Baillie Gifford & Co.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Baillie Gifford & Co. reported 270 stock positions worth $130.1 billion. Its top holding was Amazon.com (AMZN) at 6.1% of the portfolio, followed by MercadoLibre (MELI, 5.6%) and Nvidia (NVDA, 5.5%). Compared with Q3 2024, it opened 8 new positions, sold out of 14, added to 72 and reduced 181. The biggest buy was AppLovin Class A (APP, shares +5421%) and the biggest sale MercadoLibre (MELI, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0001088875
- Portfolio Value
- $130.1B (Q4 2024)
- SEC Filing
- 0001088875-25-000002 ↗ filed Jan 31, 2025
Holdings Value
Holdings 270 stocks · $130.1B
| AMZN Amazon.com Inc. | 6.08% | 36,052,157 | $7.9B | Reduce -6.3% |
| MELI MercadoLibre Inc. | 5.61% | 4,296,426 | $7.3B | Reduce -8.4% |
| NVDA Nvidia Corp. | 5.46% | 52,892,836 | $7.1B | Reduce -16.7% |
| SHOP Shopify Inc. Class A | 4.88% | 59,776,512 | $6.4B | Reduce -5.7% |
| SPOT Spotify Technology SA | 4.52% | 13,157,694 | $5.9B | Reduce -15.5% |
| SE Sea Ltd.-ADR | 3.34% | 40,954,549 | $4.3B | Add +3.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 3.18% | 35,178,933 | $4.1B | Reduce -9.1% |
| NFLX Netflix Inc. | 3.07% | 4,475,742 | $4.0B | Reduce -4.9% |
| PDD PDD Holdings Inc. | 2.84% | 38,059,343 | $3.7B | Add +5.4% |
| CPNG Coupang Inc. | 2.72% | 161,036,432 | $3.5B | Reduce -5.9% |
| META Meta Platforms Inc. Class A | 2.65% | 5,882,385 | $3.4B | Reduce -4.4% |
| NET Cloudflare Inc. Class A | 2.64% | 31,884,160 | $3.4B | Reduce -1.9% |
| MSFT Microsoft Corp. | 2.39% | 7,371,795 | $3.1B | Add +4.6% |
| TSLA Tesla Inc. | 2.30% | 7,422,673 | $3.0B | Reduce -41.4% |
| RACE Ferrari NV | 1.81% | 5,523,914 | $2.4B | Reduce -5.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.79% | 224,979,342 | $2.3B | Add +7.1% |
| DASH DoorDash Inc. Class A | 1.70% | 13,201,359 | $2.2B | Reduce -6.7% |
| TEAM Atlassian Corp. Class A | 1.52% | 8,121,059 | $2.0B | Reduce -4.6% |
| ISRG Intuitive Surgical Inc. | 1.52% | 3,783,082 | $2.0B | Reduce -1.7% |
| WDAY Workday Inc. Class A | 1.26% | 6,333,137 | $1.6B | Reduce -3.7% |
| RBLX Roblox Corp. Class A | 1.25% | 28,031,724 | $1.6B | Reduce -2.6% |
| MRNA Moderna Inc. | 1.24% | 38,889,571 | $1.6B | Reduce -8.4% |
| DDOG Datadog Inc. Class A | 1.20% | 10,905,133 | $1.6B | Add +15.8% |
| IOT Samsara Inc. Class A | 1.11% | 32,929,387 | $1.4B | Reduce -2.7% |
| APP AppLovin Corp. Class A | 1.02% | 4,084,496 | $1.3B | Add +5421.4% |
| WIX Wix.com Ltd. | 0.93% | 5,613,289 | $1.2B | Reduce -13.1% |
| DXCM Dexcom Inc. | 0.87% | 14,612,792 | $1.1B | Reduce -2.7% |
| ELF Elf Beauty Inc. | 0.77% | 8,009,434 | $1.0B | Add +51.0% |
| MLM Martin Marietta Materials | 0.76% | 1,911,320 | $987.2M | Reduce -9.8% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.73% | 4,040,259 | $950.7M | Reduce -17.3% |
| XYZ Block Inc. | 0.73% | 11,167,806 | $949.2M | Add +9.1% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.73% | 21,752,082 | $948.2M | Reduce -7.6% |
| MA Mastercard Inc. Class A | 0.73% | 1,797,938 | $946.7M | Reduce -12.8% |
| BNTX Biontech SE-ADR | 0.72% | 8,220,581 | $936.7M | Reduce -1.1% |
| ELV Elevance Health Inc. | 0.71% | 2,487,384 | $917.6M | Reduce -10.2% |
| DUOL Duolingo | 0.68% | 2,740,102 | $888.4M | Reduce -14.4% |
| SCI Service Corp. International | 0.68% | 11,021,241 | $879.7M | Reduce -12.0% |
| ESTC Elastic NV | 0.68% | 8,873,903 | $879.2M | Reduce -5.7% |
| AMD Advanced Micro Devices | 0.59% | 6,350,514 | $767.1M | Reduce -9.3% |
| PBR Petroleo Brasileiro-Spon ADR | 0.55% | 55,425,918 | $712.8M | Reduce -10.7% |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.52% | 3,671,195 | $678.1M | Reduce -0.9% |
| RIVN Rivian Automotive Inc. Class A | 0.51% | 49,603,446 | $659.7M | Reduce -1.5% |
| ADI Analog Devices Inc. | 0.50% | 3,041,266 | $646.1M | Reduce -10.0% |
| GOOG Alphabet Inc. Class C | 0.49% | 3,317,884 | $631.9M | Reduce -13.0% |
| PODD Insulet Corp. | 0.47% | 2,355,683 | $615.0M | Add +3.5% |
| ENPH Enphase Energy Inc. | 0.44% | 8,371,790 | $575.0M | Add +32.0% |
| AFRM Affirm Holdings Inc. | 0.44% | 9,378,974 | $571.2M | Reduce -5.6% |
| CSGP Costar Group Inc. | 0.44% | 7,911,598 | $566.4M | Reduce -10.1% |
| CHWY Chewy Inc. Class A | 0.43% | 16,563,930 | $554.7M | Reduce -10.8% |
| AZO AutoZone Inc. | 0.40% | 163,089 | $522.2M | Add +35.5% |
| WSO Watsco Inc. | 0.40% | 1,098,081 | $520.4M | Reduce -11.0% |
| AUR Aurora Innovation Inc. | 0.39% | 81,004,628 | $510.3M | Reduce -4.6% |
| CBRE CBRE Group Inc. Class A | 0.39% | 3,878,912 | $509.3M | Reduce -12.7% |
| TXN Texas Instruments Inc. | 0.37% | 2,576,225 | $483.1M | Reduce -10.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.36% | 1,628,965 | $462.4M | Reduce -31.6% |
| JOBY Joby Aviation Inc. | 0.34% | 55,032,165 | $447.4M | Add +4.3% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.33% | 4,491,504 | $425.4M | Reduce -3.4% |
| SPGI S&P Global Inc. | 0.33% | 853,110 | $424.9M | Reduce -12.3% |
| SNOW Snowflake Inc. | 0.32% | 2,705,776 | $417.8M | Reduce -5.4% |
| MMYT Makemytrip Ltd. | 0.32% | 3,683,542 | $413.6M | Reduce -6.7% |
| ILMN Illumina Inc. | 0.31% | 3,018,193 | $403.3M | Reduce -16.7% |
| MKL Markel Group Inc. | 0.30% | 227,220 | $392.2M | Reduce -12.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 1,945,432 | $384.2M | Reduce -8.7% |
| UNH Unitedhealth Group Inc. | 0.29% | 758,423 | $383.7M | Reduce -12.5% |
| MCO Moody's Corp. | 0.29% | 808,968 | $382.9M | Reduce -60.6% |
| FMX Fomento Economico Mex-SP ADR | 0.28% | 4,325,489 | $369.8M | Add +0.4% |
| SG Sweetgreen Inc. Class A | 0.28% | 11,320,949 | $362.9M | Reduce -5.3% |
| RPRX Royalty Pharma PLC Class A | 0.28% | 14,134,516 | $360.6M | Reduce -12.3% |
| SYM Symbotic Inc. | 0.25% | 13,904,789 | $329.7M | Reduce -1.2% |
| AVAV Aerovironment Inc. | 0.25% | 2,135,280 | $328.6M | Add +9.4% |
| BROS Dutch Bros Inc. Class A | 0.25% | 6,137,101 | $321.5M | Reduce -12.4% |
| WMS Advanced Drainage Systems Inc. | 0.24% | 2,669,125 | $308.6M | Reduce -12.2% |
| BAP Credicorp Ltd. | 0.23% | 1,622,326 | $297.4M | Reduce -3.1% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.23% | 7,712,460 | $297.0M | Reduce -9.8% |
| MBLY Mobileye Global Inc. Class A | 0.22% | 14,489,554 | $288.6M | Reduce -7.3% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 538,857 | $280.3M | Reduce -10.7% |
| W Wayfair Inc. Class A | 0.21% | 6,179,761 | $273.9M | Add +13.6% |
| ADSK Autodesk Inc. | 0.21% | 923,701 | $273.0M | Reduce -16.1% |
| CPA Copa Holdings SA Class A | 0.21% | 3,062,247 | $269.1M | Reduce -14.4% |
| ETN Eaton Corp. PLC | 0.20% | 797,982 | $264.8M | Reduce -36.6% |
| DOCS Doximity Inc. Class A | 0.20% | 4,943,742 | $263.9M | Reduce -7.8% |
| PINS Pinterest Inc. Class A | 0.20% | 8,917,829 | $258.6M | Reduce -8.2% |
| FIX Comfort Systems USA Inc. | 0.20% | 605,359 | $256.7M | Reduce -39.9% |
| DNLI Denali Therapeutics Inc. | 0.19% | 12,313,931 | $251.0M | Reduce -7.7% |
| ODD Oddity Tech Ltd. Class A | 0.19% | 5,969,581 | $250.8M | Reduce -3.1% |
| DKNG Draftkings Inc. Class A | 0.19% | 6,633,458 | $246.8M | New |
| TME Tencent Music Entertainm-ADR | 0.18% | 20,959,579 | $237.9M | Reduce -2.6% |
| BLDR Builders Firstsource Inc. | 0.18% | 1,663,420 | $237.8M | Add +20.7% |
| SN Sharkninja Inc. | 0.18% | 2,430,185 | $236.6M | Add +33.1% |
| INSP Inspire Medical Systems Inc. | 0.18% | 1,256,005 | $232.8M | Reduce -8.1% |
| HDB HDFC Bank Ltd.-ADR | 0.18% | 3,615,750 | $230.9M | Reduce -56.7% |
| ENTG Entegris Inc. | 0.17% | 2,265,532 | $224.4M | Reduce -12.9% |
| ECL Ecolab Inc. | 0.17% | 950,398 | $222.7M | Reduce -6.6% |
| GRAB Grab Holdings Ltd. Class A | 0.17% | 47,021,709 | $221.9M | Add +10.0% |
| SITE Siteone Landscape Supply Inc. | 0.17% | 1,640,028 | $216.1M | Reduce -13.0% |
| DE Deere & Co. | 0.17% | 509,063 | $215.7M | Reduce -6.1% |
| RELY Remitly Global Inc. | 0.16% | 9,385,334 | $211.8M | Add +1.6% |
| BN Brookfield Corp. | 0.16% | 3,675,524 | $211.2M | Add +809.5% |
| NCLH Norwegian Cruise Line Holdin | 0.16% | 7,999,828 | $205.8M | Reduce -8.4% |
| AAPL Apple Inc. | 0.16% | 820,871 | $205.6M | Add +10.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $4.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 120,000 | $4.9M | No change |
Total filed on the 13F, all lines: $130.1B.
Portfolio Sells Q3 2024 → Q4 2024
| MELI MercadoLibre Inc. | Reduce -8.4% | 5.61% | −1.59 |
| MRNA Moderna Inc. | Reduce -8.4% | 1.24% | −0.88 |
| MCO Moody's Corp. | Reduce -60.6% | 0.29% | −0.43 |
| CPNG Coupang Inc. | Reduce -5.9% | 2.72% | −0.42 |
| ELV Elevance Health Inc. | Reduce -10.2% | 0.71% | −0.37 |
| NVDA Nvidia Corp. | Reduce -16.7% | 5.46% | −0.31 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -17.3% | 0.73% | −0.28 |
| AMD Advanced Micro Devices | Reduce -9.3% | 0.59% | −0.27 |
| RACE Ferrari NV | Reduce -5.9% | 1.81% | −0.25 |
| HDB HDFC Bank Ltd.-ADR | Reduce -56.7% | 0.18% | −0.21 |
| TSLA Tesla Inc. | Reduce -41.4% | 2.30% | −0.18 |
| AJG Arthur J Gallagher & Co. | Reduce -31.6% | 0.36% | −0.15 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -10.7% | 0.55% | −0.12 |
| WMS Advanced Drainage Systems Inc. | Reduce -12.2% | 0.24% | −0.12 |
| IOT Samsara Inc. Class A | Reduce -2.7% | 1.11% | −0.11 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.11 |
| ETN Eaton Corp. PLC | Reduce -36.6% | 0.20% | −0.11 |
| ONC Beone Medicines Ltd.-ADR | Reduce -0.9% | 0.52% | −0.10 |
| DNLI Denali Therapeutics Inc. | Reduce -7.7% | 0.19% | −0.10 |
| FIX Comfort Systems USA Inc. | Reduce -39.9% | 0.20% | −0.10 |
| MLM Martin Marietta Materials | Reduce -9.8% | 0.76% | −0.10 |
| ADI Analog Devices Inc. | Reduce -10.0% | 0.50% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -12.5% | 0.29% | −0.08 |
| TXN Texas Instruments Inc. | Reduce -10.7% | 0.37% | −0.07 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -7.6% | 0.73% | −0.07 |
| COUR Coursera Inc. | Reduce -57.9% | 0.06% | −0.07 |
| RPRX Royalty Pharma PLC Class A | Reduce -12.3% | 0.28% | −0.06 |
| SCI Service Corp. International | Reduce -12.0% | 0.68% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.7% | 0.22% | −0.06 |
| CSGP Costar Group Inc. | Reduce -10.1% | 0.44% | −0.06 |
| XYL Xylem Inc. | Reduce -17.6% | 0.15% | −0.06 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -12.6% | 0.14% | −0.05 |
| WSO Watsco Inc. | Reduce -11.0% | 0.40% | −0.05 |
| NEOG Neogen Corp. | Reduce -13.2% | 0.09% | −0.05 |
| SPGI S&P Global Inc. | Reduce -12.3% | 0.33% | −0.05 |
| SITE Siteone Landscape Supply Inc. | Reduce -13.0% | 0.17% | −0.05 |
| ENTG Entegris Inc. | Reduce -12.9% | 0.17% | −0.05 |
| BC Brunswick Corp. | Reduce -13.3% | 0.10% | −0.05 |
| CPA Copa Holdings SA Class A | Reduce -14.4% | 0.21% | −0.04 |
| ILMN Illumina Inc. | Reduce -16.7% | 0.31% | −0.04 |
| KSPI JSC Kaspi.kz ADR | Reduce -3.4% | 0.33% | −0.04 |
| SG Sweetgreen Inc. Class A | Reduce -5.3% | 0.28% | −0.04 |
| INSP Inspire Medical Systems Inc. | Reduce -8.1% | 0.18% | −0.04 |
| PINS Pinterest Inc. Class A | Reduce -8.2% | 0.20% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -12.8% | 0.73% | −0.03 |
| YETI Yeti Holdings Inc. | Reduce -9.8% | 0.23% | −0.03 |
| ALB Albemarle Corp. | Reduce -11.3% | 0.14% | −0.03 |
| SEDG Solaredge Technologies Inc. | Reduce -93.8% | 0.00% | −0.03 |
| ECL Ecolab Inc. | Reduce -6.6% | 0.17% | −0.02 |
| CBRE CBRE Group Inc. Class A | Reduce -12.7% | 0.39% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| APP AppLovin Corp. Class A | Add +5421.4% | 1.02% | +1.01 |
| SE Sea Ltd.-ADR | Add +3.5% | 3.34% | +0.55 |
| DDOG Datadog Inc. Class A | Add +15.8% | 1.20% | +0.39 |
| ELF Elf Beauty Inc. | Add +51.0% | 0.77% | +0.34 |
| XYZ Block Inc. | Add +9.1% | 0.73% | +0.22 |
| DKNG Draftkings Inc. Class A | New | 0.19% | +0.19 |
| BN Brookfield Corp. | Add +809.5% | 0.16% | +0.15 |
| JOBY Joby Aviation Inc. | Add +4.3% | 0.34% | +0.15 |
| MSFT Microsoft Corp. | Add +4.6% | 2.39% | +0.12 |
| AZO AutoZone Inc. | Add +35.5% | 0.40% | +0.12 |
| TFII Tfi International Inc. | New | 0.11% | +0.11 |
| PODD Insulet Corp. | Add +3.5% | 0.47% | +0.08 |
| RELY Remitly Global Inc. | Add +1.6% | 0.16% | +0.07 |
| NYT New York Times Co. Class A | Add +228.3% | 0.10% | +0.07 |
| GRAB Grab Holdings Ltd. Class A | Add +10.0% | 0.17% | +0.05 |
| PEN Penumbra Inc. | Add +23.4% | 0.13% | +0.05 |
| LINE Lineage Inc. | Add +80.8% | 0.14% | +0.04 |
| SQM Quimica Y Minera Chil-SP ADR | New | 0.04% | +0.04 |
| SN Sharkninja Inc. | Add +33.1% | 0.18% | +0.03 |
| EW Edwards Lifesciences Corp. | Add +238.7% | 0.04% | +0.03 |
| AAPL Apple Inc. | Add +10.1% | 0.16% | +0.03 |
| SVV Savers Value Village Inc. | Add +570.0% | 0.03% | +0.02 |
| XMTR Xometry Inc. Class A | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 0.12% | +0.02 |
| PAYX Paychex Inc. | New | 0.02% | +0.02 |
| DLO Dlocal Ltd. | Add +108.5% | 0.02% | +0.02 |
| TNDM Tandem Diabetes Care Inc. | Add +235.7% | 0.02% | +0.01 |
| CME Cme Group Inc. | Add +9.9% | 0.07% | +0.01 |
| SKYT Skywater Technology Inc. | Add +65.4% | 0.02% | +0.01 |
| CYBR Cyberark Software Ltd./Israel | Add +21.6% | 0.03% | +0.01 |
| TRUP Trupanion Inc. | Add +26.6% | 0.03% | +0.01 |
| AEHR Aehr Test Systems | Add +12.0% | 0.03% | +0.01 |
| RAMP Liveramp Holdings Inc. | Add +4.3% | 0.03% | +0.01 |
| ABNB Airbnb Inc. Class A | New | 0.01% | +0.01 |
| BCH Banco DE Chile-ADR | Add +23.6% | 0.06% | +0.01 |
| PGNY Progyny Inc. | Add +52.2% | 0.02% | +0.01 |
| HD Home Depot Inc. | Add +19.6% | 0.04% | +0.01 |
| TROW T Rowe Price Group Inc. | Add +11.2% | 0.04% | +0.01 |
| IPGP Ipg Photonics Corp. | Add +34.0% | 0.02% | +0.01 |
| BXSL Blackstone Secured Lending F | Add +73.9% | 0.01% | +0.01 |
| FN Fabrinet | Add +10.7% | 0.09% | +0.01 |
| ARCC Ares Capital Corp. | Add +72.2% | 0.01% | +0.00 |
| EOG EOG Resources Inc. | Add +103.6% | 0.01% | +0.00 |
| AMBA Ambarella Inc. | Add +0.2% | 0.02% | +0.00 |
| PG The Procter & Gamble Co. | Add +4.4% | 0.12% | +0.00 |
| BEPC Brookfield Renewable Corp. | Add +58.5% | 0.01% | +0.00 |
| MRSH Marsh & McLennan Cos | Add +27.2% | 0.02% | +0.00 |
| HSY The Hershey Co. | Add +27.8% | 0.02% | +0.00 |
| TSLX Sixth Street Specialty Lendi | Add +72.5% | 0.01% | +0.00 |
| INTU Intuit Inc. | Add +0.8% | 0.05% | +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 |