Baillie Gifford's top holdings (June 2026) include Sunbelt Rentals Holdings Inc (SUNB.L), a global provider of diverse equipment rental services for construction and industrial applications.

Baillie Gifford is an independent investment management partnership headquartered in Edinburgh, Scotland. The firm manages investment portfolios for both institutional and retail clients, focusing on identifying companies with high growth potential across international markets.

Sunbelt Rentals Holdings Inc (SUNB.L)

Sunbelt Rentals Holdings Inc operates a vast network of equipment rental locations, providing machinery and specialized tools to the construction and industrial sectors. The firm maintains operations across North America and the United Kingdom, serving a broad customer base. The current value of Baillie Gifford's holding is $18.18B, while the company's total market cap stands at $24.14B. A discounted cash flow analysis suggests a value of $1.56K for the company.

Here's an overview of Baillie Gifford's trades in Sunbelt Rentals Holdings Inc: [STOCKCIRCLE_EMBED_PLACEHOLDER_SUNB.L]

NVIDIA Corp (NVDA)

NVIDIA Corp designs and manufactures graphics processing units (GPUs) and specialized hardware for artificial intelligence and high-performance computing. The company's technology is utilized in data centers, professional visualization, and the gaming industry. The company's market cap stands at $5.11T, with Baillie Gifford's position currently valued at $8.6B. Analysts have set a price target of $309.41 for NVIDIA, and its discounted cash flow value is $253.78.

Here's an overview of Baillie Gifford's trades in NVIDIA Corp:

Amazon.com Inc. (AMZN)

Amazon.com Inc. is a global technology company providing e-commerce platforms, cloud computing services through its AWS division, and digital streaming content. The enterprise serves millions of consumers and businesses globally through its logistics and digital infrastructure. This holding in Baillie Gifford's portfolio is currently worth $7.6B, and Amazon has a market capitalization of $2.91T. The analyst price target for the company is $302.49, while its discounted cash flow is calculated at $66.27.

Here's an overview of Baillie Gifford's trades in Amazon.com Inc.:

MercadoLibre Inc (MELI)

MercadoLibre Inc operates online commerce and financial technology platforms focused on the Latin American market. The company provides services ranging from digital payments and credits to marketplace listings and logistics solutions. The position is currently valued at $5.48B, and MercadoLibre carries a market cap of $85.96B. A price target of $2.22K has been issued by analysts, and the discounted cash flow value sits at $5.14K.

Here's an overview of Baillie Gifford's trades in MercadoLibre Inc:

Applovin Corp (APP)

Applovin Corp provides software solutions that enable mobile app developers to market and monetize their applications. The company's suite of tools includes marketing analytics and automated advertising technology for mobile businesses. The company's market cap is approximately $205.96B, and the current value of Baillie Gifford's position is $4.11B. Analyst projections include a price target of $647.63, with a discounted cash flow value of $139.33.

Here's an overview of Baillie Gifford's trades in Applovin Corp: