Filing analysis
Baillie Gifford
13F-HR · period Q2 2026 · filed Aug 06, 2026
$110.23BReported 13F value
880Positions
4Other managers included
+28New
57Increased
180Reduced
−24Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| SPCX Space Exploration… | $8.78B | 8.0% |
| CFR Cullen/Frost Bankers, Inc. | $345.09M | 0.3% |
| KLAC KLA Corporation | $285.61M | 0.3% |
| VALE Vale S.A. | $189.89M | 0.2% |
| IDXX IDEXX Laboratories, Inc. | $186.25M | 0.2% |
| VST Vistra Corp. | $118.88M | 0.1% |
| HIMS Hims & Hers Health, Inc. | $26.02M | 0.0% |
| PDFS PDF Solutions, Inc. | $24.46M | 0.0% |
| BRK-B Berkshire Hathaway Inc. | $14.40M | 0.0% |
| GNRC Generac Holdings Inc. | $898,341 | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| NVDA NVIDIA Corporation | ▲ Add | +2.8% | $8.38B |
| NFLX Netflix, Inc. | ▼ Trim | -25.8% | $1.15B |
| CPNG Coupang, Inc. | ▼ Trim | -34.7% | $1.37B |
| PDD PDD Holdings Inc. | ▼ Trim | -6.2% | $2.03B |
| RY Royal Bank of Canada | ▲ Add | +3803766.0% | $740.15M |
| AXON Axon Enterprise, Inc. | ▲ Add | +24.4% | $1.72B |
| APP AppLovin Corporation | ▼ Trim | -3.4% | $3.33B |
| RH Rh | ▲ Add | +1294698.3% | $641.46M |
| AMZN Amazon.com, Inc. | ▼ Trim | -4.2% | $6.42B |
| QXO QXO, Inc. | ▲ Add | +251.3% | $827.16M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.