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Livermore
Livermore
ZHEN

Baillie Gifford & Co

SEC CIK
0001088875
Latest filing
Aug 6, 2026

The latest 13F from Baillie Gifford & Co covers Q2 2026 (filed Aug 6, 2026): 273 long positions worth $110.2B. The top 10 holdings make up 44.7% of the portfolio, and the largest is Space Exploration Technologies Corp (SPCX) at 8.0%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
28
Est. +$9.97B
Added
57
Est. +$5.13B
Reduced
180
Est. −$9.91B
Sold out
26
Est. −$665.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPCXSpace Exploration Technologies Corp
    8.0%$8.78BHistory
  2. NVDANVIDIA Corp
    7.6%$8.38BHistory
  3. AMZNAmazon Com Inc
    5.8%$6.42BHistory
  4. MELIMercadolibre Inc
    4.7%$5.16BHistory
  5. SESea Ltd
    3.3%$3.68BHistory

Share of portfolio

Top 5 holdings and the other 268 positions, by share of portfolio value

  1. SPCX8.0%
  2. NVDA7.6%
  3. AMZN5.8%
  4. MELI4.7%
  5. SE3.3%
  6. Other 268 positions70.6%

Biggest buys

New and added positions, by estimated amount bought

  1. SPCXSpace Exploration Technologies Corp
    +$8.78BNewHistory
  2. RYRoyal Bank of Canada
    +$740.1MAddedHistory
  3. CRHCRH Public Ltd Co
    +$641.4MAddedHistory
  4. QXOQXO, Inc.
    +$591.7MAddedHistory
  5. AVGOBroadcom Inc.
    +$476.8MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SPCXSpace Exploration Technologies Corp
    +7.97 pp0.0% → 8.0%History
  2. RYRoyal Bank of Canada
    +0.67 pp<0.1% → 0.7%History
  3. CRHCRH Public Ltd Co
    +0.58 pp<0.1% → 0.6%History
  4. AXONAxon Enterprise, Inc.
    +0.49 pp1.1% → 1.6%History
  5. QXOQXO, Inc.
    +0.48 pp0.3% → 0.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. RKLBRocket Lab Corp
    −$817.6MReducedHistory
  2. CPNGCoupang, Inc.
    −$728.0MReducedHistory
  3. METAMeta Platforms, Inc.
    −$505.4MReducedHistory
  4. TEAMAtlassian Corp
    −$490.5MReducedHistory
  5. DDOGDatadog, Inc.
    −$451.7MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. PDDPDD Holdings Inc.
    −1.12 pp3.0% → 1.8%History
  2. NFLXNetflix Inc
    −1.09 pp2.1% → 1.0%History
  3. CPNGCoupang, Inc.
    −1.09 pp2.3% → 1.2%History
  4. MELIMercadolibre Inc
    −1.03 pp5.7% → 4.7%History
  5. NUNu Holdings Ltd.
    −0.83 pp3.6% → 2.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$110.2B
+$12.3B (+12.6%) vs. prior quarter
Positions
273
+2 vs. prior quarter
Top 10 concentration
44.7%
Top 10 as share of value
Turnover
10.2%
Q2 2026, one quarter
Average holding period
16.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $205.2B (Q2 2021)

Q1 2021: $178.7BQ2 2021: $205.2BQ3 2021: $191.1BQ4 2021: $182.2BQ1 2022: $142.7BQ2 2022: $97.5BQ3 2022: $97.0BQ4 2022: $96.0BQ1 2023: $110.8BQ2 2023: $117.6BQ3 2023: $109.6BQ4 2023: $126.2BQ1 2024: $128.6BQ2 2024: $128.4BQ3 2024: $133.6BQ4 2024: $130.1BQ1 2025: $114.6BQ2 2025: $133.9BQ3 2025: $135.0BQ4 2025: $120.3BQ1 2026: $97.9BQ2 2026: $110.2B
Q1 2021Q2 2026
13F filings of Baillie Gifford & Co by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 2026273$110.2BSPCXNVDAAMZNvs. Q1 2026SEC
Q1 2026May 8, 2026271$97.9BNVDAAMZNMELIvs. Q4 2025SEC
Q4 2025Jan 23, 2026266$120.3BNVDAMELIAMZNvs. Q3 2025SEC
Q3 2025Oct 31, 2025265$135.0BNVDAMELISEvs. Q2 2025SEC
Q2 2025Aug 6, 2025264$133.9BMELINVDASPOTvs. Q1 2025SEC
Q1 2025May 7, 2025265$114.6BMELIAMZNSPOTvs. Q4 2024SEC
Q4 2024Jan 31, 2025271$130.1BAMZNMELINVDAvs. Q3 2024SEC
Q3 2024Nov 5, 2024277$133.6BMELINVDAAMZNvs. Q2 2024SEC
Q2 2024Jul 25, 2024285$128.4BNVDAMELIAMZNvs. Q1 2024SEC
Q1 2024May 1, 2024290$128.6BNVDAMELIAMZNvs. Q4 2023SEC
Q4 2023Jan 26, 2024288$126.2BMELINVDAAMZNvs. Q3 2023SEC
Q3 2023Nov 13, 2023289$109.6BMELINVDATSLAvs. Q2 2023SEC
Q2 2023Jul 28, 2023297$117.6BMELINVDATSLAvs. Q1 2023SEC
Q1 2023May 3, 2023454$110.8BMELIMRNATSLAvs. Q4 2022SEC
Q4 2022Mar 10, 2023Amended488$96.0BMRNAMELIILMNvs. Q3 2022SEC
Q3 2022Oct 27, 2022486$97.0BTSLAMRNAMELIvs. Q2 2022SEC
Q2 2022Aug 8, 2022493$97.5BMRNATSLAAMZNvs. Q1 2022SEC
Q1 2022May 5, 2022498$142.7BTSLAMRNAILMNvs. Q4 2021SEC
Q4 2021Jan 20, 2022499$182.2BMRNATSLAILMNvs. Q3 2021SEC
Q3 2021Oct 19, 2021492$191.1BMRNATSLAILMNvs. Q2 2021SEC
Q2 2021Aug 2, 2021472$205.2BMRNATSLAILMNvs. Q1 2021SEC
Q1 2021May 6, 2021446$178.7BTSLAAMZNILMN–SEC

13D and 13G filings

Companies where Baillie Gifford & Co reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

30 companies, largest stake first.

Companies where Baillie Gifford & Co owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
ODDOddity Tech Ltd13G/A22.40%7.74M shares+5.10 ppfrom 17.30%Feb 10, 20263 filingsJul 2, 2026SEC
MMYTMakeMyTrip Ltd13G/A16.30%14.6M shares+9.90 ppfrom 6.40%Nov 7, 20244 filingsMar 4, 2026SEC
IOTSamsara Inc.13G/A15.60%57.5M shares+2.30 ppfrom 13.30%Apr 6, 20238 filingsMay 7, 2026SEC
BSPBending Spoons S.p.A.13G15.20%49.5M sharesNewAug 3, 20261 filingAug 3, 2026SEC
ODDOddity Tech Ltd13G/A14.50%6.54M shares–Sep 7, 20233 filingsNov 4, 2024SEC
DUOLDuolingo, Inc.13G/A12.40%4.90M shares+5.30 ppfrom 7.10%Dec 6, 20219 filingsNov 4, 2025SEC
ELFe.l.f. Beauty, Inc.13G/A11.90%7.05M shares−1.10 ppfrom 13.00%Nov 4, 20244 filingsAug 4, 2026SEC
WSEWise Group plc13G10.50%108.0M sharesNewJun 3, 20261 filingJun 3, 2026SEC
SGSweetgreen, Inc.13G/A10.40%11.1M shares–Jan 19, 20234 filingsNov 10, 2025SEC
SYMSymbotic Inc.13G/A10.20%12.4M shares−2.10 ppfrom 12.30%May 10, 20244 filingsFeb 9, 2026SEC
CPACopa Holdings, S.A.13G/A8.60%2.58M shares−1.00 ppfrom 9.60%Jan 7, 20216 filingsMay 7, 2026SEC
ENSGEnsign Group, Inc13G7.90%4.57M sharesNewFeb 9, 20261 filingFeb 9, 2026SEC
SESea Ltd13G7.80%41.0M shares–Jan 26, 20242 filingsFeb 12, 2025SEC
DNLIDenali Therapeutics Inc.13G/A7.50%12.0M shares−1.10 ppfrom 8.60%Jan 12, 20216 filingsAug 4, 2026SEC
QXOQXO, Inc.13G6.60%47.9M sharesNewAug 3, 20261 filingAug 3, 2026SEC
RXRXRecursion Pharmaceuticals, Inc.13G/A6.50%24.9M shares−2.70 ppfrom 9.20%May 6, 20216 filingsFeb 12, 2025SEC
MELIMercadolibre Inc13G/A6.40%3.23M shares−1.10 ppfrom 7.50%Jan 12, 20218 filingsMay 6, 2026SEC
SVVSavers Value Village, Inc.13G6.10%9.57M sharesNewAug 11, 20251 filingAug 11, 2025SEC
WIXWix.com Ltd.13G6.10%2.54M shares+1.20 ppfrom 4.90%May 7, 20262 filingsAug 3, 2026SEC
NUNu Holdings Ltd.13G/A6.00%229.9M shares−1.00 ppfrom 7.00%Nov 4, 20243 filingsAug 3, 2026SEC
WIXWix.com Ltd.13G/A5.80%3.23M shares−4.40 ppfrom 10.20%Jan 20, 20218 filingsApr 30, 2025SEC
RELYRemitly Global, Inc.13G/A5.60%11.7M shares–Jan 26, 20243 filingsFeb 9, 2026SEC
WWayfair Inc.13G/A5.60%5.44M shares–Jan 7, 20215 filingsNov 4, 2024SEC
DUOLDuolingo, Inc.13G5.60%2.20M shares−1.60 ppfrom 7.20%Feb 12, 20252 filingsAug 8, 2025SEC
JOBYJoby Aviation, Inc.13G/A5.40%49.6M shares−1.40 ppfrom 6.80%Jan 29, 20243 filingsFeb 9, 2026SEC

Showing the 25 largest of 30 stakes.

Latest filings

491 filings on file made by Baillie Gifford & Co or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Baillie Gifford & Co
CompanyFiled (ET)FormStakeChangeEvent dateFiling
DNLIDenali Therapeutics Inc.Aug 4, 20269:11 AM ET13G/A7.50%12.0M shares−1.10 ppfrom 8.60%Jun 30, 2026SEC
COURCoursera, Inc.Aug 4, 20269:09 AM ET13G/A5.40%15.4M shares−3.40 ppfrom 8.80%Jun 30, 2026SEC
CPNGCoupang, Inc.Aug 4, 20269:07 AM ET13G/A4.80%78.7M shares−2.40 ppfrom 7.20%Below 5%Jun 30, 2026SEC
ELFe.l.f. Beauty, Inc.Aug 4, 20269:05 AM ET13G/A11.90%7.05M shares−1.10 ppfrom 13.00%Jun 30, 2026SEC
BSPBending Spoons S.p.A.Aug 3, 202610:16 AM ET13G15.20%49.5M sharesNewJul 31, 2026SEC
SCIService Corp InternationalAug 3, 202610:06 AM ET13G/A4.00%5.55M shares−2.50 ppfrom 6.50%Below 5%Jun 30, 2026SEC
NUNu Holdings Ltd.Aug 3, 202610:01 AM ET13G/A6.00%229.9M shares−1.00 ppfrom 7.00%Jun 30, 2026SEC
WIXWix.com Ltd.Aug 3, 20269:58 AM ET13G6.10%2.54M shares+1.20 ppfrom 4.90%Jun 30, 2026SEC
QXOQXO, Inc.Aug 3, 20269:49 AM ET13G6.60%47.9M sharesNewJun 30, 2026SEC
MRNAModerna, Inc.Jul 24, 202610:10 AM ET13G/A4.60%18.2M shares−0.70 ppfrom 5.30%Below 5%Jun 30, 2026SEC
NETCloudflare, Inc.Jul 24, 202610:07 AM ET13G/A4.60%14.6M shares−0.70 ppfrom 5.30%Below 5%Jun 30, 2026SEC
TEAMAtlassian CorpJul 24, 20269:58 AM ET13G/A2.30%3.66M shares−2.70 ppfrom 5.00%Below 5%Jun 30, 2026SEC
ODDOddity Tech LtdJul 2, 20262:38 PM ET13G/A22.40%7.74M shares+5.10 ppfrom 17.30%Jun 30, 2026SEC
WSEWise Group plcJun 3, 202610:52 AM ET13G10.50%108.0M sharesNewMay 29, 2026SEC
WIXWix.com Ltd.May 7, 202610:08 AM ET13G/A4.90%2.72M shares–Below 5%Mar 31, 2026SEC
TEMTempus AI, Inc.May 7, 202610:05 AM ET13G/A5.00%8.65M shares−0.80 ppfrom 5.80%Mar 31, 2026SEC
IOTSamsara Inc.May 7, 202610:02 AM ET13G/A15.60%57.5M shares+2.30 ppfrom 13.30%Mar 31, 2026SEC
RDDTReddit, Inc.May 7, 20269:54 AM ET13G5.20%7.31M shares+0.70 ppfrom 4.50%Mar 31, 2026SEC
AURAurora Innovation, Inc.May 7, 20269:46 AM ET13G/A4.80%79.8M shares−0.60 ppfrom 5.40%Below 5%Mar 31, 2026SEC
CPACopa Holdings, S.A.May 7, 20269:44 AM ET13G/A8.60%2.58M shares−1.00 ppfrom 9.60%Mar 31, 2026SEC