Generalist · Public · Edinburgh, United Kingdom
Baillie Gifford & CO
Q1 2026 · compared with Q4 2025
Long-term growth public investor.
- Software
- $17.9B
- Weight of 13F
- 18.3%
- Names
- 41
- Net bought
- −$2.0B
268 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202639 names$17.9B−$1.7B
- Q1 202641 names$17.9B−$2.0B
- Q4 202542 names$26.1B−$1.9B
- Q3 202541 names$30.5B−$1.2B
- Q2 202543 names$28.9B−$3.6B
- Q1 202544 names$26.6B−$515M
- Q4 202443 names$32.0B−$573M
- Q3 202443 names$27.2B+$1.4B
- Q2 202445 names$24.3B+$120M
- Q1 202445 names$25.9B−$1.4B
- Q4 202344 names$26.6B−$343M
- Q3 202345 names$22.0B−$208M
- Q2 202345 names$22.8B−$14.7M
- Q1 202367 names$19.6B+$696M
- Q4 202270 names$15.0B−$677M
- Q3 202268 names$16.4B+$1.7B
- Q2 202264 names$14.3B+$34.6B
- Q1 202264 names$22.9B−$1.1B
- Q4 202162 names$32.5B−$73.1M
- Q3 202158 names$31.9B+$63.3M
- Q2 202157 names$34.1B+$41.5B
- Q1 202152 names$26.7B+$3.6B
- Q4 202047 names$24.4B+$664M
- Q3 202023 names$20.5B+$1.3B
- Q2 202021 names$16.0B+$877M
- Q1 202017 names$8.3B+$569M
- Q4 201917 names$7.9B+$696M
- Q3 201915 names$6.3B+$371M
- Q2 201914 names$6.3B+$191M
- Q1 201912 names$5.2B+$781M
- Q4 201811 names$3.3B+$99.1M
- Q3 201811 names$3.5B+$238M
- Q2 20189 names$2.8B−$38.0M
- Q1 20189 names$2.6B+$109M
- Q4 20177 names$2.1B+$18.7M
- Q3 20177 names$2.1B+$42.5M
- Q2 20176 names$1.9B−$56.6M
- Q1 20176 names$1.8B−$6.2M
- Q4 20166 names$1.5B+$340M
- Q3 20166 names$1.4B+$69.7M
- Q2 20165 names$1.2B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- ShopifySHOP29,021,841 shares · 19.3% of their software · price −$1.2B$3.4B−$352M
- CloudflareNET15,924,423 shares · 18.4% of their software · price +$146M$3.3B−$177M
- AppLovinAPP6,700,132 shares · 14.9% of their software · price −$1.8B$2.7B+$360M
- SamsaraIOT57,523,792 shares · 10.2% of their software · price −$216M$1.8B+$350M
- MicrosoftMSFT3,878,029 shares · 8.0% of their software · price −$440M$1.4B−$806M
- AtlassianTEAM9,963,439 shares · 3.8% of their software · price −$935M$680M+$248M
- CoStarCSGP13,610,922 shares · 3.1% of their software · price −$366M$549M+$45.6M
- DuolingoDUOL4,875,810 shares · 2.7% of their software · price −$375M$481MFlat
- SnowflakeSNOW2,676,434 shares · 2.3% of their software · price −$183M$404M−$13.0M
- Joint Stock Company Kaspi.kzKSPI5,123,207 shares · 2.1% of their software · price −$20.8M$379M+$35.2M
- DatadogDDOG3,082,099 shares · 2.0% of their software · price −$55.3M$364M−$120M
- Uber Technologies, Inc.UBER3,673,901 shares · 1.5% of their software · price −$35.9M$264M−$23.5M
- WixWIX2,719,700 shares · 1.4% of their software · price −$37.6M$245M−$14.0M
- PaycomPAYC1,537,278 shares · 1.0% of their software · price −$58.1M$187M−$16.2M
- Remitly Global, Inc.RELY11,818,307 shares · 1.0% of their software · price +$22.1M$185M+$2.2M
- WorkdayWDAY1,367,978 shares · 1.0% of their software · price −$116M$178M−$20.8M
- Grab Holdings LimitedGRAB46,852,163 shares · 1.0% of their software · price −$62.3M$171M+$3.2M
- Block, Inc.XYZ2,666,255 shares · 0.9% of their software · price −$13.1M$160M−$469M
- AutodeskADSK649,100 shares · 0.9% of their software · price −$36.7M$155M−$16.9M
- VeevaVEEV734,981 shares · 0.7% of their software · price −$35.0M$129M+$164M
- Figma, Inc.FIG5,575,059 shares · 0.7% of their software · price −$90.5M$118M−$7.0M
- DoximityDOCS3,839,627 shares · 0.5% of their software · price −$80.6M$89.5M+$5.7M
- CourseraCOUR14,651,016 shares · 0.5% of their software · price −$22.6M$85.3MFlat
- IntuitINTU174,756 shares · 0.4% of their software · price −$40.2M$75.6M+$28.5M
- MongoDBMDB267,331 shares · 0.4% of their software · price −$46.8M$65.4MFlat
- JFrogFROG1,016,443 shares · 0.3% of their software · price −$15.8M$47.7M+$9.1M
- DLocal LimitedDLO2,893,905 shares · 0.2% of their software · price −$3.4M$37.5M−$1.5M
- Paychex, Inc.PAYX323,642 shares · 0.2% of their software · price −$6.5M$29.8M+$2.2M
- LiveRamp Holdings, Inc.RAMP911,277 shares · 0.1% of their software · price −$2.6M$24.2M−$842K
- AppianAPPN905,908 shares · 0.1% of their software · price −$10.2M$21.8M−$1.2M
- AmplitudeAMPL2,634,150 shares · 0.1% of their software · price −$12.5M$18.0M−$1.2M
- Bentley SystemsBSY445,289 shares · 0.1% of their software · price −$1.4M$15.6M+$5.6M
- Chime Financial, Inc.CHYM678,717 shares · 0.1% of their software · price −$4.4M$12.7MFlat
- AdobeADBE48,727 shares · 0.1% of their software · price −$5.2M$11.8M−$625K
- CrowdStrikeCRWD26,851 shares · 0.1% of their software · price −$2.1M$10.5MFlat
- SchrödingerSDGR801,170 shares · 0.1% of their software · price −$5.2M$9.1M−$614K
- Rubrik, Inc.RBRK165,108 shares · 0.0% of their software · price −$4.5M$8.1MNew · +$12.6M
- SynopsysSNPS15,812 shares · 0.0% of their software · price −$1.2M$6.3M−$2.5M
- CadenceCDNS21,358 shares · 0.0% of their software · price −$741K$5.9M−$2.4M
- The Trade DeskTTD150,381 shares · 0.0% of their software · price −$2.3M$3.4M−$841M
- Full Truck Alliance Co. Ltd.YMM1,158 shares · 0.0% of their software$10KFlat