13F filer · CIK 1088875 ↗
Baillie Gifford & Co
You are looking at Q2 2021. See the latest, Q2 2026 →
Reported value
$205.20B
+15% on the quarter before
Positions
472
39 new · 13 sold out
Top 10
37.3%
of the value
Est. gain
+$22.96B
on stocks held all quarter
Est. return
+13.4%
on those stocks since Q1 2021
Positions as of Jun 30, 2021, from Baillie Gifford & Co's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.
Portfolio at a glance
- New
- Added
- Cut
- Same
- Options
The 24 largest positions, 57% of the reported value, each sized by its share, colored by what the fund did with it since Q1 2021. Striped tiles are options.
Largest buys
Since Q1 2021, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- 10x Genomics Inc Class A~$711.8MAdded · 0.1% → 0.5%+3,634,870 shares
- Recursion Pharmaceuticals Inc~$676.0MNew · 0.0% → 0.3%+18,521,000 shares
- Snowflake~$621.5MAdded · 0.2% → 0.5%+2,570,112 shares
- Oatly Inc.~$582.9MNew · 0.0% → 0.3%+23,832,158 shares
- Coupang~$576.6MAdded · 0.6% → 0.7%+13,788,858 shares
- Peloton Interactive Inc~$509.3MAdded · 1.0% → 1.2%+4,106,539 shares
- Wayfair Inc Class A~$497.0MAdded · 1.5% → 1.6%+1,574,228 shares
- Carvana~$473.9MAdded · 0.9% → 1.1%+1,569,995 shares
- Full Truck Alliance - Converted At Ipo~$456.1MNew · 0.0% → 0.2%+141,301,432 shares
- Twilio~$423.9MAdded · 0.9% → 1.1%+1,075,413 shares
Largest sells
Since Q1 2021, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Alphabet~$1.57BCut · 1.5% → 0.8%−627,675 shares
- Amazon~$1.49BCut · 5.1% → 4.2%−433,354 shares
- Mastercard~$663.2MCut · 1.2% → 0.8%−1,816,412 shares
- Ferrari Nv~$384.3MCut · 1.4% → 1.0%−1,862,336 shares
- Iac/Interactivecorp~$359.1MSold out · 0.2% → 0.0%−1,660,165 shares
- Interactive Brokers Group~$300.4MSold out · 0.2% → 0.0%−4,113,068 shares
- Eog Resources~$253.6MCut · 0.3% → 0.2%−3,038,922 shares
- Tesla~$250.1MCut · 6.1% → 5.2%−367,914 shares
- Alphabet~$243.2MCut · 0.2% → 0.1%−99,591 shares
- Alibaba~$217.9MCut · 3.4% → 2.8%−960,900 shares
Holdings
As of Jun 30, 2021. Changes are in shares against Mar 31, 2021, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Moderna IncCOM · shares +1.2% · price +79.4% | 5.3% | $10.78B | +$4.72B | ||||||||
| TeslaCOM · shares −2.3% · price +1.8% | 5.2% | $10.77B | +$186.5M | ||||||||
| IlluminaCOM · shares −1.1% · price +23.2% | 4.9% | $10.03B | +$1.89B | ||||||||
| AmazonCOM · shares −15% · price +11.2% | 4.2% | $8.65B | +$870.1M | ||||||||
| Shopify 'A'CL A · shares −2.0% · price +32.0% | 4.1% | $8.40B | +$2.04B | ||||||||
| MercadoLibreCOM · shares −0.8% · price +5.8% | 3.5% | $7.17B | +$394.2M | ||||||||
| AlibabaSPONSORED ADS · shares −3.6% · price +0.0% | 2.8% | $5.84B | +$1.3M | ||||||||
| Spotify Technology SaSHS · shares −1.6% · price +2.9% | 2.8% | $5.70B | +$158.1M | ||||||||
| Nio Inc ADRSPON ADS · shares −1.2% · price +36.5% | 2.4% | $4.84B | +$1.29B | ||||||||
| NetflixCOM · shares −0.7% · price +1.3% | 2.1% | $4.29B | +$53.3M | ||||||||
| NvidiaCOM · shares −2.2% · price +49.9% | 2.1% | $4.23B | +$1.41B | ||||||||
| The Trade DeskCOM CL A · shares −2.1% · price +54.3% | 2.0% | $4.06B | +$1.43B | ||||||||
| PDD HoldingsSPONSORED ADS · shares +2.2% · price −5.1% | 1.7% | $3.49B | −$184.3M | ||||||||
| CloudflareCL A COM · shares +0.9% · price +50.6% | 1.6% | $3.20B | +$1.07B | ||||||||
| Wayfair Inc Class ACL A · shares +18% · price +0.3% | 1.6% | $3.19B | +$8.2M | ||||||||
| ZoomCL A · shares −0.6% · price +20.5% | 1.5% | $3.12B | +$529.5M | ||||||||
| MetaCL A · shares −2.1% · price +18.1% | 1.4% | $2.78B | +$425.3M | ||||||||
| SeaADR · shares +2.2% · price +23.0% | 1.3% | $2.69B | +$493.3M | ||||||||
| Peloton Interactive IncCL A COM · shares +25% · price +10.3% | 1.2% | $2.51B | +$187.0M | ||||||||
| WorkdayCL A · shares −1.9% · price −3.9% | 1.2% | $2.40B | −$97.3M | ||||||||
| CarvanaCOM · shares +25% · price +15.0% | 1.1% | $2.36B | +$245.8M | ||||||||
| TwilioCL A · shares +23% · price +15.7% | 1.1% | $2.30B | +$253.6M | ||||||||
| Dexcom IncCOM · shares −2.1% · price +18.8% | 1.1% | $2.23B | +$352.7M | ||||||||
| Ferrari NvCOM · shares −15% · price −1.6% | 1.0% | $2.12B | −$33.5M | ||||||||
| Novocure LtdORD SHS · shares +4.9% · price +67.8% | 1.0% | $2.06B | +$794.6M | ||||||||
| Total · 472 positions | 100% | $205.20B | +$22.96B |
Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.
What made money
From Q1 2021 to Q2 2021: 432 stocks held throughout, up $22.96B (+13.4%).
- Moderna Inc+$4.72B+79%
- Shopify 'A'+$2.04B+32%
- Illumina+$1.89B+23%
- The Trade Desk13:1 split+$1.43B+54%
- Nvidia+$1.41B+50%
- Coupang−$166.1M−15%
- PDD Holdings−$184.3M−5%
- Ke Holdings ADR−$187.6M−16%
- Tencent Music Entertainment ADR−$228.3M−24%
- Tal Education Group ADR−$1.07B−53%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 3 splits read into the share counts.
Reported value by quarter
The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 6, 2026 | $110.23B+13% | SEC ↗ |
| Q1 2026 | May 8, 2026 | $97.89B−19% | SEC ↗ |
| Q4 2025 | Jan 23, 2026 | $120.34B−11% | SEC ↗ |
| Q3 2025 | Oct 31, 2025 | $135.00B+1% | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | $133.89B+17% | SEC ↗ |
| Q1 2025 | May 7, 2025 | $114.59B−12% | SEC ↗ |
| Q4 2024 | Jan 31, 2025 | $130.14B−3% | SEC ↗ |
| Q3 2024 | Nov 5, 2024 | $133.63B+4% | SEC ↗ |
| Q2 2024 | Jul 25, 2024 | $128.36B−0% | SEC ↗ |
| Q1 2024 | May 1, 2024 | $128.56B+2% | SEC ↗ |
| Q4 2023 | Jan 26, 2024 | $126.19B+15% | SEC ↗ |
| Q3 2023 | Nov 13, 2023 | $109.60B−7% | SEC ↗ |
| Q2 2023 | Jul 28, 2023 | $117.64B+6% | SEC ↗ |
| Q1 2023 | May 3, 2023 | $110.83B+15% | SEC ↗ |
| Q4 2022 | Mar 10, 2023 (amended) | $95.96B−1% | SEC ↗ |
| Q3 2022 | Oct 27, 2022 | $96.99B−1% | SEC ↗ |
| Q2 2022 | Aug 8, 2022 | $97.51B−32% | SEC ↗ |
| Q1 2022 | May 5, 2022 | $142.65B−22% | SEC ↗ |
| Q4 2021 | Jan 20, 2022 | $182.24B−5% | SEC ↗ |
| Q3 2021 | Oct 19, 2021 | $191.14B−7% | SEC ↗ |
| Q2 2021 | Aug 2, 2021 | $205.20B+15% | SEC ↗ |
| Q1 2021 | May 6, 2021 | $178.74B−1% | SEC ↗ |
| Q4 2020 | Feb 10, 2021 | $179.68B+24% | SEC ↗ |
| Q3 2020 | Nov 12, 2020 | $145.22B+11% | SEC ↗ |
| Q2 2020 | Aug 12, 2020 | $131.23B+42% | SEC ↗ |
| Q1 2020 | May 8, 2020 | $92.30B−11% | SEC ↗ |
| Q4 2019 | Feb 10, 2020 | $103.48B+18% | SEC ↗ |
| Q3 2019 | Nov 7, 2019 | $87.92B−7% | SEC ↗ |
| Q2 2019 | Aug 8, 2019 | $94.27B+3% | SEC ↗ |
| Q1 2019 | May 1, 2019 | $91.42B+19% | SEC ↗ |
| Q4 2018 | Feb 14, 2019 | $76.98B−17% | SEC ↗ |
| Q3 2018 | Nov 13, 2018 | $92.61B−0% | SEC ↗ |
| Q2 2018 | Jul 17, 2018 | $92.67B+9% | SEC ↗ |
| Q1 2018 | May 10, 2018 | $85.27B+6% | SEC ↗ |
| Q4 2017 | Feb 13, 2018 | $80.43B+2% | SEC ↗ |
| Q3 2017 | Oct 20, 2017 | $78.99B+6% | SEC ↗ |
| Q2 2017 | Aug 10, 2017 | $74.34B+8% | SEC ↗ |
| Q1 2017 | May 12, 2017 | $68.72B+13% | SEC ↗ |
| Q4 2016 | Feb 14, 2017 | $60.79B−5% | SEC ↗ |
| Q3 2016 | Nov 9, 2016 | $63.92B+14% | SEC ↗ |
| Q2 2016 | Aug 9, 2016 | $56.06B−1% | SEC ↗ |
| Q1 2016 | May 5, 2016 | $56.82B | SEC ↗ |