Holdings of Baillie Gifford U.S. Equity Growth Fund
Baillie Gifford Funds · 48 declared positions · as of Mar 31, 2026
Original filing · Net assets 15.2M $ · Ten largest lines: 52.7 % of the equity sleeve
Sector breakdown
- Technology 26.1 %
- Communication 16.9 %
- Consumer discretionary 15.5 %
- Health care 5.6 %
- Financials 1.6 %
- Industrials 0.8 %
- Unattributed 33.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 93.6 %
- CA 4.8 %
- KY 1.6 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 46 | 14M $ | 93.60 % |
| CA | 1 | 725.6K $ | 4.84 % |
| KY | 1 | 233.9K $ | 1.56 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Amazon.com Inc | 5,995 | 1.2M $ | 8.22 % |
| NVIDIA Corp | 6,595 | 1.2M $ | 7.57 % |
| Meta Platforms Inc | 1,815 | 1M $ | 6.83 % |
| Netflix Inc | 9,243 | 888.7K $ | 5.85 % |
| Cloudflare Inc | 4,273 | 881.7K $ | 5.80 % |
| Shopify Inc | 6,117 | 725.6K $ | 4.77 % |
| DoorDash Inc | 4,204 | 631.2K $ | 4.15 % |
| Guardant Health Inc | 4,982 | 460.2K $ | 3.03 % |
| Tesla Inc | 1,207 | 448.7K $ | 2.95 % |
| Ensign Group Inc/The | 2,118 | 426.8K $ | 2.81 % |
| Alnylam Pharmaceuticals Inc | 1,098 | 363.3K $ | 2.39 % |
| Alphabet Inc | 1,158 | 333K $ | 2.19 % |
| CoStar Group Inc | 8,134 | 328.1K $ | 2.16 % |
| Penumbra Inc | 977 | 320.8K $ | 2.11 % |
| Samsara Inc | 9,914 | 314.2K $ | 2.07 % |
| Wayfair Inc | 3,747 | 281.8K $ | 1.85 % |
| ROBLOX Corp | 4,850 | 274.3K $ | 1.81 % |
| Watsco Inc | 722 | 262.7K $ | 1.73 % |
| Moderna Inc | 4,970 | 252.5K $ | 1.66 % |
| Medline Inc | 5,536 | 246.4K $ | 1.62 % |
| Snowflake Inc | 1,622 | 244.6K $ | 1.61 % |
| SharkNinja Inc | 2,209 | 233.9K $ | 1.54 % |
| Datadog Inc | 1,872 | 221K $ | 1.45 % |
| United Therapeutics Corp | 372 | 220.6K $ | 1.45 % |
| AppLovin Corp | 544 | 216.5K $ | 1.42 % |
| Workday Inc | 1,650 | 214.4K $ | 1.41 % |
| Affirm Holdings Inc | 4,657 | 213.4K $ | 1.40 % |
| Lemonade Inc | 3,378 | 211.7K $ | 1.39 % |
| Tempus AI Inc | 4,306 | 194.7K $ | 1.28 % |
| Insulet Corp | 923 | 193.7K $ | 1.27 % |
| Knife River Corp | 2,355 | 192.3K $ | 1.27 % |
| Block Inc | 3,195 | 192.3K $ | 1.27 % |
| DraftKings Inc | 8,509 | 184K $ | 1.21 % |
| Duolingo Inc | 1,692 | 166.8K $ | 1.10 % |
| Aurora Innovation Inc | 38,042 | 156.7K $ | 1.03 % |
| YETI Holdings Inc | 4,149 | 151.8K $ | 1.00 % |
| Axon Enterprise Inc | 273 | 115.9K $ | 0.76 % |
| RBC Bearings Inc | 212 | 115.1K $ | 0.76 % |
| Denali Therapeutics Inc | 5,783 | 111K $ | 0.73 % |
| Figma Inc | 4,891 | 103.4K $ | 0.68 % |
| Lineage Inc | 2,804 | 91.9K $ | 0.60 % |
| Doximity Inc | 3,711 | 86.5K $ | 0.57 % |
| Rivian Automotive Inc | 5,259 | 79.1K $ | 0.52 % |
| Sweetgreen Inc | 12,254 | 63.6K $ | 0.42 % |
| Coinbase Global Inc | 308 | 53.8K $ | 0.35 % |
| Oddity Tech Ltd | 3,479 | 46.5K $ | 0.31 % |
| Circle Internet Group Inc | 225 | 21.5K $ | 0.14 % |
| Recursion Pharmaceuticals Inc | 6,841 | 21K $ | 0.14 % |