BAILLIE GIFFORD & CO's Portfolio
BAILLIE GIFFORD & CO
BAILLIE GIFFORD & CO
Current Quarter
$135.00B
Previous Quarter
$133.89B
Change
+0.83%
Holdings
265
New
19
Sold
18
BAILLIE GIFFORD & CO
BAILLIE GIFFORD & CO
Current Quarter
$135.00B
Previous Quarter
$133.89B
Change
+0.83%
New Positions
19
Increased Positions
44
Reduced Positions
187
Exited Positions
18
Holdings
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA | 6.43% | Reduced | $8.69B | 46,549,296 | -2,513,825 | Technology |
| 2 |  MELI | 5.74% | Reduced | $7.75B | 3,317,443 | -188,229 | Consumer Discretionary |
| 3 |  SE | 5.31% | Reduced | $7.17B | 40,090,290 | -1,533,004 | Consumer Discretionary |
| 4 |  AMZN | 5.15% | Reduced | $6.95B | 31,659,114 | -1,635,246 | Consumer Discretionary |
| 5 |  SPOT | 4.50% | Reduced | $6.07B | 8,695,348 | -933,562 | Communication Services |
| 6 |  SHOP | 3.90% | Reduced | $5.27B | 35,443,787 | -2,304,285 | Technology |
| 7 |  CPNG | 3.59% | Reduced | $4.84B | 150,382,707 | -10,517,202 | Consumer Discretionary |
| 8 |  NET | 3.47% | Reduced | $4.69B | 21,848,740 | -3,676,391 | Technology |
| 9 |  APP | 3.32% | Reduced | $4.49B | 6,245,960 | -154,269 | Technology |
| 10 |  NFLX | 3.24% | Reduced | $4.37B | 3,649,047 | -254,458 | Communication Services |
Buy Positions
New Buy
- COINCoinbase Global
Current 0.15%
+587,422 Shares
- KNFKnife River
Current 0.13%
+2,198,771 Shares
- FIGFigma
Current 0.11%
+2,973,627 Shares
- HTFLHeartFlow
Current 0.07%
+3,005,998 Shares
- ARMArm Hdgs ADR
Current 0.07%
+640,877 Shares
Showing 5 of 19 positions
Additional Buy
- DUOLDuolingo
+0.95%
+628,943 Shares
- RKLBRocket Lab
+269.87%
+7,734,788 Shares
- ENSGThe Ensign
+119.75%
+1,382,035 Shares
- MSCIMSCI
+88.72%
+331,040 Shares
- PAYCPaycom Software
+0.83%
+158,967 Shares
Showing 5 of 44 positions
Sell Positions
Full Exit
- YMMFull Truck Alliance Co Ltd ADR
Full Exit
-14,486,413 Shares
- ENTGEntegris
Full Exit
-2,058,007 Shares
- TRUPTrupanion
Full Exit
-599,110 Shares
- OSCROscar Health
Full Exit
-822,088 Shares
- AMBAAmbarella
Full Exit
-259,380 Shares
Showing 5 of 18 positions
Partial Exit
- NVDANVIDIA
-12.05%
-2,513,825 Shares
- MELIMercadoLibre
-15.39%
-188,229 Shares
- SESea Ltd ADR
-7.63%
-1,533,004 Shares
- AMZNAmazon.
-4.83%
-1,635,246 Shares
- SPOTSpotify Technology SA
-17.86%
-933,562 Shares
Showing 5 of 187 positions