Baillie Gifford & Co holds a diversified book of 271 stocks worth $97.9B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Freeport-McMoran Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1088875/holdings"
Use Arkolith to show BAILLIE GIFFORD & CO's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia COM | $7.1B | 40.75M | 7.3% | ▼−7.1% Reduced · −3.1M sh | |
| 2 | Amazon.Com COM | $5.9B | 28.09M | 6.0% | ▼−4.4% Reduced · −1.3M sh | |
| 3 | MercadoLibre COM | $5.6B | 3.23M | 5.7% | ▼−7.1% Reduced · −248K sh | |
| 4 | Spotify Technology SA SHS | $4.0B | 8.22M | 4.1% | ▼−1.4% Reduced · −113K sh | |
| 5 | Nu Holdings Ltd. ORD SHS CL A | $3.5B | 246.56M | 3.6% | ▼−4.2% Reduced · −10.7M sh | |
| 6 | Shopify 'A' CL A | $3.4B | 29.02M | 3.5% | ▼−7.0% Reduced · −2.2M sh | |
| 7 | Cloudflare Inc CL A COM | $3.3B | 15.92M | 3.4% | ▼−5.3% Reduced · −900K sh | |
| 8 | Sea Ltd ADR ADR | $3.3B | 39.65M | 3.4% | ▲+2.3% Added · +895K sh | |
| 9 | PDD Holdings Inc SPONSORED ADS | $2.9B | 28.35M | 3.0% | ▼−8.6% Reduced · −2.7M sh | |
| 10 | AppLovin COM CL A | $2.7B | 6.70M | 2.7% | ▲+8.7% Added · +534K sh | |
| 11 | Meta Platforms Inc CL A | $2.3B | 4.10M | 2.4% | ▼−6.8% Reduced · −300K sh | |
| 12 | Coupang CL A | $2.3B | 120.66M | 2.3% | ▼−17% Reduced · −25.5M sh | |
| 13 | Netflix Inc COM | $2.1B | 21.81M | 2.1% | ▼−41% Reduced · −15.1M sh | |
| 14 | Samsara COM CL A | $1.8B | 57.52M | 1.9% | ▲+21% Added · +9.9M sh | |
| 15 | Microsoft COM | $1.4B | 3.88M | 1.5% | ▼−30% Reduced · −1.7M sh | |
| 16 | Ferrari NV COM | $1.3B | 3.88M | 1.3% | ▼−0.4% Reduced · −14K sh | |
| 17 | Roblox CL A | $1.2B | 21.42M | 1.2% | ▼−0.6% Reduced · −121K sh | |
| 18 | Intuitive Surgical COM NEW | $1.2B | 2.57M | 1.2% | ▲+0.6% Added · +16K sh | |
| 19 | Rocket Lab Corp COM | $1.2B | 18.43M | 1.2% | ▲+3.2% Added · +577K sh | |
| 20 | Doordash Inc COM | $1.1B | 7.24M | 1.1% | ▼−9.1% Reduced · −728K sh | |
| 21 | Axon Enterprise Inc COM | $1.0B | 2.46M | 1.1% | ▲+50% Added · +817K sh | |
| 22 | Moderna Inc COM | $1.0B | 19.99M | 1.0% | ▼−2.9% Reduced · −595K sh | |
| 23 | Alphabet Inc Class C CAP STK CL C | $1.0B | 3.50M | 1.0% | ▼−6.7% Reduced · −252K sh | |
| 24 | Reddit CL A | $984.2M | 7.31M | 1.0% | ▲+22% Added · +1.3M sh | |
| 25 | Dexcom Inc COM | $979.7M | 15.60M | 1.0% | ▲+0.3% Added · +47K sh | |
| 26 | The Ensign Group COM | $972.5M | 4.83M | 1.0% | ▲+5.6% Added · +257K sh | |
| 27 | Credicorp COM | $925.8M | 2.73M | 0.9% | ▲+90% Added · +1.3M sh | |
| 28 | Petrobras Common ADR SPONSORED ADR | $922.1M | 44.44M | 0.9% | ▲+51% Added · +14.9M sh | |
| 29 | Alnylam Pharmaceuticals COM | $825.1M | 2.49M | 0.8% | ▼−4.1% Reduced · −107K sh | |
| 30 | Royalty Pharma SHS CLASS A | $775.0M | 16.16M | 0.8% | ▼−5.0% Reduced · −853K sh | |
| 31 | Service Corp.Intl. COM | $710.0M | 8.61M | 0.7% | ▼−6.1% Reduced · −556K sh | |
| 32 | Mastercard Inc-Class A CL A | $682.6M | 1.37M | 0.7% | ▼−6.7% Reduced · −98K sh | |
| 33 | Atlassian Corp Plc CL A | $680.0M | 9.96M | 0.7% | ▲+18% Added · +1.5M sh | |
| 34 | Symbotic COM | $663.9M | 12.48M | 0.7% | ▲+0.3% Added · +39K sh | |
| 35 | Rivian Automotive Inc COM CL A | $659.5M | 43.82M | 0.7% | ▲+0.1% Added · +40K sh | |
| 36 | Martin Marietta Materials COM | $640.1M | 1.09M | 0.7% | ▼−6.2% Reduced · −72K sh | |
| 37 | Alphabet Inc Class A CAP STK CL A | $559.9M | 1.95M | 0.6% | ▲+2.1% Added · +40K sh | |
| 38 | MakeMyTrip SHS | $559.8M | 15.01M | 0.6% | ▲+191% Added · +9.9M sh | |
| 39 | CoStar Group COM | $549.1M | 13.61M | 0.6% | ▲+5.2% Added · +678K sh | |
| 40 | Ryanair ADR SPONSORED ADR NE | $533.2M | 9.23M | 0.5% | ▼−19% Reduced · −2.1M sh | |
| 41 | Joby Aviation Inc COM | $515.6M | 62.42M | 0.5% | ▲+26% Added · +12.8M sh | |
| 42 | Tesla Inc COM | $484.1M | 1.30M | 0.5% | ▼−3.0% Reduced · −41K sh | |
| 43 | Duolingo Inc CL A COM | $480.6M | 4.88M | 0.5% | ▲+0.3% Added · +14K sh | |
| 44 | SQM ADR SPON ADR SER B | $461.9M | 5.71M | 0.5% | ▼−8.4% Reduced · −527K sh | |
| 45 | MSCI COM | $459.4M | 852.4K | 0.5% | ▲+0.7% Added · +6K sh | |
| 46 | Medline Inc COM CL A | $443.9M | 9.98M | 0.5% | ▼−4.2% Reduced · −435K sh | |
| 47 | e.l.f. Beauty COM | $435.7M | 7.19M | 0.4% | ▲+0.1% Added · +10K sh | |
| 48 | TSMC ADR SPONSORED ADR | $433.3M | 1.28M | 0.4% | ▼−4.0% Reduced · −54K sh | |
| 49 | Insulet COM | $425.9M | 2.03M | 0.4% | ▼−0.9% Reduced · −19K sh | |
| 50 | Watsco Inc COM | $413.7M | 1.14M | 0.4% | ▲+24% Added · +220K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 906 | $97.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 902 | $120.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 905 | $135.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 911 | $133.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 902 | $114.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 892 | $130.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 933 | $133.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 25, 2024 | 933 | $128.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 1, 2024 | 953 | $128.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 26, 2024 | 953 | $126.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 948 | $109.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 28, 2023 | 947 | $117.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 3, 2023 | 1,111 | $110.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Mar 10, 2023 | 1,163 | $96.0B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Oct 27, 2022 | 1,135 | $97.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 8, 2022 | 1,147 | $97.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 1,168 | $142.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 20, 2022 | 1,177 | $182.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 19, 2021 | 1,163 | $191.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 2, 2021 | 1,141 | $205.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 6, 2021 | 1,100 | $178.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 1,030 | $179.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 824 | $145.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.