Baillie Gifford & Co
TEM

Baillie Gifford & Co’s Tempus AI TEM Stock Holding History

Baillie Gifford & Co’s Portfolio TEM Stock Details TEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$474M Sell
8,190,133
-459,223
-5% -$23M 0.43% 50
2026
Q1 		$391M Sell
8,649,356
-92,086
-1% -$5.23M 0.4% 54
2025
Q4 		$516M Sell
8,741,442
-950,999
-10% -$74.4M 0.43% 48
2025
Q3 		$782M Sell
9,692,441
-2,401,588
-20% -$168M 0.58% 33
2025
Q2 		$768M Buy
+12,094,029
New +$693M 0.57% 34

Other funds holding TEM

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co's TEM Position: Q2 2026 in Review

Baillie Gifford & Co reduced its Tempus AI (TEM) stake by 5.3% in Q2 2026, selling an estimated $23M and leaving 8,190,133 shares worth $474M. The position accounts for 0.43% of the portfolio, ranked #50.

Baillie Gifford & Co first reported a position in TEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $782M in Q3 2025. 488 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

  • Baillie Gifford & Co held 8,190,133 shares of Tempus AI worth $474M as of Q2 2026.
  • Baillie Gifford & Co sold 459,223 Tempus AI shares in Q2 2026, an estimated $23M.
  • Tempus AI made up 0.43% of Baillie Gifford & Co's portfolio in Q2 2026, its #50 holding.
  • Baillie Gifford & Co first reported a position in Tempus AI in Q2 2025 and has held it in 5 quarters since.
  • Baillie Gifford & Co's Tempus AI position peaked at $782M in Q3 2025.
  • 488 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.