Baillie Gifford & Co.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Baillie Gifford & Co. reported 264 stock positions worth $135.0 billion. Its top holding was Nvidia (NVDA) at 6.4% of the portfolio, followed by MercadoLibre (MELI, 5.7%) and Sea Ltd.-ADR (SE, 5.3%). Compared with Q2 2025, it opened 19 new positions, sold out of 18, added to 43 and reduced 188. The biggest buy was Rocket Lab (RKLB, shares +176%) and the biggest sale MercadoLibre (MELI, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- EDINBURGH, X0
- CIK
- 0001088875
- Portfolio Value
- $135.0B (Q3 2025)
- SEC Filing
- 0001088875-25-000079 ↗ filed Oct 31, 2025
Holdings Value
Holdings 264 stocks · $135.0B
| NVDA Nvidia Corp. | 6.43% | 46,549,296 | $8.7B | Reduce -5.1% |
| MELI MercadoLibre Inc. | 5.74% | 3,317,443 | $7.8B | Reduce -5.4% |
| SE Sea Ltd.-ADR | 5.31% | 40,090,290 | $7.2B | Reduce -3.7% |
| AMZN Amazon.com Inc. | 5.15% | 31,659,114 | $7.0B | Reduce -4.9% |
| SPOT Spotify Technology SA | 4.50% | 8,695,348 | $6.1B | Reduce -9.7% |
| SHOP Shopify Inc. Class A | 3.90% | 35,443,787 | $5.3B | Reduce -6.1% |
| CPNG Coupang Inc. | 3.59% | 150,382,707 | $4.8B | Reduce -6.5% |
| NET Cloudflare Inc. Class A | 3.47% | 21,848,740 | $4.7B | Reduce -14.4% |
| APP AppLovin Corp. Class A | 3.32% | 6,245,960 | $4.5B | Reduce -2.4% |
| NFLX Netflix Inc. | 3.24% | 3,649,047 | $4.4B | Reduce -6.5% |
| PDD PDD Holdings Inc. | 3.11% | 31,799,003 | $4.2B | Reduce -7.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.98% | 251,459,587 | $4.0B | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 2.88% | 5,290,228 | $3.9B | Reduce -3.0% |
| RBLX Roblox Corp. Class A | 2.39% | 23,296,603 | $3.2B | Reduce -11.7% |
| MSFT Microsoft Corp. | 2.25% | 5,860,839 | $3.0B | Reduce -2.8% |
| DASH DoorDash Inc. Class A | 1.67% | 8,268,768 | $2.2B | Reduce -8.0% |
| RACE Ferrari NV | 1.41% | 3,941,830 | $1.9B | Reduce -7.4% |
| DDOG Datadog Inc. Class A | 1.20% | 11,413,479 | $1.6B | Reduce -4.5% |
| IOT Samsara Inc. Class A | 1.14% | 41,451,960 | $1.5B | Reduce -5.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.06% | 29,115,119 | $1.4B | Reduce -5.2% |
| RDDT Reddit Inc. Class A | 1.04% | 6,107,185 | $1.4B | Reduce -5.8% |
| TEAM Atlassian Corp. Class A | 0.96% | 8,115,526 | $1.3B | Reduce -4.8% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.94% | 2,789,356 | $1.3B | Reduce -8.0% |
| ISRG Intuitive Surgical Inc. | 0.86% | 2,602,598 | $1.2B | Reduce -16.4% |
| DXCM Dexcom Inc. | 0.79% | 15,882,168 | $1.1B | Reduce -4.9% |
| ELF Elf Beauty Inc. | 0.72% | 7,349,678 | $973.7M | Reduce -5.4% |
| DUOL Duolingo | 0.67% | 2,827,834 | $910.1M | Add +28.6% |
| MA Mastercard Inc. Class A | 0.66% | 1,559,732 | $887.2M | Reduce -2.0% |
| XYZ Block Inc. | 0.62% | 11,655,303 | $842.3M | Reduce -3.0% |
| JOBY Joby Aviation Inc. | 0.60% | 50,420,953 | $813.8M | Reduce -4.5% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.60% | 13,485,567 | $812.1M | Reduce -14.8% |
| SCI Service Corp. International | 0.60% | 9,689,267 | $806.3M | Reduce -3.1% |
| TEM Tempus AI Inc. Class A | 0.58% | 9,692,441 | $782.3M | Reduce -19.9% |
| BNTX Biontech SE-ADR | 0.58% | 7,879,359 | $777.1M | Reduce -2.0% |
| MLM Martin Marietta Materials | 0.56% | 1,195,794 | $753.7M | Reduce -2.9% |
| TSLA Tesla Inc. | 0.55% | 1,657,487 | $737.1M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 0.52% | 2,906,948 | $708.0M | Reduce -2.1% |
| ELV Elevance Health Inc. | 0.52% | 2,166,914 | $700.2M | Reduce -3.1% |
| CSGP Costar Group Inc. | 0.52% | 8,241,642 | $695.3M | Reduce -3.5% |
| SYM Symbotic Inc. | 0.51% | 12,683,739 | $683.7M | Reduce -5.6% |
| RIVN Rivian Automotive Inc. Class A | 0.49% | 44,937,443 | $659.7M | Reduce -5.6% |
| PODD Insulet Corp. | 0.48% | 2,091,698 | $645.8M | Reduce -2.0% |
| SNOW Snowflake Inc. | 0.47% | 2,795,556 | $630.5M | Reduce -1.9% |
| AZO AutoZone Inc. | 0.46% | 143,931 | $617.5M | Reduce -2.8% |
| RPRX Royalty Pharma PLC Class A | 0.45% | 17,372,502 | $612.9M | Reduce -3.6% |
| RKLB Rocket Lab Corp. | 0.43% | 12,125,910 | $581.0M | Add +176.2% |
| MRNA Moderna Inc. | 0.42% | 21,846,666 | $564.3M | Reduce -1.1% |
| AVAV Aerovironment Inc. | 0.42% | 1,783,679 | $561.7M | Reduce -8.0% |
| WIX Wix.com Ltd. | 0.38% | 2,892,145 | $513.7M | Reduce -3.1% |
| ENSG The Ensign Group Inc. | 0.36% | 2,818,609 | $487.0M | Add +96.2% |
| MMYT Makemytrip Ltd. | 0.35% | 5,040,061 | $471.7M | Reduce -11.8% |
| CBRE CBRE Group Inc. Class A | 0.33% | 2,831,173 | $446.1M | Reduce -5.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 1,564,060 | $436.8M | Reduce -30.9% |
| AFRM Affirm Holdings Inc. | 0.32% | 5,895,362 | $430.8M | Reduce -21.7% |
| BAP Credicorp Ltd. | 0.31% | 1,582,745 | $421.5M | Reduce -3.3% |
| TXN Texas Instruments Inc. | 0.31% | 2,283,802 | $419.6M | Reduce -2.2% |
| UBER Uber Technologies Inc. | 0.30% | 4,179,231 | $409.4M | Reduce -2.3% |
| AUR Aurora Innovation Inc. | 0.30% | 75,554,014 | $407.2M | Reduce -1.4% |
| PBR Petroleo Brasileiro-Spon ADR | 0.30% | 32,087,693 | $406.2M | Reduce -20.6% |
| FTAI Ftai Aviation Ltd. | 0.30% | 2,427,732 | $405.1M | Reduce -5.5% |
| MSCI MSCI Inc. | 0.29% | 691,554 | $392.4M | Add +91.8% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.29% | 4,785,985 | $390.9M | Reduce -4.9% |
| WSO Watsco Inc. | 0.28% | 944,086 | $381.7M | Reduce -3.3% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.28% | 8,861,882 | $380.9M | Reduce -4.0% |
| ODD Oddity Tech Ltd. Class A | 0.28% | 6,045,720 | $376.6M | Reduce -1.2% |
| MKL Markel Group Inc. | 0.28% | 196,886 | $376.3M | Reduce -2.4% |
| W Wayfair Inc. Class A | 0.27% | 4,149,211 | $370.6M | Reduce -26.8% |
| FMX Fomento Economico Mex-SP ADR | 0.27% | 3,752,745 | $370.1M | Reduce -11.8% |
| SPGI S&P Global Inc. | 0.27% | 760,240 | $370.0M | Reduce -1.7% |
| WDAY Workday Inc. Class A | 0.27% | 1,528,946 | $368.1M | Reduce -4.8% |
| PAYC Paycom Software Inc. | 0.26% | 1,708,662 | $355.6M | Add +10.3% |
| MCO Moody's Corp. | 0.26% | 738,640 | $351.9M | Add +0.3% |
| FIX Comfort Systems USA Inc. | 0.25% | 412,784 | $340.6M | Reduce -4.6% |
| DG Dollar General Corp. | 0.25% | 3,247,432 | $335.6M | Reduce -3.2% |
| WMS Advanced Drainage Systems Inc. | 0.25% | 2,395,071 | $332.2M | Reduce -3.1% |
| BN Brookfield Corp. | 0.24% | 4,822,387 | $330.7M | Add +1.2% |
| CPA Copa Holdings SA Class A | 0.24% | 2,765,296 | $328.6M | Reduce -4.8% |
| GH Guardant Health Inc. | 0.24% | 5,127,692 | $320.4M | Add +6.6% |
| TME Tencent Music Entertainm-ADR | 0.22% | 13,007,199 | $303.6M | Reduce -22.6% |
| MEDP Medpace Holdings Inc. | 0.22% | 584,796 | $300.7M | Add +12.0% |
| DKNG Draftkings Inc. Class A | 0.21% | 7,687,841 | $287.5M | Reduce -3.1% |
| GRAB Grab Holdings Ltd. Class A | 0.21% | 47,625,480 | $286.7M | Reduce -1.1% |
| DOCS Doximity Inc. Class A | 0.21% | 3,849,762 | $281.6M | Reduce -2.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.21% | 908,885 | $281.5M | Reduce -3.4% |
| CRM Salesforce Inc. | 0.20% | 1,120,363 | $265.5M | Reduce -3.7% |
| ETN Eaton Corp. PLC | 0.19% | 697,894 | $261.2M | Reduce -3.8% |
| PINS Pinterest Inc. Class A | 0.19% | 7,800,244 | $250.9M | Reduce -2.6% |
| ON On Semiconductor | 0.18% | 5,064,602 | $249.7M | Reduce -5.1% |
| DE Deere & Co. | 0.18% | 542,683 | $248.1M | Reduce -2.0% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 491,233 | $238.3M | Reduce -2.7% |
| HDB HDFC Bank Ltd.-ADR | 0.17% | 6,806,818 | $232.5M | Reduce -1.5% |
| ADSK Autodesk Inc. | 0.17% | 726,446 | $230.8M | Reduce -2.1% |
| PEN Penumbra Inc. | 0.17% | 908,546 | $230.2M | Reduce -1.5% |
| CHWY Chewy Inc. Class A | 0.17% | 5,517,323 | $223.2M | Reduce -3.1% |
| SN Sharkninja Inc. | 0.16% | 2,041,075 | $210.5M | Reduce -5.2% |
| FN Fabrinet | 0.15% | 553,158 | $201.7M | Reduce -6.1% |
| BZ Kanzhun Ltd. - ADR | 0.15% | 8,564,702 | $200.1M | Add +168.9% |
| COIN Coinbase Global Inc. Class A | 0.15% | 587,422 | $198.2M | New |
| EPAM Epam Systems Inc. | 0.14% | 1,293,857 | $195.1M | Add +20.7% |
| ECL Ecolab Inc. | 0.14% | 711,667 | $194.9M | Reduce -2.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $4.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 120,000 | $4.6M | No change |
Total filed on the 13F, all lines: $135.0B.
Portfolio Sells Q2 2025 → Q3 2025
| MELI MercadoLibre Inc. | Reduce -5.4% | 5.74% | −1.10 |
| SPOT Spotify Technology SA | Reduce -9.7% | 4.50% | −1.02 |
| NFLX Netflix Inc. | Reduce -6.5% | 3.24% | −0.66 |
| TTD Trade Desk Inc./the Class A | Reduce -5.2% | 1.06% | −0.59 |
| ISRG Intuitive Surgical Inc. | Reduce -16.4% | 0.86% | −0.40 |
| TEAM Atlassian Corp. Class A | Reduce -4.8% | 0.96% | −0.33 |
| AMZN Amazon.com Inc. | Reduce -4.9% | 5.15% | −0.31 |
| DXCM Dexcom Inc. | Reduce -4.9% | 0.79% | −0.30 |
| NET Cloudflare Inc. Class A | Reduce -14.4% | 3.47% | −0.26 |
| ENPH Enphase Energy Inc. | Reduce -70.3% | 0.07% | −0.20 |
| IOT Samsara Inc. Class A | Reduce -5.6% | 1.14% | −0.16 |
| UNH Unitedhealth Group Inc. | Reduce -93.0% | 0.01% | −0.15 |
| RACE Ferrari NV | Reduce -7.4% | 1.41% | −0.14 |
| ELV Elevance Health Inc. | Reduce -3.1% | 0.52% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -3.0% | 2.88% | −0.13 |
| YMM Full Truck Alliance -SPN ADR | Sold out | 0.00% | −0.13 |
| ENTG Entegris Inc. | Sold out | 0.00% | −0.12 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -14.8% | 0.60% | −0.08 |
| SG Sweetgreen Inc. Class A | Reduce -14.9% | 0.07% | −0.08 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -20.6% | 0.30% | −0.08 |
| AFRM Affirm Holdings Inc. | Reduce -21.7% | 0.32% | −0.07 |
| MMYT Makemytrip Ltd. | Reduce -11.8% | 0.35% | −0.07 |
| MBLY Mobileye Global Inc. Class A | Reduce -20.1% | 0.11% | −0.07 |
| ODD Oddity Tech Ltd. Class A | Reduce -1.2% | 0.28% | −0.07 |
| BNTX Biontech SE-ADR | Reduce -2.0% | 0.58% | −0.06 |
| BCH Banco DE Chile-ADR | Reduce -74.3% | 0.02% | −0.06 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -30.9% | 0.32% | −0.06 |
| FMX Fomento Economico Mex-SP ADR | Reduce -11.8% | 0.27% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -2.2% | 0.31% | −0.05 |
| BROS Dutch Bros Inc. Class A | Reduce -3.4% | 0.14% | −0.05 |
| INSP Inspire Medical Systems Inc. | Reduce -2.6% | 0.06% | −0.05 |
| CP Canadian Pacific Kansas City | Reduce -60.0% | 0.02% | −0.04 |
| DKNG Draftkings Inc. Class A | Reduce -3.1% | 0.21% | −0.04 |
| CRM Salesforce Inc. | Reduce -3.7% | 0.20% | −0.04 |
| WSO Watsco Inc. | Reduce -3.3% | 0.28% | −0.04 |
| DG Dollar General Corp. | Reduce -3.2% | 0.25% | −0.04 |
| MRNA Moderna Inc. | Reduce -1.1% | 0.42% | −0.04 |
| RPRX Royalty Pharma PLC Class A | Reduce -3.6% | 0.45% | −0.03 |
| SPGI S&P Global Inc. | Reduce -1.7% | 0.27% | −0.03 |
| KSPI JSC Kaspi.kz ADR | Reduce -4.9% | 0.29% | −0.03 |
| PINS Pinterest Inc. Class A | Reduce -2.6% | 0.19% | −0.03 |
| WSC Willscot Holdings Corp. | Reduce -5.0% | 0.08% | −0.03 |
| DE Deere & Co. | Reduce -2.0% | 0.18% | −0.03 |
| HDB HDFC Bank Ltd.-ADR | Reduce -1.5% | 0.17% | −0.03 |
| TRUP Trupanion Inc. | Sold out | 0.00% | −0.02 |
| ON On Semiconductor | Reduce -5.1% | 0.18% | −0.02 |
| PBR.A Petroleo Brasil-SP Pref ADR | Reduce -42.2% | 0.03% | −0.02 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -7.2% | 0.11% | −0.02 |
| PODD Insulet Corp. | Reduce -2.0% | 0.48% | −0.02 |
| MKL Markel Group Inc. | Reduce -2.4% | 0.28% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| RKLB Rocket Lab Corp. | Add +176.2% | 0.43% | +0.31 |
| ENSG The Ensign Group Inc. | Add +96.2% | 0.36% | +0.20 |
| COIN Coinbase Global Inc. Class A | New | 0.15% | +0.15 |
| MSCI MSCI Inc. | Add +91.8% | 0.29% | +0.14 |
| KNF Knife River Corp. | New | 0.13% | +0.13 |
| FIG Figma Inc. Class A | New | 0.11% | +0.11 |
| BZ Kanzhun Ltd. - ADR | Add +168.9% | 0.15% | +0.11 |
| MEDP Medpace Holdings Inc. | Add +12.0% | 0.22% | +0.10 |
| HTFL Heartflow Inc. | New | 0.07% | +0.07 |
| ARM Arm Holdings PLC-ADR | New | 0.07% | +0.07 |
| GH Guardant Health Inc. | Add +6.6% | 0.24% | +0.05 |
| BABA Alibaba Group Holding-SP ADR | New | 0.05% | +0.05 |
| MNDY Monday.com Ltd. | Add +136.5% | 0.10% | +0.03 |
| BN Brookfield Corp. | Add +1.2% | 0.24% | +0.02 |
| IREN Iren Ltd. | New | 0.02% | +0.02 |
| KTOS Kratos Defense & Security | New | 0.01% | +0.01 |
| UTI Universal Technical Institut | New | 0.01% | +0.01 |
| ADBE Adobe Inc. | New | 0.01% | +0.01 |
| MSI Motorola Solutions Inc. | New | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | Add +706.0% | 0.01% | +0.01 |
| ABCL Abcellera Biologics Inc. | Add +0.6% | 0.04% | +0.01 |
| EQT Eqt Corp. | New | 0.01% | +0.01 |
| SANA Sana Biotechnology Inc. | Add +13.6% | 0.03% | +0.01 |
| EXC Exelon Corp. | Add +325.6% | 0.01% | +0.01 |
| CNP Centerpoint Energy Inc. | Add +553.9% | 0.01% | +0.01 |
| SO The Southern Co. | Add +595.1% | 0.01% | +0.01 |
| TWST Twist Bioscience Corp. | Add +62.8% | 0.03% | +0.01 |
| VMRK Vivmark Residential | Add +566.8% | 0.01% | +0.00 |
| WEC WEC Energy Group Inc. | Add +53.0% | 0.01% | +0.00 |
| ADI Analog Devices Inc. | Add +1.7% | 0.11% | +0.00 |
| FTS Fortis Inc. | Add +41.7% | 0.01% | +0.00 |
| MNST Monster Beverage Corp. | Add +22.7% | 0.02% | +0.00 |
| AMPL Amplitude Inc. Class A | Add +35.5% | 0.02% | +0.00 |
| EPAM Epam Systems Inc. | Add +20.7% | 0.14% | +0.00 |
| ES Eversource Energy | Add +11.8% | 0.01% | +0.00 |
| TBBB BBB Foods Inc. Class A | Add +123.4% | 0.00% | +0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.00% | +0.00 |
| CABLE ONE INC (CABO 1.125 03/15/28) | Add +50.8% | 0.00% | +0.00 |
| QXO Qxo Inc. | New | 0.00% | +0.00 |
| SNPS Synopsys Inc. | Add +20.8% | 0.01% | +0.00 |
| SUI Sun Communities Inc. | Add +26.6% | 0.00% | +0.00 |
| DUOL Duolingo | Add +28.6% | 0.67% | +0.00 |
| EOG EOG Resources Inc. | Add +13.1% | 0.01% | +0.00 |
| GGG Graco Inc. | Add +10.5% | 0.01% | +0.00 |
| FRPT Freshpet Inc. | Add +80.8% | 0.00% | +0.00 |
| PM Philip Morris International | Add +21.2% | 0.00% | +0.00 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +5.3% | 0.00% | 0.00 |
| BIDU Baidu Inc. - Spon ADR | New | 0.00% | 0.00 |
| ONC Beone Medicines Ltd.-ADR | New | 0.00% | 0.00 |
| BSY Bentley Systems Inc. Class B | New | 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 |