Generalist · Public · Edinburgh, X0
Baillie Gifford & CO
Long-term growth public investor.
- Software
- $16.2B
- Weight of 13F
- 15.0%
- Names
- 27
- Vs prior quarter
- −$260M
Filed 6 August 2026.
880 positions in the whole 13F.
Software held
- CloudflareNET14,598,594 shares · 22.1% of their software$3.6B+$295M
- AppLovinAPP6,471,615 shares · 20.5% of their software$3.3B+$668M
- ShopifySHOP28,403,600 shares · 20.0% of their software$3.2B−$199M
- SamsaraIOT56,358,374 shares · 11.3% of their software$1.8B+$4.8M
- MicrosoftMSFT2,713,688 shares · 6.2% of their software$1.0B−$423M
- SnowflakeSNOW2,584,361 shares · 4.1% of their software$658M+$254M
- DuolingoDUOL4,824,298 shares · 3.4% of their software$555M+$74.3M
- CoStarCSGP13,154,165 shares · 2.3% of their software$373M−$177M
- DatadogDDOG1,347,370 shares · 2.2% of their software$351M−$13.0M
- AtlassianTEAM3,658,205 shares · 1.8% of their software$285M−$395M
- WorkdayWDAY1,198,691 shares · 0.9% of their software$147M−$31.0M
- VeevaVEEV776,918 shares · 0.8% of their software$138M+$8.8M