BAILLIE GIFFORD & CO
Institutional investor · Portfolio as of Q4 2024
Top Holdings271 positions
Amazon.com Inc | 36.1M | $7.9B | 6.1% | $92.03 | +138.40% | 24 qtrssince 2019-Q1 | Decreased 0 |
MercadoLibre Inc | 4.3M | $7.3B | 5.6% | $654.65 | +159.75% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 52.9M | $7.1B | 5.5% | $6.83 | +1860.51% | 24 qtrssince 2019-Q1 | Decreased 0 |
Shopify Inc | 59.8M | $6.4B | 4.9% | $34.26 | +210.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
SPOTIFY TECHNOLOGY S A | 13.2M | $5.9B | 4.5% | $139.87 | +219.84% | 24 qtrssince 2019-Q1 | Decreased 0 |
Sea Ltd | 41M | $4.3B | 3.3% | $73.97 | +43.45% | 24 qtrssince 2019-Q1 | Increased 61 |
Trade Desk Inc/The | 35.2M | $4.1B | 3.2% | $48.40 | +142.84% | 24 qtrssince 2019-Q1 | Decreased 0 |
Netflix Inc | 4.5M | $4B | 3.1% | $37.96 | +134.83% | 24 qtrssince 2019-Q1 | Decreased 0 |
Pinduoduo Inc | 38.1M | $3.7B | 2.8% | $66.95 | +44.87% | 24 qtrssince 2019-Q1 | Increased 58 |
Coupang Inc | 161M | $3.5B | 2.7% | $24.82 | -11.46% | 16 qtrssince 2021-Q1 | Decreased 0 |
Facebook Inc | 5.9M | $3.4B | 2.6% | $284.54 | +104.60% | 24 qtrssince 2019-Q1 | Decreased 0 |
Cloudflare Inc | 31.9M | $3.4B | 2.6% | $48.95 | +122.74% | 19 qtrssince 2020-Q2 | Decreased 0 |
Microsoft Corp | 7.4M | $3.1B | 2.4% | $226.75 | +83.36% | 24 qtrssince 2019-Q1 | Increased 57 |
Tesla Inc | 7.4M | $3B | 2.3% | $18.86 | +2041.80% | 24 qtrssince 2019-Q1 | Decreased 0 |
Ferrari NV | 5.5M | $2.4B | 1.8% | $128.12 | +225.22% | 24 qtrssince 2019-Q1 | Decreased 0 |
NU Holdings Ltd/Cayman Islands | 225M | $2.3B | 1.8% | $8.84 | +20.53% | 13 qtrssince 2021-Q4 | Increased 54 |
DoorDash Inc | 13.2M | $2.2B | 1.7% | $121.95 | +39.07% | 17 qtrssince 2020-Q4 | Decreased 0 |
Atlassian Corp | 8.1M | $2B | 1.5% | $196.44 | +25.79% | 10 qtrssince 2022-Q3 | Decreased 0 |
Intuitive Surgical Inc | 3.8M | $2B | 1.5% | $194.94 | +167.75% | 24 qtrssince 2019-Q1 | Decreased 0 |
Workday Inc | 6.3M | $1.6B | 1.3% | $191.59 | +36.75% | 24 qtrssince 2019-Q1 | Decreased 0 |
BAILLIE GIFFORD & CO manages $130.1B across 271 positions as of Q4 2024. Top holdings: AMZN (6.1%), MELI (5.6%), NVDA (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 9 new positions, 15 exits, 71 increased. Top move: SE (INCREASED, conviction 61). Portfolio: $130.1B across 271 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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