BAILLIE GIFFORD & CO
Institutional investor · Portfolio as of Q2 2024
Top Holdings285 positions
NVIDIA Corp | 82.1M | $10.1B | 7.9% | $6.83 | +1703.29% | 22 qtrssince 2019-Q1 | Increased 100 |
MercadoLibre Inc | 4.8M | $8B | 6.2% | $654.65 | +151.03% | 22 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 38.5M | $7.4B | 5.8% | $92.03 | +109.99% | 22 qtrssince 2019-Q1 | Decreased 0 |
Moderna Inc | 43.4M | $5.2B | 4.0% | $117.98 | +0.65% | 22 qtrssince 2019-Q1 | Decreased 0 |
SPOTIFY TECHNOLOGY S A | 16.1M | $5.1B | 3.9% | $139.87 | +124.34% | 22 qtrssince 2019-Q1 | Decreased 0 |
Pinduoduo Inc | 35.1M | $4.7B | 3.6% | $63.38 | +109.77% | 22 qtrssince 2019-Q1 | Increased 59 |
Shopify Inc | 55.2M | $3.6B | 2.8% | $27.51 | +140.10% | 22 qtrssince 2019-Q1 | Decreased 0 |
Trade Desk Inc/The | 37M | $3.6B | 2.8% | $45.55 | +114.42% | 22 qtrssince 2019-Q1 | Decreased 0 |
Coupang Inc | 171.4M | $3.6B | 2.8% | $24.82 | -15.61% | 14 qtrssince 2021-Q1 | Increased 56 |
Netflix Inc | 4.8M | $3.2B | 2.5% | $37.96 | +77.81% | 22 qtrssince 2019-Q1 | Increased 56 |
Facebook Inc | 5.8M | $2.9B | 2.3% | $268.00 | +86.74% | 22 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 14.3M | $2.8B | 2.2% | $18.86 | +949.47% | 22 qtrssince 2019-Q1 | Decreased 0 |
Cloudflare Inc | 32.7M | $2.7B | 2.1% | $48.95 | +69.22% | 17 qtrssince 2020-Q2 | Increased 59 |
Ferrari NV | 6M | $2.5B | 1.9% | $128.12 | +212.62% | 22 qtrssince 2019-Q1 | Decreased 0 |
Sea Ltd | 34.3M | $2.4B | 1.9% | $69.52 | +2.73% | 22 qtrssince 2019-Q1 | Increased 50 |
NU Holdings Ltd/Cayman Islands | 186M | $2.4B | 1.9% | $8.04 | +60.37% | 11 qtrssince 2021-Q4 | Increased 55 |
Microsoft Corp | 4.8M | $2.2B | 1.7% | $123.42 | +255.87% | 22 qtrssince 2019-Q1 | Decreased 0 |
DexCom Inc | 15.3M | $1.7B | 1.4% | $47.07 | +140.86% | 22 qtrssince 2019-Q1 | Decreased 0 |
Intuitive Surgical Inc | 3.8M | $1.7B | 1.3% | $193.07 | +130.41% | 22 qtrssince 2019-Q1 | Decreased 0 |
Anthem Inc | 2.9M | $1.6B | 1.2% | $284.43 | +82.89% | 22 qtrssince 2019-Q1 | Decreased 0 |
BAILLIE GIFFORD & CO manages $128.4B across 285 positions as of Q2 2024. Top holdings: NVDA (7.9%), MELI (6.2%), AMZN (5.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 13 new positions, 18 exits, 85 increased. Top move: NVDA (INCREASED, conviction 100). Portfolio: $128.4B across 285 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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