13F filer · CIK 1088875 ↗
Baillie Gifford & Co
You are looking at Q3 2024. See the latest, Q2 2026 →
Reported value
$133.63B
+4.1% on the quarter before
Positions
277
15 new · 23 sold out
Top 10
41.8%
of the value
Est. gain
+$6.97B
on stocks held all quarter
Est. return
+5.8%
on those stocks since Q2 2024
Positions as of Sep 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
Each tile is a position, sized by its share, colored by what the fund did with it since Q2 2024. Striped tiles are options.
Largest buys
Since Q2 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.
- Microsoft~$956.3MAdded · 1.7% → 2.3%+2,222,483 shares
- Shopify 'A'~$651.6MAdded · 2.8% → 3.8%+8,131,160 shares
- Sea~$499.3MAdded · 1.9% → 2.8%+5,295,590 shares
- Nu Holdings Ltd.~$329.5MAdded · 1.9% → 2.1%+24,140,416 shares
- Samsara~$308.5MAdded · 0.7% → 1.2%+6,411,178 shares
- Petrobras Common ADR~$294.4MAdded · 0.5% → 0.7%+20,430,008 shares
- Builders Firstsource~$267.1MNew · 0.0% → 0.2%+1,377,962 shares
- DoorDash~$234.8MAdded · 1.1% → 1.5%+1,645,186 shares
- Dutch Bros~$224.5MNew · 0.0% → 0.2%+7,007,836 shares
- Sharkninja~$195.4MAdded · 0.0% → 0.1%+1,797,578 shares
Largest sells
Since Q2 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.
- Nvidia~$2.25BCut · 7.9% → 5.8%−18,558,916 shares
- TSMC~$541.5MCut · 0.7% → 0.3%−3,117,899 shares
- Tesla~$427.6MCut · 2.2% → 2.5%−1,634,363 shares
- MercadoLibre~$322.3MCut · 6.2% → 7.2%−157,065 shares
- Alnylam Pharmaceuticals~$315.1MCut · 1.1% → 1.0%−1,145,656 shares
- Alphabet~$273.0MCut · 0.8% → 0.5%−1,632,789 shares
- Illumina~$258.5MCut · 0.5% → 0.4%−1,982,362 shares
- AMD~$230.0MCut · 1.1% → 0.9%−1,401,605 shares
- Adobe~$227.7MSold out · 0.2% → 0.0%−409,897 shares
- Hdfc Bank ADR~$199.1MCut · 0.6% → 0.4%−3,181,999 shares
Holdings
As of Sep 30, 2024. Changes are in shares against Jun 30, 2024, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MercadoLibreCOM · shares −3.2% · price +24.9% | 7.2% | $9.62B | +$1.92B | ||||||||
| NvidiaCOM · shares −23% · price −1.7% | 5.8% | $7.71B | −$133.3M | ||||||||
| AmazonCOM · shares −0.01% · price −3.6% | 5.4% | $7.17B | −$266.2M | ||||||||
| Spotify Technology SaSHS · shares −3.3% · price +17.4% | 4.3% | $5.74B | +$852.3M | ||||||||
| Shopify 'A'CL A · shares +15% · price +21.3% | 3.8% | $5.08B | +$778.3M | ||||||||
| PDD HoldingsSPONSORED ADS · shares +2.8% · price +1.4% | 3.6% | $4.87B | +$65.3M | ||||||||
| The Trade DeskCOM CL A · shares +4.7% · price +12.3% | 3.2% | $4.25B | +$443.2M | ||||||||
| CoupangCL A · shares −0.1% · price +17.2% | 3.1% | $4.20B | +$616.1M | ||||||||
| SeaADR · shares +15% · price +32.0% | 2.8% | $3.73B | +$783.4M | ||||||||
| MetaCL A · shares +5.8% · price +13.5% | 2.6% | $3.52B | +$396.5M | ||||||||
| NetflixCOM · shares −1.2% · price +5.1% | 2.5% | $3.34B | +$161.9M | ||||||||
| TeslaCOM · shares −11% · price +32.2% | 2.5% | $3.31B | +$807.0M | ||||||||
| MicrosoftCOM · shares +46% · price −3.7% | 2.3% | $3.03B | −$80.3M | ||||||||
| Nu Holdings Ltd.ORD SHS CL A · shares +13% · price +5.9% | 2.1% | $2.87B | +$141.3M | ||||||||
| Moderna IncCOM · shares −2.3% · price −43.7% | 2.1% | $2.84B | −$2.20B | ||||||||
| Ferrari NvCOM · shares −2.5% · price +14.8% | 2.1% | $2.75B | +$354.6M | ||||||||
| CloudflareCL A COM · shares −0.6% · price −2.3% | 2.0% | $2.63B | −$63.1M | ||||||||
| DoorDashCOM · shares +13% · price +31.2% | 1.5% | $2.02B | +$424.3M | ||||||||
| Intuitive SurgicalCOM NEW · shares +0.6% · price +10.4% | 1.4% | $1.89B | +$177.5M | ||||||||
| SamsaraCOM CL A · shares +23% · price +42.8% | 1.2% | $1.63B | +$395.6M | ||||||||
| WorkdayCL A · shares +0.2% · price +9.3% | 1.2% | $1.61B | +$136.8M | ||||||||
| Elevance Health IncCOM · shares −3.3% · price −4.0% | 1.1% | $1.44B | −$60.5M | ||||||||
| Atlassian Corp PlcCL A · shares +0.9% · price −10.2% | 1.0% | $1.35B | −$152.4M | ||||||||
| Alnylam PharmaceuticalsCOM · shares −19% · price +13.2% | 1.0% | $1.34B | +$156.5M | ||||||||
| RobloxCL A · shares −1.2% · price +18.9% | 0.95% | $1.27B | +$202.9M | ||||||||
| Total · 277 positions | 100% | $133.63B | +$6.97B |
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 Q2 2024 to Q3 2024: 262 stocks held throughout, up $6.97B (+5.8%).
- MercadoLibre+$1.92B+25%
- Spotify Technology Sa+$852.3M+17%
- Tesla+$807.0M+32%
- Sea+$783.4M+32%
- Shopify 'A'+$778.3M+21%
- Amazon−$266.2M−4%
- Elastic−$349.7M−33%
- E.L.F. Beauty−$386.9M−48%
- Dexcom Inc−$695.9M−41%
- Moderna Inc−$2.20B−44%
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 ↗ |