Baillie Gifford & Co

Investment Portfolio & 13F Holdings Analysis

About

BAILLIE GIFFORD & CO is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 901 holdings worth $111.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 901
Total Value: 111186242911
Accession Number: 0001088875-25-000049
Form Type: 13F-HR
CIK: 0001088875
Manager Name: Baillie Gifford & Co

Data Enrichment

98% identified

882 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

901 positions • $111,186,242.911K total value

901 positions

Manager:

SEC FilingSEC DataHachi Filing

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MERCADOLIBRE INC

MELI|58733R102

3784477(-11.9%)

Value:

$7.4T(+1.1%)

AMAZON COM INC

AMZN|023135106

34831430(-3.4%)

Value:

$6.6T(-16.2%)

Spotify Technology S.A.

SPOT|L8681T102

10838982(-17.6%)

Value:

$6.0T(+1.3%)

Sea Ltd

SE|81141R100

39525842(-3.5%)

Value:

$5.2T(+18.7%)

NVIDIA CORP

NVDA|67066G104

46893508(-11.3%)

Value:

$5.1T(-28.4%)

PDD Holdings Inc.

PDD|722304102

40047278(+5.2%)

Value:

$4.7T(+28.4%)

NETFLIX INC

NFLX|64110L106

4034633(-9.8%)

Value:

$3.8T(-5.7%)

Coupang, Inc.

CPNG|22266T109

155258559(-3.6%)

Value:

$3.4T(-3.8%)

Meta Platforms, Inc.

META|30303M102

5872957(-0.2%)

Value:

$3.4T(-1.7%)

Cloudflare, Inc.

NET|18915M107

27425821(-14.0%)

Value:

$3.1T(-10.0%)

Nu Holdings Ltd.

NU|G6683N103

265160474(+17.9%)

Value:

$2.7T(+16.5%)

MICROSOFT CORP

MSFT|594918104

7021856(-4.7%)

Value:

$2.6T(-15.2%)

DoorDash, Inc.

DASH|25809K105

11950266(-9.5%)

Value:

$2.2T(-1.4%)

Ferrari N.V.

RACE|N3167Y103

4623463(-16.3%)

Value:

$2.0T(-17.0%)

SHOPIFY INC.

SHOP|82509L107

20269893(-9.7%)

Value:

$1.9T(-18.9%)

Atlassian Corp

TEAM|049468101

8694755(+7.1%)

Value:

$1.8T(-6.6%)

Trade Desk, Inc.

TTD|88339J105

31413946(-10.7%)

Value:

$1.7T(-58.4%)

Roblox Corp

RBLX|771049103

27478545(-2.0%)

Value:

$1.6T(-1.2%)

INTUITIVE SURGICAL INC

ISRG|46120E602

3174667(-16.1%)

Value:

$1.6T(-20.4%)

AppLovin Corp

APP|03831W108

5270355(+29.0%)

Value:

$1.4T(+5.6%)

Instrument	Shares		Other Manager	Value
Mercadolibre Inc(MELIcusip58733R102)	3.8M	QoQ -11.91% (-511.9K) YoY -24.86% (-1.3M)	All Managers (Combined)	$7.4B	QoQ +1.05% (-$77.2M) YoY -3.05% (-$232.4M)
Amazon Com Inc(AMZNcusip023135106)	34.8M	QoQ -3.38% (-1.2M) YoY -11.05% (-4.3M)	All Managers (Combined)	$6.6B	QoQ -16.21% (-$1282.5M) YoY -6.18% (-$436.7M)
Spotify Technology S.A.(SPOTcusipL8681T102)	10.8M	QoQ -17.62% (-2.3M) YoY -49.49% (-10.6M)	All Managers (Combined)	$6.0B	QoQ +1.27% (-$75.3M) YoY +5.26% (-$297.9M)
Sea Ltd(SEcusip81141R100)	39.5M	QoQ -3.48% (-1.4M) YoY +15.84% (+5.4M)	All Managers (Combined)	$5.2B	QoQ +18.69% (-$812.4M) YoY +181.44% (+$3325.2M)
Nvidia Corp(NVDAcusip67066G104)	46.9M	QoQ -11.34% (-6.0M) YoY +355.20% (-36.6M)	All Managers (Combined)	$5.1B	QoQ -28.44% (-$2020.7M) YoY -45.39% (-$4225.7M)
Pdd Holdings Inc.(PDDcusip722304102)	40.0M	QoQ +5.22% (+2.0M) YoY +15.14% (+5.3M)	All Managers (Combined)	$4.7B	QoQ +28.39% (+$1048.2M) YoY +17.22% (+$696.4M)
Netflix Inc(NFLXcusip64110L106)	4.0M	QoQ -9.85% (-441.1K) YoY -13.33% (-620.7K)	All Managers (Combined)	$3.8B	QoQ -5.68% (-$226.9M) YoY +33.07% (-$935.1M)
Coupang, Inc.(CPNGcusip22266T109)	155.3M	QoQ -3.58% (-5.8M) YoY -7.91% (-13.3M)	All Managers (Combined)	$3.4B	QoQ -3.80% (-$134.8M) YoY +13.51% (-$405.4M)
Meta Platforms, Inc.(METAcusip30303M102)	5.9M	QoQ -0.16% (-9.4K) YoY -3.74% (-228.5K)	All Managers (Combined)	$3.4B	QoQ -1.72% (-$59.3M) YoY +14.24% (-$422.2M)
Cloudflare, Inc.(NETcusip18915M107)	27.4M	QoQ -13.98% (-4.5M) YoY -9.02% (-2.7M)	All Managers (Combined)	$3.1B	QoQ -9.98% (-$342.7M) YoY +5.87% (-$171.5M)
Nu Holdings Ltd.(NUcusipG6683N103)	265.2M	QoQ +17.85% (+40.2M) YoY +56.48% (+95.7M)	All Managers (Combined)	$2.7B	QoQ +16.49% (+$384.5M) YoY +34.31% (+$693.7M)
Microsoft Corp(MSFTcusip594918104)	7.0M	QoQ -4.74% (-349.9K) YoY +44.57% (+2.2M)	All Managers (Combined)	$2.6B	QoQ -15.16% (-$471.3M) YoY +28.99% (+$592.5M)
Doordash, Inc.(DASHcusip25809K105)	12.0M	QoQ -9.47% (-1.3M) YoY -3.65% (-453.0K)	All Managers (Combined)	$2.2B	QoQ -1.37% (-$30.4M) YoY +27.86% (-$476.0M)
Ferrari N.V.(RACEcusipN3167Y103)	4.6M	QoQ -16.30% (-900.5K) YoY -24.38% (-1.5M)	All Managers (Combined)	$2.0B	QoQ -16.96% (-$400.2M) YoY -26.57% (-$709.0M)
Shopify Inc.(SHOPcusip82509L107)	20.3M	QoQ -9.72% (-2.2M) YoY -66.98% (-41.1M)	All Managers (Combined)	$1.9B	QoQ -18.93% (-$452.1M) YoY -59.14% (-$2801.9M)
Atlassian Corp(TEAMcusip049468101)	8.7M	QoQ +7.06% (-573.7K) YoY +2.24% (+190.8K)	All Managers (Combined)	$1.8B	QoQ -6.64% (-$131.4M) YoY +11.20% (+$185.9M)
Trade Desk, Inc.(TTDcusip88339J105)	31.4M	QoQ -10.70% (-3.8M) YoY -18.43% (-7.1M)	All Managers (Combined)	$1.7B	QoQ -58.42% (-$2415.6M) YoY -48.94% (-$1648.0M)
Roblox Corp(RBLXcusip771049103)	27.5M	QoQ -1.97% (-553.2K) YoY -3.94% (-1.1M)	All Managers (Combined)	$1.6B	QoQ -1.24% (-$20.2M) YoY +46.64% (-$509.5M)
Intuitive Surgical Inc(ISRGcusip46120E602)	3.2M	QoQ -16.08% (-608.4K) YoY -18.14% (-703.8K)	All Managers (Combined)	$1.6B	QoQ -20.37% (-$402.3M) YoY +1.57% (-$24.4M)
Applovin Corp(APPcusip03831W108)	5.3M	QoQ +29.03% (+1.2M) YoY NEW(+5.3M)	All Managers (Combined)	$1.4B	QoQ +5.57% (+$73.8M) YoY NEW(+$1396.5M)