BAILLIE GIFFORD & CO
Institutional investor · Portfolio as of Q1 2024
Top Holdings290 positions
NVIDIA Corp | 10.3M | $9.3B | 7.2% | $6.83 | +1218.80% | 21 qtrssince 2019-Q1 | Decreased 0 |
MercadoLibre Inc | 5M | $7.6B | 5.9% | $654.65 | +130.96% | 21 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 39.2M | $7.1B | 5.5% | $92.03 | +96.01% | 21 qtrssince 2019-Q1 | Decreased 0 |
SPOTIFY TECHNOLOGY S A | 21.5M | $5.7B | 4.4% | $139.87 | +88.67% | 21 qtrssince 2019-Q1 | Decreased 0 |
Moderna Inc | 44.7M | $4.8B | 3.7% | $117.98 | -9.68% | 21 qtrssince 2019-Q1 | Decreased 0 |
Shopify Inc | 61.4M | $4.7B | 3.7% | $27.51 | +180.53% | 21 qtrssince 2019-Q1 | Decreased 0 |
Pinduoduo Inc | 34.8M | $4B | 3.1% | $62.68 | +85.45% | 21 qtrssince 2019-Q1 | Decreased 0 |
Trade Desk Inc/The | 38.5M | $3.4B | 2.6% | $45.55 | +91.92% | 21 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 17.8M | $3.1B | 2.4% | $18.86 | +832.32% | 21 qtrssince 2019-Q1 | Decreased 0 |
Coupang Inc | 168.6M | $3B | 2.3% | $24.89 | -28.52% | 13 qtrssince 2021-Q1 | Increased 63 |
Facebook Inc | 6.1M | $3B | 2.3% | $268.00 | +79.66% | 21 qtrssince 2019-Q1 | Increased 62 |
Cloudflare Inc | 30.1M | $2.9B | 2.3% | $46.05 | +110.25% | 16 qtrssince 2020-Q2 | Decreased 0 |
Netflix Inc | 4.7M | $2.8B | 2.2% | $37.28 | +62.92% | 21 qtrssince 2019-Q1 | Decreased 0 |
Ferrari NV | 6.1M | $2.7B | 2.1% | $128.12 | +231.60% | 21 qtrssince 2019-Q1 | Decreased 0 |
DexCom Inc | 15.7M | $2.2B | 1.7% | $47.07 | +194.65% | 21 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 4.9M | $2B | 1.6% | $123.42 | +234.38% | 21 qtrssince 2019-Q1 | Decreased 0 |
NU Holdings Ltd/Cayman Islands | 169.5M | $2B | 1.6% | $7.56 | +57.71% | 10 qtrssince 2021-Q4 | Increased 69 |
Sea Ltd | 34.1M | $1.8B | 1.4% | $69.51 | -22.73% | 21 qtrssince 2019-Q1 | Decreased 0 |
Workday Inc | 6.7M | $1.8B | 1.4% | $191.50 | +42.43% | 21 qtrssince 2019-Q1 | Decreased 0 |
DoorDash Inc | 12.4M | $1.7B | 1.3% | $119.36 | +15.38% | 14 qtrssince 2020-Q4 | Decreased 0 |
BAILLIE GIFFORD & CO manages $128.6B across 290 positions as of Q1 2024. Top holdings: NVDA (7.2%), MELI (5.9%), AMZN (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 15 new positions, 13 exits, 57 increased. Top move: NU (INCREASED, conviction 69). Portfolio: $128.6B across 290 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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