Filed: 8/6/2026ACC: 0001088875-26-000057
📋 What this filing means
BAILLIE GIFFORD & CO filed this quarterly 13F‑HR report disclosing 275 equity positions with a total reported market value of $110.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
275
Positions
$110.23B
Total AUM (reported)
1.54B
Total Shares
Allocation by class
COM$53.06B48.1%
CL A COM$12.95B11.7%
CL A$12.29B11.2%
COM CL A$8.00B7.3%
ADR$5.25B4.8%
SHS$4.79B4.3%
ORD SHS CL A$3.26B3.0%
Portfolio Concentration
Top 3$23.58B21.4%
4–10$25.71B23.3%
11–25$20.32B18.4%
Rest$40.62B36.9%
Top 3 weight
21.4%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 1.54B
Sole
Full voting authority
1.12B
shares
% of voting shares73.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
413.98M
shares
% of voting shares27.0%
Investment Discretion (by position count)
Sole64
Shared0
Other211
Dominant voting typeSole · 73.0% of voting shares
Institutional Holdings275
Rows:
Space Exploration Technologies Corp
DFNDShares51.40M
TypeSH
Market value$8.78B
7.97%
Sole
48.50M
Shared
0.00
None
2.89M
NVIDIA
DFNDShares41.89M
TypeSH
Market value$8.38B
7.60%
Sole
30.95M
Shared
0.00
None
10.94M
Amazon.Com
DFNDShares26.92M
TypeSH
Market value$6.42B
5.82%
Sole
18.49M
Shared
0.00
None
8.43M
MercadoLibre
DFNDShares3.04M
TypeSH
Market value$5.16B
4.68%
Sole
2.28M
Shared
0.00
None
763.19K
Sea Ltd ADR
DFNDShares38.41M
TypeSH
Market value$3.68B
3.34%
Sole
28.66M
Shared
0.00
None
9.75M
Spotify Technology SA
DFNDShares7.93M
TypeSH
Market value$3.64B
3.30%
Sole
5.70M
Shared
0.00
None
2.23M
Cloudflare Inc
DFNDShares14.60M
TypeSH
Market value$3.58B
3.25%
Sole
9.13M
Shared
0.00
None
5.47M
AppLovin
DFNDShares6.47M
TypeSH
Market value$3.33B
3.03%
Sole
3.78M
Shared
0.00
None
2.69M
Shopify 'A'
DFNDShares28.40M
TypeSH
Market value$3.24B
2.94%
Sole
21.34M
Shared
0.00
None
7.06M
Nu Holdings Ltd.
DFNDShares229.93M
TypeSH
Market value$3.07B
2.79%
Sole
158.97M
Shared
0.00
None
70.96M
PDD Holdings Inc
DFNDShares26.59M
TypeSH
Market value$2.03B
1.84%
Sole
18.26M
Shared
0.00
None
8.34M
Samsara
DFNDShares56.36M
TypeSH
Market value$1.83B
1.66%
Sole
34.63M
Shared
0.00
None
21.73M
Meta Platforms Inc
DFNDShares3.20M
TypeSH
Market value$1.80B
1.64%
Sole
2.97M
Shared
0.00
None
232.22K
Axon Enterprise Inc
DFNDShares3.06M
TypeSH
Market value$1.72B
1.56%
Sole
1.92M
Shared
0.00
None
1.14M
Coupang
DFNDShares78.74M
TypeSH
Market value$1.37B
1.24%
Sole
58.62M
Shared
0.00
None
20.12M
Ferrari NV
DFNDShares3.57M
TypeSH
Market value$1.32B
1.20%
Sole
3.18M
Shared
0.00
None
388.76K
Moderna Inc
DFNDShares18.21M
TypeSH
Market value$1.28B
1.16%
Sole
17.92M
Shared
0.00
None
286.37K
Doordash Inc
DFNDShares6.81M
TypeSH
Market value$1.26B
1.14%
Sole
6.18M
Shared
0.00
None
627.31K
Shares7.19M
TypeSH
Market value$1.25B
1.13%
Sole
3.51M
Shared
0.00
None
3.68M
Netflix Inc
DFNDShares16.17M
TypeSH
Market value$1.15B
1.05%
Sole
10.85M
Shared
0.00
None
5.33M
Roblox
SOLEShares21.12M
TypeSH
Market value$1.15B
1.04%
Sole
13.73M
Shared
0.00
None
7.40M
Alphabet Inc Class C
DFNDShares3.09M
TypeSH
Market value$1.09B
0.99%
Sole
2.32M
Shared
0.00
None
763.50K
Rocket Lab Corp
DFNDShares10.38M
TypeSH
Market value$1.06B
0.96%
Sole
5.20M
Shared
0.00
None
5.18M
Microsoft
DFNDShares2.71M
TypeSH
Market value$1.01B
0.92%
Sole
2.07M
Shared
0.00
None
644.62K
Credicorp
SOLEShares2.59M
TypeSH
Market value$1.01B
0.91%
Sole
1.52M
Shared
0.00
None
1.06M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Space Exploration Technologies CorpDFND | CL A COM | 51.40M | SH | $8.78B 7.97% | 48.50M | 0.00 | 2.89M |
NVIDIADFND | COM | 41.89M | SH | $8.38B 7.60% | 30.95M | 0.00 | 10.94M |
Amazon.ComDFND | COM | 26.92M | SH | $6.42B 5.82% | 18.49M | 0.00 | 8.43M |
MercadoLibreDFND | COM | 3.04M | SH | $5.16B 4.68% | 2.28M | 0.00 | 763.19K |
Sea Ltd ADRDFND | ADR | 38.41M | SH | $3.68B 3.34% | 28.66M | 0.00 | 9.75M |
Spotify Technology SADFND | SHS | 7.93M | SH | $3.64B 3.30% | 5.70M | 0.00 | 2.23M |
Cloudflare IncDFND | CL A COM | 14.60M | SH | $3.58B 3.25% | 9.13M | 0.00 | 5.47M |
AppLovinDFND | COM CL A | 6.47M | SH | $3.33B 3.03% | 3.78M | 0.00 | 2.69M |
Shopify 'A'DFND | CL A | 28.40M | SH | $3.24B 2.94% | 21.34M | 0.00 | 7.06M |
Nu Holdings Ltd.DFND | ORD SHS CL A | 229.93M | SH | $3.07B 2.79% | 158.97M | 0.00 | 70.96M |
PDD Holdings IncDFND | SPONSORED ADS | 26.59M | SH | $2.03B 1.84% | 18.26M | 0.00 | 8.34M |
SamsaraDFND | COM CL A | 56.36M | SH | $1.83B 1.66% | 34.63M | 0.00 | 21.73M |
Meta Platforms IncDFND | CL A | 3.20M | SH | $1.80B 1.64% | 2.97M | 0.00 | 232.22K |
Axon Enterprise IncDFND | COM | 3.06M | SH | $1.72B 1.56% | 1.92M | 0.00 | 1.14M |
CoupangDFND | CL A | 78.74M | SH | $1.37B 1.24% | 58.62M | 0.00 | 20.12M |
Ferrari NVDFND | COM | 3.57M | SH | $1.32B 1.20% | 3.18M | 0.00 | 388.76K |
Moderna IncDFND | COM | 18.21M | SH | $1.28B 1.16% | 17.92M | 0.00 | 286.37K |
Doordash IncDFND | COM | 6.81M | SH | $1.26B 1.14% | 6.18M | 0.00 | 627.31K |
RedditDFND | CL A | 7.19M | SH | $1.25B 1.13% | 3.51M | 0.00 | 3.68M |
Netflix IncDFND | COM | 16.17M | SH | $1.15B 1.05% | 10.85M | 0.00 | 5.33M |
RobloxSOLE | CL A | 21.12M | SH | $1.15B 1.04% | 13.73M | 0.00 | 7.40M |
Alphabet Inc Class CDFND | CAP STK CL C | 3.09M | SH | $1.09B 0.99% | 2.32M | 0.00 | 763.50K |
Rocket Lab CorpDFND | COM | 10.38M | SH | $1.06B 0.96% | 5.20M | 0.00 | 5.18M |
MicrosoftDFND | COM | 2.71M | SH | $1.01B 0.92% | 2.07M | 0.00 | 644.62K |
CredicorpSOLE | COM | 2.59M | SH | $1.01B 0.91% | 1.52M | 0.00 | 1.06M |
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