Baillie Gifford & Co.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Baillie Gifford & Co. reported 284 stock positions worth $128.4 billion. Its top holding was Nvidia (NVDA) at 7.9% of the portfolio, followed by MercadoLibre (MELI, 6.2%) and Amazon.com (AMZN, 5.8%). Compared with Q1 2024, it opened 12 new positions, sold out of 18, added to 84 and reduced 165. The biggest buy was a new position in Elf Beauty (ELF) and the biggest sale Shopify Class A (SHOP, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0001088875
- Portfolio Value
- $128.4B (Q2 2024)
- SEC Filing
- 0001088875-24-000084 ↗ filed Jul 25, 2024
Holdings Value
Holdings 284 stocks · $128.4B
| NVDA Nvidia Corp. | 7.90% | 82,058,614 | $10.1B | Reduce -20.3% |
| MELI MercadoLibre Inc. | 6.20% | 4,846,204 | $8.0B | Reduce -3.8% |
| AMZN Amazon.com Inc. | 5.79% | 38,471,662 | $7.4B | Reduce -1.8% |
| MRNA Moderna Inc. | 4.02% | 43,449,041 | $5.2B | Reduce -2.7% |
| SPOT Spotify Technology SA | 3.94% | 16,103,959 | $5.1B | Reduce -25.0% |
| PDD PDD Holdings Inc. | 3.64% | 35,128,410 | $4.7B | Add +1.0% |
| SHOP Shopify Inc. Class A | 2.84% | 55,235,148 | $3.6B | Reduce -10.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.82% | 36,995,424 | $3.6B | Reduce -4.0% |
| CPNG Coupang Inc. | 2.80% | 171,350,025 | $3.6B | Add +1.6% |
| NFLX Netflix Inc. | 2.50% | 4,762,069 | $3.2B | Add +2.3% |
| META Meta Platforms Inc. Class A | 2.28% | 5,812,111 | $2.9B | Reduce -4.7% |
| TSLA Tesla Inc. | 2.20% | 14,293,286 | $2.8B | Reduce -19.9% |
| NET Cloudflare Inc. Class A | 2.11% | 32,722,670 | $2.7B | Add +8.5% |
| RACE Ferrari NV | 1.91% | 6,019,346 | $2.5B | Reduce -1.6% |
| SE Sea Ltd.-ADR | 1.91% | 34,268,428 | $2.4B | Add +0.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.87% | 185,963,035 | $2.4B | Add +9.7% |
| MSFT Microsoft Corp. | 1.68% | 4,825,761 | $2.2B | Reduce -0.6% |
| DXCM Dexcom Inc. | 1.35% | 15,325,931 | $1.7B | Reduce -2.3% |
| ISRG Intuitive Surgical Inc. | 1.33% | 3,824,364 | $1.7B | Reduce -1.4% |
| ELV Elevance Health Inc. | 1.21% | 2,864,282 | $1.6B | Reduce -1.7% |
| TEAM Atlassian Corp. Class A | 1.16% | 8,435,585 | $1.5B | Reduce -0.8% |
| WDAY Workday Inc. Class A | 1.14% | 6,562,365 | $1.5B | Reduce -1.7% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.14% | 6,032,656 | $1.5B | Reduce -8.9% |
| AMD Advanced Micro Devices | 1.06% | 8,403,413 | $1.4B | Reduce -5.1% |
| DASH DoorDash Inc. Class A | 1.06% | 12,497,488 | $1.4B | Add +0.8% |
| DDOG Datadog Inc. Class A | 0.96% | 9,493,464 | $1.2B | Reduce -1.4% |
| MLM Martin Marietta Materials | 0.93% | 2,205,320 | $1.2B | Reduce -3.0% |
| WIX Wix.com Ltd. | 0.89% | 7,187,768 | $1.1B | Reduce -4.8% |
| ESTC Elastic NV | 0.87% | 9,786,427 | $1.1B | Reduce -3.6% |
| RBLX Roblox Corp. Class A | 0.84% | 29,142,565 | $1.1B | Add +1.9% |
| MCO Moody's Corp. | 0.79% | 2,420,852 | $1.0B | Reduce -24.7% |
| GOOG Alphabet Inc. Class C | 0.78% | 5,446,945 | $999.1M | Reduce -2.3% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.77% | 8,540,879 | $994.5M | Reduce -2.9% |
| MA Mastercard Inc. Class A | 0.73% | 2,130,598 | $939.9M | Reduce -2.5% |
| SCI Service Corp. International | 0.72% | 12,999,326 | $924.6M | Reduce -1.9% |
| IOT Samsara Inc. Class A | 0.72% | 27,433,212 | $924.5M | Add +18.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.71% | 5,247,704 | $912.1M | Reduce -17.5% |
| ADI Analog Devices Inc. | 0.62% | 3,512,827 | $801.8M | Reduce -2.0% |
| ELF Elf Beauty Inc. | 0.62% | 3,804,541 | $801.7M | New |
| HDB HDFC Bank Ltd.-ADR | 0.58% | 11,533,215 | $741.9M | Add +2.3% |
| DUOL Duolingo | 0.56% | 3,416,103 | $712.8M | Reduce -3.4% |
| CSGP Costar Group Inc. | 0.52% | 9,051,781 | $671.1M | Reduce -2.2% |
| BNTX Biontech SE-ADR | 0.52% | 8,276,298 | $665.1M | Reduce -1.0% |
| WSO Watsco Inc. | 0.51% | 1,419,839 | $657.7M | Reduce -2.6% |
| XYZ Block Inc. | 0.51% | 10,085,229 | $650.4M | Add +45.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.50% | 2,489,266 | $645.5M | Reduce -2.5% |
| ENPH Enphase Energy Inc. | 0.49% | 6,285,059 | $626.7M | Add +57.9% |
| PBR Petroleo Brasileiro-Spon ADR | 0.47% | 41,653,844 | $603.6M | Reduce -1.0% |
| ILMN Illumina Inc. | 0.46% | 5,605,175 | $585.1M | Reduce -2.3% |
| TXN Texas Instruments Inc. | 0.45% | 2,973,041 | $578.3M | Reduce -0.1% |
| CHWY Chewy Inc. Class A | 0.41% | 19,333,073 | $526.6M | Reduce -2.5% |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.41% | 3,681,949 | $525.3M | Reduce -1.3% |
| WMS Advanced Drainage Systems Inc. | 0.39% | 3,124,942 | $501.2M | Reduce -1.7% |
| UNH Unitedhealth Group Inc. | 0.35% | 894,006 | $455.3M | Add +1125.4% |
| SPGI S&P Global Inc. | 0.35% | 1,007,901 | $449.5M | Reduce -1.7% |
| PINS Pinterest Inc. Class A | 0.35% | 10,116,139 | $445.8M | Add +9.5% |
| MBLY Mobileye Global Inc. Class A | 0.35% | 15,798,945 | $443.7M | Reduce -1.2% |
| RIVN Rivian Automotive Inc. Class A | 0.35% | 33,015,793 | $443.1M | Add +30.5% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.34% | 3,343,859 | $431.4M | Add +191.5% |
| RPRX Royalty Pharma PLC Class A | 0.34% | 16,352,759 | $431.2M | Reduce -1.9% |
| MKL Markel Group Inc. | 0.33% | 268,746 | $423.5M | Reduce -1.4% |
| FMX Fomento Economico Mex-SP ADR | 0.33% | 3,885,682 | $418.3M | Reduce -7.1% |
| CBRE CBRE Group Inc. Class A | 0.32% | 4,594,977 | $409.5M | Reduce -1.5% |
| ETN Eaton Corp. PLC | 0.32% | 1,300,437 | $407.8M | Reduce -2.4% |
| AFRM Affirm Holdings Inc. | 0.32% | 13,400,426 | $404.8M | Reduce -28.5% |
| SNOW Snowflake Inc. | 0.31% | 2,924,104 | $395.0M | Reduce -4.3% |
| PODD Insulet Corp. | 0.30% | 1,886,062 | $380.6M | Add +30.8% |
| SYM Symbotic Inc. | 0.29% | 10,660,949 | $374.8M | Add +12.4% |
| SG Sweetgreen Inc. Class A | 0.29% | 12,326,336 | $371.5M | Add +6.2% |
| ENTG Entegris Inc. | 0.28% | 2,679,051 | $362.7M | Reduce -1.7% |
| AZO AutoZone Inc. | 0.28% | 120,194 | $356.3M | Add +2714.8% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 621,516 | $343.7M | Reduce -1.5% |
| CPA Copa Holdings SA Class A | 0.27% | 3,601,462 | $342.8M | Reduce -1.5% |
| MMYT Makemytrip Ltd. | 0.27% | 4,072,452 | $342.5M | Add +85.7% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.26% | 8,838,551 | $337.2M | Reduce -1.8% |
| DE Deere & Co. | 0.26% | 880,753 | $329.1M | Reduce -4.3% |
| DNLI Denali Therapeutics Inc. | 0.25% | 13,763,596 | $319.6M | Reduce -2.0% |
| FIX Comfort Systems USA Inc. | 0.25% | 1,039,407 | $316.1M | Reduce -1.9% |
| TME Tencent Music Entertainm-ADR | 0.24% | 22,115,922 | $310.7M | Reduce -16.0% |
| ADSK Autodesk Inc. | 0.23% | 1,208,356 | $299.0M | Reduce -3.8% |
| XYL Xylem Inc. | 0.23% | 2,184,933 | $296.3M | Reduce -25.0% |
| W Wayfair Inc. Class A | 0.23% | 5,588,167 | $294.7M | Reduce -2.2% |
| AVAV Aerovironment Inc. | 0.21% | 1,511,676 | $275.4M | Add +132.7% |
| JOBY Joby Aviation Inc. | 0.21% | 52,869,559 | $269.6M | Reduce -2.0% |
| ECL Ecolab Inc. | 0.21% | 1,114,433 | $265.2M | Reduce -4.5% |
| BAP Credicorp Ltd. | 0.21% | 1,632,852 | $263.4M | Add +22.0% |
| MTD Mettler-Toledo International | 0.20% | 181,128 | $253.1M | Reduce -16.9% |
| ODD Oddity Tech Ltd. Class A | 0.19% | 6,268,817 | $246.1M | Reduce -0.7% |
| SITE Siteone Landscape Supply Inc. | 0.19% | 1,958,384 | $237.8M | Reduce -1.8% |
| ALB Albemarle Corp. | 0.18% | 2,476,488 | $236.6M | Add +0.2% |
| ADBE Adobe Inc. | 0.18% | 409,897 | $227.7M | Reduce -1.4% |
| FND Floor & Decor Holdings Inc. Class A | 0.17% | 2,164,691 | $215.2M | Reduce -2.1% |
| CX Cemex Sab-Spons ADR Part Cer | 0.16% | 31,985,634 | $204.4M | Reduce -28.7% |
| AUR Aurora Innovation Inc. | 0.16% | 72,438,562 | $200.7M | Add +78.4% |
| RXRX Recursion Pharmaceuticals-A | 0.16% | 26,589,936 | $199.4M | Add +10.5% |
| INSP Inspire Medical Systems Inc. | 0.15% | 1,426,835 | $191.0M | Reduce -2.8% |
| NEOG Neogen Corp. | 0.14% | 11,580,986 | $181.0M | Reduce -1.8% |
| ROKU Roku Inc. | 0.14% | 3,005,366 | $180.1M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 0.14% | 987,806 | $179.9M | Add +1.9% |
| IBN Icici Bank Ltd.-Spon ADR | 0.14% | 6,193,699 | $178.4M | Add +4.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $5.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 120,000 | $5.5M | No change |
Total filed on the 13F, all lines: $128.4B.
Portfolio Sells Q1 2024 → Q2 2024
| SHOP Shopify Inc. Class A | Reduce -10.0% | 2.84% | −0.84 |
| SPOT Spotify Technology SA | Reduce -25.0% | 3.94% | −0.47 |
| TER Teradyne Inc. | Reduce -100.0% | 0.00% | −0.37 |
| DXCM Dexcom Inc. | Reduce -2.3% | 1.35% | −0.34 |
| WDAY Workday Inc. Class A | Reduce -1.7% | 1.14% | −0.27 |
| TSLA Tesla Inc. | Reduce -19.9% | 2.20% | −0.24 |
| AFRM Affirm Holdings Inc. | Reduce -28.5% | 0.32% | −0.23 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -2.9% | 0.77% | −0.22 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.21 |
| MCO Moody's Corp. | Reduce -24.7% | 0.79% | −0.19 |
| AMD Advanced Micro Devices | Reduce -5.1% | 1.06% | −0.18 |
| DNA Ginkgo Bioworks Holdings Inc. | Reduce -42.3% | 0.04% | −0.18 |
| TXG 10X Genomics Inc. Class A | Reduce -63.1% | 0.04% | −0.18 |
| CSGP Costar Group Inc. | Reduce -2.2% | 0.52% | −0.17 |
| RACE Ferrari NV | Reduce -1.6% | 1.91% | −0.16 |
| ILMN Illumina Inc. | Reduce -2.3% | 0.46% | −0.16 |
| MLM Martin Marietta Materials | Reduce -3.0% | 0.93% | −0.16 |
| CX Cemex Sab-Spons ADR Part Cer | Reduce -28.7% | 0.16% | −0.16 |
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −0.14 |
| COUR Coursera Inc. | Reduce -5.3% | 0.12% | −0.13 |
| TEAM Atlassian Corp. Class A | Reduce -0.8% | 1.16% | −0.13 |
| FMX Fomento Economico Mex-SP ADR | Reduce -7.1% | 0.33% | −0.10 |
| INSP Inspire Medical Systems Inc. | Reduce -2.8% | 0.15% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -2.5% | 0.73% | −0.09 |
| SITE Siteone Landscape Supply Inc. | Reduce -1.8% | 0.19% | −0.09 |
| SPT Sprout Social Inc. Class A | Reduce -6.3% | 0.11% | −0.08 |
| BNTX Biontech SE-ADR | Reduce -1.0% | 0.52% | −0.08 |
| SNOW Snowflake Inc. | Reduce -4.3% | 0.31% | −0.08 |
| RELY Remitly Global Inc. | Reduce -3.9% | 0.10% | −0.07 |
| W Wayfair Inc. Class A | Reduce -2.2% | 0.23% | −0.07 |
| NIO Nio Inc. - ADR | Sold out | 0.00% | −0.07 |
| XYL Xylem Inc. | Reduce -25.0% | 0.23% | −0.06 |
| SEDG Solaredge Technologies Inc. | Reduce -0.6% | 0.03% | −0.06 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −0.06 |
| RPRX Royalty Pharma PLC Class A | Reduce -1.9% | 0.34% | −0.06 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -2.1% | 0.17% | −0.06 |
| MBLY Mobileye Global Inc. Class A | Reduce -1.2% | 0.35% | −0.05 |
| DUOL Duolingo | Reduce -3.4% | 0.56% | −0.05 |
| SCI Service Corp. International | Reduce -1.9% | 0.72% | −0.04 |
| EXAS Exact Sciences Corp. | Reduce -16.2% | 0.05% | −0.04 |
| ONC Beone Medicines Ltd.-ADR | Reduce -1.3% | 0.41% | −0.04 |
| POOL Pool Corp. | Reduce -1.6% | 0.13% | −0.04 |
| SANA Sana Biotechnology Inc. | Reduce -0.8% | 0.04% | −0.04 |
| DE Deere & Co. | Reduce -4.3% | 0.26% | −0.04 |
| WRBY Warby Parker Inc. Class A | Reduce -63.2% | 0.03% | −0.04 |
| WMS Advanced Drainage Systems Inc. | Reduce -1.7% | 0.39% | −0.04 |
| CBRE CBRE Group Inc. Class A | Reduce -1.5% | 0.32% | −0.03 |
| CP Canadian Pacific Kansas City | Reduce -17.4% | 0.09% | −0.03 |
| ABCL Abcellera Biologics Inc. | Reduce -5.5% | 0.05% | −0.03 |
| DLB Dolby Laboratories Inc. Class A | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| ELF Elf Beauty Inc. | New | 0.62% | +0.62 |
| PDD PDD Holdings Inc. | Add +1.0% | 3.64% | +0.49 |
| SE Sea Ltd.-ADR | Add +0.4% | 1.91% | +0.48 |
| CPNG Coupang Inc. | Add +1.6% | 2.80% | +0.46 |
| UNH Unitedhealth Group Inc. | Add +1125.4% | 0.35% | +0.33 |
| NFLX Netflix Inc. | Add +2.3% | 2.50% | +0.30 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +9.7% | 1.87% | +0.29 |
| AZO AutoZone Inc. | Add +2714.8% | 0.28% | +0.27 |
| KSPI JSC Kaspi.kz ADR | Add +191.5% | 0.34% | +0.22 |
| MMYT Makemytrip Ltd. | Add +85.7% | 0.27% | +0.15 |
| AVAV Aerovironment Inc. | Add +132.7% | 0.21% | +0.14 |
| GRAB Grab Holdings Ltd. Class A | New | 0.13% | +0.13 |
| RIVN Rivian Automotive Inc. Class A | Add +30.5% | 0.35% | +0.13 |
| ENPH Enphase Energy Inc. | Add +57.9% | 0.49% | +0.11 |
| PODD Insulet Corp. | Add +30.8% | 0.30% | +0.10 |
| PINS Pinterest Inc. Class A | Add +9.5% | 0.35% | +0.10 |
| HDB HDFC Bank Ltd.-ADR | Add +2.3% | 0.58% | +0.09 |
| AUR Aurora Innovation Inc. | Add +78.4% | 0.16% | +0.07 |
| SG Sweetgreen Inc. Class A | Add +6.2% | 0.29% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.06% | +0.06 |
| XYZ Block Inc. | Add +45.7% | 0.51% | +0.05 |
| BCH Banco DE Chile-ADR | New | 0.05% | +0.05 |
| BC Brunswick Corp. | Add +88.0% | 0.14% | +0.04 |
| IOT Samsara Inc. Class A | Add +18.1% | 0.72% | +0.04 |
| AAPL Apple Inc. | Add +13.7% | 0.12% | +0.03 |
| BAP Credicorp Ltd. | Add +22.0% | 0.21% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 0.14% | +0.03 |
| IBN Icici Bank Ltd.-Spon ADR | Add +4.1% | 0.14% | +0.02 |
| RXST Rxsight Inc. | Add +438.8% | 0.02% | +0.01 |
| BXSL Blackstone Secured Lending F | New | 0.01% | +0.01 |
| CGNX Cognex Corp. | Add +11.6% | 0.05% | +0.01 |
| PAYC Paycom Software Inc. | New | 0.01% | +0.01 |
| AEHR Aehr Test Systems | Add +101.6% | 0.01% | +0.01 |
| BKNG Booking Holdings Inc. | Add +43.5% | 0.02% | +0.01 |
| PG The Procter & Gamble Co. | Add +3.8% | 0.12% | +0.01 |
| KO The Coca-Cola Co. | Add +6.2% | 0.04% | +0.00 |
| SVV Savers Value Village Inc. | New | 0.00% | +0.00 |
| INFY Infosys Ltd.-SP ADR | Add +3.9% | 0.04% | +0.00 |
| TSLX Sixth Street Specialty Lendi | Add +81.9% | 0.01% | +0.00 |
| GBDC Golub Capital BDC Inc. | Add +64.5% | 0.01% | +0.00 |
| MEDP Medpace Holdings Inc. | New | 0.00% | +0.00 |
| SN Sharkninja Inc. | New | 0.00% | +0.00 |
| GMED Globus Medical Inc. Class A | Add +0.0% | 0.00% | +0.00 |
| TROW T Rowe Price Group Inc. | Add +8.6% | 0.04% | +0.00 |
| KMX Carmax Inc. | Add +25.7% | 0.01% | +0.00 |
| FRPT Freshpet Inc. | Add +0.7% | 0.01% | +0.00 |
| CNP Centerpoint Energy Inc. | Add +18.7% | 0.00% | +0.00 |
| SO The Southern Co. | Add +27.0% | 0.00% | +0.00 |
| NCNA Nucana PLC | New | 0.00% | +0.00 |
| CALX Calix Inc. | Add +57.9% | 0.00% | +0.00 |
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 |