Baillie Gifford & Co Top Holdings and 13F Report (2025) About Baillie Gifford & CoInvestment ActivityBaillie Gifford & Co has $133.89 billion in total holdings as of June 30, 2025.Baillie Gifford & Co owns shares of 266 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 7.83% of the portfolio was purchased this quarter.About 8.23% of the portfolio was sold this quarter.This quarter, Baillie Gifford & Co has purchased 267 new stocks and bought additional shares in 58 stocks.Baillie Gifford & Co sold shares of 173 stocks and completely divested from 20 stocks this quarter.Largest Holdings MercadoLibre $9,162,529,510NVIDIA $7,751,482,487Spotify Technology $7,388,647,800Amazon.com $7,304,449,641SEA $6,657,229,643 Largest New Holdings this Quarter 88023B103 - Tempus Ai Inc $768,454,602 Holding256677105 - Dollar General $383,841,894 HoldingG3730V105 - FTAI Aviation $295,571,006 Holding55354G100 - MSCI $207,922,845 Holding29414B104 - EPAM Systems $189,606,385 Holding Largest Purchases this Quarter Shopify 37,743,042 shares (about $4.35B)Reddit 5,732,328 shares (about $863.12M)Tempus Ai Inc 12,094,029 shares (about $768.45M)AppLovin 1,129,874 shares (about $395.55M)Dollar General 3,355,848 shares (about $383.84M) Largest Sales this Quarter Workday 4,016,845 shares (about $964.04M)Spotify Technology 1,210,072 shares (about $928.54M)Doordash Inc 2,961,440 shares (about $730.02M)MercadoLibre 278,805 shares (about $728.69M)PDD 5,674,566 shares (about $593.90M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaillie Gifford & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMELIMercadoLibre$9,162,529,510$728,693,112 ▼-7.4%3,505,6726.8%Retail/WholesaleNVDANVIDIA$7,751,482,487$342,777,158 ▲4.6%49,063,1215.8%Computer and TechnologySPOTSpotify Technology$7,388,647,800$928,536,649 ▼-11.2%9,628,9105.5%Computer and TechnologyAMZNAmazon.com$7,304,449,641$337,217,787 ▼-4.4%33,294,3605.5%Retail/WholesaleSESEA$6,657,229,643$335,466,473 ▲5.3%41,623,2945.0%Computer and TechnologyNFLXNetflix$5,227,300,650$175,597,439 ▼-3.3%3,903,5053.9%Consumer DiscretionaryNETCloudflare$4,998,586,404$372,212,123 ▼-6.9%25,525,1313.7%Computer and TechnologyCPNGCoupang$4,820,561,274$169,014,846 ▲3.6%160,899,9093.6%Retail/WholesaleSHOPShopify$4,353,950,000$4,353,659,895 ▲1,500,717.4%37,745,5573.3%Computer and TechnologyMETAMeta Platforms$4,024,961,983$309,808,849 ▼-7.1%5,453,2133.0%Computer and TechnologyPDDPDD$3,597,448,039$593,900,078 ▼-14.2%34,372,7122.7%Retail/WholesaleNUNU$3,580,670,131$57,331,572 ▼-1.6%260,981,7882.7%FinanceMSFTMicrosoft$2,999,022,176$493,719,218 ▼-14.1%6,029,2762.2%Computer and TechnologyRBLXRoblox$2,775,008,206$115,734,728 ▼-4.0%26,378,4052.1%Consumer DiscretionaryAppLovin$2,240,592,168$395,546,290 ▲21.4%6,400,2291.7%COM CL ADoordash Inc$2,215,835,498$730,024,575 ▼-24.8%8,988,8261.7%COMTTDTrade Desk$2,210,282,908$51,207,063 ▼-2.3%30,702,6381.7%Computer and TechnologyRACEFerrari$2,078,845,166$179,434,411 ▼-7.9%4,256,1001.6%Auto/Tires/TrucksIOTSamsara$1,746,092,897$342,754,425 ▲24.4%43,893,7381.3%Computer and TechnologyTEAMAtlassian$1,731,852,615$33,965,178 ▼-1.9%8,527,5131.3%Computer and TechnologyISRGIntuitive Surgical$1,692,540,107$32,605,687 ▼-1.9%3,114,6651.3%MedicalDDOGDatadog$1,606,245,871$42,608,536 ▼-2.6%11,957,4621.2%Computer and TechnologyDXCMDexCom$1,458,196,471$220,439,111 ▲17.8%16,705,1951.1%MedicalALNYAlnylam Pharmaceuticals$988,669,336$204,039,730 ▼-17.1%3,031,8910.7%MedicalReddit$976,044,127$863,116,627 ▲764.3%6,482,3280.7%CL AELFe.l.f. Beauty$966,994,744$20,952,336 ▼-2.1%7,770,7710.7%Consumer StaplesRYAAYRyanair$912,342,456$186,162,047 ▼-16.9%15,820,0530.7%TransportationDuolingo Inc$901,589,288$114,338,587 ▼-11.3%2,198,8910.7%CL A COMMAMastercard$894,074,075$22,790,039 ▼-2.5%1,591,0490.7%Business ServicesELVElevance Health$870,112,077$25,677,583 ▼-2.9%2,237,0220.6%MedicalBNTXBioNTech$855,898,702$12,862,641 ▼-1.5%8,038,8720.6%MedicalBlock Inc$816,018,908$36,717,592 ▼-4.3%12,012,6440.6%COMSCIService Corporation International$814,004,395$19,180,282 ▼-2.3%10,000,0540.6%Consumer StaplesTempus Ai Inc$768,454,602$768,454,602 ▲New Holding12,094,0290.6%CL ACSGPCoStar Group$686,645,667$8,375,268 ▲1.2%8,540,3690.5%Computer and TechnologyMLMMartin Marietta Materials$675,738,470$13,270,010 ▼-1.9%1,230,9430.5%ConstructionPODDInsulet$670,795,665$36,346,542 ▼-5.1%2,135,0680.5%MedicalRIVNRivian Automotive$653,810,755$13,168,512 ▼-2.0%47,584,4800.5%Auto/Tires/TrucksRPRXRoyalty Pharma$649,276,993$166,392,701 ▲34.5%18,020,4550.5%MedicalSNOWSnowflake$637,324,708$18,029,596 ▼-2.8%2,848,1240.5%Computer and TechnologyMRNAModerna$609,576,880$78,753,834 ▼-11.4%22,094,1240.5%MedicalMMYTMakeMyTrip$560,295,063$54,982,163 ▲10.9%5,716,1300.4%Computer and TechnologyJOBYJoby Aviation$557,300,891$11,104,708 ▼-2.0%52,824,7290.4%TransportationAVAVAeroVironment$552,431,994$11,811,747 ▼-2.1%1,938,6980.4%AerospaceAZOAutoZone$549,814,672$13,003,942 ▼-2.3%148,1090.4%Retail/WholesaleTSLATesla$540,058,849$19,665,060 ▼-3.5%1,700,1160.4%Auto/Tires/TrucksGOOGAlphabet$526,817,788$24,061,889 ▼-4.4%2,969,8280.4%Computer and TechnologySYMSymbotic$522,148,389$10,347,775 ▼-1.9%13,440,1130.4%Business ServicesAFRMAffirm$520,790,827$101,709,157 ▼-16.3%7,532,4100.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$513,053,981$52,055,103 ▼-9.2%2,265,2390.4%Computer and TechnologyPBRPetroleo Brasileiro S.A.- Petrobras$505,367,270$142,009,554 ▼-21.9%40,397,0640.4%EnergyTXNTexas Instruments$484,921,009$12,028,672 ▼-2.4%2,335,6180.4%Computer and TechnologyWIXWix.com$472,834,340$38,531,767 ▼-7.5%2,983,9350.4%Computer and TechnologyOddity$461,700,630$10,388,823 ▼-2.2%6,117,6710.3%SHS CLASS AFMXFomento Economico Mexicano$438,420,359$1,159,452 ▼-0.3%4,257,3350.3%Consumer StaplesWSOWatsco$431,173,038$18,881,905 ▼-4.2%976,3440.3%ConstructionKaspi.kz ADR$427,099,757$19,424,445 ▼-4.4%5,031,2140.3%ADRCBRECBRE Group$419,970,327$10,793,023 ▼-2.5%2,997,2190.3%FinanceSPGIS&P Global$407,948,454$11,874,044 ▼-2.8%773,6700.3%FinanceMKLMarkel Group$402,713,715$17,698,607 ▼-4.2%201,6230.3%Multi-Sector ConglomeratesAURAurora Innovation$401,385,650$10,661,818 ▼-2.6%76,600,3150.3%Business ServicesUBERUber Technologies$399,207,934$184,676,807 ▲86.1%4,278,7560.3%Computer and TechnologyWDAYWorkday$385,633,680$964,042,800 ▼-71.4%1,606,8070.3%Computer and TechnologyDGDollar General$383,841,894$383,841,894 ▲New Holding3,355,8480.3%Retail/WholesaleMCOMoody's$369,560,477$10,903,563 ▼-2.9%736,7780.3%FinanceBAPCredicorp$365,839,878$4,329,135 ▲1.2%1,636,7210.3%FinancePAYCPaycom Software$358,599,423$8,052,257 ▼-2.2%1,549,6950.3%Computer and TechnologyENPHEnphase Energy$355,950,540$82,275,415 ▼-18.8%8,977,3150.3%EnergyDKNGDraftKings$340,171,870$19,685,352 ▼-5.5%7,931,2630.3%Consumer DiscretionaryTMETencent Music Entertainment Group$327,691,686$65,546,313 ▼-16.7%16,813,3240.2%Consumer DiscretionarySQMSociedad Quimica y Minera$325,574,160$4,968,732 ▼-1.5%9,230,9090.2%Basic MaterialsCPACopa$319,253,357$9,365,925 ▼-2.9%2,903,0950.2%TransportationCRMSalesforce$317,170,920$9,483,340 ▼-2.9%1,163,1190.2%Computer and TechnologyAJGArthur J. Gallagher & Co.$301,081,824$30,774,736 ▼-9.3%940,5280.2%FinanceFTAI Aviation$295,571,006$295,571,006 ▲New Holding2,569,2890.2%SHSBNBrookfield$294,677,707$3,196,965 ▼-1.1%4,764,3930.2%FinanceWWayfair$289,665,296$12,466,244 ▼-4.1%5,664,1630.2%Retail/WholesalePINSPinterest$287,229,276$14,265,682 ▼-4.7%8,009,7400.2%Computer and TechnologyWMSAdvanced Drainage Systems$283,992,498$2,275,262 ▼-0.8%2,472,5100.2%ConstructionDEDeere & Company$281,651,593$49,593,538 ▲21.4%553,8980.2%IndustrialsONON Semiconductor$279,648,073$2,432,296 ▼-0.9%5,335,7770.2%Computer and TechnologyHDBHDFC Bank$264,795,869$8,308,268 ▼-3.0%3,453,7090.2%FinanceETNEaton$258,888,791$7,636,373 ▼-2.9%725,1990.2%IndustrialsGHGuardant Health$250,301,264$13,073,749 ▼-5.0%4,809,7860.2%MedicalBROSDutch Bros$247,612,620$12,240,144 ▼-4.7%3,621,6560.2%Retail/WholesaleMBLYMobileye Global$243,401,966$4,431,351 ▼-1.8%13,537,3730.2%Auto/Tires/TrucksCHWYChewy$242,805,713$12,091,251 ▼-4.7%5,696,9900.2%Retail/WholesaleGRABGrab$242,103,538$11,629,772 ▼-4.6%48,131,9160.2%Computer and TechnologyDOCSDoximity$241,313,462$11,602,032 ▼-4.6%3,934,0310.2%MedicalPENPenumbra$236,645,452$59,828,665 ▲33.8%922,1270.2%MedicalFIXComfort Systems USA$231,933,346$7,170,736 ▼-3.0%432,5420.2%ConstructionADSKAutodesk$229,649,243$11,249,774 ▼-4.7%741,8330.2%Computer and TechnologyENSGThe Ensign Group$221,605,905$75,738,883 ▲51.9%1,436,5740.2%MedicalUNHUnitedHealth Group$215,837,068$4,972,802 ▼-2.3%691,8520.2%MedicalSNSharkNinja$213,183,676$9,629,747 ▼-4.3%2,153,5880.2%Retail/WholesaleMSCIMSCI$207,922,845$207,922,845 ▲New Holding360,5140.2%FinanceTMOThermo Fisher Scientific$204,625,931$1,906,067 ▼-0.9%504,6760.2%MedicalECLEcolab$196,244,468$9,084,978 ▼-4.4%728,3420.1%Basic MaterialsSGSweetgreen$193,405,627$19,204,128 ▲11.0%12,997,6900.1%Retail/WholesaleEPAMEPAM Systems$189,606,385$189,606,385 ▲New Holding1,072,3130.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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