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Midas Edge

13-F holdings, Q2 2026

Baillie Gifford & Co

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$110.2B
Positions
273
Filed
Data as of

These holdings are as of , 132 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. SPCX$8.8B
    51,397,806 shares8% of the book
  2. NVDA$8.4B
    41,888,806 shares7.6% of the book
  3. AMZN$6.4B
    26,917,866 shares5.8% of the book
  4. MELI$5.2B
    3,040,410 shares4.7% of the book
  5. SE$3.7B
    38,409,385 shares3.3% of the book
  6. SPOT$3.6B
    7,928,451 shares3.3% of the book
  7. NET$3.6B
    14,598,594 shares3.2% of the book
  8. APP$3.3B
    6,471,615 shares3% of the book
  9. SHOP$3.2B
    28,403,600 shares2.9% of the book
  10. NU$3.1B
    229,930,331 shares2.8% of the book

What changed this quarter

25 new positions and 26 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • RY

    The Royal Bank of Canada

    +$740.1M

    +3,803,766% shares

  • CRH

    CRH Plc

    +$641.4M

    +1,294,698.3% shares

  • QXO

    QXO

    +$591.7M

    +251.3% shares

  • AVGO

    Broadcom Inc

    +$476.8M

    +1,318.6% shares

  • CFR

    Cullen/Frost Bankers

    +$345.1M

    New

Largest sells

  • RKLB

    Rocket Lab Corp

    −$817.6M

    -43.6% shares

  • CPNG

    Coupang

    −$728M

    -34.7% shares

  • META

    Meta Platforms Inc

    −$505.4M

    -21.9% shares

  • TEAM

    Atlassian Corp Plc

    −$490.5M

    -63.3% shares

  • DDOG

    Datadog

    −$451.7M

    -56.3% shares

What was sold out, by size

  • 1 real positions, 0.25% of the book or more
  • 8 small, between 0.015% and 0.25%
  • 17 slivers under 0.015%, often rounding or client flows

Not counted as trades: SPCX (newly listed or spun off), CBRS (newly listed or spun off), WSE (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.