Baillie Gifford's Portfolio
Baillie Gifford
NEWBaillie Gifford & Co Holdings
Filing: 8/6/2025
Portfolio Value
$133.89B
Holdings
264
New
19
Sold
20
Baillie Gifford
🔥 NEW FILINGBaillie Gifford & Co Holdings
Filing Date
8/6/2025
Portfolio Value
$133.89B
Previous: $114.59B
New Positions
19
Increased Positions
56
Reduced Positions
174
Exited Positions
20
Holdings
| # | Company | % of Portfolio | Activity | Market Value | Shares | Sector |
|---|---|---|---|---|---|---|
| 1 |  MELI | 6.84% | reduced | $9,162,529,510 | 3,505,672 | Consumer Discretionary |
| 2 |  NVDA | 5.79% | increased | $7,751,482,487 | 49,063,121 | Technology |
| 3 |  SPOT | 5.52% | reduced | $7,388,647,800 | 9,628,910 | Communication Services |
| 4 |  AMZN | 5.46% | reduced | $7,304,449,641 | 33,294,360 | Consumer Discretionary |
| 5 |  SE | 4.97% | increased | $6,657,229,643 | 41,623,294 | Consumer Discretionary |
| 6 |  NFLX | 3.90% | reduced | $5,227,300,650 | 3,903,505 | Communication Services |
| 7 |  NET | 3.73% | reduced | $4,998,586,404 | 25,525,131 | Technology |
| 8 |  CPNG | 3.60% | increased | $4,820,561,274 | 160,899,909 | Consumer Discretionary |
| 9 |  SHOP | 3.25% | reduced | $4,354,239,488 | 37,748,072 | Technology |
| 10 |  META | 3.01% | reduced | $4,024,961,983 | 5,453,213 | Communication Services |
Buy Positions
New Positions
- TEMTempus Ai
0.57%
+12,094,029 shares
- DGDollar General
0.29%
+3,355,848 shares
- FTAIFTAI Aviation
0.22%
+2,569,289 shares
- MSCIMSCI
0.16%
+360,514 shares
- EPAMEpam Systems
0.14%
+1,072,313 shares
Increased Positions
- NVDANVIDIA
increase 4.63%
+2,169,613 shares
- SESea Ltd ADR
increase 5.31%
+2,097,452 shares
- CPNGCoupang
increase 3.63%
+5,641,350 shares
- APPAppLovin
increase 21.44%
+1,129,874 shares
- IOTSamsara
increase 24.42%
+8,616,250 shares
Sell Positions
Exited Positions
- BGNEBeOne Medicines
reduce 100%
+3,630,710 shares
- ESTCElastic
reduce 100%
+7,843,557 shares
- ROKURoku
reduce 100%
+2,489,007 shares
- SITESiteOne Landscape Supply
reduce 100%
+1,343,678 shares
- NCLHNorwegian Cruise Line Holdings
reduce 100%
+7,372,932 shares
Reduced Positions
- MELIMercadoLibre
reduce 7.37%
-278,805 shares
- SPOTSpotify Technology SA
reduce 11.16%
-1,210,072 shares
- AMZNAmazon.Com
reduce 4.41%
-1,537,070 shares
- NFLXNetflix
reduce 3.25%
-131,128 shares
- NETCloudflare
reduce 6.93%
-1,900,690 shares