BAILLIE GIFFORD CO – Q2 2026 PF Holdings AUM: $109.38B NEWLY BOUGHT Top-25: #SPCX #CFR #VALE #IDXX #KLAC #VST #HIMS #PDFS #BRK.B #GNRC #CBRS #MU #AMD #STX #DHR #AMAT #LRCX #BE #ARGX #MRVL #NBIS #MPWR #VRT #CRWV #LITE INCREASED Top-25: #NVDA #AXON #GOOGL #PBR #QXO #ENSG #MA #RY #CRH #AVGO #AAPL #KSPI #MDLN #RBC #AFRM #PODD #PM #AZO #EQT #UTHR #RELY #KNF #XYZ #ECL #VIST NO-CHANGE Top-25: #MDB #DNA #MRLN #CHYM #ZG #NVO #BSLK REDUCED Top-25: #AMZN #MELI #SPOT #SE #SHOP #NET #APP #NU #PDD #META #IOT #NFLX #CPNG #RACE #RDDT #DASH #GOOG #ISRG #MSFT #RBLX #RKLB #DXCM #MRNA #BAP #ALNY SOLD-OFF Top-15: #PEN #CME #TROW #MBLY #HTFL #SANA #RAMP #TNDM #LU #WAB #SDGR #ATR #MSA #PGR #SNPS Positive Returns (YTD): #RAMP:+38% #WAB:+37% #MSA:+20% #ATR:+10% #TNDM:+10% #TROW:+9% #SDGR:+6% #PEN:+6% #HTFL:+4% Negative Returns: #LU:-42% #MBLY:-22% #SNPS:-14% #SANA:-14% #CME:-4% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 2026 net investment value - Returns are presented on a YTD basis