Filed: 5/8/2026ACC: 0001088875-26-000037
📋 What this filing means
BAILLIE GIFFORD & CO filed this quarterly 13F‑HR report disclosing 273 equity positions with a total reported market value of $97.89B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
273
Positions
$97.89B
Total AUM (reported)
1.58B
Total Shares
Allocation by class
COM$49.78B50.9%
CL A$13.73B14.0%
COM CL A$6.84B7.0%
SHS$5.05B5.2%
ADR$3.85B3.9%
CL A COM$3.79B3.9%
ORD SHS CL A$3.71B3.8%
Portfolio Concentration
Top 3$18.55B18.9%
4–10$23.10B23.6%
11–25$20.96B21.4%
Rest$35.28B36.0%
Top 3 weight
18.9%
Top 10 weight
42.5%
Voting Authority Distribution
Total shares with voting rights: 1.58B
Sole
Full voting authority
1.17B
shares
% of voting shares73.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
418.36M
shares
% of voting shares26.4%
Investment Discretion (by position count)
Sole36
Shared0
Other237
Dominant voting typeSole · 73.6% of voting shares
Institutional Holdings273
Rows:
NVIDIA
DFNDShares40.75M
TypeSH
Market value$7.11B
7.26%
Sole
29.14M
Shared
0.00
None
11.61M
Amazon.Com
DFNDShares28.09M
TypeSH
Market value$5.85B
5.98%
Sole
19.37M
Shared
0.00
None
8.72M
MercadoLibre
DFNDShares3.23M
TypeSH
Market value$5.59B
5.71%
Sole
2.43M
Shared
0.00
None
807.71K
Spotify Technology SA
DFNDShares8.22M
TypeSH
Market value$3.99B
4.07%
Sole
5.87M
Shared
0.00
None
2.35M
Nu Holdings Ltd.
DFNDShares246.56M
TypeSH
Market value$3.54B
3.62%
Sole
173.24M
Shared
0.00
None
73.33M
Shopify 'A'
DFNDShares29.02M
TypeSH
Market value$3.44B
3.52%
Sole
21.61M
Shared
0.00
None
7.41M
Cloudflare Inc
DFNDShares15.92M
TypeSH
Market value$3.29B
3.36%
Sole
10.29M
Shared
0.00
None
5.64M
Sea Ltd ADR
DFNDShares39.65M
TypeSH
Market value$3.28B
3.35%
Sole
29.60M
Shared
0.00
None
10.06M
PDD Holdings Inc
DFNDShares28.35M
TypeSH
Market value$2.90B
2.96%
Sole
19.59M
Shared
0.00
None
8.76M
AppLovin
DFNDShares6.70M
TypeSH
Market value$2.67B
2.72%
Sole
3.92M
Shared
0.00
None
2.78M
Meta Platforms Inc
DFNDShares4.10M
TypeSH
Market value$2.35B
2.40%
Sole
3.73M
Shared
0.00
None
373.12K
Coupang
SOLEShares120.66M
TypeSH
Market value$2.28B
2.33%
Sole
84.43M
Shared
0.00
None
36.23M
Netflix Inc
DFNDShares21.81M
TypeSH
Market value$2.10B
2.14%
Sole
16.20M
Shared
0.00
None
5.61M
Samsara
DFNDShares57.52M
TypeSH
Market value$1.82B
1.86%
Sole
35.03M
Shared
0.00
None
22.49M
Microsoft
DFNDShares3.88M
TypeSH
Market value$1.44B
1.47%
Sole
3.02M
Shared
0.00
None
860.19K
Ferrari NV
DFNDShares3.88M
TypeSH
Market value$1.29B
1.32%
Sole
3.41M
Shared
0.00
None
467.56K
Roblox
DFNDShares21.42M
TypeSH
Market value$1.21B
1.24%
Sole
13.83M
Shared
0.00
None
7.59M
Intuitive Surgical
DFNDShares2.57M
TypeSH
Market value$1.18B
1.21%
Sole
1.25M
Shared
0.00
None
1.32M
Rocket Lab Corp
SOLEShares18.43M
TypeSH
Market value$1.18B
1.21%
Sole
9.19M
Shared
0.00
None
9.24M
Doordash Inc
DFNDShares7.24M
TypeSH
Market value$1.09B
1.11%
Sole
6.53M
Shared
0.00
None
707.08K
Axon Enterprise Inc
DFNDShares2.46M
TypeSH
Market value$1.04B
1.07%
Sole
1.40M
Shared
0.00
None
1.06M
Moderna Inc
DFNDShares19.99M
TypeSH
Market value$1.02B
1.04%
Sole
19.62M
Shared
0.00
None
364.90K
Alphabet Inc Class C
DFNDShares3.50M
TypeSH
Market value$1.00B
1.03%
Sole
2.62M
Shared
0.00
None
884.14K
Shares7.31M
TypeSH
Market value$984.17M
1.01%
Sole
3.54M
Shared
0.00
None
3.77M
Dexcom Inc
DFNDShares15.60M
TypeSH
Market value$979.65M
1.00%
Sole
7.85M
Shared
0.00
None
7.75M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIADFND | COM | 40.75M | SH | $7.11B 7.26% | 29.14M | 0.00 | 11.61M |
Amazon.ComDFND | COM | 28.09M | SH | $5.85B 5.98% | 19.37M | 0.00 | 8.72M |
MercadoLibreDFND | COM | 3.23M | SH | $5.59B 5.71% | 2.43M | 0.00 | 807.71K |
Spotify Technology SADFND | SHS | 8.22M | SH | $3.99B 4.07% | 5.87M | 0.00 | 2.35M |
Nu Holdings Ltd.DFND | ORD SHS CL A | 246.56M | SH | $3.54B 3.62% | 173.24M | 0.00 | 73.33M |
Shopify 'A'DFND | CL A | 29.02M | SH | $3.44B 3.52% | 21.61M | 0.00 | 7.41M |
Cloudflare IncDFND | CL A COM | 15.92M | SH | $3.29B 3.36% | 10.29M | 0.00 | 5.64M |
Sea Ltd ADRDFND | ADR | 39.65M | SH | $3.28B 3.35% | 29.60M | 0.00 | 10.06M |
PDD Holdings IncDFND | SPONSORED ADS | 28.35M | SH | $2.90B 2.96% | 19.59M | 0.00 | 8.76M |
AppLovinDFND | COM CL A | 6.70M | SH | $2.67B 2.72% | 3.92M | 0.00 | 2.78M |
Meta Platforms IncDFND | CL A | 4.10M | SH | $2.35B 2.40% | 3.73M | 0.00 | 373.12K |
CoupangSOLE | CL A | 120.66M | SH | $2.28B 2.33% | 84.43M | 0.00 | 36.23M |
Netflix IncDFND | COM | 21.81M | SH | $2.10B 2.14% | 16.20M | 0.00 | 5.61M |
SamsaraDFND | COM CL A | 57.52M | SH | $1.82B 1.86% | 35.03M | 0.00 | 22.49M |
MicrosoftDFND | COM | 3.88M | SH | $1.44B 1.47% | 3.02M | 0.00 | 860.19K |
Ferrari NVDFND | COM | 3.88M | SH | $1.29B 1.32% | 3.41M | 0.00 | 467.56K |
RobloxDFND | CL A | 21.42M | SH | $1.21B 1.24% | 13.83M | 0.00 | 7.59M |
Intuitive SurgicalDFND | COM NEW | 2.57M | SH | $1.18B 1.21% | 1.25M | 0.00 | 1.32M |
Rocket Lab CorpSOLE | COM | 18.43M | SH | $1.18B 1.21% | 9.19M | 0.00 | 9.24M |
Doordash IncDFND | COM | 7.24M | SH | $1.09B 1.11% | 6.53M | 0.00 | 707.08K |
Axon Enterprise IncDFND | COM | 2.46M | SH | $1.04B 1.07% | 1.40M | 0.00 | 1.06M |
Moderna IncDFND | COM | 19.99M | SH | $1.02B 1.04% | 19.62M | 0.00 | 364.90K |
Alphabet Inc Class CDFND | CAP STK CL C | 3.50M | SH | $1.00B 1.03% | 2.62M | 0.00 | 884.14K |
RedditDFND | CL A | 7.31M | SH | $984.17M 1.01% | 3.54M | 0.00 | 3.77M |
Dexcom IncDFND | COM | 15.60M | SH | $979.65M 1.00% | 7.85M | 0.00 | 7.75M |
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