Baillie Gifford & Co Top Holdings and 13F Report (2024) About Baillie Gifford & CoInvestment ActivityBaillie Gifford & Co has $133.63 billion in total holdings as of September 30, 2024.Baillie Gifford & Co owns shares of 277 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 5.09% of the portfolio was purchased this quarter.About 6.02% of the portfolio was sold this quarter.This quarter, Baillie Gifford & Co has purchased 285 new stocks and bought additional shares in 71 stocks.Baillie Gifford & Co sold shares of 173 stocks and completely divested from 23 stocks this quarter.Largest Holdings MercadoLibre $9,621,925,663NVIDIA $7,711,403,324Amazon.com $7,167,765,172Spotify Technology $5,738,135,557Shopify $5,078,175,923 Largest New Holdings this Quarter Builders FirstSource $267,131,713 HoldingDutch Bros $224,460,987 HoldingNorwegian Cruise Line $179,146,216 HoldingThe Ensign Group $151,827,466 HoldingLineage Inc $134,351,079 Holding Largest Purchases this Quarter Microsoft 2,222,483 shares (about $956.33M)Ryanair 15,008,023 shares (about $678.06M)Shopify 8,131,160 shares (about $651.63M)SEA 5,295,590 shares (about $499.27M)NU 24,140,416 shares (about $329.52M) Largest Sales this Quarter NVIDIA 18,558,916 shares (about $2.25B)Taiwan Semiconductor Manufacturing 3,117,899 shares (about $541.49M)Tesla 1,634,363 shares (about $427.60M)MercadoLibre 157,065 shares (about $322.29M)Alnylam Pharmaceuticals 1,145,656 shares (about $315.09M) 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$9,621,925,663$322,291,097 ▼-3.2%4,689,1397.2%Retail/WholesaleNVDANVIDIA$7,711,403,324$2,253,794,759 ▼-22.6%63,499,6985.8%Computer and TechnologyAMZNAmazon.com$7,167,765,172$659,608 ▼0.0%38,468,1225.4%Retail/WholesaleSPOTSpotify Technology$5,738,135,557$196,656,453 ▼-3.3%15,570,3354.3%Business ServicesSHOPShopify$5,078,175,923$651,631,162 ▲14.7%63,366,3083.8%Computer and TechnologyPDDPDD$4,868,858,894$133,197,942 ▲2.8%36,116,4523.6%Multi-Sector ConglomeratesTTDTrade Desk$4,245,217,514$188,669,272 ▲4.7%38,716,0743.2%Computer and TechnologyCPNGCoupang$4,201,242,409$5,400,705 ▼-0.1%171,130,0373.1%Retail/WholesaleSESEA$3,730,095,616$499,268,225 ▲15.5%39,564,0182.8%Computer and TechnologyMETAMeta Platforms$3,520,720,092$193,635,272 ▲5.8%6,150,3742.6%Computer and TechnologyNFLXNetflix$3,338,584,247$39,008,431 ▼-1.2%4,707,0712.5%Consumer DiscretionaryTSLATesla$3,311,954,024$427,598,392 ▼-11.4%12,658,9232.5%Auto/Tires/TrucksMSFTMicrosoft$3,032,859,394$956,334,435 ▲46.1%7,048,2442.3%Computer and TechnologyNUNU$2,867,912,106$329,516,678 ▲13.0%210,103,4512.1%FinanceMRNAModerna$2,837,473,687$66,225,723 ▼-2.3%42,458,0832.1%MedicalRACEFerrari$2,750,105,462$69,393,440 ▼-2.5%5,871,1982.1%Auto/Tires/TrucksNETCloudflare$2,629,781,787$17,154,989 ▼-0.6%32,510,5922.0%Computer and TechnologyDoordash Inc$2,018,583,860$234,817,398 ▲13.2%14,142,6741.5%COMISRGIntuitive Surgical$1,890,675,684$11,880,382 ▲0.6%3,848,5471.4%MedicalIOTSamsara$1,628,592,047$308,505,885 ▲23.4%33,844,3901.2%Computer and TechnologyWDAYWorkday$1,606,657,486$2,749,857 ▲0.2%6,573,6161.2%Computer and TechnologyELVElevance Health$1,440,175,360$49,251,280 ▼-3.3%2,769,5681.1%MedicalTEAMAtlassian$1,352,114,534$12,459,280 ▲0.9%8,514,0391.0%Computer and TechnologyALNYAlnylam Pharmaceuticals$1,344,071,609$315,089,769 ▼-19.0%4,887,0001.0%MedicalRBLXRoblox$1,274,018,037$15,831,891 ▼-1.2%28,784,8631.0%Consumer DiscretionaryAMDAdvanced Micro Devices$1,148,856,657$229,975,348 ▼-16.7%7,001,8080.9%Computer and TechnologyMLMMartin Marietta Materials$1,140,647,021$46,366,470 ▼-3.9%2,119,1770.9%ConstructionDDOGDatadog$1,083,930,899$8,387,069 ▼-0.8%9,420,5710.8%Computer and TechnologyWIXWix.com$1,080,204,395$121,374,782 ▼-10.1%6,461,7120.8%Computer and TechnologyRYAAYRyanair$1,063,939,393$678,062,480 ▲175.7%23,548,9020.8%TransportationMAMastercard$1,017,971,663$34,117,630 ▼-3.2%2,061,5060.8%Business ServicesDXCMDexCom$1,006,784,328$20,666,086 ▼-2.0%15,017,6660.8%MedicalSCIService Co. International$988,940,017$37,096,784 ▼-3.6%12,529,3300.7%Consumer StaplesBNTXBioNTech$986,749,594$3,773,679 ▲0.4%8,308,0710.7%MedicalMCOMoody's$973,880,036$175,032,114 ▼-15.2%2,052,0450.7%FinanceDuolingo Inc$902,720,921$60,688,448 ▼-6.3%3,200,9110.7%CL A COMPBRPetróleo Brasileiro S.A. - Petrobras$894,628,307$294,396,415 ▲49.0%62,083,8520.7%Oils/EnergyBGNEBeiGene$831,979,279$5,344,910 ▲0.6%3,705,7560.6%MedicalADIAnalog Devices$777,848,927$30,698,463 ▼-3.8%3,379,4540.6%Computer and TechnologyESTCElastic$722,454,834$28,751,302 ▼-3.8%9,411,8660.5%Computer and TechnologyENPHEnphase Energy$716,897,048$6,559,681 ▲0.9%6,343,0990.5%Oils/EnergySQBlock$686,948,137$9,926,714 ▲1.5%10,233,1020.5%Business ServicesAJGArthur J. Gallagher & Co.$669,927,057$30,477,717 ▼-4.4%2,380,9470.5%FinanceCSGPCoStar Group$663,806,443$19,059,916 ▼-2.8%8,799,1310.5%Computer and TechnologyGOOGAlphabet$637,688,741$272,985,993 ▼-30.0%3,814,1560.5%Computer and TechnologyWSOWatsco$607,046,815$91,343,592 ▼-13.1%1,234,1360.5%ConstructionTXNTexas Instruments$595,826,377$18,314,703 ▼-3.0%2,884,3800.4%Computer and TechnologyELFe.l.f. Beauty$578,479,599$163,670,494 ▲39.5%5,305,6920.4%Consumer StaplesRIVNRivian Automotive$565,012,037$194,574,839 ▲52.5%50,357,5790.4%Auto/Tires/TrucksCBRECBRE Group$552,943,646$19,039,092 ▼-3.3%4,442,0280.4%FinanceCHWYChewy$543,790,700$22,475,008 ▼-4.0%18,565,7460.4%Retail/WholesalePODDInsulet$529,669,407$90,688,477 ▲20.7%2,275,7010.4%MedicalHDBHDFC Bank$522,452,073$199,065,857 ▼-27.6%8,351,2160.4%FinanceUNHUnitedHealth Group$506,625,221$16,082,208 ▼-3.1%866,5000.4%MedicalSPGIS&P Global$502,638,196$18,063,618 ▼-3.5%972,9360.4%Business ServicesAURAurora Innovation$502,635,510$73,799,223 ▲17.2%84,904,6470.4%Business ServicesKaspi.kz ADR$492,798,810$138,383,194 ▲39.0%4,649,4840.4%ADRWMSAdvanced Drainage Systems$477,592,423$13,523,461 ▼-2.8%3,038,8930.4%ConstructionILMNIllumina$472,451,043$258,519,828 ▼-35.4%3,622,8130.4%MedicalRPRXRoyalty Pharma$456,105,271$6,514,282 ▼-1.4%16,122,4910.3%FinanceFMXFomento Económico Mexicano$425,118,207$41,562,537 ▲10.8%4,306,7390.3%Consumer StaplesSGSweetgreen$423,875,791$13,092,819 ▼-3.0%11,957,0040.3%Retail/WholesaleETNEaton$417,422,165$13,594,674 ▼-3.2%1,259,4200.3%Industrial ProductsMKLMarkel Group$406,442,606$15,106,994 ▼-3.6%259,1150.3%Multi-Sector ConglomeratesAFRMAffirm$405,578,050$141,427,340 ▼-25.9%9,935,7680.3%Business ServicesFIXComfort Systems USA$393,134,757$12,597,766 ▼-3.1%1,007,1340.3%ConstructionAVAVAeroVironment$391,254,296$88,163,258 ▲29.1%1,951,3930.3%AerospaceDNLIDenali Therapeutics$388,765,688$12,167,863 ▼-3.0%13,345,8870.3%MedicalAZOAutoZone$378,990,762$374,855 ▲0.1%120,3130.3%Retail/WholesaleTMOThermo Fisher Scientific$373,241,426$11,209,726 ▼-2.9%603,3940.3%MedicalTSMTaiwan Semiconductor Manufacturing$369,883,234$541,485,519 ▼-59.4%2,129,8050.3%Computer and TechnologyMMYTMakeMyTrip$367,085,669$11,448,744 ▼-3.0%3,949,2810.3%Computer and TechnologyYETIYETI$350,708,767$11,936,981 ▼-3.3%8,547,6180.3%Consumer DiscretionarySYMSymbotic$343,191,665$83,171,119 ▲32.0%14,070,9990.3%Business ServicesCPACopa$335,677,691$2,283,503 ▼-0.7%3,577,1280.3%TransportationSNOWSnowflake$328,600,908$7,261,679 ▼-2.2%2,860,8820.2%Computer and TechnologyPINSPinterest$314,270,490$13,188,930 ▼-4.0%9,708,6960.2%Computer and TechnologyWWayfair$305,569,761$8,373,460 ▼-2.7%5,439,1200.2%Retail/WholesaleADSKAutodesk$303,184,197$29,693,714 ▼-8.9%1,100,5670.2%Computer and TechnologyBAPCredicorp$302,991,013$7,493,787 ▲2.5%1,674,2610.2%FinanceENTGEntegris$292,827,592$8,646,018 ▼-2.9%2,602,2180.2%Computer and TechnologyINSPInspire Medical Systems$288,470,525$12,663,000 ▼-4.2%1,366,8350.2%MedicalSITESiteOne Landscape Supply$284,475,310$11,064,419 ▼-3.7%1,885,0660.2%Industrial ProductsXYLXylem$268,652,177$26,379,326 ▼-8.9%1,989,5740.2%Business ServicesBLDRBuilders FirstSource$267,131,713$267,131,713 ▲New Holding1,377,9620.2%Retail/WholesaleJOBYJoby Aviation$265,337,551$596,332 ▼-0.2%52,751,0040.2%TransportationFNDFloor & Decor$261,208,110$7,581,572 ▼-2.8%2,103,6330.2%Retail/WholesaleECLEcolab$259,918,790$24,629,387 ▼-8.7%1,017,9720.2%Basic MaterialsTMETencent Music Entertainment Group$259,322,000$7,174,859 ▼-2.7%21,520,4980.2%Computer and TechnologyOddity$248,713,383$4,421,448 ▼-1.7%6,159,3210.2%SHS CLASS ADOCSDoximity$233,501,869$23,409,769 ▼-9.1%5,359,2350.2%MedicalALBAlbemarle$227,769,026$6,779,152 ▼-2.9%2,404,9100.2%Basic MaterialsDEDeere & Company$226,272,571$141,292,080 ▼-38.4%542,1910.2%Industrial ProductsBROSDutch Bros$224,460,987$224,460,987 ▲New Holding7,007,8360.2%Retail/WholesaleROKURoku$216,400,592$7,980,034 ▼-3.6%2,898,4810.2%Consumer DiscretionaryMBLYMobileye Global$214,200,678$2,244,868 ▼-1.0%15,635,0860.2%Auto/Tires/TrucksCXCEMEX$200,673,023$5,560,656 ▲2.8%32,897,2170.2%ConstructionSNSharkNinja$198,463,802$195,414,704 ▲6,408.9%1,825,6260.1%Retail/WholesaleBCBrunswick$198,413,675$5,351,320 ▼-2.6%2,367,1400.1%Consumer DiscretionaryFASTFastenal$192,994,124$77,062 ▲0.0%2,702,2420.1%Retail/WholesaleShowing 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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