Why does a Scottish firm file with the SEC?

Any manager holding more than 100 million dollars of US-listed equity has to file a 13F, wherever it is based. The form shows the US-listed part of the book and nothing else.

How long does it hold a position?

Longer than most. The firm describes its horizon in five and ten year terms, and several of its largest positions have been held across a decade of filings.

Does Baillie Gifford own SpaceX?

Yes. Baillie Gifford backed SpaceX years before it listed, at a point when a 13F could not show it: the form only covers US-listed stock. That stake appears here because SpaceX went public in 2026 and now trades as SPCX. Some of its funds hold other unlisted companies, and those still do not appear on this page.

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Growth investor

The Baillie Gifford portfolio

An Edinburgh partnership that measures holding periods in decades and buys companies years before the market agrees.

Size$110.2BPositions100Turnover102%Current weights, 12 m+9.2%

Create an account and we will tell you when this investor reports a trade.

The Baillie Gifford portfolio

Size$110.2B

Current weights, 12 m+9.2%

Create an account and we will tell you when this investor reports a trade.

CompanyPortfolio weightDisclosed sincePrice24h30dValue

Space Exploration Technologies Corp.SPCX8.0%since 2026$148.03−0.2%—$8.8B

NVIDIA CorporationNVDA7.6%since 2016$224.58−0.4%—$8.4B

8.0%

Space Exploration Technologies Corp.SPCX · $148.03−0.2%

7.6%

NVIDIA CorporationNVDA · $224.58−0.4%

Amazon.com, Inc.AMZN5.8%since 2013$249.38+0.0%—$6.4B

MercadoLibre, Inc.MELI4.7%since 2013$1754.13−2.5%—$5.2B

Sea LimitedSE3.3%since 2017$100.73−2.5%—$3.7B

Spotify Technology S.A.SPOT3.3%since 2018$511.38+0.2%—$3.6B

Cloudflare, Inc.NET3.3%since 2020$358.92+1.9%—$3.6B

AppLovin CorporationAPP3.0%since 2024$312.47−0.9%—$3.3B

Shopify Inc.SHOP2.9%since 2017$145.16+2.0%—$3.2B

Nu Holdings Ltd.NU2.8%since 2021$13.56−0.4%—$3.1B

Alphabet Inc.GOOG1.9%since 2015$339.01+1.2%—$2.1B

PDD Holdings Inc.PDD1.8%since 2018$78.20−1.3%—$2.0B

Samsara Inc.IOT1.7%since 2023$39.32+0.6%—$1.8B

Meta Platforms, Inc.META1.6%since 2013$777.59+4.5%—$1.8B

Axon Enterprise, Inc.AXON1.6%since 2018$445.00−1.2%—$1.7B

Coupang, Inc.CPNG1.2%—$13.88−2.8%—$1.4B

Moderna, Inc.MRNA1.2%—$194.82+7.0%—$1.3B

DoorDash, Inc.DASH1.1%—$187.53−0.9%—$1.3B

Reddit, Inc.RDDT1.1%—$152.73+0.5%—$1.2B

Netflix, Inc.NFLX1.1%—$71.72+0.5%—$1.2B

Roblox CorporationRBLX1.0%—$48.83−0.3%—$1.1B

Rocket Lab USA, Inc.RKLB1.0%—$73.61+4.7%—$1.1B

Microsoft CorporationMSFT0.9%—$497.93−0.5%—$1.0B

Credicorp Ltd.BAP0.9%—$383.01−0.6%—$1.0B

Intuitive Surgical, Inc.ISRG0.9%—$399.52+0.3%—$1.0B

DexCom, Inc.DXCM0.9%—$87.47−0.3%—$997M

Mastercard IncorporatedMA0.8%—$566.08+1.1%—$887M

Petróleo Brasileiro S.A. - PetrobrasPBR0.8%—$20.84−1.4%—$839M

QXO, Inc.QXO0.8%—$12.26−0.2%—$827M

The Ensign Group, Inc.ENSG0.7%—$173.28−1.2%—$806M

MakeMyTrip LimitedMMYT0.7%—$46.87+0.2%—$782M

Rivian Automotive, Inc.RIVN0.7%—$15.29+1.8%—$750M

Royal Bank of CanadaRY0.7%—$199.50+0.0%—$740M

Alnylam Pharmaceuticals, Inc.ALNY0.7%—$249.59+1.3%—$734M

Snowflake Inc.SNOW0.6%—$334.00−0.2%—$658M

CRH plcCRH0.6%—$83.96−1.5%—$641M

Martin Marietta Materials, Inc.MLM0.5%—$480.10−2.1%—$572M

Duolingo, Inc.DUOL0.5%—$147.75+1.2%—$555M

Symbotic Inc.SYM0.5%—$44.04+0.8%—$551M

Joby Aviation, Inc.JOBY0.5%—$6.30+0.8%—$545M

e.l.f. Beauty, Inc.ELF0.5%—$100.57−0.2%—$522M

Broadcom Inc.AVGO0.5%—$350.36−1.3%—$513M

Apple Inc.AAPL0.5%—$335.92−0.3%—$509M

Joint Stock Company Kaspi.kzKSPI0.4%—$92.79−1.1%—$501M

RBC Bearings IncorporatedRBC0.4%—$503.85+0.7%—$490M

Affirm Holdings, Inc.AFRM0.4%—$71.57+5.1%—$478M

Tempus AI, Inc.TEM0.4%—$82.24+7.4%—$474M

Watsco, Inc.WSO0.4%—$320.21−1.6%—$471M

Texas Instruments IncorporatedTXN0.4%—$270.65−0.7%—$461M

Taiwan Semiconductor Manufacturing Company LimitedTSM0.4%—$451.15+1.0%—$459M

Medline Inc.MDLN0.4%—$34.66+1.1%—$447M

MSCI Inc.MSCI0.4%—$556.08+0.1%—$446M

Service Corporation InternationalSCI0.4%—$77.75−0.1%—$422M

Comfort Systems USA, Inc.FIX0.4%—$1643.39+1.1%—$421M

Elevance Health Inc.ELV0.4%—$398.25−0.1%—$419M

Ryanair Holdings plcRYAAY0.4%—$54.04−1.2%—$397M

Copa Holdings, S.A.CPA0.4%—$128.83−0.8%—$382M

Aurora Innovation, Inc.AUR0.3%—$6.06−4.1%—$376M

CoStar Group, Inc.CSGP0.3%—$27.86−1.4%—$373M

Philip Morris International Inc.PM0.3%—$191.50+0.3%—$354M

Datadog, Inc.DDOG0.3%—$256.92+2.2%—$351M

Sociedad Química y Minera de Chile S.A.SQM0.3%—$67.12−2.8%—$350M

Cullen/Frost Bankers, Inc.CFR0.3%—$156.21+1.3%—$345M

Guardant Health, Inc.GH0.3%—$176.45+0.1%—$343M

Fomento Económico Mexicano, S.A.B. de C.V.FMX0.3%—$117.71−1.7%—$342M

Dollar General CorporationDG0.3%—$122.56+1.6%—$334M

Moody's CorporationMCO0.3%—$467.59−1.3%—$325M

AutoZone, Inc.AZO0.3%—$2861.75+0.7%—$324M

Thermo Fisher Scientific Inc.TMO0.3%—$678.39+2.0%—$324M

ON Semiconductor CorporationON0.3%—$73.15−1.3%—$324M

EOG Resources, Inc.EOG0.3%—$142.86+0.7%—$318M

CBRE Group, Inc.CBRE0.3%—$136.53+0.1%—$311M

Insulet Corp.PODD0.3%—$135.78−0.5%—$311M

Markel CorporationMKL0.3%—$1735.23−0.4%—$308M

Denali Therapeutics Inc.DNLI0.3%—$20.47+0.1%—$308M

Tesla, Inc.TSLA0.3%—$377.94−0.6%—$307M

SharkNinja, Inc.SN0.3%—$176.94+5.0%—$291M

EQT CorporationEQT0.3%—$51.90+1.6%—$291M

Advanced Drainage Systems, Inc.WMS0.3%—$128.84−0.7%—$288M

KLA CorporationKLAC0.3%—$187.11−0.4%—$286M

Atlassian CorporationTEAM0.3%—$192.61−1.3%—$285M

Remitly Global, Inc.RELY0.3%—$21.16+4.8%—$278M

Deere & CompanyDE0.3%—$694.94−2.0%—$272M

Wayfair Inc.W0.2%—$97.68−1.8%—$260M

Eaton Corporation plcETN0.2%—$440.00+0.3%—$255M

United Therapeutics CorporationUTHR0.2%—$472.21−3.5%—$253M

Uber Technologies, Inc.UBER0.2%—$69.22−0.3%—$251M

Medpace Holdings, Inc.MEDP0.2%—$620.59+0.6%—$251M

Brookfield CorporationBN0.2%—$36.63−1.2%—$249M

Freeport-McMoRan Inc.FCX0.2%—$72.08−0.7%—$237M

Illumina, Inc.ILMN0.2%—$273.90+7.3%—$235M

FabrinetFN0.2%—$398.36−0.6%—$233M

Brunswick CorporationBC0.2%—$66.16−0.1%—$231M

Knife River CorporationKNF0.2%—$53.37+3.8%—$229M

Block, Inc.XYZ0.2%—$76.74+2.8%—$219M

Sunbelt Rentals Holdings IncSUNB0.2%—$72.74−1.4%—$215M

Ecolab Inc.ECL0.2%—$275.37−0.5%—$205M

Dutch Bros Inc.BROS0.2%—$38.51+0.2%—$197M

The New York Times CompanyNYT0.2%—$63.05+1.9%—$192M

100

Vale S.A.VALE0.2%—$13.56−1.9%—$190M

5.8%

Amazon.com, Inc.AMZN · $249.38+0.0%

4.7%

MercadoLibre, Inc.MELI · $1754.13−2.5%

3.3%

Sea LimitedSE · $100.73−2.5%

3.3%

Spotify Technology S.A.SPOT · $511.38+0.2%

3.3%

Cloudflare, Inc.NET · $358.92+1.9%

3.0%

AppLovin CorporationAPP · $312.47−0.9%

2.9%

Shopify Inc.SHOP · $145.16+2.0%

2.8%

Nu Holdings Ltd.NU · $13.56−0.4%

1.9%

Alphabet Inc.GOOG · $339.01+1.2%

1.8%

PDD Holdings Inc.PDD · $78.20−1.3%

1.7%

Samsara Inc.IOT · $39.32+0.6%

1.6%

Meta Platforms, Inc.META · $777.59+4.5%

1.6%

Axon Enterprise, Inc.AXON · $445.00−1.2%

1.2%

Coupang, Inc.CPNG · $13.88−2.8%

1.2%

Moderna, Inc.MRNA · $194.82+7.0%

1.1%

DoorDash, Inc.DASH · $187.53−0.9%

1.1%

Reddit, Inc.RDDT · $152.73+0.5%

1.1%

Netflix, Inc.NFLX · $71.72+0.5%

1.0%

Roblox CorporationRBLX · $48.83−0.3%

1.0%

Rocket Lab USA, Inc.RKLB · $73.61+4.7%

0.9%

Microsoft CorporationMSFT · $497.93−0.5%

0.9%

Credicorp Ltd.BAP · $383.01−0.6%

0.9%

Intuitive Surgical, Inc.ISRG · $399.52+0.3%

0.9%

DexCom, Inc.DXCM · $87.47−0.3%

0.8%

Mastercard IncorporatedMA · $566.08+1.1%

0.8%

Petróleo Brasileiro S.A. - PetrobrasPBR · $20.84−1.4%

0.8%

QXO, Inc.QXO · $12.26−0.2%

0.7%

The Ensign Group, Inc.ENSG · $173.28−1.2%

0.7%

MakeMyTrip LimitedMMYT · $46.87+0.2%

0.7%

Rivian Automotive, Inc.RIVN · $15.29+1.8%

0.7%

Royal Bank of CanadaRY · $199.50+0.0%

0.7%

Alnylam Pharmaceuticals, Inc.ALNY · $249.59+1.3%

0.6%

Snowflake Inc.SNOW · $334.00−0.2%

0.6%

CRH plcCRH · $83.96−1.5%

0.5%

Martin Marietta Materials, Inc.MLM · $480.10−2.1%

0.5%

Duolingo, Inc.DUOL · $147.75+1.2%

0.5%

Symbotic Inc.SYM · $44.04+0.8%

0.5%

Joby Aviation, Inc.JOBY · $6.30+0.8%

0.5%

e.l.f. Beauty, Inc.ELF · $100.57−0.2%

0.5%

Broadcom Inc.AVGO · $350.36−1.3%

0.5%

Apple Inc.AAPL · $335.92−0.3%

0.4%

Joint Stock Company Kaspi.kzKSPI · $92.79−1.1%

0.4%

RBC Bearings IncorporatedRBC · $503.85+0.7%

0.4%

Affirm Holdings, Inc.AFRM · $71.57+5.1%

0.4%

Tempus AI, Inc.TEM · $82.24+7.4%

0.4%

Watsco, Inc.WSO · $320.21−1.6%

0.4%

Texas Instruments IncorporatedTXN · $270.65−0.7%

0.4%

Taiwan Semiconductor Manufacturing Company LimitedTSM · $451.15+1.0%

0.4%

Medline Inc.MDLN · $34.66+1.1%

0.4%

MSCI Inc.MSCI · $556.08+0.1%

0.4%

Service Corporation InternationalSCI · $77.75−0.1%

0.4%

Comfort Systems USA, Inc.FIX · $1643.39+1.1%

0.4%

Elevance Health Inc.ELV · $398.25−0.1%

0.4%

Ryanair Holdings plcRYAAY · $54.04−1.2%

0.4%

Copa Holdings, S.A.CPA · $128.83−0.8%

0.3%

Aurora Innovation, Inc.AUR · $6.06−4.1%

0.3%

CoStar Group, Inc.CSGP · $27.86−1.4%

0.3%

Philip Morris International Inc.PM · $191.50+0.3%

0.3%

Datadog, Inc.DDOG · $256.92+2.2%

0.3%

Sociedad Química y Minera de Chile S.A.SQM · $67.12−2.8%

0.3%

Cullen/Frost Bankers, Inc.CFR · $156.21+1.3%

0.3%

Guardant Health, Inc.GH · $176.45+0.1%

0.3%

Fomento Económico Mexicano, S.A.B. de C.V.FMX · $117.71−1.7%

0.3%

Dollar General CorporationDG · $122.56+1.6%

0.3%

Moody's CorporationMCO · $467.59−1.3%

0.3%

AutoZone, Inc.AZO · $2861.75+0.7%

0.3%

Thermo Fisher Scientific Inc.TMO · $678.39+2.0%

0.3%

ON Semiconductor CorporationON · $73.15−1.3%

0.3%

EOG Resources, Inc.EOG · $142.86+0.7%

0.3%

CBRE Group, Inc.CBRE · $136.53+0.1%

0.3%

Insulet Corp.PODD · $135.78−0.5%

0.3%

Markel CorporationMKL · $1735.23−0.4%

0.3%

Denali Therapeutics Inc.DNLI · $20.47+0.1%

0.3%

Tesla, Inc.TSLA · $377.94−0.6%

0.3%

SharkNinja, Inc.SN · $176.94+5.0%

0.3%

EQT CorporationEQT · $51.90+1.6%

0.3%

Advanced Drainage Systems, Inc.WMS · $128.84−0.7%

0.3%

KLA CorporationKLAC · $187.11−0.4%

0.3%

Atlassian CorporationTEAM · $192.61−1.3%

0.3%

Remitly Global, Inc.RELY · $21.16+4.8%

0.3%

Deere & CompanyDE · $694.94−2.0%

0.2%

Wayfair Inc.W · $97.68−1.8%

0.2%

Eaton Corporation plcETN · $440.00+0.3%

0.2%

United Therapeutics CorporationUTHR · $472.21−3.5%

0.2%

Uber Technologies, Inc.UBER · $69.22−0.3%

0.2%

Medpace Holdings, Inc.MEDP · $620.59+0.6%

0.2%

Brookfield CorporationBN · $36.63−1.2%

0.2%

Freeport-McMoRan Inc.FCX · $72.08−0.7%

0.2%

Illumina, Inc.ILMN · $273.90+7.3%

0.2%

FabrinetFN · $398.36−0.6%

0.2%

Brunswick CorporationBC · $66.16−0.1%

0.2%

Knife River CorporationKNF · $53.37+3.8%

0.2%

Block, Inc.XYZ · $76.74+2.8%

0.2%

Sunbelt Rentals Holdings IncSUNB · $72.74−1.4%

0.2%

Ecolab Inc.ECL · $275.37−0.5%

0.2%

Dutch Bros Inc.BROS · $38.51+0.2%

0.2%

The New York Times CompanyNYT · $63.05+1.9%

0.2%

Vale S.A.VALE · $13.56−1.9%

SourceSEC Form 13F filings (US)Holdings as of 30 Jun 2026

The +9.2% above is the 12-month change these weights would have produced. It is not Baillie Gifford's return.

Why people follow this portfolio

Baillie Gifford is a Scottish investment partnership founded in 1908, known for backing growth companies early and holding them for a long time. These are the listed positions from its latest filing.

Baillie Gifford is a partnership, not a listed company, and it says openly that this is the point. With no outside shareholders to answer to each quarter, it can hold a position for years even while the market disagrees. Its most cited cases, early bets on companies that took a decade to be understood, exist only because nobody forced it to sell in year three.

Its method is closer to venture capital than to picking shares. The question is not whether a company is cheap, but whether it can become several times larger. The firm accepts that most of its ideas will not work, in exchange for the few that multiply. That is also why it holds companies that are not listed, which is unusual for a manager of its size.

Latin America enters this portfolio the way everything else does: as specific companies, not as a regional quota. MercadoLibre has been among its largest positions for years, held through all the volatility that came with it. For a reader in the region that says more than any country weighting: a firm that thinks in decades decided a company from here belonged with its major global names.

Where this data comes from

Positions come from the 13F form the firm files with the SEC each quarter. It covers only long positions in US-listed stocks. Baillie Gifford's holdings on other exchanges, and the private companies it owns, do not appear on that form.

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