Smart Money Radar / Whales / Baillie Gifford
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Baillie Gifford

Baillie Gifford & Co · Holdings as of Mar 31, 2026, filed by May 16, 2026 · US long stock positions only

Edinburgh growth true believers. Decade horizons.

Reported value
$98B
60 positions shown
Copycat since 2016
3.85x
14% per year
vs SPY
ahead
SPY 3.57x same window
Top position
NVDA
7% of book

Copying these filings vs SPY

$1 at every deadline since 2016
Baillie Gifford 3.85x SPY 3.57x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Mar 2026
NVDA 7% AMZN 6% MELI 6% SPOT 4% NU 4% SHOP 4% NET 3% SE 3% PDD 3% APP 3% META 2% CPNG 2% NFLX 2% IOT 2% MSFT 1%
Top 15 positions shown, 53% of the book; 255 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
NVDA $7.1B 7% trimmed
AMZN $5.9B 6% trimmed
MELI $5.6B 6% trimmed
SPOT $4.0B 4% unchanged
NU $3.5B 4% trimmed
SHOP $3.4B 4% trimmed
NET $3.3B 3% trimmed
SE $3.3B 3% added
PDD $2.9B 3% trimmed
APP $2.7B 3% added
META $2.3B 2% trimmed
CPNG $2.3B 2% trimmed
NFLX $2.1B 2% trimmed
IOT $1.8B 2% added
MSFT $1.4B 1% trimmed
RACE $1.3B 1% unchanged
RBLX $1.2B 1% unchanged
ISRG $1.2B 1% unchanged
RKLB $1.2B 1% added
DASH $1.1B 1% trimmed
AXON $1.0B 1% added
MRNA $1.0B 1% trimmed
GOOG $1.0B 1% trimmed
RDDT $984M 1% added
DXCM $980M 1% unchanged
ENSG $972M 1% added
BAP $926M 1% added
PBR $922M 1% added
ALNY $825M 1% trimmed
RPRX $775M 1% trimmed
SCI $710M 1% trimmed
MA $683M 1% trimmed
TEAM $680M 1% added
SYM $664M 1% unchanged
RIVN $660M 1% unchanged
MLM $640M 1% trimmed
GOOGL $560M 1% added
unlisted $560M 1% added
CSGP $549M 1% added
RYAAY $533M 1% trimmed
unlisted $516M 1% added
TSLA $484M 0% trimmed
DUOL $481M 0% unchanged
SQM $462M 0% trimmed
MSCI $459M 0% unchanged
MDLN $444M 0% trimmed
ELF $436M 0% unchanged
TSM $433M 0% trimmed
PODD $426M 0% unchanged
WSO $414M 0% added
SNOW $404M 0% trimmed
TXN $396M 0% trimmed
EOG $393M 0% added
TEM $391M 0% unchanged
KSPI $379M 0% added
DG $374M 0% trimmed
DDOG $364M 0% trimmed
GH $356M 0% trimmed
ELV $343M 0% trimmed
TMO $343M 0% trimmed
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.