Baillie Gifford 13F Holdings & Latest Moves
Baillie Gifford reported a 13F portfolio worth $97.89B as of Q1 2026. Latest 13F moves (filed May 8, 2026): 19 added, 35 reduced. Largest change by value: reduced $NVDA ($8.07B held).
- 13F value (Q1 2026)
- $97.89B
- New positions
- 0
- Added / reduced
- 19 / 35
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $SE | Added | +895.28K (+2.31%) | 39.65M | $3.80B | +1.7% | -2.6% | — | ||
| $APP | Added | +533.78K (+8.66%) | 6.70M | $3.46B | +6.9% | +20.3% | — | ||
| $SE | Added | +895.28K (+2.31%) | 39.65M | $3.40B | +1.7% | -2.6% | — | ||
| $RKLB | Added | +576.60K (+3.23%) | 18.43M | $1.89B | +18.3% | +7.8% | — | ||
| $IOT | Added | +9.86M (+20.69%) | 57.52M | $1.86B | -0.6% | +14.5% | — |
Biggest reduced and exited positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $NVDA | Reduced | -3.12M (-7.11%) | 40.75M | $8.07B | +4.7% | -2.9% | — | ||
| $AMZN | Reduced | -1.29M (-4.41%) | 28.09M | $6.76B | -3.1% | -10.1% | — | ||
| $MELI | Reduced | -248.30K (-7.13%) | 3.23M | $5.44B | -5.3% | -1.3% | — | ||
| $SPOT | Reduced | -112.90K (-1.36%) | 8.22M | $3.96B | +4.6% | +20.4% | — | ||
| $NET | Reduced | -899.52K (-5.35%) | 15.92M | $3.91B | +0.7% | +26.3% | — |
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $SE | Added | +895.28K (+2.31%) | 39.65M | $3.80B | +1.7% | -2.6% | — | ||
| $APP | Added | +533.78K (+8.66%) | 6.70M | $3.46B | +6.9% | +20.3% | — | ||
| $SE | Added | +895.28K (+2.31%) | 39.65M | $3.40B | +1.7% | -2.6% | — | ||
| $RKLB | Added | +576.60K (+3.23%) | 18.43M | $1.89B | +18.3% | +7.8% | — | ||
| $IOT | Added | +9.86M (+20.69%) | 57.52M | $1.86B | -0.6% | +14.5% | — | ||
| $IOT | Added | +9.86M (+20.69%) | 57.52M | $1.85B | -0.6% | +14.5% | — | ||
| $AXON | Added | +817.15K (+49.75%) | 2.46M | $1.38B | -2.9% | +16.7% | — | ||
| $RDDT | Added | +1.33M (+22.21%) | 7.31M | $1.27B | +1.5% | +9.8% | — | ||
| $BAP | Added | +1.30M (+90.49%) | 2.73M | $1.06B | -4.3% | +1.4% | — | ||
| $BAP | Added | +1.30M (+90.49%) | 2.73M | $1.01B | -4.3% | +1.4% | — | ||
| $PBR | Added | +14.92M (+50.52%) | 44.44M | $810.56M | — | ||||
| $MMYT | Added | +9.86M (+191.23%) | 15.01M | $800.04M | — | ||||
| $TEAM | Added | +1.53M (+18.17%) | 9.96M | $789.70M | -4.5% | +6.9% | — | ||
| $ENSG | Added | +256.92K (+5.62%) | 4.83M | $773.64M | — | ||||
| $PBR | Added | +14.92M (+50.52%) | 44.44M | $718.13M | — | ||||
| $ENSG | Added | +256.92K (+5.62%) | 4.83M | $710.07M | — | ||||
| $GOOGL | Added | +39.69K (+2.08%) | 1.95M | $694.30M | -1.0% | -9.3% | — | ||
| $MMYT | Added | +9.86M (+191.23%) | 15.01M | $626.64M | — | ||||
| $JOBY | Added | +12.85M (+25.92%) | 62.42M | $556.78M | -4.7% | -10.8% | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $NVDA | Reduced | -3.12M (-7.11%) | 40.75M | $8.07B | +4.7% | -2.9% | — | ||
| $AMZN | Reduced | -1.29M (-4.41%) | 28.09M | $6.76B | -3.1% | -10.1% | — | ||
| $MELI | Reduced | -248.30K (-7.13%) | 3.23M | $5.44B | -5.3% | -1.3% | — | ||
| $SPOT | Reduced | -112.90K (-1.36%) | 8.22M | $3.96B | +4.6% | +20.4% | — | ||
| $NET | Reduced | -899.52K (-5.35%) | 15.92M | $3.91B | +0.7% | +26.3% | — | ||
| $SPOT | Reduced | -112.90K (-1.36%) | 8.22M | $3.80B | +4.6% | +20.4% | — | ||
| $SHOP | Reduced | -2.18M (-7%) | 29.02M | $3.31B | -9.2% | +0.3% | — | ||
| $NU | Reduced | -10.69M (-4.16%) | 246.56M | $3.24B | -11.7% | -15.9% | — | ||
| $META | Reduced | -300.41K (-6.83%) | 4.10M | $2.31B | +0.8% | -4.0% | — | ||
| $PDD | Reduced | -2.68M (-8.63%) | 28.35M | $2.17B | -3.0% | -16.4% | — | ||
| $CPNG | Reduced | -25.47M (-17.43%) | 120.66M | $2.10B | -5.1% | -10.6% | — | ||
| $NFLX | Reduced | -15.13M (-40.97%) | 21.81M | $1.57B | -0.5% | -5.5% | — | ||
| $MSFT | Reduced | -1.67M (-30.06%) | 3.88M | $1.43B | +1.6% | -0.6% | — | ||
| $MRNA | Reduced | -594.64K (-2.89%) | 19.99M | $1.40B | -9.8% | -12.4% | — | ||
| $DASH | Reduced | -728.25K (-9.14%) | 7.24M | $1.34B | -2.9% | -7.0% | — | ||
| $GOOG | Reduced | -251.69K (-6.71%) | 3.50M | $1.24B | -0.9% | -9.0% | — | ||
| $RPRX | Reduced | -853.09K (-5.02%) | 16.16M | $922.33M | +4.5% | +8.5% | — | ||
| $RPRX | Reduced | -853.09K (-5.02%) | 16.16M | $891.44M | +4.5% | +8.5% | — | ||
| $DDOG | Reduced | -879.41K (-22.20%) | 3.08M | $798.74M | +3.9% | +15.7% | — | ||
| $ALNY | Reduced | -107.11K (-4.12%) | 2.49M | $743.42M | -2.7% | -1.0% | — | ||
| $ALNY | Reduced | -107.11K (-4.12%) | 2.49M | $724.42M | -2.7% | -1.0% | — | ||
| $MA | Reduced | -98.09K (-6.70%) | 1.37M | $701.63M | -0.3% | -2.0% | — | ||
| $SNOW | Reduced | -59.32K (-2.17%) | 2.68M | $673.52M | +3.3% | +57.7% | — | ||
| $SCI | Reduced | -555.97K (-6.07%) | 8.61M | $653.67M | 0.0% | -8.3% | — | ||
| $SCI | Reduced | -555.97K (-6.07%) | 8.61M | $639.38M | 0.0% | -8.3% | — | ||
| $MLM | Reduced | -72K (-6.21%) | 1.09M | $628.16M | -5.4% | -6.0% | — | ||
| $MLM | Reduced | -72K (-6.21%) | 1.09M | $614.95M | -5.4% | -6.0% | — | ||
| $TSM | Reduced | -54.24K (-4.06%) | 1.28M | $612.36M | -1.8% | +3.7% | — | ||
| $RYAAY | Reduced | -2.12M (-18.68%) | 9.23M | $593.36M | -8.1% | -3.0% | — | ||
| $GH | Reduced | -1.03M (-21.08%) | 3.86M | $593.29M | -0.8% | +30.5% | — | ||
| $TXN | Reduced | -138.64K (-6.37%) | 2.04M | $582.17M | +5.2% | +1.1% | — | ||
| $RYAAY | Reduced | -2.12M (-18.68%) | 9.23M | $558.72M | -8.1% | -3.0% | — | ||
| $TSLA | Reduced | -40.65K (-3.03%) | 1.30M | $538.93M | -1.4% | -4.5% | — | ||
| $ON | Reduced | -438.21K (-9.27%) | 4.29M | $509.07M | +9.6% | +17.2% | Read | ||
| $GH | Reduced | -1.03M (-21.08%) | 3.86M | $505.15M | -0.8% | +30.5% | — |
All tracked 13F moves by Baillie Gifford
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $TXN | Reduced | -138.64K (-6.37%) | 2.04M | $582.17M | +5.2% | +1.1% | — | ||
| $TSLA | Reduced | -40.65K (-3.03%) | 1.30M | $538.93M | -1.4% | -4.5% | — | ||
| $TSM | Reduced | -54.24K (-4.06%) | 1.28M | $612.36M | -1.8% | +3.7% | — | ||
| $SPOT | Reduced | -112.90K (-1.36%) | 8.22M | $3.80B | +4.6% | +20.4% | — | ||
| $SPOT | Reduced | -112.90K (-1.36%) | 8.22M | $3.96B | +4.6% | +20.4% | — | ||
| $SNOW | Reduced | -59.32K (-2.17%) | 2.68M | $673.52M | +3.3% | +57.7% | — | ||
| $SHOP | Reduced | -2.18M (-7%) | 29.02M | $3.31B | -9.2% | +0.3% | — | ||
| $SCI | Reduced | -555.97K (-6.07%) | 8.61M | $653.67M | 0.0% | -8.3% | — | ||
| $SCI | Reduced | -555.97K (-6.07%) | 8.61M | $639.38M | 0.0% | -8.3% | — | ||
| $RPRX | Reduced | -853.09K (-5.02%) | 16.16M | $891.44M | +4.5% | +8.5% | — | ||
| $RPRX | Reduced | -853.09K (-5.02%) | 16.16M | $922.33M | +4.5% | +8.5% | — | ||
| $PDD | Reduced | -2.68M (-8.63%) | 28.35M | $2.17B | -3.0% | -16.4% | — | ||
| $ON | Reduced | -438.21K (-9.27%) | 4.29M | $509.07M | +9.6% | +17.2% | Read | ||
| $NVDA | Reduced | -3.12M (-7.11%) | 40.75M | $8.07B | +4.7% | -2.9% | — | ||
| $NU | Reduced | -10.69M (-4.16%) | 246.56M | $3.24B | -11.7% | -15.9% | — | ||
| $MRNA | Reduced | -594.64K (-2.89%) | 19.99M | $1.40B | -9.8% | -12.4% | — | ||
| $MLM | Reduced | -72K (-6.21%) | 1.09M | $614.95M | -5.4% | -6.0% | — | ||
| $META | Reduced | -300.41K (-6.83%) | 4.10M | $2.31B | +0.8% | -4.0% | — | ||
| $MELI | Reduced | -248.30K (-7.13%) | 3.23M | $5.44B | -5.3% | -1.3% | — | ||
| $MA | Reduced | -98.09K (-6.70%) | 1.37M | $701.63M | -0.3% | -2.0% | — | ||
| $MLM | Reduced | -72K (-6.21%) | 1.09M | $628.16M | -5.4% | -6.0% | — | ||
| $DASH | Reduced | -728.25K (-9.14%) | 7.24M | $1.34B | -2.9% | -7.0% | — | ||
| $NET | Reduced | -899.52K (-5.35%) | 15.92M | $3.91B | +0.7% | +26.3% | — | ||
| $AMZN | Reduced | -1.29M (-4.41%) | 28.09M | $6.76B | -3.1% | -10.1% | — | ||
| $GOOG | Reduced | -251.69K (-6.71%) | 3.50M | $1.24B | -0.9% | -9.0% | — | ||
| $ALNY | Reduced | -107.11K (-4.12%) | 2.49M | $743.42M | -2.7% | -1.0% | — | ||
| $ALNY | Reduced | -107.11K (-4.12%) | 2.49M | $724.42M | -2.7% | -1.0% | — | ||
| $RYAAY | Reduced | -2.12M (-18.68%) | 9.23M | $593.36M | -8.1% | -3.0% | — | ||
| $RYAAY | Reduced | -2.12M (-18.68%) | 9.23M | $558.72M | -8.1% | -3.0% | — | ||
| $NFLX | Reduced | -15.13M (-40.97%) | 21.81M | $1.57B | -0.5% | -5.5% | — | ||
| $MSFT | Reduced | -1.67M (-30.06%) | 3.88M | $1.43B | +1.6% | -0.6% | — | ||
| $GH | Reduced | -1.03M (-21.08%) | 3.86M | $593.29M | -0.8% | +30.5% | — | ||
| $GH | Reduced | -1.03M (-21.08%) | 3.86M | $505.15M | -0.8% | +30.5% | — | ||
| $DDOG | Reduced | -879.41K (-22.20%) | 3.08M | $798.74M | +3.9% | +15.7% | — | ||
| $CPNG | Reduced | -25.47M (-17.43%) | 120.66M | $2.10B | -5.1% | -10.6% | — | ||
| $ENSG | Added | +256.92K (+5.62%) | 4.83M | $773.64M | — | ||||
| $SE | Added | +895.28K (+2.31%) | 39.65M | $3.80B | +1.7% | -2.6% | — | ||
| $SE | Added | +895.28K (+2.31%) | 39.65M | $3.40B | +1.7% | -2.6% | — | ||
| $IOT | Added | +9.86M (+20.69%) | 57.52M | $1.85B | -0.6% | +14.5% | — | ||
| $RKLB | Added | +576.60K (+3.23%) | 18.43M | $1.89B | +18.3% | +7.8% | — | ||
| $RDDT | Added | +1.33M (+22.21%) | 7.31M | $1.27B | +1.5% | +9.8% | — | ||
| $PBR | Added | +14.92M (+50.52%) | 44.44M | $718.13M | — | ||||
| $PBR | Added | +14.92M (+50.52%) | 44.44M | $810.56M | — | ||||
| $MMYT | Added | +9.86M (+191.23%) | 15.01M | $626.64M | — | ||||
| $MMYT | Added | +9.86M (+191.23%) | 15.01M | $800.04M | — | ||||
| $JOBY | Added | +12.85M (+25.92%) | 62.42M | $556.78M | -4.7% | -10.8% | — | ||
| $IOT | Added | +9.86M (+20.69%) | 57.52M | $1.86B | -0.6% | +14.5% | — | ||
| $ENSG | Added | +256.92K (+5.62%) | 4.83M | $710.07M | — | ||||
| $BAP | Added | +1.30M (+90.49%) | 2.73M | $1.06B | -4.3% | +1.4% | — | ||
| $BAP | Added | +1.30M (+90.49%) | 2.73M | $1.01B | -4.3% | +1.4% | — | ||
| $AXON | Added | +817.15K (+49.75%) | 2.46M | $1.38B | -2.9% | +16.7% | — | ||
| $TEAM | Added | +1.53M (+18.17%) | 9.96M | $789.70M | -4.5% | +6.9% | — | ||
| $APP | Added | +533.78K (+8.66%) | 6.70M | $3.46B | +6.9% | +20.3% | — | ||
| $GOOGL | Added | +39.69K (+2.08%) | 1.95M | $694.30M | -1.0% | -9.3% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Baillie Gifford holds or traded
Frequently asked questions
What did Baillie Gifford buy and sell in its latest 13F?
It opened or added to $SE, $APP, $SE, $RKLB and $IOT; it cut or exited $NVDA, $AMZN, $MELI, $SPOT and $NET.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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