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

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About Baillie Gifford & Co

Investment Activity

Baillie Gifford & Co has $128.56 billion in total holdings as of March 31, 2024.
Baillie Gifford & Co owns shares of 290 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
Approximately 6.74% of the portfolio was purchased this quarter.
About 9.50% of the portfolio was sold this quarter.
This quarter, Baillie Gifford & Co has purchased 288 new stocks and bought additional shares in 58 stocks.
Baillie Gifford & Co sold shares of 202 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

NVIDIA: $9,308,067,614
MercadoLibre: $7,615,381,162
Amazon.com: $7,063,771,170
Spotify Technology: $5,663,842,648
Moderna: $4,758,523,859

Largest New Holdings this Quarter

Symbotic: $426,751,695 Holding
Kaspi.kz ADR: $147,577,481 Holding
Brunswick: $124,840,416 Holding
monday.com: $76,534,017 Holding
Carlisle Companies: $17,278,625 Holding

Largest Purchases this Quarter

Shopify: 61,262,818 shares (about $4.73B)
NU: 54,681,625 shares (about $652.35M)
Symbotic: 9,483,371 shares (about $426.75M)
Coupang: 23,076,870 shares (about $410.54M)
Meta Platforms: 748,076 shares (about $363.25M)

Largest Sales this Quarter

NVIDIA: 3,470,363 shares (about $3.14B)
Spotify Technology: 2,195,015 shares (about $579.26M)
MercadoLibre: 346,466 shares (about $523.84M)
Charles Schwab: 6,927,621 shares (about $501.14M)
NIO: 95,730,817 shares (about $430.79M)

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
NVDA NVIDIA	$9,308,067,614	$3,135,681,192 ▼	-25.2%	10,301,549	7.2%	Computer and Technology
MELI MercadoLibre	$7,615,381,162	$523,842,733 ▼	-6.4%	5,036,761	5.9%	Retail/Wholesale
AMZN Amazon.com	$7,063,771,170	$271,774,578 ▼	-3.7%	39,160,501	5.5%	Retail/Wholesale
SPOT Spotify Technology	$5,663,842,648	$579,264,458 ▼	-9.3%	21,462,079	4.4%	Business Services
MRNA Moderna	$4,758,523,859	$106,422,538 ▼	-2.2%	44,655,817	3.7%	Medical
SHOP Shopify	$4,737,261,260	$4,727,651,666 ▲	49,197.2%	61,387,343	3.7%	Computer and Technology
PDD PDD	$4,043,207,550	$369,670,118 ▼	-8.4%	34,780,280	3.1%	Retail/Wholesale
TTD Trade Desk	$3,367,019,852	$215,802,914 ▼	-6.0%	38,515,441	2.6%	Computer and Technology
TSLA Tesla	$3,135,376,728	$150,798,287 ▼	-4.6%	17,835,922	2.4%	Auto/Tires/Trucks
CPNG Coupang	$2,999,411,754	$410,537,517 ▲	15.9%	168,600,998	2.3%	Retail/Wholesale
META Meta Platforms	$2,962,766,856	$363,250,744 ▲	14.0%	6,101,501	2.3%	Computer and Technology
NET Cloudflare	$2,919,160,542	$76,631,553 ▼	-2.6%	30,147,274	2.3%	Computer and Technology
NFLX Netflix	$2,827,311,245	$112,495,129 ▼	-3.8%	4,655,313	2.2%	Consumer Discretionary
RACE Ferrari	$2,667,744,774	$290,847,890 ▼	-9.8%	6,114,165	2.1%	Auto/Tires/Trucks
DXCM DexCom	$2,175,980,524	$115,386,888 ▼	-5.0%	15,688,396	1.7%	Medical
MSFT Microsoft	$2,043,392,864	$120,560,682 ▼	-5.6%	4,856,895	1.6%	Computer and Technology
NU NU	$2,021,539,980	$652,351,786 ▲	47.6%	169,450,124	1.6%	Business Services
SE SEA	$1,832,555,552	$3,434,540 ▼	-0.2%	34,119,448	1.4%	Computer and Technology
WDAY Workday	$1,821,536,600	$80,309,328 ▼	-4.2%	6,678,411	1.4%	Computer and Technology
Doordash Inc	$1,708,175,176	$51,283,485 ▼	-2.9%	12,403,247	1.3%	COM
TEAM Atlassian	$1,659,215,829	$59,238,713 ▼	-3.4%	8,504,002	1.3%	Computer and Technology
AMD Advanced Micro Devices	$1,598,603,540	$233,339,277 ▼	-12.7%	8,857,020	1.2%	Computer and Technology
ISRG Intuitive Surgical	$1,547,872,959	$75,638,729 ▼	-4.7%	3,878,506	1.2%	Medical
ELV Elevance Health	$1,511,468,912	$89,732,828 ▼	-5.6%	2,914,855	1.2%	Medical
MLM Martin Marietta Materials	$1,396,423,721	$221,384,922 ▼	-13.7%	2,274,528	1.1%	Construction
RYAAY Ryanair	$1,280,364,902	$86,613,966 ▼	-6.3%	8,794,319	1.0%	Transportation
MCO Moody's	$1,263,934,172	$166,125,527 ▼	-11.6%	3,215,872	1.0%	Finance
DDOG Datadog	$1,189,501,557	$36,655,681 ▼	-3.0%	9,623,799	0.9%	Computer and Technology
RBLX Roblox	$1,092,221,025	$33,132,795 ▲	3.1%	28,607,151	0.8%	Consumer Discretionary
MA Mastercard	$1,051,866,384	$64,014,619 ▼	-5.7%	2,184,244	0.8%	Business Services
WIX Wix.com	$1,037,749,495	$33,047,167 ▼	-3.1%	7,548,367	0.8%	Computer and Technology
ESTC Elastic	$1,018,110,214	$239,809,765 ▲	30.8%	10,156,726	0.8%	Business Services
ALNY Alnylam Pharmaceuticals	$989,893,583	$51,339,064 ▼	-4.9%	6,623,577	0.8%	Medical
SCI Service Co. International	$983,559,006	$59,108,191 ▼	-5.7%	13,253,726	0.8%	Consumer Staples
CSGP CoStar Group	$893,912,540	$26,115,134 ▼	-2.8%	9,253,753	0.7%	Computer and Technology
IOT Samsara	$877,681,745	$31,284,376 ▲	3.7%	23,225,238	0.7%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$865,533,910	$59,934,515 ▼	-6.5%	6,361,881	0.7%	Computer and Technology
GOOG Alphabet	$848,768,802	$237,331,012 ▼	-21.9%	5,574,470	0.7%	Computer and Technology
ILMN Illumina	$787,724,920	$63,256,321 ▲	8.7%	5,736,418	0.6%	Medical
Duolingo Inc	$780,294,692	$12,343,216 ▼	-1.6%	3,537,468	0.6%	CL A COM
BNTX BioNTech	$771,112,122	$30,464,917 ▼	-3.8%	8,358,939	0.6%	Medical
ADI Analog Devices	$709,066,073	$41,391,711 ▼	-5.5%	3,584,944	0.6%	Computer and Technology
AFRM Affirm	$697,969,485	$27,921,452 ▲	4.2%	18,732,407	0.5%	Business Services
PBR Petróleo Brasileiro S.A. - Petrobras	$639,828,652	$70,794,823 ▼	-10.0%	42,066,315	0.5%	Oils/Energy
AJG Arthur J. Gallagher & Co.	$638,609,911	$39,925,887 ▼	-5.9%	2,554,031	0.5%	Finance
HDB HDFC Bank	$630,755,314	$91,373,376 ▲	16.9%	11,269,525	0.5%	Finance
WSO Watsco	$629,972,089	$7,752,566 ▼	-1.2%	1,458,370	0.5%	Construction
SQ Block	$585,399,663	$83,417,194 ▲	16.6%	6,921,254	0.5%	Business Services
BGNE BeiGene	$583,136,084	$21,537,874 ▼	-3.6%	3,728,730	0.5%	Medical
WMS Advanced Drainage Systems	$547,587,819	$34,668,812 ▼	-6.0%	3,179,214	0.4%	Construction
FMX Fomento Económico Mexicano	$544,978,552	$44,919,050 ▲	9.0%	4,183,454	0.4%	Consumer Staples
TXN Texas Instruments	$518,628,745	$205,888,521 ▲	65.8%	2,977,032	0.4%	Computer and Technology
MBLY Mobileye Global	$513,924,566	$243,083,867 ▲	89.8%	15,985,212	0.4%	Auto/Tires/Trucks
RPRX Royalty Pharma	$506,048,992	$28,172,973 ▼	-5.3%	16,662,792	0.4%	Finance
SNOW Snowflake	$494,019,119	$190,543,045 ▼	-27.8%	3,057,049	0.4%	Computer and Technology
ENPH Enphase Energy	$481,579,158	$11,992,143 ▼	-2.4%	3,980,651	0.4%	Oils/Energy
TER Teradyne	$479,462,735	$29,577,707 ▼	-5.8%	4,249,426	0.4%	Computer and Technology
CBRE CBRE Group	$453,767,737	$27,910,894 ▼	-5.8%	4,666,472	0.4%	Finance
SPGI S&P Global	$436,358,962	$119,536,559 ▼	-21.5%	1,025,641	0.3%	Business Services
SYM Symbotic	$426,751,695	$426,751,695 ▲	New Holding	9,483,371	0.3%	Business Services
ETN Eaton	$416,493,825	$151,375,267 ▼	-26.7%	1,332,013	0.3%	Industrial Products
MKL Markel Group	$414,927,375	$26,387,028 ▼	-6.0%	272,713	0.3%	Multi-Sector Conglomerates
CX CEMEX	$404,205,530	$29,409,118 ▼	-6.8%	44,861,879	0.3%	Construction
W Wayfair	$387,849,826	$116,430,356 ▼	-23.1%	5,713,757	0.3%	Retail/Wholesale
ENTG Entegris	$383,137,619	$144,083,435 ▼	-27.3%	2,726,182	0.3%	Computer and Technology
CPA Copa	$380,957,077	$15,198,819 ▼	-3.8%	3,657,422	0.3%	Transportation
DE Deere & Company	$378,189,266	$18,434,011 ▼	-4.6%	920,751	0.3%	Industrial Products
XYL Xylem	$376,613,373	$19,719,051 ▼	-5.0%	2,914,062	0.3%	Industrial Products
TMO Thermo Fisher Scientific	$366,888,231	$23,199,578 ▼	-5.9%	631,249	0.3%	Medical
SITE SiteOne Landscape Supply	$348,100,352	$23,008,134 ▼	-6.2%	1,994,273	0.3%	Industrial Products
YETI YETI	$346,879,299	$16,124,501 ▼	-4.4%	8,998,166	0.3%	Consumer Discretionary
FIX Comfort Systems USA	$336,770,694	$27,419,962 ▼	-7.5%	1,059,994	0.3%	Construction
COUR Coursera	$329,950,129	$8,728,417 ▼	-2.6%	23,534,246	0.3%	Business Services
ADSK Autodesk	$327,014,343	$17,292,409 ▼	-5.0%	1,255,719	0.3%	Computer and Technology
ALB Albemarle	$325,681,700	$15,319,254 ▲	4.9%	2,472,155	0.3%	Basic Materials
PINS Pinterest	$320,203,141	$2,427,524 ▼	-0.8%	9,235,741	0.2%	Computer and Technology
CHWY Chewy	$315,323,392	$21,262,617 ▲	7.2%	19,819,195	0.2%	Consumer Staples
INSP Inspire Medical Systems	$315,228,596	$51,062,886 ▲	19.3%	1,467,613	0.2%	Medical
TME Tencent Music Entertainment Group	$294,560,749	$4,718,029 ▼	-1.6%	26,323,570	0.2%	Computer and Technology
SG Sweetgreen	$293,132,095	$304,610 ▲	0.1%	11,604,596	0.2%	Retail/Wholesale
MTD Mettler-Toledo International	$290,354,350	$118,893,516 ▼	-29.1%	218,100	0.2%	Computer and Technology
JOBY Joby Aviation	$289,214,028	$12,663,536 ▼	-4.2%	53,957,841	0.2%	Transportation
DNLI Denali Therapeutics	$288,125,999	$4,504,058 ▼	-1.5%	14,041,228	0.2%	Medical
FND Floor & Decor	$286,488,585	$17,568,954 ▼	-5.8%	2,210,219	0.2%	Construction
TXG 10x Genomics	$278,651,467	$18,585,231 ▼	-6.3%	7,424,766	0.2%	Medical
RIVN Rivian Automotive	$277,046,004	$243,024,496 ▲	714.3%	25,301,005	0.2%	Auto/Tires/Trucks
Oddity	$274,288,118	$36,221,788 ▲	15.2%	6,312,730	0.2%	SHS CLASS A
BIDU Baidu	$270,915,550	$4,763,604 ▼	-1.7%	2,573,286	0.2%	Computer and Technology
DNA Ginkgo Bioworks	$270,279,621	$3,819,312 ▼	-1.4%	232,999,673	0.2%	Medical
ECL Ecolab	$269,400,958	$13,467,242 ▼	-4.8%	1,166,743	0.2%	Basic Materials
PODD Insulet	$247,206,621	$39,339,728 ▲	18.9%	1,442,279	0.2%	Medical
SPT Sprout Social	$242,989,727	$2,659,603 ▼	-1.1%	4,069,498	0.2%	Computer and Technology
RXRX Recursion Pharmaceuticals	$239,956,006	$1,113,649 ▼	-0.5%	24,067,804	0.2%	Medical
BAP Credicorp	$226,740,714	$11,510,058 ▼	-4.8%	1,338,256	0.2%	Finance
POOL Pool	$225,110,633	$18,274,515 ▼	-7.5%	557,895	0.2%	Consumer Discretionary
RELY Remitly Global	$219,568,345	$11,293,428 ▼	-4.9%	10,586,709	0.2%	Business Services
ADBE Adobe	$209,762,726	$14,262,519 ▼	-6.4%	415,701	0.2%	Computer and Technology
FAST Fastenal	$204,640,000	$3,257,854 ▼	-1.6%	2,652,839	0.2%	Retail/Wholesale
ROKU Roku	$199,994,608	$392,128 ▼	-0.2%	3,068,814	0.2%	Consumer Discretionary
NEOG Neogen	$186,038,642	$55,274,295 ▲	42.3%	11,789,521	0.1%	Medical
HCP HashiCorp	$178,446,865	$2,944,207 ▼	-1.6%	6,621,405	0.1%	Computer and Technology
DOCS Doximity	$167,281,144	$2,238,481 ▼	-1.3%	6,216,319	0.1%	Medical
CP Canadian Pacific Kansas City	$162,160,126	$1,795,620 ▼	-1.1%	1,837,421	0.1%	Transportation
STAA STAAR Surgical	$157,518,372	$12,759,030 ▼	-7.5%	4,114,900	0.1%	Medical
IBN ICICI Bank	$157,140,927	$6,679,670 ▼	-4.1%	5,950,054	0.1%	Finance
MMYT MakeMyTrip	$155,793,182	$6,508,038 ▼	-4.0%	2,192,726	0.1%	Computer and Technology
CERT Certara	$152,651,287	$6,864,472 ▼	-4.3%	8,537,544	0.1%	Medical
Kaspi.kz ADR	$147,577,481	$147,577,481 ▲	New Holding	1,147,213	0.1%	ADR
GOOGL Alphabet	$146,376,593	$23,303,290 ▼	-13.7%	969,831	0.1%	Computer and Technology
PEN Penumbra	$141,567,315	$3,042,836 ▼	-2.1%	634,319	0.1%	Medical
PG Procter & Gamble	$140,414,233	$2,197,676 ▼	-1.5%	865,419	0.1%	Consumer Staples
GH Guardant Health	$128,568,305	$1,099,414 ▲	0.9%	6,232,104	0.1%	Medical
BC Brunswick	$124,840,416	$124,840,416 ▲	New Holding	1,293,415	0.1%	Consumer Discretionary
SEDG SolarEdge Technologies	$123,055,187	$307,343 ▲	0.3%	1,733,660	0.1%	Oils/Energy
EXAS Exact Sciences	$117,539,291	$142,613,527 ▼	-54.8%	1,701,988	0.1%	Medical
PEP PepsiCo	$114,963,718	$1,119,014 ▼	-1.0%	656,898	0.1%	Consumer Staples
AUR Aurora Innovation	$114,482,321	$19,633,979 ▲	20.7%	40,596,568	0.1%	Business Services
YMM Full Truck Alliance	$112,392,426	$1,589,789 ▼	-1.4%	15,459,756	0.1%	Business Services
AAPL Apple	$110,375,159	$1,720,459 ▼	-1.5%	643,662	0.1%	Computer and Technology
PBR.A PETROLEO BRASIL/S	$109,705,273	$16,706,133 ▼	-13.2%	7,362,770	0.1%	Oils/Energy
SANA Sana Biotechnology	$106,562,790	$5,062,620 ▲	5.0%	10,656,279	0.1%	Medical
ABCL AbCellera Biologics	$105,005,803	$3,917,123 ▼	-3.6%	23,180,089	0.1%	Medical
AVAV AeroVironment	$99,588,163	$1,868,790 ▼	-1.8%	649,714	0.1%	Aerospace
FN Fabrinet	$98,787,333	$7,783,087 ▼	-7.3%	522,629	0.1%	Computer and Technology
AXON Axon Enterprise	$98,474,913	$3,788,038 ▼	-3.7%	314,737	0.1%	Industrial Products
BBD Banco Bradesco	$97,682,617	$48,924,261 ▼	-33.4%	34,154,761	0.1%	Finance
UPS United Parcel Service	$96,254,423	$10,852,665 ▼	-10.1%	647,611	0.1%	Transportation
MKTX MarketAxess	$91,440,405	$20,597,880 ▼	-18.4%	417,060	0.1%	Finance
INTU Intuit	$85,897,500	$1,186,250 ▼	-1.4%	132,150	0.1%	Computer and Technology
NIO NIO	$85,072,433	$430,788,679 ▼	-83.5%	18,904,985	0.1%	Auto/Tires/Trucks
WRBY Warby Parker	$82,694,223	$4,824,228 ▼	-5.5%	6,075,990	0.1%	Medical
SBUX Starbucks	$81,171,592	$1,747,377 ▼	-2.1%	888,189	0.1%	Retail/Wholesale
Z Zillow Group	$78,848,090	$11,612,225 ▼	-12.8%	1,616,402	0.1%	Finance
MNDY monday.com	$76,534,017	$76,534,017 ▲	New Holding	338,841	0.1%	Computer and Technology
SWAV Shockwave Medical	$74,264,481	$5,209,103 ▼	-6.6%	228,064	0.1%	Medical
LMND Lemonade	$73,336,027	$1,324,435 ▼	-1.8%	4,468,984	0.1%	Finance
SDGR Schrödinger	$70,524,189	$259,686 ▲	0.4%	2,612,007	0.1%	Medical
APPN Appian	$70,168,939	$3,725,377 ▲	5.6%	1,756,419	0.1%	Computer and Technology
FROG JFrog	$64,420,669	$4,441,324 ▼	-6.4%	1,456,822	0.1%	Computer and Technology
ITUB Itaú Unibanco	$63,934,552	$40,251,526 ▼	-38.6%	9,225,765	0.0%	Finance
RAMP LiveRamp	$56,332,739	$63,170 ▼	-0.1%	1,632,833	0.0%	Business Services
UPWK Upwork	$54,539,946	$1,993,488 ▼	-3.5%	4,448,609	0.0%	Computer and Technology
CSCO Cisco Systems	$53,078,188	$213,964 ▼	-0.4%	1,063,478	0.0%	Computer and Technology
Lufax Holding Ltd	$51,018,898	$25,373,012 ▲	98.9%	12,089,786	0.0%	COM
INFY Infosys	$50,959,122	$6,246,776 ▼	-10.9%	2,842,115	0.0%	Computer and Technology
CGNX Cognex	$49,391,388	$1,776,762 ▼	-3.5%	1,164,342	0.0%	Computer and Technology
KO Coca-Cola	$49,341,364	$2,911,740 ▲	6.3%	806,495	0.0%	Consumer Staples
JMIA Jumia Technologies	$46,775,849	$856,812 ▼	-1.8%	9,135,908	0.0%	Retail/Wholesale
PLD Prologis	$44,726,272	$975,608 ▼	-2.1%	343,467	0.0%	Finance
TROW T. Rowe Price Group	$44,136,381	$751,881 ▼	-1.7%	362,011	0.0%	Finance
PGNY Progyny	$42,350,583	$700,663 ▼	-1.6%	1,110,107	0.0%	Medical
TWST Twist Bioscience	$42,116,486	$4,555,339 ▲	12.1%	1,227,528	0.0%	Medical
MDT Medtronic	$41,191,884	$530,656 ▼	-1.3%	472,655	0.0%	Medical
AMT American Tower	$40,529,463	$1,651,655 ▲	4.2%	205,119	0.0%	Finance
HD Home Depot	$40,250,764	$16,111,583 ▲	66.7%	104,929	0.0%	Retail/Wholesale
VIR Vir Biotechnology	$39,983,768	$187,243 ▼	-0.5%	3,947,065	0.0%	Medical
ES Eversource Energy	$39,413,534	$511,571 ▼	-1.3%	659,420	0.0%	Utilities
BL BlackLine	$39,294,670	$3,346,277 ▼	-7.8%	608,465	0.0%	Computer and Technology
MP MP Materials	$39,231,406	$3,096,608 ▼	-7.3%	2,743,455	0.0%	Basic Materials
DLB Dolby Laboratories	$38,741,363	$1,095,628 ▼	-2.8%	462,473	0.0%	Consumer Discretionary
ZUO Zuora	$38,321,820	$2,215,348 ▼	-5.5%	4,201,954	0.0%	Computer and Technology
EW Edwards Lifesciences	$37,894,605	$707,622 ▼	-1.8%	396,553	0.0%	Medical
CYBR CyberArk Software	$37,050,339	$1,071,551 ▼	-2.8%	139,481	0.0%	Computer and Technology
UNH UnitedHealth Group	$36,091,333	$1,881,344 ▼	-5.0%	72,956	0.0%	Medical
NYT New York Times	$35,576,068	$1,958,687 ▼	-5.2%	823,139	0.0%	Consumer Staples
NEE NextEra Energy	$34,697,698	$5,546,302 ▼	-13.8%	542,915	0.0%	Utilities
AMSC American Superconductor	$34,133,691	$5,948,061 ▲	21.1%	2,526,550	0.0%	Computer and Technology
ZM Zoom Video Communications	$33,079,573	$34,125,951 ▼	-50.8%	506,036	0.0%	Computer and Technology
MCD McDonald's	$32,734,959	$521,889 ▼	-1.6%	116,102	0.0%	Retail/Wholesale
NVCR NovoCure	$31,109,562	$44,541,844 ▼	-58.9%	1,990,375	0.0%	Medical
REXR Rexford Industrial Realty	$30,031,867	$1,860,446 ▼	-5.8%	597,055	0.0%	Finance
IPGP IPG Photonics	$29,577,183	$20,224 ▼	-0.1%	326,135	0.0%	Computer and Technology
PCRX Pacira BioSciences	$29,242,617	$1,826,016 ▼	-5.9%	1,000,774	0.0%	Medical
HSY Hershey	$28,008,583	$10,058,762 ▲	56.0%	144,003	0.0%	Consumer Staples
CRSP CRISPR Therapeutics	$26,985,566	$1,829,960 ▼	-6.4%	395,915	0.0%	Medical
WAB Westinghouse Air Brake Technologies	$26,510,118	$1,681,002 ▼	-6.0%	181,975	0.0%	Transportation
EXAI Exscientia	$26,165,598	$663,949 ▼	-2.5%	4,574,405	0.0%	Medical
AMBA Ambarella	$25,531,167	$781,909 ▼	-3.0%	502,879	0.0%	Computer and Technology
MSA MSA Safety	$25,182,574	$10,131,532 ▲	67.3%	130,082	0.0%	Industrial Products
ADAP Adaptimmune Therapeutics	$25,077,563	$63,619 ▼	-0.3%	15,871,875	0.0%	Medical
BEAM Beam Therapeutics	$24,859,099	$387,526 ▼	-1.5%	752,394	0.0%	Medical
ARCC Ares Capital	$24,643,573	$3,742,812 ▲	17.9%	1,183,649	0.0%	Finance
VECO Veeco Instruments	$24,458,836	$1,477,632 ▼	-5.7%	695,446	0.0%	Computer and Technology
DLO DLocal	$22,727,539	$8,115,929 ▲	55.5%	1,546,091	0.0%	Business Services
TMDX TransMedics Group	$22,415,799	$430,035 ▼	-1.9%	303,162	0.0%	Medical
YOU Clear Secure	$21,270,000		0.0%	1,000,000	0.0%	Industrial Products
BUR Burford Capital	$20,844,856	$11,046,787 ▲	112.7%	1,327,511	0.0%	Finance
BEKE KE	$20,095,612	$1,245,792 ▼	-5.8%	1,463,628	0.0%	Finance
DMRC Digimarc	$19,592,078	$38,922 ▼	-0.2%	720,827	0.0%	Industrial Products
CHGG Chegg	$19,523,712	$15,921,959 ▼	-44.9%	2,579,090	0.0%	Computer and Technology
TRUP Trupanion	$19,223,462	$30,896 ▼	-0.2%	696,250	0.0%	Finance
BEPC Brookfield Renewable	$19,130,939	$3,335,746 ▲	21.1%	778,630	0.0%	Oils/Energy
CRL Charles River Laboratories International	$18,298,338	$722,895 ▼	-3.8%	67,534	0.0%	Medical
NBTX Nanobiotix	$17,902,747		0.0%	2,869,030	0.0%	Medical
WAT Waters	$17,429,742	$1,539,397 ▼	-8.1%	50,634	0.0%	Medical
CSL Carlisle Companies	$17,278,625	$17,278,625 ▲	New Holding	44,095	0.0%	Multi-Sector Conglomerates
EL Estée Lauder Companies	$17,135,159	$244,086,647 ▼	-93.4%	111,159	0.0%	Consumer Staples
BN Brookfield	$16,955,214	$6,801,907 ▲	67.0%	404,949	0.0%	Finance
QS QuantumScape	$16,854,167	$1,579,960 ▲	10.3%	2,679,518	0.0%	Auto/Tires/Trucks
PGR Progressive	$15,936,723	$762,959 ▼	-4.6%	77,056	0.0%	Finance
NKE NIKE	$15,488,281	$6,019,231 ▲	63.6%	164,804	0.0%	Consumer Discretionary
QTRX Quanterix	$14,686,244	$193,616 ▼	-1.3%	623,355	0.0%	Medical
EVER EverQuote	$14,407,218	$2,245,444 ▼	-13.5%	776,251	0.0%	Finance
SUI Sun Communities	$14,405,203	$1,971,517 ▲	15.9%	112,033	0.0%	Finance
FVRR Fiverr International	$14,048,486	$3,240,566 ▼	-18.7%	666,753	0.0%	Retail/Wholesale
BKNG Booking	$13,963,710	$526,043 ▼	-3.6%	3,849	0.0%	Retail/Wholesale
CDLX Cardlytics	$13,607,472	$100,908 ▼	-0.7%	939,094	0.0%	Business Services
WEC WEC Energy Group	$13,592,009	$3,339,820 ▼	-19.7%	165,514	0.0%	Utilities
CFLT Confluent	$13,540,961	$13,540,961 ▲	New Holding	443,675	0.0%	Business Services
AZO AutoZone	$13,457,546	$450,686 ▼	-3.2%	4,270	0.0%	Retail/Wholesale
VEEV Veeva Systems	$13,260,777	$741,408 ▲	5.9%	57,235	0.0%	Computer and Technology
TJX TJX Companies	$12,834,599	$611,867 ▼	-4.6%	126,549	0.0%	Retail/Wholesale
IONS Ionis Pharmaceuticals	$12,817,859	$121,380 ▼	-0.9%	295,683	0.0%	Medical
GGG Graco	$12,691,307	$640,668 ▼	-4.8%	135,794	0.0%	Industrial Products
IBP Installed Building Products	$12,675,959	$8,458,401 ▲	200.6%	48,993	0.0%	Construction
FTS Fortis	$12,574,987	$3,503,772 ▼	-21.8%	317,959	0.0%	Utilities
ASND Ascendis Pharma A/S	$12,275,912	$70,143 ▼	-0.6%	81,206	0.0%	Medical
OSCR Oscar Health	$12,224,449		0.0%	822,088	0.0%	Finance
CDXS Codexis	$12,024,129	$91,494 ▲	0.8%	3,445,309	0.0%	Medical
KMX CarMax	$12,015,866	$378,580 ▼	-3.1%	137,939	0.0%	Retail/Wholesale
RMD ResMed	$11,808,925	$81,984 ▼	-0.7%	59,632	0.0%	Medical
PYPL PayPal	$11,286,476	$515,019 ▼	-4.4%	168,480	0.0%	Computer and Technology
DCBO Docebo	$10,876,522	$405,761 ▼	-3.6%	222,269	0.0%	Computer and Technology
STRO Sutro Biopharma	$10,435,019	$112,684 ▼	-1.1%	1,846,906	0.0%	Medical
AEHR Aehr Test Systems	$10,274,963	$2,062,356 ▲	25.1%	828,626	0.0%	Computer and Technology
V Visa	$10,227,166	$530,810 ▼	-4.9%	36,646	0.0%	Business Services
SKYT SkyWater Technology	$9,812,016		0.0%	964,800	0.0%	Computer and Technology
MDB MongoDB	$9,495,711	$370,834 ▼	-3.8%	26,477	0.0%	Computer and Technology
TNDM Tandem Diabetes Care	$9,195,872	$104,318 ▼	-1.1%	259,697	0.0%	Medical
CCU Compañía Cervecerías Unidas	$9,118,035	$5,052,274 ▲	124.3%	760,470	0.0%	Consumer Staples
SSYS Stratasys	$8,199,897	$35,627 ▼	-0.4%	705,671	0.0%	Computer and Technology
Albemarle 7.25 Conv Pref 2027	$7,080,000	$7,080,000 ▲	New Holding	120,000	0.0%	SPN ADS COM A
FCN FTI Consulting	$6,664,510	$60,984 ▼	-0.9%	31,692	0.0%	Business Services
FTV Fortive	$6,541,735	$347,607 ▼	-5.0%	76,049	0.0%	Computer and Technology
ZG Zillow Group	$5,960,388	$3,780,605 ▼	-38.8%	124,538	0.0%	Computer and Technology
FRPT Freshpet	$5,754,651	$507,235 ▼	-8.1%	49,669	0.0%	Consumer Staples
EOG EOG Resources	$5,651,550	$47,812 ▼	-0.8%	44,208	0.0%	Oils/Energy
GTLB GitLab	$5,444,989	$62,927 ▼	-1.1%	93,364	0.0%	Computer and Technology
GBDC Golub Capital BDC	$5,113,493	$1,393,378 ▲	37.5%	307,486	0.0%	Finance
GMED Globus Medical	$4,884,780	$51,548 ▼	-1.0%	91,066	0.0%	Medical
TSLX Sixth Street Specialty Lending	$4,830,751	$1,421,838 ▲	41.7%	225,420	0.0%	Finance
HCAT Health Catalyst	$4,041,862	$11,671 ▼	-0.3%	536,768	0.0%	Medical
EXC Exelon	$3,593,120		0.0%	95,638	0.0%	Utilities
RXST RxSight	$3,429,141	$3,429,141 ▲	New Holding	66,482	0.0%	Medical
RLAY Relay Therapeutics	$2,931,776	$169,071 ▼	-5.5%	353,226	0.0%	Medical
COIN Coinbase Global	$2,778,988	$78,476 ▼	-2.7%	10,482	0.0%	Finance
CLLS Cellectis	$2,192,207	$28,103 ▲	1.3%	827,248	0.0%	Medical
EXFY Expensify	$2,000,104	$19,200 ▼	-1.0%	1,087,013	0.0%	Business Services
ALEC Alector	$1,943,431	$139,032 ▼	-6.7%	322,829	0.0%	Medical
CNP CenterPoint Energy	$1,892,192	$1,892,192 ▲	New Holding	66,416	0.0%	Utilities
SAGE Sage Therapeutics	$1,514,492	$74,004 ▼	-4.7%	80,816	0.0%	Medical
LYEL Lyell Immunopharma	$1,463,230	$77,412 ▼	-5.0%	656,157	0.0%	Medical
GOOS Canada Goose	$1,437,805		0.0%	119,221	0.0%	Retail/Wholesale
AKLI Akili	$1,351,214		0.0%	4,665,795	0.0%	Medical
NYAX Nayax	$1,302,050	$1,302,050 ▲	New Holding	49,470	0.0%	Business Services
Spire Global Inc	$1,299,060		0.0%	108,255	0.0%	COM CL A
SO Southern	$1,255,450	$1,255,450 ▲	New Holding	17,500	0.0%	Utilities
EQR Equity Residential	$1,102,469	$269,417 ▲	32.3%	17,469	0.0%	Finance
BCE BCE	$1,063,184		0.0%	31,257	0.0%	Utilities
ED Consolidated Edison	$1,055,939		0.0%	11,628	0.0%	Utilities
NOVT Novanta	$951,623	$405,467 ▼	-29.9%	5,445	0.0%	Computer and Technology
VRNS Varonis Systems	$904,532	$346,133 ▼	-27.7%	19,176	0.0%	Computer and Technology
DLR Digital Realty Trust	$879,940	$189,124 ▲	27.4%	6,109	0.0%	Finance
PEAK Healthpeak Properties	$657,863	$657,863 ▲	New Holding	35,086	0.0%	Finance
SCHW Charles Schwab	$656,413	$501,143,981 ▼	-99.9%	9,074	0.0%	Finance
CARG CarGurus	$535,664	$185,771 ▼	-25.8%	23,209	0.0%	Auto/Tires/Trucks
XNCR Xencor	$504,254	$181,886 ▼	-26.5%	22,786	0.0%	Medical
HR Healthcare Realty Trust	$490,425	$56,105 ▲	12.9%	34,659	0.0%	Finance
MTLS Materialise	$438,868		0.0%	83,119	0.0%	Computer and Technology
BAND Bandwidth	$394,836	$147,303 ▼	-27.2%	21,623	0.0%	Computer and Technology
BIRD Allbirds	$369,608		0.0%	532,500	0.0%	Retail/Wholesale
CALX Calix	$314,523	$113,109 ▼	-26.5%	9,485	0.0%	Computer and Technology
Howard Hughes ca	$233,474	$179,174,556 ▼	-99.9%	3,215	0.0%	COM
RDFN Redfin	$105,942	$38,976 ▼	-26.9%	15,931	0.0%	Finance
HUBB Hubbell	$78,029	$36,109 ▲	86.1%	188	0.0%	Industrial Products
LAW CS Disco	$66,243	$230,176 ▼	-77.7%	8,148	0.0%	Computer and Technology
AMWL American Well	$60,078	$22,970 ▼	-27.7%	74,106	0.0%	Medical
FLNC Fluence Energy	$38,131	$38,131 ▲	New Holding	2,199	0.0%	Oils/Energy
CRH Plc	$33,383	$5,607 ▼	-14.4%	387	0.0%	ADR
RIO Rio Tinto Group	$17,720	$2,932 ▲	19.8%	278	0.0%	Basic Materials
LILM Lilium	$15,536		0.0%	16,183	0.0%	Computer and Technology
UL Unilever	$15,358	$15,358 ▲	New Holding	306	0.0%	Consumer Staples
BABA Alibaba Group	$7,019	$217 ▲	3.2%	97	0.0%	Retail/Wholesale
BUD Anheuser-Busch InBev SA/NV	$6,017	$122 ▼	-2.0%	99	0.0%	Consumer Staples
NVO Novo Nordisk A/S	$3,338	$3,338 ▲	New Holding	26	0.0%	Medical
GMAB Genmab A/S	$1,436	$60 ▼	-4.0%	48	0.0%	Medical
LI Li Auto	$1,211	$817 ▼	-40.3%	40	0.0%	Auto/Tires/Trucks
PUK Prudential	$944	$944 ▼	-50.0%	49	0.0%	Finance
SCLX Scilex	$832		0.0%	523	0.0%	Medical
WDS Woodside Energy Group	$659		0.0%	33	0.0%	Oils/Energy
BR Broadridge Financial Solutions	$0	$576,807,987 ▼	-100.0%	0	0.0%	Business Services
TWLO Twilio	$0	$293,153,107 ▼	-100.0%	0	0.0%	Computer and Technology
WNS WNS	$0	$61,896,375 ▼	-100.0%	0	0.0%	Business Services
TDOC Teladoc Health	$0	$34,261,289 ▼	-100.0%	0	0.0%	Medical
DADA Dada Nexus	$0	$24,801,701 ▼	-100.0%	0	0.0%	Business Services
MASI Masimo	$0	$10,102,095 ▼	-100.0%	0	0.0%	Medical
IRBT iRobot	$0	$7,315,306 ▼	-100.0%	0	0.0%	Industrial Products
HUYA HUYA	$0	$6,462,502 ▼	-100.0%	0	0.0%	Computer and Technology
HCM HUTCHMED	$0	$2,625,389 ▼	-100.0%	0	0.0%	Medical
NCNA NuCana	$0	$1,082,341 ▼	-100.0%	0	0.0%	Medical
AEE Ameren	$0	$1,008,058 ▼	-100.0%	0	0.0%	Utilities
DOC Healthpeak Properties	$0	$587,543 ▼	-100.0%	0	0.0%	Finance
CHPT ChargePoint	$0	$22,310 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks

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

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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

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