BGIFX
Baillie Gifford International Alpha Fund
Baillie Gifford Funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ROCHE HOLDING AG 0 93,308 93,308 1.96% $37.24M
SUMITOMO MITSUI 0 848,700 848,700 1.42% $27.04M
PETROLEO BRASILEIRO SPONS ADR 0 1,234,593 1,234,593 1.35% $25.62M
Receive CONTEMPORARY A-A Pay Overnight Rate -1 0 377,300 377,300 1.18% $22.39M
TOTALENERGIES SE 0 236,028 236,028 1.14% $21.66M
CREDICORP LTD 0 60,691 60,691 1.08% $20.59M
SOFTBANK GROUP CORP 0 817,800 817,800 1.05% $19.91M
KBC GROUP 0 156,191 156,191 1.01% $19.12M
ZIJIN MINING-H 0 1,798,000 1,798,000 0.43% $8.09M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ROCHE HOLDINGS AG (GENUSSCHEINE) 99,147 0 -99,147 0.00% -$40.94M
NOVO NORDISK-B 342,906 0 -342,906 0.00% -$17.39M
DEMANT A/S 499,530 0 -499,530 0.00% -$16.83M
COUPANG INC A 677,684 0 -677,684 0.00% -$15.99M
MONDAY.COM LTD 90,905 0 -90,905 0.00% -$13.41M
OLYMPUS CORP 1,039,800 0 -1,039,800 0.00% -$13.18M
MEITUAN-W 983,900 0 -983,900 0.00% -$13.04M
Kone OYJ, Class B 182,333 0 -182,333 0.00% -$12.92M
Topicus.com Inc 132,589 0 -132,589 0.00% -$12.28M
Sartorius Stedim Biotech S.A. 48,414 0 -48,414 0.00% -$11.89M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
RIO TINTO PLC 507,795 587,608 79,813 2.87% $13.61M
DEUTSCHE BOERSE 155,642 179,511 23,869 2.77% $11.68M
B3 SA 8,019,700 13,022,400 5,002,700 2.44% $25.84M
DISCOVERY LTD COMMON STOCK 2,354,397 2,466,995 112,598 1.91% $3.84M
SONY GROUP CORP 1,516,000 1,661,600 145,600 1.82% -$4.25M
LUNDIN MINING CORP 920,660 1,288,884 368,224 1.69% $12.35M
UNITED OVERSEAS 729,100 1,039,461 310,361 1.57% $9.90M
PING AN-H 1,962,500 3,859,000 1,896,500 1.56% $13.19M
HDFC BANK LTD 3,128,364 3,670,852 542,488 1.51% -$5.80M
SCOUT24 SE 336,765 358,496 21,731 1.46% -$6.16M
SKANDINAVISK ENSKILDA BANKEN AB 755,431 1,294,441 539,010 1.26% $7.99M
IMCD NV 213,617 218,041 4,424 1.20% $3.43M
MEDIATEK 301,000 430,000 129,000 1.09% $6.96M
STELLA-JONES INC 187,465 298,161 110,696 1.05% $8.38M
NIPPON PAINT HOL 2,010,200 2,846,200 836,000 0.94% $4.39M
NINTENDO CO LTD 160,100 231,500 71,400 0.70% $2.41M
SILERGY 812,000 958,000 146,000 0.46% $3.81M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TSMC 2,504,000 2,231,000 -273,000 6.79% $5.94M
SAMSUNG ELECTRONICS CO LTD 967,404 652,060 -315,344 4.02% -$4.82M
TENCENT HOLDINGS LTD 1,065,700 1,006,700 -59,000 3.34% -$18.29M
DSV PANALPINA A S 192,018 181,805 -10,213 2.31% -$4.45M
MERCADOLIBRE INC 29,178 24,431 -4,747 2.22% -$16.53M
ASML Holding NV 33,034 30,969 -2,065 2.17% $5.59M
AIA Group Ltd 3,806,200 3,539,400 -266,800 2.07% $149.86K
RYANAIR HOLDINGS PLC SPON ADR 728,493 579,062 -149,431 1.76% -$19.12M
KINGSPAN GROUP 403,942 381,436 -22,506 1.72% -$2.19M
FINECOBANK SPA 1,504,500 1,411,367 -93,133 1.65% -$7.58M
CRH PLC 314,912 296,180 -18,732 1.63% -$8.14M
DANONE SA 469,568 385,162 -84,406 1.62% -$11.58M
Midea Group Company, Ltd. 2,779,000 2,604,400 -174,600 1.53% -$2.03M
NOVOZYMES A S 455,186 438,443 -16,743 1.37% -$3.07M
ATLAS COPCO-B 1,683,550 1,585,299 -98,251 1.30% -$2.13M
SMC CORP 57,900 55,000 -2,900 1.14% $1.60M
SANDOZ GROUP AG 383,785 267,132 -116,653 1.10% -$6.94M
UNILEVER PLC 398,575 378,664 -19,911 1.09% -$5.25M
EXPERIAN PLC COMMON STOCK USD.1 624,939 588,607 -36,332 1.07% -$7.81M
KEYENCE CORP 55,400 54,200 -1,200 1.02% -$749.39K
SAP SE 113,337 109,159 -4,178 0.98% -$8.93M
ADYEN NV 18,774 18,204 -570 0.96% -$12.05M
SHOPIFY INC CL A 160,474 153,331 -7,143 0.96% -$7.64M
TOKYO ELECTRON 102,900 70,100 -32,800 0.92% -$5.50M
SHIMANO INC 170,700 162,500 -8,200 0.89% -$884.80K
CIE FINANCI-REG 92,802 91,292 -1,510 0.85% -$3.89M
LVMH MOET HENNESSY LOUIS VUITTON SE 30,421 28,915 -1,506 0.83% -$7.12M
EDENRED 819,057 786,206 -32,851 0.82% -$2.45M
SEA LTD ADR 194,376 185,866 -8,510 0.81% -$9.40M
ICICI LOMBARD GE 858,971 816,256 -42,715 0.78% -$3.91M
NIHON M and A CENTER HOLDINGS INC 3,606,000 3,409,100 -196,900 0.73% -$2.75M
Unicharm Corporation 2,409,700 2,341,100 -68,600 0.72% -$42.34K
RATIONAL Aktiengesellschaft 19,891 18,597 -1,294 0.72% -$1.71M
COPA HOLDINGS SA CL A 125,057 119,916 -5,141 0.72% -$1.46M
CONSTELLATION SOFTWARE INC 8,258 7,749 -509 0.72% -$6.26M
Kaspi.Kz JSC SPONSORED ADS 192,721 181,344 -11,377 0.71% -$1.63M
SALMAR ASA 238,226 226,007 -12,219 0.69% -$1.37M
SPOTIFY TECHNOLOGY SA 28,487 26,843 -1,644 0.69% -$3.53M
TECHNOPROBE SPA 1,107,997 752,201 -355,796 0.66% -$3.16M
NEXANS SA 94,304 90,587 -3,717 0.65% -$1.54M
Tencent Music Entertainment Group SPON ADS EA REP 2 ORD SHS 1,621,470 1,299,888 -321,582 0.64% -$16.36M
TFI INTERNATIONA 116,833 110,371 -6,462 0.63% -$62.35K
KWEICHOW MOUTAI CO LTD A 59,400 56,300 -3,100 0.63% $157.81K
RECRUIT HOLDINGS 282,300 272,400 -9,900 0.62% -$3.99M
PDD HOLDINGS INC ADR 123,586 115,378 -8,208 0.62% -$2.22M
MonotaRO Company, Ltd. 1,149,400 1,084,500 -64,900 0.62% -$6.55M
MAGNUM ICE CREAM 715,510 673,264 -42,246 0.52% -$1.47M
MONEY FORWARD IN 462,700 425,900 -36,800 0.50% -$4.27M
Lumine Group Inc 611,408 578,665 -32,743 0.49% -$2.87M
SONY FINANCIAL G 10,277,600 9,872,600 -405,000 0.48% -$1.85M
BIONTECH SE ADR 84,574 82,416 -2,158 0.39% -$726.31K
MIPS AB 174,514 171,274 -3,240 0.22% -$2.46M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MMC Norilsk Nickel Public Joint Stock Company SPONSORED ADR 1 1 0 0.00% $0
CONSTELLATION SO 16,097 16,097 0 0.00% $0
NORILSK NICKEL 7,738,600 7,738,600 0 0.00% $0

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