Baillie Gifford & Co.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Baillie Gifford & Co. reported 276 stock positions worth $133.6 billion. Its top holding was MercadoLibre (MELI) at 7.2% of the portfolio, followed by Nvidia (NVDA, 5.8%) and Amazon.com (AMZN, 5.4%). Compared with Q2 2024, it opened 14 new positions, sold out of 22, added to 71 and reduced 173. The biggest buy was Shopify Class A (SHOP, shares +15%) and the biggest sale Nvidia (NVDA, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0001088875
- Portfolio Value
- $133.6B (Q3 2024)
- SEC Filing
- 0001088875-24-000110 ↗ filed Nov 5, 2024
Holdings Value
Holdings 276 stocks · $133.6B
| MELI MercadoLibre Inc. | 7.20% | 4,689,139 | $9.6B | Reduce -3.2% |
| NVDA Nvidia Corp. | 5.77% | 63,499,698 | $7.7B | Reduce -22.6% |
| AMZN Amazon.com Inc. | 5.36% | 38,468,122 | $7.2B | Reduce -0.0% |
| SPOT Spotify Technology SA | 4.29% | 15,570,335 | $5.7B | Reduce -3.3% |
| SHOP Shopify Inc. Class A | 3.80% | 63,366,308 | $5.1B | Add +14.7% |
| PDD PDD Holdings Inc. | 3.64% | 36,116,452 | $4.9B | Add +2.8% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 3.18% | 38,716,074 | $4.2B | Add +4.7% |
| CPNG Coupang Inc. | 3.14% | 171,130,037 | $4.2B | Reduce -0.1% |
| SE Sea Ltd.-ADR | 2.79% | 39,564,018 | $3.7B | Add +15.4% |
| META Meta Platforms Inc. Class A | 2.63% | 6,150,374 | $3.5B | Add +5.8% |
| NFLX Netflix Inc. | 2.50% | 4,707,071 | $3.3B | Reduce -1.1% |
| TSLA Tesla Inc. | 2.48% | 12,658,923 | $3.3B | Reduce -11.4% |
| MSFT Microsoft Corp. | 2.27% | 7,048,244 | $3.0B | Add +46.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.15% | 210,103,451 | $2.9B | Add +13.0% |
| MRNA Moderna Inc. | 2.12% | 42,458,083 | $2.8B | Reduce -2.3% |
| RACE Ferrari NV | 2.06% | 5,871,198 | $2.8B | Reduce -2.5% |
| NET Cloudflare Inc. Class A | 1.97% | 32,510,592 | $2.6B | Reduce -0.7% |
| DASH DoorDash Inc. Class A | 1.51% | 14,142,674 | $2.0B | Add +13.2% |
| ISRG Intuitive Surgical Inc. | 1.41% | 3,848,547 | $1.9B | Add +0.6% |
| IOT Samsara Inc. Class A | 1.22% | 33,844,390 | $1.6B | Add +23.4% |
| WDAY Workday Inc. Class A | 1.20% | 6,573,616 | $1.6B | Add +0.2% |
| ELV Elevance Health Inc. | 1.08% | 2,769,568 | $1.4B | Reduce -3.3% |
| TEAM Atlassian Corp. Class A | 1.01% | 8,514,039 | $1.4B | Add +0.9% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.01% | 4,887,000 | $1.3B | Reduce -19.0% |
| RBLX Roblox Corp. Class A | 0.95% | 28,784,863 | $1.3B | Reduce -1.2% |
| AMD Advanced Micro Devices | 0.86% | 7,001,808 | $1.1B | Reduce -16.7% |
| MLM Martin Marietta Materials | 0.85% | 2,119,177 | $1.1B | Reduce -3.9% |
| DDOG Datadog Inc. Class A | 0.81% | 9,420,571 | $1.1B | Reduce -0.8% |
| WIX Wix.com Ltd. | 0.81% | 6,461,712 | $1.1B | Reduce -10.1% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.80% | 23,548,902 | $1.1B | Add +175.7% |
| MA Mastercard Inc. Class A | 0.76% | 2,061,506 | $1.0B | Reduce -3.2% |
| DXCM Dexcom Inc. | 0.75% | 15,017,666 | $1.0B | Reduce -2.0% |
| SCI Service Corp. International | 0.74% | 12,529,330 | $988.9M | Reduce -3.6% |
| BNTX Biontech SE-ADR | 0.74% | 8,308,071 | $986.7M | Add +0.4% |
| MCO Moody's Corp. | 0.73% | 2,052,045 | $973.9M | Reduce -15.2% |
| DUOL Duolingo | 0.68% | 3,200,911 | $902.7M | Reduce -6.3% |
| PBR Petroleo Brasileiro-Spon ADR | 0.67% | 62,083,852 | $894.6M | Add +49.0% |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.62% | 3,705,756 | $832.0M | Add +0.7% |
| ADI Analog Devices Inc. | 0.58% | 3,379,454 | $777.8M | Reduce -3.8% |
| ESTC Elastic NV | 0.54% | 9,411,866 | $722.5M | Reduce -3.8% |
| ENPH Enphase Energy Inc. | 0.54% | 6,343,099 | $716.9M | Add +0.9% |
| XYZ Block Inc. | 0.51% | 10,233,102 | $686.9M | Add +1.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.50% | 2,380,947 | $669.9M | Reduce -4.3% |
| CSGP Costar Group Inc. | 0.50% | 8,799,131 | $663.8M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 0.48% | 3,814,156 | $637.7M | Reduce -30.0% |
| WSO Watsco Inc. | 0.45% | 1,234,136 | $607.0M | Reduce -13.1% |
| TXN Texas Instruments Inc. | 0.45% | 2,884,380 | $595.8M | Reduce -3.0% |
| ELF Elf Beauty Inc. | 0.43% | 5,305,692 | $578.5M | Add +39.5% |
| RIVN Rivian Automotive Inc. Class A | 0.42% | 50,357,579 | $565.0M | Add +52.5% |
| CBRE CBRE Group Inc. Class A | 0.41% | 4,442,028 | $552.9M | Reduce -3.3% |
| CHWY Chewy Inc. Class A | 0.41% | 18,565,746 | $543.8M | Reduce -4.0% |
| PODD Insulet Corp. | 0.40% | 2,275,701 | $529.7M | Add +20.7% |
| HDB HDFC Bank Ltd.-ADR | 0.39% | 8,351,216 | $522.5M | Reduce -27.6% |
| UNH Unitedhealth Group Inc. | 0.38% | 866,500 | $506.6M | Reduce -3.1% |
| SPGI S&P Global Inc. | 0.38% | 972,936 | $502.6M | Reduce -3.5% |
| AUR Aurora Innovation Inc. | 0.38% | 84,904,647 | $502.6M | Add +17.2% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.37% | 4,649,484 | $492.8M | Add +39.0% |
| WMS Advanced Drainage Systems Inc. | 0.36% | 3,038,893 | $477.6M | Reduce -2.8% |
| ILMN Illumina Inc. | 0.35% | 3,622,813 | $472.5M | Reduce -35.4% |
| RPRX Royalty Pharma PLC Class A | 0.34% | 16,122,491 | $456.1M | Reduce -1.4% |
| FMX Fomento Economico Mex-SP ADR | 0.32% | 4,306,739 | $425.1M | Add +10.8% |
| SG Sweetgreen Inc. Class A | 0.32% | 11,957,004 | $423.9M | Reduce -3.0% |
| ETN Eaton Corp. PLC | 0.31% | 1,259,420 | $417.4M | Reduce -3.1% |
| MKL Markel Group Inc. | 0.30% | 259,115 | $406.4M | Reduce -3.6% |
| AFRM Affirm Holdings Inc. | 0.30% | 9,935,768 | $405.6M | Reduce -25.9% |
| FIX Comfort Systems USA Inc. | 0.29% | 1,007,134 | $393.1M | Reduce -3.1% |
| AVAV Aerovironment Inc. | 0.29% | 1,951,393 | $391.3M | Add +29.1% |
| DNLI Denali Therapeutics Inc. | 0.29% | 13,345,887 | $388.8M | Reduce -3.0% |
| AZO AutoZone Inc. | 0.28% | 120,313 | $379.0M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 603,394 | $373.2M | Reduce -2.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 2,129,805 | $369.9M | Reduce -59.4% |
| MMYT Makemytrip Ltd. | 0.27% | 3,949,281 | $367.1M | Reduce -3.0% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.26% | 8,547,618 | $350.7M | Reduce -3.3% |
| SYM Symbotic Inc. | 0.26% | 14,070,999 | $343.2M | Add +32.0% |
| CPA Copa Holdings SA Class A | 0.25% | 3,577,128 | $335.7M | Reduce -0.7% |
| SNOW Snowflake Inc. | 0.25% | 2,860,882 | $328.6M | Reduce -2.2% |
| PINS Pinterest Inc. Class A | 0.24% | 9,708,696 | $314.3M | Reduce -4.0% |
| W Wayfair Inc. Class A | 0.23% | 5,439,120 | $305.6M | Reduce -2.7% |
| ADSK Autodesk Inc. | 0.23% | 1,100,567 | $303.2M | Reduce -8.9% |
| BAP Credicorp Ltd. | 0.23% | 1,674,261 | $303.0M | Add +2.5% |
| ENTG Entegris Inc. | 0.22% | 2,602,218 | $292.8M | Reduce -2.9% |
| INSP Inspire Medical Systems Inc. | 0.22% | 1,366,835 | $288.5M | Reduce -4.2% |
| SITE Siteone Landscape Supply Inc. | 0.21% | 1,885,066 | $284.5M | Reduce -3.7% |
| XYL Xylem Inc. | 0.20% | 1,989,574 | $268.7M | Reduce -8.9% |
| BLDR Builders Firstsource Inc. | 0.20% | 1,377,962 | $267.1M | New |
| JOBY Joby Aviation Inc. | 0.20% | 52,751,004 | $265.3M | Reduce -0.2% |
| FND Floor & Decor Holdings Inc. Class A | 0.20% | 2,103,633 | $261.2M | Reduce -2.8% |
| ECL Ecolab Inc. | 0.19% | 1,017,972 | $259.9M | Reduce -8.7% |
| TME Tencent Music Entertainm-ADR | 0.19% | 21,520,498 | $259.3M | Reduce -2.7% |
| ODD Oddity Tech Ltd. Class A | 0.19% | 6,159,321 | $248.7M | Reduce -1.8% |
| DOCS Doximity Inc. Class A | 0.17% | 5,359,235 | $233.5M | Reduce -9.1% |
| ALB Albemarle Corp. | 0.17% | 2,404,910 | $227.8M | Reduce -2.9% |
| DE Deere & Co. | 0.17% | 542,191 | $226.3M | Reduce -38.4% |
| BROS Dutch Bros Inc. Class A | 0.17% | 7,007,836 | $224.5M | New |
| ROKU Roku Inc. | 0.16% | 2,898,481 | $216.4M | Reduce -3.6% |
| MBLY Mobileye Global Inc. Class A | 0.16% | 15,635,086 | $214.2M | Reduce -1.0% |
| CX Cemex Sab-Spons ADR Part Cer | 0.15% | 32,897,217 | $200.7M | Add +2.9% |
| SN Sharkninja Inc. | 0.15% | 1,825,626 | $198.5M | Add +6408.9% |
| BC Brunswick Corp. | 0.15% | 2,367,140 | $198.4M | Reduce -2.6% |
| FAST Fastenal Co. | 0.14% | 2,702,242 | $193.0M | Add +0.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $5.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 120,000 | $5.4M | No change |
Total filed on the 13F, all lines: $133.6B.
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -22.6% | 5.77% | −2.13 |
| MRNA Moderna Inc. | Reduce -2.3% | 2.12% | −1.90 |
| DXCM Dexcom Inc. | Reduce -2.0% | 0.75% | −0.60 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -59.4% | 0.28% | −0.43 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 5.36% | −0.43 |
| ESTC Elastic NV | Reduce -3.8% | 0.54% | −0.33 |
| GOOG Alphabet Inc. Class C | Reduce -30.0% | 0.48% | −0.30 |
| AMD Advanced Micro Devices | Reduce -16.7% | 0.86% | −0.20 |
| HDB HDFC Bank Ltd.-ADR | Reduce -27.6% | 0.39% | −0.19 |
| MBLY Mobileye Global Inc. Class A | Reduce -1.0% | 0.16% | −0.19 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.18 |
| DDOG Datadog Inc. Class A | Reduce -0.8% | 0.81% | −0.15 |
| NET Cloudflare Inc. Class A | Reduce -0.7% | 1.97% | −0.14 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -19.0% | 1.01% | −0.14 |
| POOL Pool Corp. | Sold out | 0.00% | −0.13 |
| ELV Elevance Health Inc. | Reduce -3.3% | 1.08% | −0.13 |
| PINS Pinterest Inc. Class A | Reduce -4.0% | 0.24% | −0.11 |
| ILMN Illumina Inc. | Reduce -35.4% | 0.35% | −0.10 |
| STAA Staar Surgical Co. | Reduce -60.3% | 0.04% | −0.10 |
| CERT Certara Inc. | Sold out | 0.00% | −0.09 |
| MTD Mettler-Toledo International | Reduce -46.4% | 0.11% | −0.09 |
| DE Deere & Co. | Reduce -38.4% | 0.17% | −0.09 |
| WIX Wix.com Ltd. | Reduce -10.1% | 0.81% | −0.08 |
| MLM Martin Marietta Materials | Reduce -3.9% | 0.85% | −0.08 |
| MCO Moody's Corp. | Reduce -15.2% | 0.73% | −0.07 |
| ENTG Entegris Inc. | Reduce -2.9% | 0.22% | −0.06 |
| SNOW Snowflake Inc. | Reduce -2.2% | 0.25% | −0.06 |
| WSO Watsco Inc. | Reduce -13.1% | 0.45% | −0.06 |
| TME Tencent Music Entertainm-ADR | Reduce -2.7% | 0.19% | −0.05 |
| ADI Analog Devices Inc. | Reduce -3.8% | 0.58% | −0.04 |
| TXG 10X Genomics Inc. Class A | Reduce -98.5% | 0.00% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -17.1% | 0.10% | −0.04 |
| GH Guardant Health Inc. | Reduce -3.6% | 0.10% | −0.04 |
| WMS Advanced Drainage Systems Inc. | Reduce -2.8% | 0.36% | −0.03 |
| RXRX Recursion Pharmaceuticals-A | Reduce -5.1% | 0.12% | −0.03 |
| XYL Xylem Inc. | Reduce -8.9% | 0.20% | −0.03 |
| CSGP Costar Group Inc. | Reduce -2.8% | 0.50% | −0.03 |
| MKL Markel Group Inc. | Reduce -3.6% | 0.30% | −0.03 |
| ABCL Abcellera Biologics Inc. | Reduce -41.1% | 0.03% | −0.03 |
| SPT Sprout Social Inc. Class A | Reduce -2.1% | 0.08% | −0.02 |
| INTU Intuit Inc. | Reduce -25.3% | 0.05% | −0.02 |
| PCRX Pacira Biosciences Inc. | Sold out | 0.00% | −0.02 |
| CPA Copa Holdings SA Class A | Reduce -0.7% | 0.25% | −0.02 |
| EW Edwards Lifesciences Corp. | Reduce -40.8% | 0.01% | −0.01 |
| YOU Clear Secure Inc. Class A | Sold out | 0.00% | −0.01 |
| ALB Albemarle Corp. | Reduce -2.9% | 0.17% | −0.01 |
| VIR Vir Biotechnology Inc. | Reduce -39.2% | 0.01% | −0.01 |
| JMIA Jumia Technologies AG-ADR | Reduce -0.4% | 0.04% | −0.01 |
| SANA Sana Biotechnology Inc. | Reduce -2.8% | 0.03% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -16.1% | 0.05% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| SHOP Shopify Inc. Class A | Add +14.7% | 3.80% | +0.96 |
| SE Sea Ltd.-ADR | Add +15.4% | 2.79% | +0.88 |
| MSFT Microsoft Corp. | Add +46.0% | 2.27% | +0.59 |
| IOT Samsara Inc. Class A | Add +23.4% | 1.22% | +0.50 |
| DASH DoorDash Inc. Class A | Add +13.2% | 1.51% | +0.45 |
| TTD Trade Desk Inc./the Class A | Add +4.7% | 3.18% | +0.36 |
| META Meta Platforms Inc. Class A | Add +5.8% | 2.63% | +0.35 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +13.0% | 2.15% | +0.28 |
| BNTX Biontech SE-ADR | Add +0.4% | 0.74% | +0.22 |
| AUR Aurora Innovation Inc. | Add +17.2% | 0.38% | +0.22 |
| ONC Beone Medicines Ltd.-ADR | Add +0.7% | 0.62% | +0.21 |
| BLDR Builders Firstsource Inc. | New | 0.20% | +0.20 |
| PBR Petroleo Brasileiro-Spon ADR | Add +49.0% | 0.67% | +0.20 |
| BROS Dutch Bros Inc. Class A | New | 0.17% | +0.17 |
| SN Sharkninja Inc. | Add +6408.9% | 0.15% | +0.15 |
| NCLH Norwegian Cruise Line Holdin | New | 0.13% | +0.13 |
| ENSG The Ensign Group Inc. | New | 0.11% | +0.11 |
| LINE Lineage Inc. | New | 0.10% | +0.10 |
| PODD Insulet Corp. | Add +20.7% | 0.40% | +0.10 |
| ISRG Intuitive Surgical Inc. | Add +0.6% | 1.41% | +0.09 |
| AVAV Aerovironment Inc. | Add +29.1% | 0.29% | +0.08 |
| RIVN Rivian Automotive Inc. Class A | Add +52.5% | 0.42% | +0.08 |
| CME Cme Group Inc. | New | 0.06% | +0.06 |
| WDAY Workday Inc. Class A | Add +0.2% | 1.20% | +0.06 |
| ENPH Enphase Energy Inc. | Add +0.9% | 0.54% | +0.05 |
| KSPI JSC Kaspi.kz ADR | Add +39.0% | 0.37% | +0.03 |
| BAP Credicorp Ltd. | Add +2.5% | 0.23% | +0.02 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +175.7% | 0.80% | +0.02 |
| MRSH Marsh & McLennan Cos | New | 0.01% | +0.01 |
| LU Lufax Holding Ltd.-ADR | Add +4.3% | 0.04% | +0.01 |
| FAST Fastenal Co. | Add +0.0% | 0.14% | +0.01 |
| ERII Energy Recovery Inc. | New | 0.01% | +0.01 |
| MNST Monster Beverage Corp. | New | 0.01% | +0.01 |
| AAPL Apple Inc. | Add +1.9% | 0.13% | +0.01 |
| MDT Medtronic PLC | Add +23.1% | 0.04% | +0.01 |
| INFY Infosys Ltd.-SP ADR | Add +4.6% | 0.05% | +0.01 |
| MCD McDonald's Corp. | Add +18.3% | 0.03% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.01% | +0.01 |
| XYZ Block Inc. | Add +1.5% | 0.51% | +0.01 |
| APP AppLovin Corp. Class A | New | 0.01% | +0.01 |
| AZO AutoZone Inc. | Add +0.1% | 0.28% | +0.01 |
| ITUB Itau Unibanco H-Spon PRF ADR | Add +4.7% | 0.05% | +0.01 |
| PDD PDD Holdings Inc. | Add +2.8% | 3.64% | +0.01 |
| ES Eversource Energy | Add +6.4% | 0.03% | +0.01 |
| PEP Pepsico Inc. | Add +5.6% | 0.09% | +0.00 |
| IBN Icici Bank Ltd.-Spon ADR | Add +2.6% | 0.14% | +0.00 |
| AEHR Aehr Test Systems | Add +8.2% | 0.02% | +0.00 |
| FTS Fortis Inc. | Add +19.0% | 0.01% | +0.00 |
| NKE Nike Inc. Class B | Add +10.9% | 0.01% | +0.00 |
| PGR Progressive Corp. | Add +0.9% | 0.01% | +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 |