Baillie Gifford & Co

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 901Value: $111.2BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "SE",
  "JOBY",
  "FN",
  "GRAB",
  "ODD",
  "INSP",
  "SPT",
  "TROW",
  "PBR-A",
  "ITUB",
  "BROS",
  "ENTG",
  "FROG",
  "EXAS",
  "MP",
  "BEPC",
  "AVAV",
  "SNOW",
  "OBDC",
  "FRPT",
  "GOOGL",
  "PRCT",
  "ALNY",
  "ABCL",
  "APPN",
  "AFRM",
  "TEAM",
  "CLLS",
  "EIC",
  "BUD",
  "AMSC",
  "APP",
  "KMX",
  "CP.TO",
  "ARCC",
  "DNA",
  "YMM",
  "GMAB",
  "JMIA",
  "LMND",
  "LU",
  "LINE",
  "MTLS",
  "ROKU",
  "RXST",
  "RXRX",
  "RYAAY",
  "QS",
  "SKYT",
  "EOG",
  "AMBA",
  "SN",
  "MMYT",
  "NVCR",
  "TSLX",
  null,
  "AMPL",
  "HD",
  "IBN",
  "MCD",
  "INTU",
  "FTS",
  "FMX",
  "IPGP",
  "OSCR",
  "SANA",
  "ISRG",
  "GH",
  "HUBB",
  "RIVN",
  "BKNG",
  "META",
  "NYAX.TA",
  "SVV",
  "SEDG",
  "ENSG",
  "SYM",
  "MMC",
  "MA",
  "RAMP",
  "PODD",
  "MDT",
  "MSFT",
  "DUOL",
  "DOCS",
  "NEOG",
  "ENPH",
  "ELF",
  "EXC",
  "EVER",
  "FND",
  "NU",
  "ILMN",
  "HSY",
  "FAST",
  "DASH",
  "PAYX",
  "DOC",
  "PYPL",
  "PEP",
  "PGR",
  "GBDC",
  "PBR",
  "UNH",
  "AAPL",
  "BXSL",
  "ECL",
  "NVDA",
  "PG",
  "MDB",
  "NYT",
  "IOT",
  "RELY",
  "TMDX",
  "SPGI",
  "SHOP",
  "RIO",
  "AMT",
  "SBUX",
  "SNPS",
  "TXN",
  "TMO",
  "TJX",
  "UBER",
  "UL",
  "WMS",
  "SDGR",
  "DCBO",
  "SITE",
  "MRNA",
  "MBLY",
  "MNST",
  "PGNY",
  "BCH",
  "AEHR",
  null,
  "TTE",
  "GGG",
  "TSM",
  "BN.TO",
  "VRTX",
  "EW",
  "MEDP",
  "PEN",
  "MSA",
  "ADSK",
  "ALB",
  "AXON",
  "WAB",
  "WSO",
  "WEC",
  "EQR",
  "AJG",
  "NCLH",
  "DLO",
  "ERII",
  "ES",
  "IBP",
  "BZ",
  "RACE",
  "NVO",
  "AMZN",
  "SQM",
  "LI",
  "HDB",
  "TME",
  "SG",
  "BEKE",
  "PDD",
  "DKNG",
  "UPWK",
  "VECO",
  "VEEV",
  "W",
  "WRBY",
  "WSC",
  "WIX",
  "XMTR",
  "WDAY",
  "ZG",
  "YETI",
  "Z",
  "XYL",
  "ESTC",
  "FCN",
  "EIX",
  "INFY",
  "MKL",
  "MNDY",
  "TRUP",
  "TER",
  "SO",
  "TFII",
  "TTD",
  "ON",
  "TNDM",
  "TWST",
  "CRM",
  "STN",
  "RPRX",
  "RBLX",
  "SCI",
  "SUI",
  "QTRX",
  "RDDT",
  "SPOT",
  "CHWY",
  "MELI",
  "PAYC",
  "MKTX",
  "AUR",
  "AZO",
  "BBD",
  "BEAM",
  null,
  "BNTX",
  "BL",
  null,
  "BC",
  "BLDR",
  "BUR",
  "CDNS",
  "CSL",
  "CBRE",
  "CX",
  "CNP",
  "CRL",
  "CSCO",
  "NET",
  "CME",
  "CDXS",
  "KO",
  "CGNX",
  "FIX",
  "CFLT",
  null,
  "ED",
  "COUR",
  "CSGP",
  "CPNG",
  "BAP",
  "CRH",
  "CRWD",
  "CYBR",
  "DDOG",
  "DE",
  "DNLI",
  "DXCM",
  "DMRC",
  "DLR",
  "ADI",
  "MCO",
  "TTEK",
  "NEE",
  "NKE",
  "ELV",
  "ETN",
  "GOOG",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MLM",
  "URI"
]

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: baillie-gifford--co
Manager Name: Baillie-Gifford--Co

Data Enrichment

98% identified

882 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

901 positions • $111.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MERCADOLIBRE INC

MELI|58733R102

Shares:3.8M

Value:$7.4B

% of Portfolio:6.6% ($7.4B/$111.2B)

AMAZON COM INC

AMZN|023135106

Shares:34.8M

Value:$6.6B

% of Portfolio:6.0% ($6.6B/$111.2B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:10.8M

Value:$6.0B

% of Portfolio:5.4% ($6.0B/$111.2B)

Sea Ltd

SE|81141R100

Shares:39.5M

Value:$5.2B

% of Portfolio:4.6% ($5.2B/$111.2B)

NVIDIA CORP

NVDA|67066G104

Shares:46.9M

Value:$5.1B

% of Portfolio:4.6% ($5.1B/$111.2B)

PDD Holdings Inc.

PDD|722304102

Shares:40.0M

Value:$4.7B

% of Portfolio:4.3% ($4.7B/$111.2B)

NETFLIX INC

NFLX|64110L106

Shares:4.0M

Value:$3.8B

% of Portfolio:3.4% ($3.8B/$111.2B)

Coupang, Inc.

CPNG|22266T109

Shares:155.3M

Value:$3.4B

% of Portfolio:3.1% ($3.4B/$111.2B)

Meta Platforms, Inc.

META|30303M102

Shares:5.9M

Value:$3.4B

% of Portfolio:3.0% ($3.4B/$111.2B)

Cloudflare, Inc.

NET|18915M107

Shares:27.4M

Value:$3.1B

% of Portfolio:2.8% ($3.1B/$111.2B)

Nu Holdings Ltd.

NU|G6683N103

Shares:265.2M

Value:$2.7B

% of Portfolio:2.4% ($2.7B/$111.2B)

MICROSOFT CORP

MSFT|594918104

Shares:7.0M

Value:$2.6B

% of Portfolio:2.4% ($2.6B/$111.2B)

DoorDash, Inc.

DASH|25809K105

Shares:12.0M

Value:$2.2B

% of Portfolio:2.0% ($2.2B/$111.2B)

Ferrari N.V.

RACE|N3167Y103

Shares:4.6M

Value:$2.0B

% of Portfolio:1.8% ($2.0B/$111.2B)

SHOPIFY INC.

SHOP|82509L107

Shares:20.3M

Value:$1.9B

% of Portfolio:1.7% ($1.9B/$111.2B)

Atlassian Corp

TEAM|049468101

Shares:8.7M

Value:$1.8B

% of Portfolio:1.7% ($1.8B/$111.2B)

Trade Desk, Inc.

TTD|88339J105

Shares:31.4M

Value:$1.7B

% of Portfolio:1.5% ($1.7B/$111.2B)

Roblox Corp

RBLX|771049103

Shares:27.5M

Value:$1.6B

% of Portfolio:1.4% ($1.6B/$111.2B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:3.2M

Value:$1.6B

% of Portfolio:1.4% ($1.6B/$111.2B)

AppLovin Corp

APP|03831W108

Shares:5.3M

Value:$1.4B

% of Portfolio:1.3% ($1.4B/$111.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MERCADOLIBRE INC(MELIcusip58733R102)	3.8M	QoQ -11.91% (-511.9K) YoY -24.86% (-1.3M)	All Managers (Combined)	$7.4B	6.6% ($7.4B/$111.2B)	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	6.0% ($6.6B/$111.2B)	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	5.4% ($6.0B/$111.2B)	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	4.6% ($5.2B/$111.2B)	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	4.6% ($5.1B/$111.2B)	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	4.3% ($4.7B/$111.2B)	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	3.4% ($3.8B/$111.2B)	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	3.1% ($3.4B/$111.2B)	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	3.0% ($3.4B/$111.2B)	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	2.8% ($3.1B/$111.2B)	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	2.4% ($2.7B/$111.2B)	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	2.4% ($2.6B/$111.2B)	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	2.0% ($2.2B/$111.2B)	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	1.8% ($2.0B/$111.2B)	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	1.7% ($1.9B/$111.2B)	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	1.7% ($1.8B/$111.2B)	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	1.5% ($1.7B/$111.2B)	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	1.4% ($1.6B/$111.2B)	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	1.4% ($1.6B/$111.2B)	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	1.3% ($1.4B/$111.2B)	QoQ +5.57% (+$73.8M) YoY NEW(+$1396.5M)