Baillie Gifford & Co.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), Baillie Gifford & Co. reported 289 stock positions worth $128.6 billion. Its top holding was Nvidia (NVDA) at 7.2% of the portfolio, followed by MercadoLibre (MELI, 5.9%) and Amazon.com (AMZN, 5.5%). Compared with Q4 2023, it opened 14 new positions, sold out of 13, added to 57 and reduced 203. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +48%) and the biggest sale PDD (PDD, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0001088875
- Portfolio Value
- $128.6B (Q1 2024)
- SEC Filing
- 0001088875-24-000067 ↗ filed May 1, 2024
Holdings Value
Holdings 289 stocks · $128.6B
| NVDA Nvidia Corp. | 7.24% | 10,301,549 | $9.3B | Reduce -25.2% |
| MELI MercadoLibre Inc. | 5.92% | 5,036,761 | $7.6B | Reduce -6.4% |
| AMZN Amazon.com Inc. | 5.49% | 39,160,501 | $7.1B | Reduce -3.7% |
| SPOT Spotify Technology SA | 4.41% | 21,462,079 | $5.7B | Reduce -9.3% |
| MRNA Moderna Inc. | 3.70% | 44,655,817 | $4.8B | Reduce -2.2% |
| SHOP Shopify Inc. Class A | 3.69% | 61,387,343 | $4.7B | Reduce -4.3% |
| PDD PDD Holdings Inc. | 3.15% | 34,780,280 | $4.0B | Reduce -8.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.62% | 38,515,441 | $3.4B | Reduce -6.0% |
| TSLA Tesla Inc. | 2.44% | 17,835,922 | $3.1B | Reduce -4.6% |
| CPNG Coupang Inc. | 2.33% | 168,600,998 | $3.0B | Add +15.9% |
| META Meta Platforms Inc. Class A | 2.30% | 6,101,501 | $3.0B | Add +14.0% |
| NET Cloudflare Inc. Class A | 2.27% | 30,147,274 | $2.9B | Reduce -2.6% |
| NFLX Netflix Inc. | 2.20% | 4,655,313 | $2.8B | Reduce -3.8% |
| RACE Ferrari NV | 2.08% | 6,114,165 | $2.7B | Reduce -9.8% |
| DXCM Dexcom Inc. | 1.69% | 15,688,396 | $2.2B | Reduce -5.0% |
| MSFT Microsoft Corp. | 1.59% | 4,856,895 | $2.0B | Reduce -5.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.57% | 169,450,124 | $2.0B | Add +47.6% |
| SE Sea Ltd.-ADR | 1.43% | 34,119,448 | $1.8B | Reduce -0.2% |
| WDAY Workday Inc. Class A | 1.42% | 6,678,411 | $1.8B | Reduce -4.2% |
| DASH DoorDash Inc. Class A | 1.33% | 12,403,247 | $1.7B | Reduce -2.9% |
| TEAM Atlassian Corp. Class A | 1.29% | 8,504,002 | $1.7B | Reduce -3.5% |
| AMD Advanced Micro Devices | 1.24% | 8,857,020 | $1.6B | Reduce -12.7% |
| ISRG Intuitive Surgical Inc. | 1.20% | 3,878,506 | $1.5B | Reduce -4.7% |
| ELV Elevance Health Inc. | 1.18% | 2,914,855 | $1.5B | Reduce -5.6% |
| MLM Martin Marietta Materials | 1.09% | 2,274,528 | $1.4B | Reduce -13.7% |
| RYAAY Ryanair Holdings PLC-SP ADR | 1.00% | 8,794,319 | $1.3B | Reduce -6.3% |
| MCO Moody's Corp. | 0.98% | 3,215,872 | $1.3B | Reduce -11.6% |
| DDOG Datadog Inc. Class A | 0.93% | 9,623,799 | $1.2B | Reduce -3.0% |
| RBLX Roblox Corp. Class A | 0.85% | 28,607,151 | $1.1B | Add +3.1% |
| MA Mastercard Inc. Class A | 0.82% | 2,184,244 | $1.1B | Reduce -5.7% |
| WIX Wix.com Ltd. | 0.81% | 7,548,367 | $1.0B | Reduce -3.1% |
| ESTC Elastic NV | 0.79% | 10,156,726 | $1.0B | Add +30.8% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.77% | 6,623,577 | $989.9M | Reduce -4.9% |
| SCI Service Corp. International | 0.77% | 13,253,726 | $983.6M | Reduce -5.7% |
| CSGP Costar Group Inc. | 0.70% | 9,253,753 | $893.9M | Reduce -2.8% |
| IOT Samsara Inc. Class A | 0.68% | 23,225,238 | $877.7M | Add +3.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.67% | 6,361,881 | $865.5M | Reduce -6.5% |
| GOOG Alphabet Inc. Class C | 0.66% | 5,574,470 | $848.8M | Reduce -21.9% |
| ILMN Illumina Inc. | 0.61% | 5,736,418 | $787.7M | Add +8.7% |
| DUOL Duolingo | 0.61% | 3,537,468 | $780.3M | Reduce -1.6% |
| BNTX Biontech SE-ADR | 0.60% | 8,358,939 | $771.1M | Reduce -3.8% |
| ADI Analog Devices Inc. | 0.55% | 3,584,944 | $709.1M | Reduce -5.5% |
| AFRM Affirm Holdings Inc. | 0.54% | 18,732,407 | $698.0M | Add +4.2% |
| PBR Petroleo Brasileiro-Spon ADR | 0.50% | 42,066,315 | $639.8M | Reduce -10.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.50% | 2,554,031 | $638.6M | Reduce -5.9% |
| HDB HDFC Bank Ltd.-ADR | 0.49% | 11,269,525 | $630.8M | Add +16.9% |
| WSO Watsco Inc. | 0.49% | 1,458,370 | $630.0M | Reduce -1.2% |
| XYZ Block Inc. | 0.46% | 6,921,254 | $585.4M | Add +16.6% |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.45% | 3,728,730 | $583.1M | Reduce -3.6% |
| WMS Advanced Drainage Systems Inc. | 0.43% | 3,179,214 | $547.6M | Reduce -6.0% |
| FMX Fomento Economico Mex-SP ADR | 0.42% | 4,183,454 | $545.0M | Add +9.0% |
| TXN Texas Instruments Inc. | 0.40% | 2,977,032 | $518.6M | Add +65.8% |
| MBLY Mobileye Global Inc. Class A | 0.40% | 15,985,212 | $513.9M | Add +89.8% |
| RPRX Royalty Pharma PLC Class A | 0.39% | 16,662,792 | $506.0M | Reduce -5.3% |
| SNOW Snowflake Inc. | 0.38% | 3,057,049 | $494.0M | Reduce -27.8% |
| ENPH Enphase Energy Inc. | 0.37% | 3,980,651 | $481.6M | Reduce -2.4% |
| TER Teradyne Inc. | 0.37% | 4,249,426 | $479.5M | Reduce -5.8% |
| CBRE CBRE Group Inc. Class A | 0.35% | 4,666,472 | $453.8M | Reduce -5.8% |
| SPGI S&P Global Inc. | 0.34% | 1,025,641 | $436.4M | Reduce -21.5% |
| SYM Symbotic Inc. | 0.33% | 9,483,371 | $426.8M | New |
| ETN Eaton Corp. PLC | 0.32% | 1,332,013 | $416.5M | Reduce -26.7% |
| MKL Markel Group Inc. | 0.32% | 272,713 | $414.9M | Reduce -6.0% |
| CX Cemex Sab-Spons ADR Part Cer | 0.31% | 44,861,879 | $404.2M | Reduce -6.8% |
| W Wayfair Inc. Class A | 0.30% | 5,713,757 | $387.8M | Reduce -23.1% |
| ENTG Entegris Inc. | 0.30% | 2,726,182 | $383.1M | Reduce -27.3% |
| CPA Copa Holdings SA Class A | 0.30% | 3,657,422 | $381.0M | Reduce -3.8% |
| DE Deere & Co. | 0.29% | 920,751 | $378.2M | Reduce -4.7% |
| XYL Xylem Inc. | 0.29% | 2,914,062 | $376.6M | Reduce -5.0% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 631,249 | $366.9M | Reduce -6.0% |
| SITE Siteone Landscape Supply Inc. | 0.27% | 1,994,273 | $348.1M | Reduce -6.2% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.27% | 8,998,166 | $346.9M | Reduce -4.4% |
| FIX Comfort Systems USA Inc. | 0.26% | 1,059,994 | $336.8M | Reduce -7.5% |
| COUR Coursera Inc. | 0.26% | 23,534,246 | $330.0M | Reduce -2.6% |
| ADSK Autodesk Inc. | 0.25% | 1,255,719 | $327.0M | Reduce -5.0% |
| ALB Albemarle Corp. | 0.25% | 2,472,155 | $325.7M | Add +4.9% |
| PINS Pinterest Inc. Class A | 0.25% | 9,235,741 | $320.2M | Reduce -0.8% |
| CHWY Chewy Inc. Class A | 0.25% | 19,819,195 | $315.3M | Add +7.2% |
| INSP Inspire Medical Systems Inc. | 0.25% | 1,467,613 | $315.2M | Add +19.3% |
| TME Tencent Music Entertainm-ADR | 0.23% | 26,323,570 | $294.6M | Reduce -1.6% |
| SG Sweetgreen Inc. Class A | 0.23% | 11,604,596 | $293.1M | Add +0.1% |
| MTD Mettler-Toledo International | 0.23% | 218,100 | $290.4M | Reduce -29.1% |
| JOBY Joby Aviation Inc. | 0.23% | 53,957,841 | $289.2M | Reduce -4.2% |
| DNLI Denali Therapeutics Inc. | 0.22% | 14,041,228 | $288.1M | Reduce -1.5% |
| FND Floor & Decor Holdings Inc. Class A | 0.22% | 2,210,219 | $286.5M | Reduce -5.8% |
| TXG 10X Genomics Inc. Class A | 0.22% | 7,424,766 | $278.7M | Reduce -6.3% |
| RIVN Rivian Automotive Inc. Class A | 0.22% | 25,301,005 | $277.0M | Add +714.3% |
| ODD Oddity Tech Ltd. Class A | 0.21% | 6,312,730 | $274.3M | Add +15.2% |
| BIDU Baidu Inc. - Spon ADR | 0.21% | 2,573,286 | $270.9M | Reduce -1.7% |
| DNA Ginkgo Bioworks Holdings Inc. | 0.21% | 232,999,673 | $270.3M | Reduce -1.4% |
| ECL Ecolab Inc. | 0.21% | 1,166,743 | $269.4M | Reduce -4.8% |
| PODD Insulet Corp. | 0.19% | 1,442,279 | $247.2M | Add +18.9% |
| SPT Sprout Social Inc. Class A | 0.19% | 4,069,498 | $243.0M | Reduce -1.1% |
| RXRX Recursion Pharmaceuticals-A | 0.19% | 24,067,804 | $240.0M | Reduce -0.5% |
| BAP Credicorp Ltd. | 0.18% | 1,338,256 | $226.7M | Reduce -4.8% |
| POOL Pool Corp. | 0.18% | 557,895 | $225.1M | Reduce -7.5% |
| RELY Remitly Global Inc. | 0.17% | 10,586,709 | $219.6M | Reduce -4.9% |
| ADBE Adobe Inc. | 0.16% | 415,701 | $209.8M | Reduce -6.4% |
| FAST Fastenal Co. | 0.16% | 2,652,839 | $204.6M | Reduce -1.6% |
| ROKU Roku Inc. | 0.16% | 3,068,814 | $200.0M | Reduce -0.2% |
| NEOG Neogen Corp. | 0.14% | 11,789,521 | $186.0M | Add +42.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $7.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 120,000 | $7.1M | New |
Total filed on the 13F, all lines: $128.6B.
Portfolio Sells Q4 2023 → Q1 2024
| PDD PDD Holdings Inc. | Reduce -8.4% | 3.15% | −1.26 |
| TSLA Tesla Inc. | Reduce -4.6% | 2.44% | −1.24 |
| MELI MercadoLibre Inc. | Reduce -6.4% | 5.92% | −0.78 |
| NIO Nio Inc. - ADR | Reduce -83.5% | 0.07% | −0.76 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.46 |
| SCHW Schwab (charles) Corp. | Reduce -99.9% | 0.00% | −0.38 |
| TEAM Atlassian Corp. Class A | Reduce -3.5% | 1.29% | −0.37 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -4.9% | 0.77% | −0.29 |
| SNOW Snowflake Inc. | Reduce -27.8% | 0.38% | −0.28 |
| SHOP Shopify Inc. Class A | Reduce -4.3% | 3.69% | −0.28 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.23 |
| EL Estee Lauder Companies Class A | Reduce -93.4% | 0.01% | −0.18 |
| HHH Howard Hughes Holdings Inc. | Reduce -99.9% | 0.00% | −0.17 |
| MCO Moody's Corp. | Reduce -11.6% | 0.98% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -21.9% | 0.66% | −0.14 |
| TXG 10X Genomics Inc. Class A | Reduce -6.3% | 0.22% | −0.13 |
| EXAS Exact Sciences Corp. | Reduce -54.8% | 0.09% | −0.13 |
| BNTX Biontech SE-ADR | Reduce -3.8% | 0.60% | −0.13 |
| SPGI S&P Global Inc. | Reduce -21.5% | 0.34% | −0.12 |
| YETI Yeti Holdings Inc. | Reduce -4.4% | 0.27% | −0.12 |
| COUR Coursera Inc. | Reduce -2.6% | 0.26% | −0.11 |
| WDAY Workday Inc. Class A | Reduce -4.2% | 1.42% | −0.11 |
| DNA Ginkgo Bioworks Holdings Inc. | Reduce -1.4% | 0.21% | −0.11 |
| ONC Beone Medicines Ltd.-ADR | Reduce -3.6% | 0.45% | −0.10 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -10.0% | 0.50% | −0.09 |
| JOBY Joby Aviation Inc. | Reduce -4.2% | 0.23% | −0.07 |
| MTD Mettler-Toledo International | Reduce -29.1% | 0.23% | −0.07 |
| ROKU Roku Inc. | Reduce -0.2% | 0.16% | −0.07 |
| BBD Banco Bradesco-ADR | Reduce -33.4% | 0.08% | −0.07 |
| W Wayfair Inc. Class A | Reduce -23.1% | 0.30% | −0.06 |
| ENTG Entegris Inc. | Reduce -27.3% | 0.30% | −0.06 |
| ENPH Enphase Energy Inc. | Reduce -2.4% | 0.37% | −0.05 |
| WNS WNS Holdings Ltd.-ADR | Sold out | 0.00% | −0.05 |
| MKTX Marketaxess Holdings Inc. | Reduce -18.4% | 0.07% | −0.05 |
| ADBE Adobe Inc. | Reduce -6.4% | 0.16% | −0.05 |
| ADI Analog Devices Inc. | Reduce -5.5% | 0.55% | −0.05 |
| DUOL Duolingo | Reduce -1.6% | 0.61% | −0.04 |
| BIDU Baidu Inc. - Spon ADR | Reduce -1.7% | 0.21% | −0.04 |
| ITUB Itau Unibanco H-Spon PRF ADR | Reduce -38.6% | 0.05% | −0.03 |
| NVCR Novocure Ltd. | Reduce -58.9% | 0.02% | −0.03 |
| ZM Zoom Communications Inc. | Reduce -50.8% | 0.03% | −0.03 |
| DDOG Datadog Inc. Class A | Reduce -3.0% | 0.93% | −0.03 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.03 |
| ABCL Abcellera Biologics Inc. | Reduce -3.6% | 0.08% | −0.03 |
| CHGG Chegg Inc. | Reduce -44.9% | 0.02% | −0.03 |
| PINS Pinterest Inc. Class A | Reduce -0.8% | 0.25% | −0.02 |
| CPA Copa Holdings SA Class A | Reduce -3.8% | 0.30% | −0.02 |
| Z Zillow Group Inc. Class C | Reduce -12.8% | 0.06% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -26.7% | 0.32% | −0.02 |
| DADA Dada Nexus Ltd.-ADR | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| NU Nu Holdings Ltd./Cayman Isl-A | Add +47.6% | 1.57% | +0.81 |
| META Meta Platforms Inc. Class A | Add +14.0% | 2.30% | +0.80 |
| CPNG Coupang Inc. | Add +15.9% | 2.33% | +0.47 |
| SYM Symbotic Inc. | New | 0.33% | +0.33 |
| TXN Texas Instruments Inc. | Add +65.8% | 0.40% | +0.16 |
| RIVN Rivian Automotive Inc. Class A | Add +714.3% | 0.22% | +0.16 |
| SG Sweetgreen Inc. Class A | Add +0.1% | 0.23% | +0.12 |
| KSPI JSC Kaspi.kz ADR | New | 0.11% | +0.11 |
| MBLY Mobileye Global Inc. Class A | Add +89.8% | 0.40% | +0.11 |
| ESTC Elastic NV | Add +30.8% | 0.79% | +0.10 |
| BC Brunswick Corp. | New | 0.10% | +0.10 |
| XYZ Block Inc. | Add +16.6% | 0.46% | +0.09 |
| IOT Samsara Inc. Class A | Add +3.7% | 0.68% | +0.09 |
| MNDY Monday.com Ltd. | New | 0.06% | +0.06 |
| SANA Sana Biotechnology Inc. | Add +5.0% | 0.08% | +0.05 |
| INSP Inspire Medical Systems Inc. | Add +19.3% | 0.25% | +0.05 |
| ILMN Illumina Inc. | Add +8.7% | 0.61% | +0.03 |
| FMX Fomento Economico Mex-SP ADR | Add +9.0% | 0.42% | +0.03 |
| LU Lufax Holding Ltd.-ADR | Add +98.9% | 0.04% | +0.02 |
| HD Home Depot Inc. | Add +66.7% | 0.03% | +0.01 |
| CSL Carlisle Cos Inc. | New | 0.01% | +0.01 |
| NEOG Neogen Corp. | Add +42.3% | 0.14% | +0.01 |
| ODD Oddity Tech Ltd. Class A | Add +15.2% | 0.21% | +0.01 |
| CFLT Confluent Inc. Class A | New | 0.01% | +0.01 |
| MSA Msa Safety Inc. | Add +67.3% | 0.02% | +0.01 |
| BUR Burford Capital Ltd. | Add +112.7% | 0.02% | +0.01 |
| HSY The Hershey Co. | Add +56.0% | 0.02% | +0.01 |
| AMSC American Superconductor Corp. | Add +21.1% | 0.03% | +0.01 |
| IBP Installed Building Products | Add +200.6% | 0.01% | +0.01 |
| BN Brookfield Corp. | Add +67.0% | 0.01% | +0.01 |
| APPN Appian Corp. Class A | Add +5.6% | 0.05% | +0.00 |
| CCU Cia Cervecerias Uni-Spon ADR | Add +124.3% | 0.01% | +0.00 |
| DLO Dlocal Ltd. | Add +55.5% | 0.02% | +0.00 |
| NKE Nike Inc. Class B | Add +63.6% | 0.01% | +0.00 |
| ARCC Ares Capital Corp. | Add +17.9% | 0.02% | +0.00 |
| KO The Coca-Cola Co. | Add +6.3% | 0.04% | +0.00 |
| RXST Rxsight Inc. | New | 0.00% | +0.00 |
| VEEV Veeva Systems Inc. Class A | Add +5.9% | 0.01% | +0.00 |
| CNP Centerpoint Energy Inc. | New | 0.00% | +0.00 |
| GBDC Golub Capital BDC Inc. | Add +37.5% | 0.00% | +0.00 |
| CDXS Codexis Inc. | Add +0.8% | 0.01% | +0.00 |
| TSLX Sixth Street Specialty Lendi | Add +41.7% | 0.00% | +0.00 |
| SO The Southern Co. | New | 0.00% | +0.00 |
| SUI Sun Communities Inc. | Add +15.9% | 0.01% | +0.00 |
| NYAX Nayax Ltd. | New | 0.00% | +0.00 |
| TWST Twist Bioscience Corp. | Add +12.1% | 0.03% | +0.00 |
| DOC Healthpeak Properties Inc. | New | 0.00% | +0.00 |
| BEPC Brookfield Renewable Cor-A | Add +21.1% | 0.01% | +0.00 |
| DLR Digital Realty Trust Inc. | Add +27.4% | 0.00% | +0.00 |
| VMRK Vivmark Residential | Add +32.3% | 0.00% | +0.00 |
Notes & Other Activity Q4 2023 → Q1 2024
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | New | 120,000 | $7.1M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 272 | $110.2B | SPCX, NVDA, AMZN, MELI, SE |
| Q1 2026 | 270 | $97.9B | NVDA, AMZN, MELI, SPOT, NU |
| Q4 2025 | 265 | $120.3B | NVDA, MELI, AMZN, SHOP, SE |
| Q3 2025 | 264 | $135.0B | NVDA, MELI, SE, AMZN, SPOT |
| Q2 2025 | 263 | $133.9B | MELI, NVDA, SPOT, AMZN, SE |
| Q1 2025 | 264 | $114.6B | MELI, AMZN, SPOT, SHOP, SE |
| Q4 2024 | 270 | $130.1B | AMZN, MELI, NVDA, SHOP, SPOT |
| Q3 2024 | 276 | $133.6B | MELI, NVDA, AMZN, SPOT, SHOP |
| Q2 2024 | 284 | $128.4B | NVDA, MELI, AMZN, MRNA, SPOT |
| Q1 2024 | 289 | $128.6B | NVDA, MELI, AMZN, SPOT, MRNA |