Baillie Gifford & Co Top Holdings and 13F Report (2024)

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About Baillie Gifford & Co

Investment Activity

Baillie Gifford & Co has $126.19 billion in total holdings as of December 31, 2023.
Baillie Gifford & Co owns shares of 289 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 8.15% of the portfolio was purchased this quarter.
About 5.66% of the portfolio was sold this quarter.
This quarter, Baillie Gifford & Co has purchased 290 new stocks and bought additional shares in 69 stocks.
Baillie Gifford & Co sold shares of 195 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

MercadoLibre: $8,459,956,560
NVIDIA: $6,820,126,260
Amazon.com: $6,178,971,178
PDD: $5,553,962,421
Shopify: $4,988,734,150

Largest New Holdings this Quarter

Insulet: $263,144,448 Holding
Guardant Health: $167,136,864 Holding
Neogen: $166,645,819 Holding
Lufax Holding Ltd: $18,657,078 Holding
MSA Safety: $13,126,025 Holding

Largest Purchases this Quarter

Shopify: 63,915,708 shares (about $4.98B)
Enphase Energy: 4,078,723 shares (about $538.96M)
Block: 5,771,310 shares (about $446.41M)
Coupang: 25,843,034 shares (about $418.40M)
Meta Platforms: 1,077,738 shares (about $381.48M)

Largest Sales this Quarter

MercadoLibre: 648,605 shares (about $1.02B)
Tesla: 3,604,862 shares (about $895.74M)
Illumina: 5,194,534 shares (about $723.29M)
Trade Desk: 3,710,749 shares (about $267.03M)
Netflix: 482,908 shares (about $235.12M)

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	$8,459,956,560	$1,019,308,702 ▼	-10.8%	5,383,227	6.7%	Retail/Wholesale
NVDA NVIDIA	$6,820,126,260	$4,880,393 ▼	-0.1%	13,771,912	5.4%	Computer and Technology
AMZN Amazon.com	$6,178,971,178	$101,043,139 ▼	-1.6%	40,667,179	4.9%	Retail/Wholesale
PDD PDD	$5,553,962,421	$335,352,469 ▲	6.4%	37,960,238	4.4%	Retail/Wholesale
SHOP Shopify	$4,988,734,150	$4,979,033,653 ▲	51,327.6%	64,040,233	4.0%	Computer and Technology
TSLA Tesla	$4,645,023,995	$895,736,110 ▼	-16.2%	18,693,754	3.7%	Auto/Tires/Trucks
MRNA Moderna	$4,540,342,711	$531,461 ▲	0.0%	45,654,527	3.6%	Medical
SPOT Spotify Technology	$4,445,404,534	$218,920,412 ▼	-4.7%	23,657,094	3.5%	Business Services
TTD Trade Desk	$2,949,209,864	$267,025,498 ▼	-8.3%	40,984,017	2.3%	Computer and Technology
NET Cloudflare	$2,575,954,247	$9,953,483 ▼	-0.4%	30,938,677	2.0%	Computer and Technology
NFLX Netflix	$2,356,763,088	$235,118,247 ▼	-9.1%	4,840,542	1.9%	Consumer Discretionary
CPNG Coupang	$2,356,035,632	$418,398,720 ▲	21.6%	145,524,128	1.9%	Retail/Wholesale
RACE Ferrari	$2,286,051,137	$136,595,226 ▼	-5.6%	6,780,755	1.8%	Auto/Tires/Trucks
TEAM Atlassian	$2,094,980,255	$359,482,099 ▲	20.7%	8,807,619	1.7%	Computer and Technology
DXCM DexCom	$2,050,005,640	$20,126,281 ▼	-1.0%	16,520,313	1.6%	Medical
MSFT Microsoft	$1,934,144,066	$94,038,579 ▼	-4.6%	5,143,453	1.5%	Computer and Technology
WDAY Workday	$1,924,926,076	$31,176,560 ▼	-1.6%	6,972,854	1.5%	Computer and Technology
META Meta Platforms	$1,894,898,313	$381,476,142 ▲	25.2%	5,353,425	1.5%	Computer and Technology
AMD Advanced Micro Devices	$1,496,186,441	$18,096,346 ▼	-1.2%	10,149,830	1.2%	Computer and Technology
ELV Elevance Health	$1,456,132,011	$13,197,078 ▲	0.9%	3,087,904	1.2%	Medical
MCO Moody's	$1,421,072,479	$59,802,938 ▼	-4.0%	3,638,551	1.1%	Finance
SE SEA	$1,384,427,458	$325,862,069 ▲	30.8%	34,183,394	1.1%	Computer and Technology
ISRG Intuitive Surgical	$1,372,391,950	$8,771,697 ▼	-0.6%	4,068,034	1.1%	Medical
ALNY Alnylam Pharmaceuticals	$1,333,572,036	$228,934,399 ▼	-14.7%	6,967,097	1.1%	Medical
MLM Martin Marietta Materials	$1,314,690,214	$62,894,091 ▼	-4.6%	2,635,125	1.0%	Construction
RBLX Roblox	$1,268,242,900	$18,585,317 ▼	-1.4%	27,739,346	1.0%	Consumer Discretionary
Doordash Inc	$1,263,381,259	$76,439,695 ▲	6.4%	12,775,622	1.0%	COM
RYAAY Ryanair	$1,252,148,513	$159,740,208 ▲	14.6%	9,389,236	1.0%	Transportation
DDOG Datadog	$1,204,134,026	$27,956,606 ▼	-2.3%	9,920,366	1.0%	Computer and Technology
NIO NIO	$1,039,746,723	$2,435,431 ▼	-0.2%	114,635,802	0.8%	Auto/Tires/Trucks
GOOG Alphabet	$1,005,280,749	$67,942,776 ▼	-6.3%	7,133,192	0.8%	Computer and Technology
MA Mastercard	$988,297,456	$39,501,224 ▼	-3.8%	2,317,173	0.8%	Business Services
SCI Service Co. International	$961,737,900	$39,049,287 ▼	-3.9%	14,050,225	0.8%	Consumer Staples
WIX Wix.com	$958,171,410	$14,620,312 ▼	-1.5%	7,788,745	0.8%	Computer and Technology
NU NU	$956,021,597	$28,103,412 ▼	-2.9%	114,768,499	0.8%	Business Services
BNTX BioNTech	$917,056,269	$9,112,640 ▲	1.0%	8,689,182	0.7%	Medical
AFRM Affirm	$883,686,537	$51,216,362 ▼	-5.5%	17,983,039	0.7%	Business Services
ESTC Elastic	$875,044,499	$23,880,679 ▲	2.8%	7,764,370	0.7%	Business Services
SNOW Snowflake	$842,994,248	$29,688,611 ▼	-3.4%	4,236,152	0.7%	Computer and Technology
CSGP CoStar Group	$832,310,751	$184,786,330 ▼	-18.2%	9,524,096	0.7%	Computer and Technology
Duolingo Inc	$815,168,688	$203,076,801 ▼	-19.9%	3,593,426	0.6%	CL A COM
ADI Analog Devices	$753,379,330	$78,977,836 ▲	11.7%	3,794,215	0.6%	Computer and Technology
IOT Samsara	$747,624,878	$6,302,077 ▼	-0.8%	22,397,390	0.6%	Computer and Technology
PBR Petróleo Brasileiro S.A. - Petrobras	$746,131,288	$43,481,407 ▼	-5.5%	46,720,807	0.6%	Oils/Energy
ILMN Illumina	$734,598,076	$723,286,915 ▼	-49.6%	5,275,769	0.6%	Medical
TSM Taiwan Semiconductor Manufacturing	$707,451,056	$4,943,744 ▼	-0.7%	6,802,414	0.6%	Computer and Technology
BGNE BeiGene	$697,352,742	$928,674 ▼	-0.1%	3,866,449	0.6%	Medical
HDB HDFC Bank	$646,737,929	$5,134,251 ▲	0.8%	9,636,983	0.5%	Finance
WSO Watsco	$632,557,545	$173,436,515 ▼	-21.5%	1,476,317	0.5%	Construction
AJG Arthur J. Gallagher & Co.	$610,258,880	$25,446,971 ▼	-4.0%	2,713,709	0.5%	Finance
BR Broadridge Financial Solutions	$576,807,987	$34,321,775 ▼	-5.6%	2,803,441	0.5%	Business Services
SPGI S&P Global	$575,586,075	$35,965,815 ▼	-5.9%	1,306,606	0.5%	Business Services
ENPH Enphase Energy	$539,101,601	$538,962,458 ▲	387,343.1%	4,079,776	0.4%	Oils/Energy
FMX Fomento Económico Mexicano	$500,366,594	$175,081,558 ▲	53.8%	3,838,639	0.4%	Consumer Staples
RPRX Royalty Pharma	$494,115,741	$18,281,927 ▼	-3.6%	17,590,450	0.4%	Finance
TER Teradyne	$489,595,576	$24,040,870 ▼	-4.7%	4,511,570	0.4%	Computer and Technology
YETI YETI	$487,583,314	$168,839,253 ▲	53.0%	9,416,441	0.4%	Consumer Discretionary
SCHW Charles Schwab	$477,244,616	$24,198,955 ▼	-4.8%	6,936,695	0.4%	Finance
WMS Advanced Drainage Systems	$475,432,958	$19,603,106 ▼	-4.0%	3,380,496	0.4%	Construction
COUR Coursera	$467,917,507	$32,355,106 ▼	-6.5%	24,156,815	0.4%	Business Services
CBRE CBRE Group	$461,121,594	$25,564,562 ▼	-5.3%	4,953,503	0.4%	Finance
SQ Block	$459,072,405	$446,410,829 ▲	3,525.7%	5,935,002	0.4%	Business Services
W Wayfair	$458,368,992	$17,148,898 ▼	-3.6%	7,428,995	0.4%	Retail/Wholesale
ENTG Entegris	$449,492,149	$21,508,529 ▼	-4.6%	3,751,395	0.4%	Computer and Technology
TXG 10x Genomics	$443,201,856	$23,554,795 ▼	-5.0%	7,919,976	0.4%	Medical
ETN Eaton	$437,361,630	$20,139,054 ▼	-4.4%	1,816,135	0.3%	Industrial Products
CHWY Chewy	$436,747,713	$62,722,905 ▲	16.8%	18,482,764	0.3%	Consumer Staples
MKL Markel Group	$411,850,514	$17,926,237 ▼	-4.2%	290,056	0.3%	Multi-Sector Conglomerates
CPA Copa	$404,333,075	$4,760,243 ▼	-1.2%	3,803,340	0.3%	Transportation
DNA Ginkgo Bioworks	$399,333,790	$4,253,122 ▼	-1.1%	236,292,183	0.3%	Medical
DE Deere & Company	$386,126,868	$39,480,365 ▼	-9.3%	965,631	0.3%	Industrial Products
JOBY Joby Aviation	$374,530,933	$35,028,449 ▲	10.3%	56,320,441	0.3%	Transportation
CX CEMEX	$372,975,974	$35,742,698 ▼	-8.7%	48,125,932	0.3%	Construction
MTD Mettler-Toledo International	$372,872,395	$5,127,182 ▼	-1.4%	307,407	0.3%	Computer and Technology
MBLY Mobileye Global	$364,939,940	$1,385,720 ▼	-0.4%	8,424,283	0.3%	Auto/Tires/Trucks
TMO Thermo Fisher Scientific	$356,247,670	$13,677,927 ▼	-3.7%	671,165	0.3%	Medical
XYL Xylem	$350,700,835	$7,961,629 ▲	2.3%	3,066,639	0.3%	Industrial Products
SITE SiteOne Landscape Supply	$345,489,137	$15,213,737 ▼	-4.2%	2,126,087	0.3%	Industrial Products
PINS Pinterest	$344,685,313	$38,639,128 ▲	12.6%	9,305,759	0.3%	Computer and Technology
ALB Albemarle	$340,376,242	$12,035,328 ▼	-3.4%	2,355,871	0.3%	Basic Materials
ADSK Autodesk	$321,910,021	$104,470,207 ▲	48.0%	1,322,121	0.3%	Computer and Technology
BIDU Baidu	$311,841,095	$1,824,102 ▼	-0.6%	2,618,533	0.2%	Computer and Technology
DNLI Denali Therapeutics	$306,035,137	$9,019,702 ▼	-2.9%	14,260,724	0.2%	Medical
TXN Texas Instruments	$306,008,257	$236,210,683 ▲	338.4%	1,795,191	0.2%	Computer and Technology
TWLO Twilio	$293,153,107	$16,595,349 ▼	-5.4%	3,863,887	0.2%	Computer and Technology
ROKU Roku	$281,839,009	$11,441,093 ▼	-3.9%	3,074,831	0.2%	Consumer Discretionary
EXAS Exact Sciences	$278,686,729	$22,140,365 ▼	-7.4%	3,767,055	0.2%	Medical
ADBE Adobe	$264,870,116	$192,714,329 ▼	-42.1%	443,966	0.2%	Computer and Technology
PODD Insulet	$263,144,448	$263,144,448 ▲	New Holding	1,212,759	0.2%	Medical
FND Floor & Decor	$261,693,097	$14,061,022 ▼	-5.1%	2,345,761	0.2%	Construction
Oddity	$254,941,917	$3,756,367 ▼	-1.5%	5,479,087	0.2%	SHS CLASS A
SPT Sprout Social	$252,766,618	$17,839,841 ▼	-6.6%	4,114,040	0.2%	Computer and Technology
INSP Inspire Medical Systems	$250,194,284	$246,592,759 ▲	6,846.9%	1,229,879	0.2%	Medical
EL Estée Lauder Companies	$247,834,519	$10,670,693 ▼	-4.1%	1,694,595	0.2%	Consumer Staples
ECL Ecolab	$242,992,238	$10,256,480 ▲	4.4%	1,225,068	0.2%	Basic Materials
TME Tencent Music Entertainment Group	$240,974,243	$7,656,374 ▼	-3.1%	26,745,199	0.2%	Computer and Technology
POOL Pool	$240,495,892	$11,777,893 ▼	-4.7%	603,185	0.2%	Consumer Discretionary
RXRX Recursion Pharmaceuticals	$238,409,910	$3,666,983 ▼	-1.5%	24,179,504	0.2%	Medical
FIX Comfort Systems USA	$235,759,315	$8,560,191 ▼	-3.5%	1,146,299	0.2%	Construction
RELY Remitly Global	$216,168,546	$98,217,757 ▲	83.3%	11,131,233	0.2%	Business Services

Showing largest 100 holdings. View all holdings.

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Baillie Gifford & Co Top Holdings and 13F Report (2024)

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

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Baillie Gifford & Co Top Holdings and 13F Report (2024)

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