Baillie Gifford's top holdings (April 2026) include NVIDIA Corp (NVDA), a leading designer of graphics processing units (GPUs) and a pioneer in accelerated computing.

Baillie Gifford is an investment management firm based in Edinburgh, Scotland, with a long history of focusing on growth-oriented investments. The firm primarily identifies and invests in companies globally that they believe have significant potential for long-term expansion. Their investment philosophy often involves a deep, fundamental analysis of businesses.

NVIDIA Corp (NVDA)

NVIDIA Corp designs and manufactures graphics processing units (GPUs) for gaming, professional visualization, data centers, and automotive markets. The company is a key player in platforms for artificial intelligence and accelerated computing, providing specialized hardware and software solutions.
The company's market cap stands at $4.07T, while the current value of Baillie Gifford's holding is $7.65B. Analysts have set a price target of $276.21 for NVIDIA, and its discounted cash flow analysis suggests a value of $239.71 per share.
Here's an overview of Baillie Gifford's trades in NVIDIA Corp:

Amazon.com Inc. (AMZN)

Amazon.com Inc. is a global e-commerce leader, a prominent cloud computing provider through Amazon Web Services (AWS), and a digital streaming service operator. The company offers a vast array of products and services, ranging from online retail to entertainment, serving millions of customers worldwide.
Amazon has a market capitalization of $2.14T, with Baillie Gifford's position currently valued at $6.12B. A discounted cash flow analysis indicates a value of $105.8 per share, and analysts have established a price target of $284.93 for the company.
Here's an overview of Baillie Gifford's trades in Amazon.com Inc.:

MercadoLibre Inc (MELI)

MercadoLibre Inc stands as a leading e-commerce and fintech platform across Latin America. It operates a significant online marketplace and a digital payments platform, Mercado Pago, along with various other related services across the region, connecting buyers and sellers and facilitating financial transactions.
This holding in Baillie Gifford's portfolio is currently worth $6.02B, against a company market cap of $81.09B. Analysts project a price target of $2.6K for MercadoLibre, with its discounted cash flow suggesting a value of $5.3K per share.
Here's an overview of Baillie Gifford's trades in MercadoLibre Inc:

Spotify Technology S.A. (SPOT)

Spotify Technology S.A. operates as a global audio streaming subscription service. It offers an extensive library of music, podcasts, and other audio content, accessible to millions of users across numerous countries.
Spotify's market capitalization is recorded at $97.28B, and Baillie Gifford's position in the company is currently valued at $4.04B. The company's discounted cash flow model suggests a valuation of $431.31 per share, while analysts have set a price target of $658.55.
Here's an overview of Baillie Gifford's trades in Spotify Technology S.A.:

Shopify Inc (SHOP)

Shopify Inc provides a comprehensive commerce platform designed to help businesses of all sizes create, operate, and expand their online and retail presence. Its services include website hosting, payment processing, marketing tools, and inventory management, catering to a diverse merchant base.
The current value of Baillie Gifford's position in Shopify is $3.7B. The company holds a market capitalization of $145.97B. A price target of $161.3 has been set by analysts for Shopify, and its discounted cash flow valuation is $15.82 per share.
Here's an overview of Baillie Gifford's trades in Shopify Inc: