Institutional manager
BAILLIE GIFFORD & CO
Holds positions in 94 of the S&P 500, worth $39.6bn as reported for the quarter ended 31-mar-2026.
Positions held94of 488 index companies covered
Reported value$39.6bnS&P 500 positions only
Top ten weight67%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 94 held. The rest are smaller than every one of these.
NvidiaNVDA40.7m$7.11bnInformation TechnologyAmazonAMZN28.1m$5.85bnConsumer DiscretionaryAppLovinAPP6.7m$2.67bnCommunication ServicesMeta PlatformsMETA4.1m$2.35bnCommunication ServicesNetflixNFLX21.8m$2.10bnCommunication ServicesAlphabet Inc. (Class A)GOOGL5.4m$1.56bnCommunication ServicesMicrosoftMSFT3.9m$1.44bnInformation TechnologyIntuitive SurgicalISRG2.6m$1.18bnHealth CareDoorDashDASH7.2m$1.09bnConsumer DiscretionaryAxon EnterpriseAXON2.5m$1.04bnIndustrialsModernaMRNA20.0m$1.02bnHealth CareDexcomDXCM15.6m$980mHealth CareMastercardMA1.4m$683mFinancialsMartin Marietta MaterialsMLM1.1m$640mMaterialsCoStar GroupCSGP13.6m$549mReal EstateTesla, Inc.TSLA1.3m$484mConsumer DiscretionaryMSCIMSCI852,357$459mFinancialsInsulet CorporationPODD2.0m$426mHealth CareTexas InstrumentsTXN2.0m$396mInformation TechnologyEOG ResourcesEOG2.7m$393mEnergyDollar GeneralDG3.2m$374mConsumer StaplesDatadogDDOG3.1m$364mInformation TechnologyElevance HealthELV1.2m$343mHealth CareThermo Fisher ScientificTMO698,441$343mHealth CareCBRE GroupCBRE2.5m$337mReal EstateMoody's CorporationMCO764,266$333mFinancialsComfort Systems USAFIX225,118$310mIndustrialsDeere & CompanyDE505,017$284mIndustrialsPhilip Morris InternationalPM1.6m$272mConsumer StaplesAutoZoneAZO80,287$271mConsumer DiscretionaryON SemiconductorON4.3m$265mInformation TechnologyUberUBER3.7m$264mIndustrialsEQT CorporationEQT3.9m$250mEnergyFreeport-McMoRanFCX4.0m$235mMaterialsEaton CorporationETN617,366$221mIndustrialsEcolabECL695,341$185mMaterialsWorkday, Inc.WDAY1.4m$178mInformation TechnologyApple Inc.AAPL696,091$177mInformation TechnologyBlock, Inc.XYZ2.7m$160mFinancialsAutodeskADSK649,100$155mInformation TechnologyAnalog DevicesADI424,629$135mInformation TechnologyVeeva SystemsVEEV734,981$129mHealth CareCME GroupCME430,242$127mFinancialsProcter & GamblePG859,326$124mConsumer StaplesPepsiCoPEP627,294$97mConsumer StaplesVertex PharmaceuticalsVRTX199,421$89mHealth CareFastenalFAST1.9m$86mIndustrialsJack Henry & AssociatesJKHY483,759$76mFinancialsCiscoCSCO973,964$76mInformation TechnologyIntuitINTU174,756$76mInformation TechnologyAccentureACN342,732$68mInformation TechnologyAlbemarle CorporationALB438,544$66mMaterialsStarbucksSBUX625,575$56mConsumer DiscretionaryCoca-Cola Company (The)KO710,867$54mConsumer StaplesHome Depot (The)HD152,008$50mConsumer DiscretionaryT. Rowe PriceTROW465,792$42mFinancialsMedtronicMDT457,344$40mHealth CareMcDonald'sMCD119,343$37mConsumer DiscretionaryEdwards LifesciencesEW440,208$35mHealth CarePaychexPAYX323,642$30mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.