Baillie Gifford & Co Top Holdings and 13F Report (2025)

About Baillie Gifford & Co

Investment Activity

Baillie Gifford & Co has $114.59 billion in total holdings as of March 31, 2025.
Baillie Gifford & Co owns shares of 267 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 8.18% of the portfolio was purchased this quarter.
About 11.23% of the portfolio was sold this quarter.
This quarter, Baillie Gifford & Co has purchased 273 new stocks and bought additional shares in 49 stocks.
Baillie Gifford & Co sold shares of 186 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

MercadoLibre: $7,383,022,646
Amazon.com: $6,627,027,871
Spotify Technology: $5,961,765,269
Shopify: $5,334,967,247
SEA: $5,157,727,123

Largest New Holdings this Quarter

79466L302 - Salesforce: $321,467,371 Holding
682189105 - Onsemi: $219,001,148 Holding
90353T100 - Uber Technologies: $167,532,025 Holding
971378104 - WillScot Mobile Mini: $145,391,720 Holding
75734B100 - Reddit: $78,675,000 Holding

Largest Purchases this Quarter

Shopify: 55,872,718 shares (about $5.33B)
NU: 40,181,132 shares (about $411.45M)
Paycom Software: 1,505,990 shares (about $329.03M)
Salesforce: 1,197,896 shares (about $321.47M)
Sociedad Química y Minera de Chile: 8,009,430 shares (about $318.21M)

Largest Sales this Quarter

Tesla: 5,660,651 shares (about $1.47B)
Spotify Technology: 2,318,712 shares (about $1.28B)
MercadoLibre: 511,949 shares (about $998.75M)
NVIDIA: 5,999,328 shares (about $650.21M)
Cloudflare: 4,458,339 shares (about $502.41M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MELI MercadoLibre	$7,383,022,646	$998,745,946 ▼	-11.9%	3,784,477	6.4%	Retail/Wholesale
AMZN Amazon.com	$6,627,027,871	$232,255,519 ▼	-3.4%	34,831,430	5.8%	Retail/Wholesale
SPOT Spotify Technology	$5,961,765,269	$1,275,361,161 ▼	-17.6%	10,838,982	5.2%	Business Services
SHOP Shopify	$5,334,967,247	$5,334,727,115 ▲	2,221,579.2%	55,875,233	4.7%	Computer and Technology
SE SEA	$5,157,727,123	$186,431,976 ▼	-3.5%	39,525,842	4.5%	Computer and Technology
NVDA NVIDIA	$5,082,318,397	$650,207,169 ▼	-11.3%	46,893,508	4.4%	Computer and Technology
PDD PDD	$4,739,595,352	$235,272,107 ▲	5.2%	40,047,278	4.1%	Retail/Wholesale
NFLX Netflix	$3,762,416,311	$411,347,376 ▼	-9.9%	4,034,633	3.3%	Consumer Discretionary
CPNG Coupang	$3,404,820,199	$126,708,755 ▼	-3.6%	155,258,559	3.0%	Retail/Wholesale
META Meta Platforms	$3,384,937,496	$5,433,922 ▼	-0.2%	5,872,957	3.0%	Computer and Technology
NET Cloudflare	$3,090,615,769	$502,410,222 ▼	-14.0%	27,425,821	2.7%	Computer and Technology
NU NU	$2,715,243,254	$411,454,792 ▲	17.9%	265,160,474	2.4%	Finance
MSFT Microsoft	$2,635,934,523	$131,363,601 ▼	-4.7%	7,021,856	2.3%	Computer and Technology
Doordash Inc	$2,184,150,117	$228,662,268 ▼	-9.5%	11,950,266	1.9%	COM
RACE Ferrari	$1,958,750,627	$381,480,064 ▼	-16.3%	4,623,463	1.7%	Auto/Tires/Trucks
TEAM Atlassian	$1,845,113,958	$121,744,028 ▲	7.1%	8,694,755	1.6%	Computer and Technology
TTD Trade Desk	$1,718,971,125	$206,020,089 ▼	-10.7%	31,413,946	1.5%	Computer and Technology
RBLX Roblox	$1,601,724,388	$32,244,804 ▼	-2.0%	27,478,545	1.4%	Consumer Discretionary
ISRG Intuitive Surgical	$1,572,317,324	$301,329,697 ▼	-16.1%	3,174,667	1.4%	Medical
AppLovin	$1,396,485,965	$314,217,059 ▲	29.0%	5,270,355	1.2%	COM CL A
IOT Samsara	$1,352,186,116	$90,002,711 ▲	7.1%	35,277,488	1.2%	Computer and Technology
WDAY Workday	$1,313,291,452	$165,686,032 ▼	-11.2%	5,623,652	1.1%	Computer and Technology
DDOG Datadog	$1,217,768,523	$135,870,278 ▲	12.6%	12,274,655	1.1%	Computer and Technology
ELV Elevance Health	$1,001,729,409	$80,183,136 ▼	-7.4%	2,303,038	0.9%	Medical
BGNE BeiGene	$988,170,340	$11,018,802 ▼	-1.1%	3,630,710	0.9%	Medical
ALNY Alnylam Pharmaceuticals	$987,627,042	$103,323,693 ▼	-9.5%	3,657,607	0.9%	Medical
DXCM DexCom	$968,340,590	$29,566,975 ▼	-3.0%	14,179,830	0.8%	Medical
MA Mastercard	$894,315,332	$91,170,444 ▼	-9.3%	1,631,605	0.8%	Business Services
SCI Service Co. International	$820,901,857	$63,001,671 ▼	-7.1%	10,235,684	0.7%	Consumer Staples
RYAAY Ryanair	$807,068,420	$114,567,294 ▼	-12.4%	19,048,110	0.7%	Transportation
Duolingo Inc	$769,441,106	$81,470,169 ▼	-9.6%	2,477,752	0.7%	CL A COM
BNTX BioNTech	$743,020,643	$5,545,463 ▼	-0.7%	8,159,682	0.6%	Medical
PBR Petróleo Brasileiro S.A. - Petrobras	$742,077,032	$52,730,632 ▼	-6.6%	51,748,747	0.6%	Energy
MRNA Moderna	$707,291,620	$395,227,719 ▼	-35.8%	24,948,558	0.6%	Medical
ESTC Elastic	$698,860,929	$91,803,829 ▼	-11.6%	7,843,557	0.6%	Computer and Technology
ENPH Enphase Energy	$685,798,751	$166,329,182 ▲	32.0%	11,052,357	0.6%	Energy
Block Inc	$682,013,454	$75,266,554 ▲	12.4%	12,553,165	0.6%	COM
CSGP CoStar Group	$668,400,047	$41,564,137 ▲	6.6%	8,436,199	0.6%	Computer and Technology
RIVN Rivian Automotive	$604,358,943	$13,203,960 ▼	-2.1%	48,542,887	0.5%	Auto/Tires/Trucks
MLM Martin Marietta Materials	$600,108,613	$313,750,818 ▼	-34.3%	1,255,116	0.5%	Construction
PODD Insulet	$591,070,770	$27,555,142 ▼	-4.5%	2,250,755	0.5%	Medical
AZO AutoZone	$578,063,200	$43,759,276 ▼	-7.0%	151,612	0.5%	Retail/Wholesale
AUR Aurora Innovation	$528,820,462	$15,935,661 ▼	-2.9%	78,635,013	0.5%	Business Services
WIX Wix.com	$527,243,435	$389,855,722 ▼	-42.5%	3,227,099	0.5%	Computer and Technology
WSO Watsco	$518,008,529	$40,146,042 ▼	-7.2%	1,019,100	0.5%	Construction
MMYT MakeMyTrip	$505,158,244	$144,207,963 ▲	40.0%	5,155,202	0.4%	Computer and Technology
ELF e.l.f. Beauty	$498,498,851	$4,413,509 ▼	-0.9%	7,939,144	0.4%	Consumer Staples
Kaspi.kz ADR	$488,394,064	$71,357,918 ▲	17.1%	5,260,033	0.4%	ADR
GOOG Alphabet	$485,167,890	$33,185,127 ▼	-6.4%	3,105,472	0.4%	Computer and Technology
TSLA Tesla	$456,645,621	$1,467,014,311 ▼	-76.3%	1,762,022	0.4%	Auto/Tires/Trucks
TXN Texas Instruments	$430,121,653	$32,825,979 ▼	-7.1%	2,393,554	0.4%	Computer and Technology
SNOW Snowflake	$428,058,207	$32,581,987 ▲	8.2%	2,928,696	0.4%	Computer and Technology
RPRX Royalty Pharma	$417,213,100	$22,794,382 ▼	-5.2%	13,402,284	0.4%	Finance
FMX Fomento Económico Mexicano	$416,529,402	$5,551,814 ▼	-1.3%	4,268,594	0.4%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$414,182,118	$91,240,406 ▲	28.3%	2,495,073	0.4%	Computer and Technology
AFRM Affirm	$406,866,854	$16,968,981 ▼	-4.0%	9,003,471	0.4%	Business Services
SPGI S&P Global	$404,543,632	$28,921,560 ▼	-6.7%	796,189	0.4%	Business Services
CBRE CBRE Group	$402,049,892	$105,234,220 ▼	-20.7%	3,074,246	0.4%	Finance
MKL Markel Group	$393,522,991	$31,289,793 ▼	-7.4%	210,484	0.3%	Multi-Sector Conglomerates
SQM Sociedad Química y Minera de Chile	$372,341,057	$318,214,653 ▲	587.9%	9,371,786	0.3%	Basic Materials
UNH UnitedHealth Group	$370,706,061	$26,517,986 ▼	-6.7%	707,792	0.3%	Medical
AJG Arthur J. Gallagher & Co.	$357,897,534	$204,486,342 ▼	-36.4%	1,036,663	0.3%	Finance
MCO Moody's	$353,233,315	$23,494,992 ▼	-6.2%	758,516	0.3%	Finance
PAYC Paycom Software	$346,180,031	$329,028,696 ▲	1,918.4%	1,584,493	0.3%	Computer and Technology
JOBY Joby Aviation	$324,341,394	$6,952,239 ▼	-2.1%	53,877,308	0.3%	Transportation
CRM Salesforce	$321,467,371	$321,467,371 ▲	New Holding	1,197,896	0.3%	Computer and Technology
BAP Credicorp	$301,086,435	$925,774 ▼	-0.3%	1,617,353	0.3%	Finance
SG Sweetgreen	$292,911,392	$9,661,248 ▲	3.4%	11,707,090	0.3%	Retail/Wholesale
TME Tencent Music Entertainment Group	$290,741,895	$11,285,638 ▼	-3.7%	20,176,398	0.3%	Consumer Discretionary
DKNG DraftKings	$278,639,737	$58,342,597 ▲	26.5%	8,390,236	0.2%	Consumer Discretionary
SYM Symbotic	$277,007,658	$4,008,128 ▼	-1.4%	13,706,465	0.2%	Business Services
CPA Copa	$276,294,797	$6,840,561 ▼	-2.4%	2,988,263	0.2%	Transportation
WMS Advanced Drainage Systems	$270,790,459	$19,209,972 ▼	-6.6%	2,492,319	0.2%	Construction
Oddity	$270,605,402	$12,361,329 ▲	4.8%	6,255,326	0.2%	SHS CLASS A
PINS Pinterest	$260,634,236	$15,818,463 ▼	-5.7%	8,407,556	0.2%	Computer and Technology
TMO Thermo Fisher Scientific	$253,465,994	$14,669,248 ▼	-5.5%	509,377	0.2%	Medical
BN Brookfield	$252,410,857	$59,776,645 ▲	31.0%	4,816,082	0.2%	Finance
YETI YETI	$239,400,747	$15,881,678 ▼	-6.2%	7,232,651	0.2%	Consumer Discretionary
DOCS Doximity	$239,267,788	$47,617,561 ▼	-16.6%	4,123,174	0.2%	Medical
ILMN Illumina	$238,876,237	$587,195 ▼	-0.2%	3,010,792	0.2%	Medical
HDB HDFC Bank	$236,664,130	$3,566,300 ▼	-1.5%	3,562,073	0.2%	Finance
AVAV AeroVironment	$236,014,079	$18,489,945 ▼	-7.3%	1,980,150	0.2%	Aerospace
BROS Dutch Bros	$234,654,230	$144,250,385 ▼	-38.1%	3,800,684	0.2%	Retail/Wholesale
GRAB Grab	$228,511,311	$15,502,969 ▲	7.3%	50,443,998	0.2%	Computer and Technology
ON Onsemi	$219,001,148	$219,001,148 ▲	New Holding	5,382,186	0.2%	Computer and Technology
GH Guardant Health	$215,599,068	$16,532,591 ▼	-7.1%	5,061,011	0.2%	Medical
DE Deere & Company	$214,195,851	$24,732,868 ▼	-10.4%	456,367	0.2%	Industrials
ADSK Autodesk	$203,725,691	$38,099,230 ▼	-15.8%	778,173	0.2%	Computer and Technology
ETN Eaton	$202,945,559	$13,969,887 ▼	-6.4%	746,590	0.2%	Industrials
MBLY Mobileye Global	$198,418,276	$10,158,854 ▼	-4.9%	13,783,833	0.2%	Auto/Tires/Trucks
BLDR Builders FirstSource	$195,028,217	$12,799,478 ▼	-6.2%	1,560,975	0.2%	Retail/Wholesale
CHWY Chewy	$194,432,200	$344,061,166 ▼	-63.9%	5,980,689	0.2%	Retail/Wholesale
ECL Ecolab	$193,197,451	$47,747,450 ▼	-19.8%	762,060	0.2%	Basic Materials
FAST Fastenal	$189,641,468	$10,317,407 ▼	-5.2%	2,445,409	0.2%	Retail/Wholesale
W Wayfair	$189,230,998	$8,706,747 ▼	-4.4%	5,907,930	0.2%	Retail/Wholesale
YMM Full Truck Alliance	$188,091,079	$4,016,931 ▼	-2.1%	14,729,137	0.2%	Business Services
SN SharkNinja	$187,744,901	$14,956,831 ▼	-7.4%	2,250,868	0.2%	Retail/Wholesale
ENTG Entegris	$185,012,240	$13,176,500 ▼	-6.6%	2,114,909	0.2%	Computer and Technology
INSP Inspire Medical Systems	$184,725,616	$15,330,859 ▼	-7.7%	1,159,754	0.2%	Medical
PEN Penumbra	$184,244,153	$11,027,454 ▼	-5.6%	688,995	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Baillie Gifford & Co Top Holdings and 13F Report (2025)

About Baillie Gifford & Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Baillie Gifford & Co Top Holdings and 13F Report (2025)

About Baillie Gifford & Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBaillie Gifford & Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools