Baillie Gifford & Co’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.11B | Sell |
40,748,665
-3,119,040
| -7% | -$572M | 7.26% | 1 |
|
|
2025
Q4 | $8.18B | Sell |
43,867,705
-2,681,591
| -6% | -$499M | 6.8% | 1 |
|
|
2025
Q3 | $8.69B | Sell |
46,549,296
-2,513,825
| -5% | -$438M | 6.43% | 1 |
|
|
2025
Q2 | $7.75B | Buy |
49,063,121
+2,169,613
| +5% | +$273M | 5.79% | 2 |
|
|
2025
Q1 | $5.08B | Sell |
46,893,508
-5,999,328
| -11% | -$760M | 4.44% | 6 |
|
|
2024
Q4 | $7.1B | Sell |
52,892,836
-10,606,862
| -17% | -$1.46B | 5.46% | 3 |
|
|
2024
Q3 | $7.71B | Sell |
63,499,698
-18,558,916
| -23% | -$2.19B | 5.77% | 2 |
|
|
2024
Q2 | $10.1B | Sell |
82,058,614
-20,956,876
| -20% | -$2.12B | 7.9% | 1 |
|
|
2024
Q1 | $9.31B | Sell |
103,015,490
-34,703,630
| -25% | -$2.52B | 7.24% | 1 |
|
|
2023
Q4 | $6.82B | Sell |
137,719,120
-98,550
| -0.1% | -$4.57M | 5.4% | 2 |
|
|
2023
Q3 | $5.99B | Sell |
137,817,670
-17,989,750
| -12% | -$806M | 5.47% | 2 |
|
|
2023
Q2 | $6.59B | Sell |
155,807,420
-4,307,390
| -3% | -$143M | 5.6% | 2 |
|
|
2023
Q1 | $4.45B | Sell |
160,114,810
-13,647,560
| -8% | -$295M | 4.01% | 4 |
|
|
2022
Q4 | $2.54B | Buy |
173,762,370
+20,974,530
| +14% | +$308M | 2.65% | 6 |
|
|
2022
Q3 | $1.85B | Sell |
152,787,840
-254,780
| -0.2% | -$4.03M | 1.91% | 9 |
|
|
2022
Q2 | $2.32B | Sell |
153,042,620
-15,659,530
| -9% | -$296M | 2.38% | 7 |
|
|
2022
Q1 | $4.6B | Sell |
168,702,150
-13,890,290
| -8% | -$348M | 3.23% | 6 |
|
|
2021
Q4 | $5.37B | Sell |
182,592,440
-23,496,490
| -11% | -$647M | 2.95% | 7 |
|
|
2021
Q3 | $4.27B | Sell |
206,088,930
-5,547,950
| -3% | -$115M | 2.23% | 9 |
|
|
2021
Q2 | $4.23B | Sell |
211,636,880
-4,839,000
| -2% | -$77.6M | 2.06% | 11 |
|
|
2021
Q1 | $2.89B | Buy |
216,475,880
+28,780,960
| +15% | +$387M | 1.62% | 12 |
|
|
2020
Q4 | $2.45B | Buy |
187,694,920
+2,959,360
| +2% | +$39.6M | 1.36% | 16 |
|
|
2020
Q3 | $2.5B | Sell |
184,735,560
-34,303,440
| -16% | -$399M | 1.72% | 13 |
|
|
2020
Q2 | $2.08B | Sell |
219,039,000
-79,338,280
| -27% | -$642M | 1.59% | 14 |
|
|
2020
Q1 | $1.97B | Sell |
298,377,280
-10,076,600
| -3% | -$63.6M | 2.13% | 13 |
|
|
2019
Q4 | $1.81B | Buy |
308,453,880
+8,422,000
| +3% | +$43.8M | 1.75% | 13 |
|
|
2019
Q3 | $1.31B | Sell |
300,031,880
-2,253,640
| -0.7% | -$9.48M | 1.49% | 15 |
|
|
2019
Q2 | $1.24B | Sell |
302,285,520
-3,608,160
| -1% | -$15M | 1.32% | 18 |
|
|
2019
Q1 | $1.37B | Buy |
305,893,680
+42,107,560
| +16% | +$163M | 1.5% | 15 |
|
|
2018
Q4 | $880M | Sell |
263,786,120
-2,797,520
| -1% | -$13.4M | 1.14% | 20 |
|
|
2018
Q3 | $1.87B | Sell |
266,583,640
-51,025,600
| -16% | -$332M | 2.02% | 12 |
|
|
2018
Q2 | $1.88B | Sell |
317,609,240
-80,437,000
| -20% | -$489M | 2.03% | 12 |
|
|
2018
Q1 | $2.3B | Sell |
398,046,240
-48,703,960
| -11% | -$286M | 2.7% | 9 |
|
|
2017
Q4 | $2.16B | Sell |
446,750,200
-2,152,760
| -0.5% | -$10.7M | 2.69% | 9 |
|
|
2017
Q3 | $2.01B | Sell |
448,902,960
-50,886,640
| -10% | -$212M | 2.54% | 9 |
|
|
2017
Q2 | $1.81B | Sell |
499,789,600
-55,488,920
| -10% | -$176M | 2.43% | 9 |
|
|
2017
Q1 | $1.51B | Sell |
555,278,520
-10,358,280
| -2% | -$27.6M | 2.2% | 10 |
|
|
2016
Q4 | $1.51B | Buy |
565,636,800
+151,814,720
| +37% | +$317M | 2.48% | 9 |
|
|
2016
Q3 | $709M | Buy |
413,822,080
+201,764,120
| +95% | +$298M | 1.11% | 22 |
|
|
2016
Q2 | $249M | Buy |
212,057,960
+6,401,720
| +3% | +$6.6M | 0.44% | 54 |
|
|
2016
Q1 | $183M | Buy |
+205,656,240
| New | +$157M | 0.32% | 67 |
|
Other funds holding NVDA
VCM
VPM
Baillie Gifford & Co's NVDA Position: Q1 2026 in Review
Baillie Gifford & Co reduced its NVIDIA (NVDA) stake by 7.1% in Q1 2026, selling an estimated $572M and leaving 40,748,665 shares worth $7.11B. The position accounts for 7.26% of the portfolio, ranked #1.
Baillie Gifford & Co first reported a position in NVDA in Q1 2016 and has held it in 41 quarters since. The position peaked at $10.1B in Q2 2024. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Baillie Gifford & Co held 40,748,665 shares of NVIDIA worth $7.11B as of Q1 2026.
- Baillie Gifford & Co sold 3,119,040 NVIDIA shares in Q1 2026, an estimated $572M.
- NVIDIA made up 7.26% of Baillie Gifford & Co's portfolio in Q1 2026, its #1 holding.
- Baillie Gifford & Co first reported a position in NVIDIA in Q1 2016 and has held it in 41 quarters since.
- Baillie Gifford & Co's NVIDIA position peaked at $10.1B in Q2 2024.
- 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.