Big-fund tracker · Form 13F

Baillie Gifford’s 13F: what it reported owning at Sep 30, 2026

Baillie Gifford’s stock holdings as reported to the SEC for the quarter ended Sep 30, 2026, compared with the quarter before: top positions, new positions, exits and the biggest changes in shares.

Filed with the SEC Nov 9, 2026 · Compared with the filing of Aug 6, 2026 · Page built Nov 11, 2026

The short answer

Baillie Gifford’s 13F for the quarter ended Sep 30, 2026 lists 280 stock positions with a combined reported value of $105.90B, compared with 275 stock positions worth $110.23B in its filing for the quarter ended Jun 30, 2026. The three largest positions were Nvidia, Amazon and Space Exploration Technologies Corp, together 20.4% of that value. Against the previous quarter, 18 positions are new, 13 positions are gone, the share count rose in 65, fell in 181 and did not change in 16.

What a 13F shows, and what it doesn't

A 13F is a quarterly report that large investment managers file with the SEC. It is a useful record and a limited one. Read this list before reading the tables.

It is late. The filing is due 45 days after the quarter ends. This one covers the quarter ended Sep 30, 2026 and was filed on Nov 9, 2026, 40 days later. Whatever the filer did since quarter end is not in it.
It is a snapshot of one day. A 13F shows what the filer held on the last day of the quarter. A stock bought and sold inside the quarter never appears, and a position built up over three months looks like a single change.
It lists long positions in US-listed stocks and similar securities only. Short positions, cash, Treasury bills, most bonds, most foreign shares and private companies are left out, so the list is not the filer’s whole portfolio.
Reported value is a quarter-end price times shares. When a value changes between two filings, part of the change is the stock price moving. The change in shares is the better sign of buying or selling, and even that does not say why.
Some details can be held back. Filers may ask the SEC to keep a position confidential for a time. This filing says no positions were left out on that basis.
The filing can cover more than one entity. The filing lists 4 other included managers, affiliated entities whose holdings are reported together in the one table.
It is not advice, and it is not a model portfolio. A manager’s holdings reflect its own goals, costs, time frame and risk limits, and the positions may already have changed. Nothing here says what anyone else should own.

Positions reported at Sep 30, 2026

The 50 largest of 280 stock positions in the 13F for the quarter ended Sep 30, 2026
#	Company	Shares, Sep 30, 2026	Shares, Jun 30, 2026	Change in shares	Change	Reported value, Sep 30, 2026	Share of stock positions
1	NvidiaNVDA	42,573,061	41,888,806	+684,255	+1.6%	$9.72B	9.2%
2	AmazonAMZN	24,145,439	26,917,866	−2,772,427	−10.3%	$6.02B	5.7%
3	Space Exploration Technologies Corp	39,005,040	51,397,806	−12,392,766	−24.1%	$5.88B	5.6%
4	Mercadolibre	2,941,905	3,040,410	−98,505	−3.2%	$5.09B	4.8%
5	Cloudflare Inc	12,834,829	14,598,594	−1,763,765	−12.1%	$4.46B	4.2%
6	Shopify A	26,699,781	28,401,394	−1,701,613	−6.0%	$3.96B	3.7%
7	Spotify Technology Sa	7,544,450	7,928,451	−384,001	−4.8%	$3.68B	3.5%
8	Sea Ltd Adr	37,150,679	38,409,385	−1,258,706	−3.3%	$3.62B	3.4%
9	Nu Holdings Ltd.	237,908,776	229,930,331	+7,978,445	+3.5%	$3.01B	2.8%
10	ModernaMRNA	11,437,987	18,206,778	−6,768,791	−37.2%	$2.20B	2.1%
11	Samsara	53,827,980	56,358,374	−2,530,394	−4.5%	$2.05B	1.9%
12	MetaMETA	2,418,978	3,201,546	−782,568	−24.4%	$1.75B	1.7%
13	Bending Spoons Spa	51,710,771	–	New	–	$1.72B	1.6%
14	AppLovinAPP	5,090,148	6,471,615	−1,381,467	−21.3%	$1.48B	1.4%
15	Alnylam Pharmaceuticals	5,492,469	2,439,889	+3,052,580	+125.1%	$1.36B	1.3%
16	Ferrari Nv	3,350,509	3,570,693	−220,184	−6.2%	$1.32B	1.2%
17	Axon EnterpriseAXON	3,112,878	3,059,487	+53,391	+1.7%	$1.32B	1.2%
18	MicrosoftMSFT	2,518,168	2,713,688	−195,520	−7.2%	$1.29B	1.2%
19	DexcomDXCM	14,521,620	14,801,590	−279,970	−1.9%	$1.25B	1.2%
20	Lam ResearchLRCX	3,496,752	58	+3,496,694	+6,028,782.8%	$1.15B	1.1%
21	Alphabet Class AGOOGL	3,000,258	2,808,512	+191,746	+6.8%	$1.03B	1.0%
22	RedditRDDT	7,092,609	7,191,302	−98,693	−1.4%	$1.01B	1.0%
23	Intuitive SurgicalISRG	2,475,585	2,524,427	−48,842	−1.9%	$1.01B	1.0%
24	Alphabet Class CGOOGL	2,905,432	3,087,822	−182,390	−5.9%	$990.0M	0.9%
25	DoorDashDASH	5,208,262	6,808,714	−1,600,452	−23.5%	$956.0M	0.9%
26	MastercardMA	1,688,104	1,726,830	−38,726	−2.2%	$930.9M	0.9%
27	Pdd Holdings Inc	11,626,575	26,594,535	−14,967,960	−56.3%	$906.2M	0.9%
28	Petrobras Common Adr	43,088,321	48,618,354	−5,530,033	−11.4%	$899.3M	0.8%
29	Credicorp	2,297,446	2,585,751	−288,305	−11.1%	$872.7M	0.8%
30	The Ensign Group	4,667,925	5,029,273	−361,348	−7.2%	$802.9M	0.8%
31	Snowflake Inc	2,357,702	2,584,361	−226,659	−8.8%	$800.6M	0.8%
32	Rocket Lab Corp	10,451,797	10,384,512	+67,285	+0.6%	$728.3M	0.7%
33	E.L.F. Beauty	6,995,123	7,048,752	−53,629	−0.8%	$706.3M	0.7%
34	Makemytrip	14,238,917	14,670,083	−431,166	−2.9%	$672.1M	0.6%
35	Royal Bank Of Canada - Adr	3,377,408	3,575,634	−198,226	−5.5%	$665.9M	0.6%
36	Duolingo Inc	4,554,894	4,824,298	−269,404	−5.6%	$648.6M	0.6%
37	Rivian Automotive Inc	41,758,982	43,210,348	−1,451,366	−3.4%	$623.9M	0.6%
38	Coupang	44,594,707	78,743,687	−34,148,980	−43.4%	$618.5M	0.6%
39	Atlassian Corp Plc	3,440,328	3,658,205	−217,877	−6.0%	$616.8M	0.6%
40	NetflixNFLX	8,809,840	16,173,823	−7,363,983	−45.5%	$613.0M	0.6%
41	Tempus Ai Inc	6,911,932	8,190,133	−1,278,201	−15.6%	$566.1M	0.5%
42	Qxo	46,531,715	47,867,886	−1,336,171	−2.8%	$544.0M	0.5%
43	AppleAAPL	1,626,854	1,760,591	−133,737	−7.6%	$541.8M	0.5%
44	Arm Hdgs Adr	1,855,171	441,365	+1,413,806	+320.3%	$537.4M	0.5%
45	Royalty Pharma	9,151,948	10,015,578	−863,630	−8.6%	$534.1M	0.5%
46	Kaspi.Kz Adr	5,652,405	5,779,168	−126,763	−2.2%	$531.7M	0.5%
47	KLAKLAC	2,651,281	946,638	+1,704,643	+180.1%	$516.8M	0.5%
48	Symbotic	12,185,682	12,263,759	−78,077	−0.6%	$512.7M	0.5%
49	BroadcomAVGO	1,432,665	1,357,957	+74,708	+5.5%	$503.1M	0.5%
50	Crh Plc	6,053,717	5,994,916	+58,801	+1.0%	$501.2M	0.5%

The other 230 positions are in the filing’s information table. Together the 50 shown are 79.1% of the reported value of the stock positions.

One company can have several lines in a 13F (the filer splits a position by the entity that holds it). The lines for the same stock and share class are added together here. Reported value is the filer’s own figure for the position at quarter end. Click any number to open the filing.

What changed from Jun 30, 2026 to Sep 30, 2026

These tables compare this filing with the one for the quarter ended Jun 30, 2026 (filed Aug 6, 2026). Changes are in shares, from the filings.

New positions, not in the filing for Jun 30, 2026 (largest 15 by reported value)
Company	Shares, Sep 30, 2026	Reported value, Sep 30, 2026
Bending Spoons Spa	51,710,771	$1.72B
Cheniere Energy, Inc	613,955	$165.2M
Loar Hdgs	2,270,485	$139.7M
Cavco Industries	107,947	$60.5M
Sk Hynix Adr	177,116	$32.6M
Beta Technologies	1,088,632	$24.1M
StrykerSYK	62,615	$17.2M
Waste ManagementWM	30,771	$6.3M
AmphenolAPH	72,834	$6.1M
SterisSTE	27,785	$5.8M
CintasCTAS	24,346	$4.7M
Littelfuse	10,237	$4.3M
Robinhood MarketsHOOD	505	$0.1M
CoherentCOHR	162	$0.0M
Take-Two InteractiveTTWO	162	$0.0M

Exits: positions in the filing for Jun 30, 2026 that are not in the filing for Sep 30, 2026
Company	Shares, Jun 30, 2026	Reported value, Jun 30, 2026
Paycom Software	975,398	$122.6M
Willscot Hdgs	4,184,552	$120.8M
Coursera Inc	15,409,837	$86.9M
MedtronicMDT	463,954	$36.3M
Progyny	1,078,629	$31.1M
Ipg Photonics Corp	160,499	$18.8M
Novocure Ltd	952,074	$14.4M
ZoetisZTS	138,646	$10.0M
Canadian Pacific Kansas City Ltd	98,947	$8.6M
Ehang Holdings Ltd Adr	661,983	$4.3M
Edison InternationalEIX	16,660	$1.2M
AdobeADBE	3,171	$0.7M
Bolt Projects Holdings Inc.	123,290	$0.0M

Biggest increases in shares, as a percent of the earlier position, among the 50 largest positions
Company	Shares, Jun 30, 2026	Shares, Sep 30, 2026	Change in shares	Change	Reported value, Sep 30, 2026
Lam ResearchLRCX	58	3,496,752	+3,496,694	+6,028,782.8%	$1.15B
Arm Hdgs Adr	441,365	1,855,171	+1,413,806	+320.3%	$537.4M
KLAKLAC	946,638	2,651,281	+1,704,643	+180.1%	$516.8M
Alnylam Pharmaceuticals	2,439,889	5,492,469	+3,052,580	+125.1%	$1.36B
Alphabet Class AGOOGL	2,808,512	3,000,258	+191,746	+6.8%	$1.03B

Biggest reductions in shares, as a percent of the earlier position, among the 50 largest positions
Company	Shares, Jun 30, 2026	Shares, Sep 30, 2026	Change in shares	Change	Reported value, Sep 30, 2026
Pdd Holdings Inc	26,594,535	11,626,575	−14,967,960	−56.3%	$906.2M
Roblox	21,124,935	9,706,458	−11,418,477	−54.1%	$411.3M
NetflixNFLX	16,173,823	8,809,840	−7,363,983	−45.5%	$613.0M
Coupang	78,743,687	44,594,707	−34,148,980	−43.4%	$618.5M
ModernaMRNA	18,206,778	11,437,987	−6,768,791	−37.2%	$2.20B

16 positions had the same number of shares in both filings. A position that is absent from a filing may have been sold in full, or may have been moved to a part of the filer that is reported elsewhere; the filing does not say.

The companies with a Ticker Sage file

108 lines of this 13F are companies Ticker Sage covers, 41.1% of the reported value of the stock positions. Each has its own file built from its 10-K and 10-Q filings.

Covered companies in the 13F for the quarter ended Sep 30, 2026
Company	Shares, Sep 30, 2026	Reported value, Sep 30, 2026
Nvidia	42,573,061	$9.72B
Amazon	24,145,439	$6.02B
Moderna	11,437,987	$2.20B
Meta	2,418,978	$1.75B
AppLovin	5,090,148	$1.48B
Axon Enterprise	3,112,878	$1.32B
Microsoft	2,518,168	$1.29B
Dexcom	14,521,620	$1.25B
Lam Research	3,496,752	$1.15B
Alphabet Class A	3,000,258	$1.03B
Reddit	7,092,609	$1.01B
Intuitive Surgical	2,475,585	$1.01B
Alphabet Class C	2,905,432	$990.0M
DoorDash	5,208,262	$956.0M
Mastercard	1,688,104	$930.9M
Netflix	8,809,840	$613.0M
Apple	1,626,854	$541.8M
KLA	2,651,281	$516.8M
Broadcom	1,432,665	$503.1M
Martin Marietta Materials	911,149	$437.2M
MSCI	769,514	$414.5M
Thermo Fisher	605,185	$408.5M
Texas Instruments	1,451,288	$406.5M
Elevance Health	1,036,700	$403.1M
Philip Morris International	1,907,955	$364.1M
Illumina	1,262,021	$345.4M
Dollar General	2,648,012	$316.6M
Moody's	694,188	$315.3M
CoStar Group	11,383,303	$311.9M
EQT	5,931,335	$288.0M
CBRE Group	2,163,435	$277.9M
Comfort Systems USA	162,344	$268.5M
EOG Resources	1,918,523	$264.3M
ON Semiconductor	3,290,837	$253.0M
Datadog	920,126	$252.0M
Freeport-McMoRan	3,580,097	$250.6M
Eaton	544,306	$233.9M
Tesla	642,296	$227.9M
Uber	3,307,181	$226.6M
Deere	313,833	$210.8M
Ecolab	727,706	$199.8M
Coinbase	1,000,541	$186.5M
Veeva Systems	652,111	$186.1M
Block	2,399,624	$176.4M
Idexx Laboratories	290,135	$151.5M
Edwards Lifesciences	1,740,553	$150.2M
Vistra	1,068,351	$147.8M
Vertex Pharmaceuticals	266,055	$139.1M
Workday	714,905	$136.2M
Analog Devices	314,154	$124.6M
Procter & Gamble	782,911	$113.7M
Intuit	370,227	$102.1M
Autodesk	473,531	$99.0M
Cisco	824,541	$88.7M
Fastenal	1,757,369	$87.0M
PepsiCo	578,583	$73.3M
Jack Henry & Associates	456,856	$65.4M
Insulet	458,461	$59.8M
Coca-Cola	619,790	$53.4M
Paychex	525,509	$51.8M
American Tower	264,897	$43.4M
Home Depot	145,463	$41.4M
Arthur J. Gallagher	181,135	$41.3M
Starbucks	368,338	$34.6M
Albemarle	294,694	$31.2M
McDonald's	104,854	$24.2M
Stryker	62,615	$17.2M
CenterPoint Energy	245,884	$9.0M
WEC Energy Group	86,037	$8.7M
NextEra Energy	93,193	$7.1M
Southern Company	81,938	$6.8M
Waste Management	30,771	$6.3M
Amphenol	72,834	$6.1M
Steris	27,785	$5.8M
Berkshire Hathaway	10,393	$5.2M
Cintas	24,346	$4.7M
Digital Realty	25,646	$4.5M
Healthpeak Properties	205,483	$4.1M
Exelon	83,825	$3.4M
Intel	23,688	$2.8M
Prologis	21,195	$2.8M
S&P Global	6,616	$2.6M
Old Dominion	14,849	$2.6M
Brown & Brown	40,951	$2.5M
Motorola Solutions	5,555	$2.5M
Generac	9,748	$2.0M
Monster Beverage	43,871	$1.8M
Booking Holdings	9,535	$1.6M
Micron	124	$0.1M
Teradyne	266	$0.1M
Marsh McLennan	508	$0.1M
Robinhood Markets	505	$0.1M
Danaher	228	$0.1M
AMD	82	$0.1M
Coherent	162	$0.0M
Palantir	238	$0.0M
CrowdStrike	157	$0.0M
Hubbell	87	$0.0M
Nike	1,068	$0.0M
Seagate Technology	40	$0.0M
Take-Two Interactive	162	$0.0M
Applied Materials	52	$0.0M
Marvell Technology	55	$0.0M
Bloom Energy	52	$0.0M
Cadence Design Systems	37	$0.0M
Monolithic Power Systems	5	$0.0M
Lumentum	6	$0.0M
Vertiv	22	$0.0M

Source filings

Latest: Form 13F-HR for the quarter ended Sep 30, 2026, filed Nov 9, 2026, accession 0001088875-26-000074: information table · cover page · filing index
Prior: Form 13F-HR for the quarter ended Jun 30, 2026, filed Aug 6, 2026, accession 0001088875-26-000057: information table · cover page · filing index

Both filings are on SEC EDGAR under CIK 0001088875. The next 13F covers the quarter ending Dec 31, 2026 and is due by Feb 14, 2027.

All tracked 13F filers · 13F filings explained · Insider buying · Methodology & Disclosures

Disclosures

Editor holdings: The editor holds shares of Tesla (TSLA) and SpaceX in a long-term retirement account. The editor holds no position in any other company named on this page. As of Nov 11, 2026.
Compensation: Nobody paid for this page. No affiliate links on this page.
Sources: The Form 13F-HR filings above, linked next to each number.
Last updated: Nov 11, 2026

General education, the same for every reader. This page reports what one filer disclosed. It is not a recommendation to buy, sell or hold any security, and it doesn’t consider your situation.