Position in IOT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,827,702,068
+$4,773,101 QoQ
Shares Held
56,358,374
-2.0% QoQ
Ownership
9.67%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#1
of 545 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BAILLIE GIFFORD & CO holds $7,704,622,483 across 14 Software - Infrastructure names. IOT ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
|
14,598,594 | $3,580,743,135 | |
| 2 | IOT |
Samsara Inc.
This page
|
56,358,374 | $1,827,702,068 | |
| 3 | MSFT |
Microsoft Corp
|
2,713,688 | $1,012,259,896 | |
| 4 | KSPI |
Joint Stock Co Kaspi.kz
|
5,779,168 | $500,707,112 | |
| 5 | RELY |
Remitly Global, Inc.
|
12,383,664 | $277,517,908 | |
| 6 | XYZ |
Block, Inc.
|
2,886,376 | $219,364,576 | |
| 7 | WIX |
Wix.com Ltd.
|
2,542,059 | $115,333,216 | |
| 8 | MDB |
MongoDB, Inc.
|
267,331 | $89,796,482 |
All Filings in IOT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,827,702,068 | 56,358,374 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $1,822,928,967 | 57,523,792 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,689,565,185 | 47,660,513 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $1,689,565,184 | 47,660,513 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $1,544,085,508 | 41,451,960 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $1,746,092,896 | 43,893,738 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $1,352,186,113 | 35,277,488 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $1,438,684,916 | 32,929,387 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,628,592,044 | 33,844,390 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $924,499,243 | 27,433,212 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $877,681,741 | 23,225,238 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $747,624,877 | 22,397,390 | Shares | Defined | 2024-01-26 | |
| 2023-09-30 | $569,397,798 | 22,586,188 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $593,526,003 | 21,419,199 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $370,993,581 | 18,813,062 | Shares | Defined | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||