13F filer · CIK 1088875 ↗
Baillie Gifford & Co
You are looking at Q2 2024. See the latest, Q2 2026 →
Reported value
$128.36B
−0.2% on the quarter before
Positions
285
13 new · 18 sold out
Top 10
42.4%
of the value
Est. gain
+$2.79B
on stocks held all quarter
Est. return
+2.3%
on those stocks since Q1 2024
Positions as of Jun 30, 2024, from Baillie Gifford & Co's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.
Portfolio at a glance
- New
- Added
- Cut
- Same
- Options
The 24 largest positions, 65% of the reported value, each sized by its share, colored by what the fund did with it since Q1 2024. Striped tiles are options.
Largest buys
Since Q1 2024, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- E.L.F. Beauty~$801.7MNew · 0.0% → 0.6%+3,804,541 shares
- Unitedhealth~$418.1MAdded · 0.0% → 0.4%+821,050 shares
- Autozone~$343.6MAdded · 0.0% → 0.3%+115,924 shares
- Kaspi.Kz ADR~$283.4MAdded · 0.1% → 0.3%+2,196,646 shares
- Enphase Energy Inc~$229.8MAdded · 0.4% → 0.5%+2,304,408 shares
- Cloudflare~$213.3MAdded · 2.3% → 2.1%+2,575,396 shares
- Nu Holdings Ltd.~$212.9MAdded · 1.6% → 1.9%+16,512,911 shares
- Block~$204.0MAdded · 0.5% → 0.5%+3,163,975 shares
- Grab Holdings~$166.6MNew · 0.0% → 0.1%+46,925,778 shares
- Makemytrip~$158.1MAdded · 0.1% → 0.3%+1,879,726 shares
Largest sells
Since Q1 2024, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Spotify Technology Sa~$1.68BCut · 4.4% → 3.9%−5,358,120 shares
- Tesla~$701.0MCut · 2.4% → 2.2%−3,542,636 shares
- Teradyne~$630.1MCut · 0.4% → 0.0%−4,249,136 shares
- Shopify 'A'~$406.4MCut · 3.7% → 2.8%−6,152,195 shares
- Moody's Corporation~$334.6MCut · 1.0% → 0.8%−795,020 shares
- MercadoLibre~$313.2MCut · 5.9% → 6.2%−190,557 shares
- Baidu~$270.9MSold out · 0.2% → 0.0%−2,573,286 shares
- TSMC~$193.7MCut · 0.7% → 0.7%−1,114,177 shares
- Hashicorp Inc~$178.4MSold out · 0.1% → 0.0%−6,621,405 shares
- Affirm~$161.1MCut · 0.5% → 0.3%−5,331,981 shares
Holdings
As of Jun 30, 2024. Changes are in shares against Mar 31, 2024, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| NvidiaCOM · shares −0.4% · price +9.4% | 7.9% | $10.14B | +$869.4M | ||||||||
| MercadoLibreCOM · shares −3.8% · price +8.7% | 6.2% | $7.96B | +$637.0M | ||||||||
| AmazonCOM · shares −1.8% · price +7.1% | 5.8% | $7.43B | +$495.1M | ||||||||
| Moderna IncCOM · shares −2.7% · price +11.4% | 4.0% | $5.16B | +$529.6M | ||||||||
| Spotify Technology SaSHS · shares −25% · price +18.9% | 3.9% | $5.05B | +$803.4M | ||||||||
| PDD HoldingsSPONSORED ADS · shares +1.0% · price +14.4% | 3.6% | $4.67B | +$580.8M | ||||||||
| Shopify 'A'CL A · shares −10% · price −14.4% | 2.8% | $3.65B | −$614.2M | ||||||||
| The Trade DeskCOM CL A · shares −3.9% · price +11.7% | 2.8% | $3.61B | +$379.2M | ||||||||
| CoupangCL A · shares +1.6% · price +17.8% | 2.8% | $3.59B | +$532.8M | ||||||||
| NetflixCOM · shares +2.3% · price +11.1% | 2.5% | $3.21B | +$314.5M | ||||||||
| MetaCL A · shares −4.7% · price +3.8% | 2.3% | $2.93B | +$108.3M | ||||||||
| TeslaCOM · shares −20% · price +12.6% | 2.2% | $2.83B | +$315.7M | ||||||||
| CloudflareCL A COM · shares +8.5% · price −14.5% | 2.1% | $2.71B | −$422.1M | ||||||||
| Ferrari NvCOM · shares −1.6% · price −6.5% | 1.9% | $2.46B | −$170.4M | ||||||||
| SeaADR · shares +0.4% · price +33.0% | 1.9% | $2.45B | +$604.3M | ||||||||
| Nu Holdings Ltd.ORD SHS CL A · shares +9.7% · price +8.0% | 1.9% | $2.40B | +$162.7M | ||||||||
| MicrosoftCOM · shares −0.6% · price +6.2% | 1.7% | $2.16B | +$126.6M | ||||||||
| Dexcom IncCOM · shares −2.3% · price −18.3% | 1.4% | $1.74B | −$388.1M | ||||||||
| Intuitive SurgicalCOM NEW · shares −1.4% · price +11.5% | 1.3% | $1.70B | +$175.0M | ||||||||
| Elevance Health IncCOM · shares −1.7% · price +4.5% | 1.2% | $1.55B | +$66.8M | ||||||||
| Atlassian Corp PlcCL A · shares −0.8% · price −9.3% | 1.2% | $1.49B | −$153.8M | ||||||||
| WorkdayCL A · shares −1.7% · price −18.0% | 1.1% | $1.47B | −$322.8M | ||||||||
| Alnylam PharmaceuticalsCOM · shares −8.9% · price +62.6% | 1.1% | $1.47B | +$564.4M | ||||||||
| AMDCOM · shares −5.1% · price −10.1% | 1.1% | $1.36B | −$153.6M | ||||||||
| DoorDashCOM · shares +0.8% · price −21.0% | 1.1% | $1.36B | −$358.9M | ||||||||
| Total · 285 positions | 100% | $128.36B | +$2.79B |
Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.
What made money
From Q1 2024 to Q2 2024: 272 stocks held throughout, up $2.79B (+2.3%).
- Nvidia8:1 split+$869.4M+9%
- Spotify Technology Sa+$803.4M+19%
- MercadoLibre+$637.0M+9%
- Sea+$604.3M+33%
- PDD Holdings+$580.8M+14%
- Workday−$322.8M−18%
- DoorDash−$358.9M−21%
- Dexcom Inc−$388.1M−18%
- Cloudflare−$422.1M−14%
- Shopify 'A'−$614.2M−14%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 1 split read into the share counts.
Reported value by quarter
The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 6, 2026 | $110.23B+13% | SEC ↗ |
| Q1 2026 | May 8, 2026 | $97.89B−19% | SEC ↗ |
| Q4 2025 | Jan 23, 2026 | $120.34B−11% | SEC ↗ |
| Q3 2025 | Oct 31, 2025 | $135.00B+1% | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | $133.89B+17% | SEC ↗ |
| Q1 2025 | May 7, 2025 | $114.59B−12% | SEC ↗ |
| Q4 2024 | Jan 31, 2025 | $130.14B−3% | SEC ↗ |
| Q3 2024 | Nov 5, 2024 | $133.63B+4% | SEC ↗ |
| Q2 2024 | Jul 25, 2024 | $128.36B−0% | SEC ↗ |
| Q1 2024 | May 1, 2024 | $128.56B+2% | SEC ↗ |
| Q4 2023 | Jan 26, 2024 | $126.19B+15% | SEC ↗ |
| Q3 2023 | Nov 13, 2023 | $109.60B−7% | SEC ↗ |
| Q2 2023 | Jul 28, 2023 | $117.64B+6% | SEC ↗ |
| Q1 2023 | May 3, 2023 | $110.83B+15% | SEC ↗ |
| Q4 2022 | Mar 10, 2023 (amended) | $95.96B−1% | SEC ↗ |
| Q3 2022 | Oct 27, 2022 | $96.99B−1% | SEC ↗ |
| Q2 2022 | Aug 8, 2022 | $97.51B−32% | SEC ↗ |
| Q1 2022 | May 5, 2022 | $142.65B−22% | SEC ↗ |
| Q4 2021 | Jan 20, 2022 | $182.24B−5% | SEC ↗ |
| Q3 2021 | Oct 19, 2021 | $191.14B−7% | SEC ↗ |
| Q2 2021 | Aug 2, 2021 | $205.20B+15% | SEC ↗ |
| Q1 2021 | May 6, 2021 | $178.74B−1% | SEC ↗ |
| Q4 2020 | Feb 10, 2021 | $179.68B+24% | SEC ↗ |
| Q3 2020 | Nov 12, 2020 | $145.22B+11% | SEC ↗ |
| Q2 2020 | Aug 12, 2020 | $131.23B+42% | SEC ↗ |
| Q1 2020 | May 8, 2020 | $92.30B−11% | SEC ↗ |
| Q4 2019 | Feb 10, 2020 | $103.48B+18% | SEC ↗ |
| Q3 2019 | Nov 7, 2019 | $87.92B−7% | SEC ↗ |
| Q2 2019 | Aug 8, 2019 | $94.27B+3% | SEC ↗ |
| Q1 2019 | May 1, 2019 | $91.42B+19% | SEC ↗ |
| Q4 2018 | Feb 14, 2019 | $76.98B−17% | SEC ↗ |
| Q3 2018 | Nov 13, 2018 | $92.61B−0% | SEC ↗ |
| Q2 2018 | Jul 17, 2018 | $92.67B+9% | SEC ↗ |
| Q1 2018 | May 10, 2018 | $85.27B+6% | SEC ↗ |
| Q4 2017 | Feb 13, 2018 | $80.43B+2% | SEC ↗ |
| Q3 2017 | Oct 20, 2017 | $78.99B+6% | SEC ↗ |
| Q2 2017 | Aug 10, 2017 | $74.34B+8% | SEC ↗ |
| Q1 2017 | May 12, 2017 | $68.72B+13% | SEC ↗ |
| Q4 2016 | Feb 14, 2017 | $60.79B−5% | SEC ↗ |
| Q3 2016 | Nov 9, 2016 | $63.92B+14% | SEC ↗ |
| Q2 2016 | Aug 9, 2016 | $56.06B−1% | SEC ↗ |
| Q1 2016 | May 5, 2016 | $56.82B | SEC ↗ |