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BAILLIE GIFFORD & CO's Portfolio

BAILLIE GIFFORD & CO

BAILLIE GIFFORD & CO

Current Quarter

$135.00B

Previous Quarter

$133.89B

Change

+0.83%

BAILLIE GIFFORD & CO

BAILLIE GIFFORD & CO

Current Quarter

$135.00B

Previous Quarter

$133.89B

Change

+0.83%

Holdings

#Company% of PortfolioActivity
Market Value
SharesChangeSector
1
NVIDIA
NVDA
6.43%
Reduced
$8.69B
46,549,296
-2,513,825
Technology
2
MercadoLibre
MELI
5.74%
Reduced
$7.75B
3,317,443
-188,229
Consumer Discretionary
3
Sea Ltd ADR
SE
5.31%
Reduced
$7.17B
40,090,290
-1,533,004
Consumer Discretionary
4
Amazon.
AMZN
5.15%
Reduced
$6.95B
31,659,114
-1,635,246
Consumer Discretionary
5
Spotify Technology SA
SPOT
4.50%
Reduced
$6.07B
8,695,348
-933,562
Communication Services
6
Shopify 'A'
SHOP
3.90%
Reduced
$5.27B
35,443,787
-2,304,285
Technology
7
Coupang
CPNG
3.59%
Reduced
$4.84B
150,382,707
-10,517,202
Consumer Discretionary
8
Cloudflare
NET
3.47%
Reduced
$4.69B
21,848,740
-3,676,391
Technology
9
AppLovin
APP
3.32%
Reduced
$4.49B
6,245,960
-154,269
Technology
10
Netflix
NFLX
3.24%
Reduced
$4.37B
3,649,047
-254,458
Communication Services

Buy Positions

New Buy

  • Coinbase Global
    COIN

    Current 0.15%

    +587,422 Shares

  • Coinbase Global
    COIN

    Current 0.15%

    +587,422 Shares

  • Knife River
    KNF

    Current 0.13%

    +2,198,771 Shares

  • Knife River
    KNF

    Current 0.13%

    +2,198,771 Shares

  • Figma
    FIG

    Current 0.11%

    +2,973,627 Shares

  • Figma
    FIG

    Current 0.11%

    +2,973,627 Shares

  • HeartFlow
    HTFL

    Current 0.07%

    +3,005,998 Shares

  • HeartFlow
    HTFL

    Current 0.07%

    +3,005,998 Shares

  • Arm Hdgs ADR
    ARM

    Current 0.07%

    +640,877 Shares

  • Arm Hdgs ADR
    ARM

    Current 0.07%

    +640,877 Shares

Additional Buy

  • Duolingo
    DUOL

    +0.95%

    +628,943 Shares

  • Duolingo
    DUOL

    +0.95%

    +628,943 Shares

  • Rocket Lab
    RKLB

    +269.87%

    +7,734,788 Shares

  • Rocket Lab
    RKLB

    +269.87%

    +7,734,788 Shares

  • The Ensign
    ENSG

    +119.75%

    +1,382,035 Shares

  • The Ensign
    ENSG

    +119.75%

    +1,382,035 Shares

  • MSCI
    MSCI

    +88.72%

    +331,040 Shares

  • MSCI
    MSCI

    +88.72%

    +331,040 Shares

  • Paycom Software
    PAYC

    +0.83%

    +158,967 Shares

  • Paycom Software
    PAYC

    +0.83%

    +158,967 Shares

Sell Positions

Full Exit

  • Full Truck Alliance Co Ltd ADR
    YMM

    Full Exit

    -14,486,413 Shares

  • Full Truck Alliance Co Ltd ADR
    YMM

    Full Exit

    -14,486,413 Shares

  • Entegris
    ENTG

    Full Exit

    -2,058,007 Shares

  • Entegris
    ENTG

    Full Exit

    -2,058,007 Shares

  • Trupanion
    TRUP

    Full Exit

    -599,110 Shares

  • Trupanion
    TRUP

    Full Exit

    -599,110 Shares

  • Oscar Health
    OSCR

    Full Exit

    -822,088 Shares

  • Oscar Health
    OSCR

    Full Exit

    -822,088 Shares

  • Ambarella
    AMBA

    Full Exit

    -259,380 Shares

  • Ambarella
    AMBA

    Full Exit

    -259,380 Shares

Partial Exit

  • NVIDIA
    NVDA

    -12.05%

    -2,513,825 Shares

  • NVIDIA
    NVDA

    -12.05%

    -2,513,825 Shares

  • MercadoLibre
    MELI

    -15.39%

    -188,229 Shares

  • MercadoLibre
    MELI

    -15.39%

    -188,229 Shares

  • Sea Ltd ADR
    SE

    -7.63%

    -1,533,004 Shares

  • Sea Ltd ADR
    SE

    -7.63%

    -1,533,004 Shares

  • Amazon.
    AMZN

    -4.83%

    -1,635,246 Shares

  • Amazon.
    AMZN

    -4.83%

    -1,635,246 Shares

  • Spotify Technology SA
    SPOT

    -17.86%

    -933,562 Shares

  • Spotify Technology SA
    SPOT

    -17.86%

    -933,562 Shares