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

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