.17M
Atlassian Corp Plc
DFNDShares8.43M
TypeSH
Market value$1.37B
1.14%
Sole
4.88M
Shared
0.00
None
3.55M
Rocket Lab Corp
DFNDShares17.85M
TypeSH
Market value$1.25B
1.03%
Sole
8.55M
Shared
0.00
None
9.31M
Alphabet Inc Class C
DFNDShares3.75M
TypeSH
Market value$1.18B
0.98%
Sole
2.85M
Shared
0.00
None
901.29K
Alnylam Pharmaceuticals
DFNDShares2.60M
TypeSH
Market value$1.03B
0.86%
Sole
2.23M
Shared
0.00
None
369.74K
Dexcom Inc
DFNDShares15.55M
TypeSH
Market value$1.03B
0.86%
Sole
7.69M
Shared
0.00
None
7.86M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIADFND | COM | 43.87M | SH | $8.18B 6.80% | 31.65M | 0.00 | 12.22M |
MercadoLibreDFND | COM | 3.48M | SH | $7.01B 5.83% | 2.57M | 0.00 | 912.98K |
Amazon.ComDFND | COM | 29.39M | SH | $6.78B 5.64% | 20.29M | 0.00 | 9.10M |
Shopify 'A'DFND | CL A | 31.20M | SH | $5.02B 4.17% | 23.14M | 0.00 | 8.06M |
Sea Ltd ADRDFND | ADR | 38.76M | SH | $4.94B 4.11% | 28.19M | 0.00 | 10.57M |
Spotify Technology SASOLE | SHS | 8.33M | SH | $4.84B 4.02% | 5.93M | 0.00 | 2.40M |
Nu Holdings Ltd.DFND | ORD SHS CL A | 257.26M | SH | $4.31B 3.58% | 179.24M | 0.00 | 78.02M |
AppLovinDFND | COM CL A | 6.17M | SH | $4.16B 3.45% | 3.65M | 0.00 | 2.52M |
PDD Holdings IncDFND | SPONSORED ADS | 31.03M | SH | $3.52B 2.92% | 21.25M | 0.00 | 9.78M |
Netflix IncSOLE | COM | 36.94M | SH | $3.46B 2.88% | 24.71M | 0.00 | 12.23M |
CoupangSOLE | CL A | 146.12M | SH | $3.45B 2.86% | 99.80M | 0.00 | 46.32M |
Cloudflare IncSOLE | CL A COM | 16.82M | SH | $3.32B 2.76% | 11.07M | 0.00 | 5.75M |
Meta Platforms IncDFND | CL A | 4.40M | SH | $2.90B 2.41% | 4.01M | 0.00 | 389.65K |
MicrosoftDFND | COM | 5.54M | SH | $2.68B 2.23% | 4.54M | 0.00 | 1M |
Doordash IncDFND | COM | 7.97M | SH | $1.81B 1.50% | 7.22M | 0.00 | 752.11K |
RobloxSOLE | CL A | 21.54M | SH | $1.75B 1.45% | 13.79M | 0.00 | 7.76M |
SamsaraDFND | COM CL A | 47.66M | SH | $1.69B 1.40% | 28.57M | 0.00 | 19.09M |
Ferrari NVDFND | COM | 3.89M | SH | $1.46B 1.21% | 3.37M | 0.00 | 520.25K |
Intuitive SurgicalSOLE | COM NEW | 2.55M | SH | $1.44B 1.20% | 1.21M | 0.00 | 1.35M |
RedditSOLE | CL A | 5.98M | SH | $1.37B 1.14% | 2.81M | 0.00 | 3.17M |
Atlassian Corp PlcDFND | CL A | 8.43M | SH | $1.37B 1.14% | 4.88M | 0.00 | 3.55M |
Rocket Lab CorpDFND | COM | 17.85M | SH | $1.25B 1.03% | 8.55M | 0.00 | 9.31M |
Alphabet Inc Class CDFND | CAP STK CL C | 3.75M | SH | $1.18B 0.98% | 2.85M | 0.00 | 901.29K |
Alnylam PharmaceuticalsDFND | COM | 2.60M | SH | $1.03B 0.86% | 2.23M | 0.00 | 369.74K |
Dexcom IncDFND | COM | 15.55M | SH | $1.03B 0.86% | 7.69M | 0.00 | 7.86M |
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