13F filer · CIK 1088875 ↗
Baillie Gifford & Co
You are looking at Q4 2024. See the latest, Q2 2026 →
Reported value
$130.14B
−2.6% on the quarter before
Positions
271
9 new · 15 sold out
Top 10
41.7%
of the value
Est. gain
+$4.31B
on stocks held all quarter
Est. return
+3.5%
on those stocks since Q3 2024
Positions as of Dec 31, 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 Q3 2024. Striped tiles are options.
Largest buys
Since Q3 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.
- AppLovin~$1.30BAdded · 0.0% → 1.0%+4,010,520 shares
- E.L.F. Beauty~$339.5MAdded · 0.4% → 0.8%+2,703,742 shares
- Draftkings Inc~$246.8MNew · 0.0% → 0.2%+6,633,458 shares
- Datadog~$212.1MAdded · 0.8% → 1.2%+1,484,562 shares
- PDD Holdings~$188.4MAdded · 3.6% → 2.8%+1,942,891 shares
- Brookfield Corp~$187.9MAdded · 0.0% → 0.2%+3,271,403 shares
- Nu Holdings Ltd.~$154.1MAdded · 2.1% → 1.8%+14,875,891 shares
- Tfi International~$148.6MNew · 0.0% → 0.1%+1,100,441 shares
- Sea~$147.5MAdded · 2.8% → 3.3%+1,390,531 shares
- Enphase Energy Inc~$139.3MAdded · 0.5% → 0.4%+2,028,691 shares
Largest sells
Since Q3 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.
- Tesla~$2.11BCut · 2.5% → 2.3%−5,236,250 shares
- Nvidia~$1.42BCut · 5.8% → 5.5%−10,606,862 shares
- Spotify Technology Sa~$1.08BCut · 4.3% → 4.5%−2,412,641 shares
- MercadoLibre~$667.8MCut · 7.2% → 5.6%−392,713 shares
- Moody's Corporation~$588.4MCut · 0.7% → 0.3%−1,243,077 shares
- Amazon~$530.0MCut · 5.4% → 6.1%−2,415,965 shares
- The Trade Desk~$415.7MCut · 3.2% → 3.2%−3,537,141 shares
- Shopify 'A'~$381.7MCut · 3.8% → 4.9%−3,589,796 shares
- Hdfc Bank ADR~$302.4MCut · 0.4% → 0.2%−4,735,466 shares
- Coupang~$221.9MCut · 3.1% → 2.7%−10,093,605 shares
Holdings
As of Dec 31, 2024. Changes are in shares against Sep 30, 2024, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| AmazonCOM · shares −6.3% · price +17.7% | 6.1% | $7.91B | +$1.19B | ||||||||
| MercadoLibreCOM · shares −8.4% · price −17.1% | 5.6% | $7.31B | −$1.51B | ||||||||
| NvidiaCOM · shares −17% · price +10.6% | 5.5% | $7.10B | +$679.7M | ||||||||
| Shopify 'A'CL A · shares −5.7% · price +32.7% | 4.9% | $6.36B | +$1.57B | ||||||||
| Spotify Technology SaSHS · shares −15% · price +21.4% | 4.5% | $5.89B | +$1.04B | ||||||||
| SeaADR · shares +3.5% · price +12.5% | 3.3% | $4.35B | +$467.6M | ||||||||
| The Trade DeskCOM CL A · shares −9.1% · price +7.2% | 3.2% | $4.13B | +$277.2M | ||||||||
| NetflixCOM · shares −4.9% · price +25.7% | 3.1% | $3.99B | +$814.8M | ||||||||
| PDD HoldingsSPONSORED ADS · shares +5.4% · price −28.1% | 2.8% | $3.69B | −$1.37B | ||||||||
| CoupangCL A · shares −5.9% · price −10.5% | 2.7% | $3.54B | −$413.9M | ||||||||
| MetaCL A · shares −4.4% · price +2.3% | 2.6% | $3.44B | +$76.9M | ||||||||
| CloudflareCL A COM · shares −1.9% · price +33.1% | 2.6% | $3.43B | +$854.2M | ||||||||
| MicrosoftCOM · shares +4.6% · price −2.0% | 2.4% | $3.11B | −$62.0M | ||||||||
| TeslaCOM · shares −41% · price +54.4% | 2.3% | $3.00B | +$1.06B | ||||||||
| Ferrari NvCOM · shares −5.9% · price −8.8% | 1.8% | $2.36B | −$228.5M | ||||||||
| Nu Holdings Ltd.ORD SHS CL A · shares +7.1% · price −24.1% | 1.8% | $2.33B | −$691.2M | ||||||||
| DoorDashCOM · shares −6.7% · price +17.5% | 1.7% | $2.21B | +$330.3M | ||||||||
| Atlassian Corp PlcCL A · shares −4.6% · price +53.3% | 1.5% | $1.98B | +$686.8M | ||||||||
| Intuitive SurgicalCOM NEW · shares −1.7% · price +6.2% | 1.5% | $1.97B | +$116.1M | ||||||||
| WorkdayCL A · shares −3.7% · price +5.6% | 1.3% | $1.63B | +$86.3M | ||||||||
| RobloxCL A · shares −2.6% · price +30.7% | 1.2% | $1.62B | +$381.2M | ||||||||
| Moderna IncCOM · shares −8.4% · price −37.8% | 1.2% | $1.62B | −$982.0M | ||||||||
| DatadogCOM · shares +16% · price +24.2% | 1.2% | $1.56B | +$262.2M | ||||||||
| SamsaraCOM CL A · shares −2.7% · price −9.2% | 1.1% | $1.44B | −$145.9M | ||||||||
| AppLovinCOM CL A · shares +5,421% · price +148.1% | 1.0% | $1.32B | +$14.3M | ||||||||
| Total · 271 positions | 100% | $130.14B | +$4.31B |
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 Q3 2024 to Q4 2024: 262 stocks held throughout, up $4.31B (+3.5%).
- Shopify 'A'+$1.57B+33%
- Amazon+$1.19B+18%
- Tesla+$1.06B+54%
- Spotify Technology Sa+$1.04B+21%
- Cloudflare+$854.2M+33%
- Coupang−$413.9M−10%
- Nu Holdings Ltd.−$691.2M−24%
- Moderna Inc−$982.0M−38%
- PDD Holdings−$1.37B−28%
- MercadoLibre−$1.51B−17%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out.
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 ↗ |