AiSiWhale

AI & tech investing

Baillie Gifford

BAILLIE GIFFORD & CO・CIK 1088875

13F filing for Q2 2026・No. 110

Holdings
US$110.23B
Quarter change
+US$12.33B
Entries
880
Net bought (estimate)
—

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

No filing the quarter before to compare with.

Largest holdings

273 stocks worth US$110.23B, options and bonds left out.

StockThis quarterValueWeight
SPCXSpace Exploration Technologies CorpCL A COM—US$8.78B7.97%
NVDANvidiaCOM—US$8.38B7.60%
AMZNAmazonCOM—US$6.42B5.82%
MELIMercadoLibreCOM—US$5.16B4.68%
SESea Ltd ADRADR—US$3.68B3.34%
SPOTSpotify Technology SASHS—US$3.64B3.30%
NETCloudflare IncCL A COM—US$3.58B3.25%
APPAppLovinCOM CL A—US$3.33B3.03%
SHOPShopify 'A'CL A—US$3.24B2.94%
NUNu Holdings Ltd.ORD SHS CL A—US$3.07B2.79%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.