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

About Baillie Gifford & Co

Investment Activity

Baillie Gifford & Co has $130.14 billion in total holdings as of December 31, 2024.
Baillie Gifford & Co owns shares of 273 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 3.27% of the portfolio was purchased this quarter.
About 15.28% of the portfolio was sold this quarter.
This quarter, Baillie Gifford & Co has purchased 278 new stocks and bought additional shares in 71 stocks.
Baillie Gifford & Co sold shares of 182 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Amazon.com: $7,909,482,725
MercadoLibre: $7,305,814,628
NVIDIA: $7,102,978,946
Shopify: $6,355,769,101
Spotify Technology: $5,886,489,142

Largest New Holdings this Quarter

26142V105 - DraftKings: $246,764,638 Holding
87241L109 - TFI International: $148,613,183 Holding
833635105 - Sociedad Química y Minera de Chile: $49,535,264 Holding
98423F109 - Xometry: $30,296,961 Holding
704326107 - Paychex: $25,430,159 Holding

Largest Purchases this Quarter

AppLovin: 4,010,520 shares (about $1.30B)
e.l.f. Beauty: 2,703,742 shares (about $339.45M)
DraftKings: 6,633,458 shares (about $246.76M)
Datadog: 1,484,562 shares (about $212.13M)
PDD: 1,942,891 shares (about $188.44M)

Largest Sales this Quarter

Shopify: 63,363,793 shares (about $6.74B)
Tesla: 5,236,250 shares (about $2.11B)
NVIDIA: 10,606,862 shares (about $1.42B)
Spotify Technology: 2,412,641 shares (about $1.08B)
MercadoLibre: 392,713 shares (about $667.78M)

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
AMZN Amazon.com	$7,909,482,725	$530,038,561 ▼	-6.3%	36,052,157	6.1%	Retail/Wholesale
MELI MercadoLibre	$7,305,814,628	$667,784,894 ▼	-8.4%	4,296,426	5.6%	Retail/Wholesale
NVDA NVIDIA	$7,102,978,946	$1,424,395,498 ▼	-16.7%	52,892,836	5.5%	Computer and Technology
SHOP Shopify	$6,355,769,101	$381,970,429 ▼	-5.7%	59,773,997	4.9%	Computer and Technology
SPOT Spotify Technology	$5,886,489,142	$1,079,367,331 ▼	-15.5%	13,157,694	4.5%	Business Services
SE SEA	$4,345,277,647	$147,535,339 ▲	3.5%	40,954,549	3.3%	Computer and Technology
TTD Trade Desk	$4,134,579,996	$415,720,182 ▼	-9.1%	35,178,933	3.2%	Computer and Technology
NFLX Netflix	$3,989,318,360	$206,188,164 ▼	-4.9%	4,475,742	3.1%	Consumer Discretionary
PDD PDD	$3,691,375,677	$188,440,998 ▲	5.4%	38,059,343	2.8%	Retail/Wholesale
CPNG Coupang	$3,539,580,777	$221,857,438 ▼	-5.9%	161,036,432	2.7%	Retail/Wholesale
META Meta Platforms	$3,444,195,241	$156,910,239 ▼	-4.4%	5,882,385	2.6%	Computer and Technology
NET Cloudflare	$3,433,286,350	$67,454,198 ▼	-1.9%	31,884,160	2.6%	Computer and Technology
MSFT Microsoft	$3,107,211,593	$136,376,747 ▲	4.6%	7,371,795	2.4%	Computer and Technology
TSLA Tesla	$2,997,572,264	$2,114,607,200 ▼	-41.4%	7,422,673	2.3%	Auto/Tires/Trucks
RACE Ferrari	$2,358,933,330	$148,304,228 ▼	-5.9%	5,523,914	1.8%	Auto/Tires/Trucks
NU NU	$2,330,785,983	$154,114,231 ▲	7.1%	224,979,342	1.8%	Finance
Doordash Inc	$2,214,527,973	$157,905,591 ▼	-6.7%	13,201,359	1.7%	COM
TEAM Atlassian	$1,976,503,339	$95,643,472 ▼	-4.6%	8,121,059	1.5%	Computer and Technology
ISRG Intuitive Surgical	$1,974,617,481	$34,170,111 ▼	-1.7%	3,783,082	1.5%	Medical
WDAY Workday	$1,634,139,340	$62,050,796 ▼	-3.7%	6,333,137	1.3%	Computer and Technology
RBLX Roblox	$1,621,915,550	$43,576,623 ▼	-2.6%	28,031,724	1.2%	Consumer Discretionary
MRNA Moderna	$1,617,028,362	$148,378,729 ▼	-8.4%	38,889,571	1.2%	Medical
DDOG Datadog	$1,558,234,454	$212,129,064 ▲	15.8%	10,905,133	1.2%	Computer and Technology
IOT Samsara	$1,438,684,919	$39,976,481 ▼	-2.7%	32,929,387	1.1%	Computer and Technology
AppLovin	$1,322,682,340	$1,298,726,692 ▲	5,421.4%	4,084,496	1.0%	COM CL A
WIX Wix.com	$1,204,331,155	$182,029,155 ▼	-13.1%	5,613,289	0.9%	Computer and Technology
DXCM DexCom	$1,136,436,833	$31,487,051 ▼	-2.7%	14,612,792	0.9%	Medical
ELF e.l.f. Beauty	$1,005,584,439	$339,454,808 ▲	51.0%	8,009,434	0.8%	Consumer Staples
MLM Martin Marietta Materials	$987,196,780	$107,358,141 ▼	-9.8%	1,911,320	0.8%	Construction
ALNY Alnylam Pharmaceuticals	$950,713,345	$199,246,625 ▼	-17.3%	4,040,259	0.7%	Medical
Block Inc	$949,151,831	$79,440,493 ▲	9.1%	11,167,806	0.7%	COM
RYAAY Ryanair	$948,173,254	$78,323,384 ▼	-7.6%	21,752,082	0.7%	Transportation
MA Mastercard	$946,740,212	$138,787,002 ▼	-12.8%	1,797,938	0.7%	Business Services
BNTX BioNTech	$936,735,205	$9,969,486 ▼	-1.1%	8,220,581	0.7%	Medical
ELV Elevance Health	$917,595,958	$104,097,678 ▼	-10.2%	2,487,384	0.7%	Medical
Duolingo Inc	$888,423,271	$149,408,102 ▼	-14.4%	2,740,102	0.7%	CL A COM
SCI Service Co. International	$879,715,456	$120,375,664 ▼	-12.0%	11,021,241	0.7%	Consumer Staples
ESTC Elastic	$879,226,309	$53,301,374 ▼	-5.7%	8,873,903	0.7%	Computer and Technology
AMD Advanced Micro Devices	$767,078,586	$78,669,802 ▼	-9.3%	6,350,514	0.6%	Computer and Technology
PBR Petróleo Brasileiro S.A. - Petrobras	$712,777,305	$85,621,031 ▼	-10.7%	55,425,918	0.5%	Energy
BGNE BeiGene	$678,106,429	$6,383,762 ▼	-0.9%	3,671,195	0.5%	Medical
RIVN Rivian Automotive	$659,725,831	$10,029,969 ▼	-1.5%	49,603,446	0.5%	Auto/Tires/Trucks
ADI Analog Devices	$646,147,374	$71,851,422 ▼	-10.0%	3,041,266	0.5%	Computer and Technology
GOOG Alphabet	$631,857,828	$94,510,040 ▼	-13.0%	3,317,884	0.5%	Computer and Technology
PODD Insulet	$614,998,161	$20,880,901 ▲	3.5%	2,355,683	0.5%	Medical
ENPH Enphase Energy	$574,974,536	$139,330,498 ▲	32.0%	8,371,790	0.4%	Energy
AFRM Affirm	$571,179,517	$33,908,755 ▼	-5.6%	9,378,974	0.4%	Business Services
CSGP CoStar Group	$566,391,302	$63,538,488 ▼	-10.1%	7,911,598	0.4%	Computer and Technology
CHWY Chewy	$554,726,015	$67,040,818 ▼	-10.8%	16,563,930	0.4%	Retail/Wholesale
AZO AutoZone	$522,210,978	$136,968,752 ▲	35.6%	163,089	0.4%	Retail/Wholesale
WSO Watsco	$520,369,606	$64,475,104 ▼	-11.0%	1,098,081	0.4%	Construction
AUR Aurora Innovation	$510,329,157	$24,570,120 ▼	-4.6%	81,004,628	0.4%	Business Services
CBRE CBRE Group	$509,262,357	$73,931,500 ▼	-12.7%	3,878,912	0.4%	Finance
TXN Texas Instruments	$483,067,950	$57,782,144 ▼	-10.7%	2,576,225	0.4%	Computer and Technology
AJG Arthur J. Gallagher & Co.	$462,381,715	$213,450,091 ▼	-31.6%	1,628,965	0.4%	Finance
JOBY Joby Aviation	$447,411,501	$18,545,839 ▲	4.3%	55,032,165	0.3%	Transportation
Kaspi.kz ADR	$425,390,343	$14,962,286 ▼	-3.4%	4,491,504	0.3%	ADR
SPGI S&P Global	$424,874,373	$59,676,943 ▼	-12.3%	853,110	0.3%	Business Services
SNOW Snowflake	$417,798,873	$23,949,918 ▼	-5.4%	2,705,776	0.3%	Computer and Technology
MMYT MakeMyTrip	$413,588,096	$29,837,175 ▼	-6.7%	3,683,542	0.3%	Computer and Technology
ILMN Illumina	$403,321,130	$80,795,370 ▼	-16.7%	3,018,193	0.3%	Medical
MKL Markel Group	$392,233,980	$55,058,106 ▼	-12.3%	227,220	0.3%	Multi-Sector Conglomerates
TSM Taiwan Semiconductor Manufacturing	$384,203,366	$36,411,824 ▼	-8.7%	1,945,432	0.3%	Computer and Technology
UNH UnitedHealth Group	$383,655,859	$54,671,831 ▼	-12.5%	758,423	0.3%	Medical
MCO Moody's	$382,941,182	$588,435,359 ▼	-60.6%	808,968	0.3%	Finance
FMX Fomento Económico Mexicano	$369,786,054	$1,602,937 ▲	0.4%	4,325,489	0.3%	Consumer Staples
SG Sweetgreen	$362,949,625	$20,391,923 ▼	-5.3%	11,320,949	0.3%	Retail/Wholesale
RPRX Royalty Pharma	$360,571,503	$50,713,242 ▼	-12.3%	14,134,516	0.3%	Finance
SYM Symbotic	$329,682,546	$3,940,839 ▼	-1.2%	13,904,789	0.3%	Business Services
AVAV AeroVironment	$328,598,238	$28,298,370 ▲	9.4%	2,135,280	0.3%	Aerospace
BROS Dutch Bros	$321,461,350	$45,609,099 ▼	-12.4%	6,137,101	0.2%	Retail/Wholesale
WMS Advanced Drainage Systems	$308,550,850	$42,745,181 ▼	-12.2%	2,669,125	0.2%	Construction
BAP Credicorp	$297,404,802	$9,520,724 ▼	-3.1%	1,622,326	0.2%	Finance
YETI YETI	$297,006,835	$32,161,935 ▼	-9.8%	7,712,460	0.2%	Consumer Discretionary
MBLY Mobileye Global	$288,631,915	$22,818,997 ▼	-7.3%	14,489,554	0.2%	Auto/Tires/Trucks
TMO Thermo Fisher Scientific	$280,329,577	$33,574,083 ▼	-10.7%	538,857	0.2%	Medical
W Wayfair	$273,887,007	$32,825,209 ▲	13.6%	6,179,761	0.2%	Retail/Wholesale
ADSK Autodesk	$273,018,305	$52,276,284 ▼	-16.1%	923,701	0.2%	Computer and Technology
CPA Copa	$269,110,267	$45,247,742 ▼	-14.4%	3,062,247	0.2%	Transportation
ETN Eaton	$264,826,286	$153,137,429 ▼	-36.6%	797,982	0.2%	Industrials
DOCS Doximity	$263,946,386	$22,183,171 ▼	-7.8%	4,943,742	0.2%	Medical
PINS Pinterest	$258,617,041	$22,935,143 ▼	-8.1%	8,917,829	0.2%	Computer and Technology
FIX Comfort Systems USA	$256,708,538	$170,376,707 ▼	-39.9%	605,359	0.2%	Construction
DNLI Denali Therapeutics	$250,957,914	$21,031,263 ▼	-7.7%	12,313,931	0.2%	Medical
Oddity	$250,841,794	$7,972,875 ▼	-3.1%	5,969,581	0.2%	SHS CLASS A
DKNG DraftKings	$246,764,638	$246,764,638 ▲	New Holding	6,633,458	0.2%	Consumer Discretionary
TME Tencent Music Entertainment Group	$237,891,222	$6,366,431 ▼	-2.6%	20,959,579	0.2%	Consumer Discretionary
BLDR Builders FirstSource	$237,752,620	$40,800,512 ▲	20.7%	1,663,420	0.2%	Retail/Wholesale
SN SharkNinja	$236,602,812	$58,859,864 ▲	33.1%	2,430,185	0.2%	Retail/Wholesale
INSP Inspire Medical Systems	$232,838,207	$20,545,665 ▼	-8.1%	1,256,005	0.2%	Medical
HDB HDFC Bank	$230,901,795	$302,406,859 ▼	-56.7%	3,615,750	0.2%	Finance
ENTG Entegris	$224,423,600	$33,352,115 ▼	-12.9%	2,265,532	0.2%	Computer and Technology
ECL Ecolab	$222,697,260	$15,833,940 ▼	-6.6%	950,398	0.2%	Basic Materials
GRAB Grab	$221,942,466	$20,105,015 ▲	10.0%	47,021,709	0.2%	Computer and Technology
SITE SiteOne Landscape Supply	$216,106,490	$32,288,657 ▼	-13.0%	1,640,028	0.2%	Industrials
DE Deere & Company	$215,689,993	$14,036,334 ▼	-6.1%	509,063	0.2%	Industrials
Remitly Global Inc	$211,826,989	$3,399,087 ▲	1.6%	9,385,334	0.2%	COM
BN Brookfield	$211,158,853	$187,942,102 ▲	809.5%	3,675,524	0.2%	Finance
NCLH Norwegian Cruise Line	$205,835,574	$18,905,143 ▼	-8.4%	7,999,828	0.2%	Consumer Discretionary
AAPL Apple	$205,562,516	$18,823,070 ▲	10.1%	820,871	0.2%	Computer and Technology

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