Baillie Gifford & Co Top Holdings and 13F Report (2024)

About Baillie Gifford & Co

Investment Activity

Baillie Gifford & Co has $133.63 billion in total holdings as of September 30, 2024.
Baillie Gifford & Co owns shares of 277 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 5.09% of the portfolio was purchased this quarter.
About 6.02% of the portfolio was sold this quarter.
This quarter, Baillie Gifford & Co has purchased 285 new stocks and bought additional shares in 71 stocks.
Baillie Gifford & Co sold shares of 173 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

MercadoLibre: $9,621,925,663
NVIDIA: $7,711,403,324
Amazon.com: $7,167,765,172
Spotify Technology: $5,738,135,557
Shopify: $5,078,175,923

Largest New Holdings this Quarter

Builders FirstSource: $267,131,713 Holding
Dutch Bros: $224,460,987 Holding
Norwegian Cruise Line: $179,146,216 Holding
The Ensign Group: $151,827,466 Holding
Lineage Inc: $134,351,079 Holding

Largest Purchases this Quarter

Microsoft: 2,222,483 shares (about $956.33M)
Ryanair: 15,008,023 shares (about $678.06M)
Shopify: 8,131,160 shares (about $651.63M)
SEA: 5,295,590 shares (about $499.27M)
NU: 24,140,416 shares (about $329.52M)

Largest Sales this Quarter

NVIDIA: 18,558,916 shares (about $2.25B)
Taiwan Semiconductor Manufacturing: 3,117,899 shares (about $541.49M)
Tesla: 1,634,363 shares (about $427.60M)
MercadoLibre: 157,065 shares (about $322.29M)
Alnylam Pharmaceuticals: 1,145,656 shares (about $315.09M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MELI MercadoLibre	$9,621,925,663	$322,291,097 ▼	-3.2%	4,689,139	7.2%	Retail/Wholesale
NVDA NVIDIA	$7,711,403,324	$2,253,794,759 ▼	-22.6%	63,499,698	5.8%	Computer and Technology
AMZN Amazon.com	$7,167,765,172	$659,608 ▼	0.0%	38,468,122	5.4%	Retail/Wholesale
SPOT Spotify Technology	$5,738,135,557	$196,656,453 ▼	-3.3%	15,570,335	4.3%	Business Services
SHOP Shopify	$5,078,175,923	$651,631,162 ▲	14.7%	63,366,308	3.8%	Computer and Technology
PDD PDD	$4,868,858,894	$133,197,942 ▲	2.8%	36,116,452	3.6%	Multi-Sector Conglomerates
TTD Trade Desk	$4,245,217,514	$188,669,272 ▲	4.7%	38,716,074	3.2%	Computer and Technology
CPNG Coupang	$4,201,242,409	$5,400,705 ▼	-0.1%	171,130,037	3.1%	Retail/Wholesale
SE SEA	$3,730,095,616	$499,268,225 ▲	15.5%	39,564,018	2.8%	Computer and Technology
META Meta Platforms	$3,520,720,092	$193,635,272 ▲	5.8%	6,150,374	2.6%	Computer and Technology
NFLX Netflix	$3,338,584,247	$39,008,431 ▼	-1.2%	4,707,071	2.5%	Consumer Discretionary
TSLA Tesla	$3,311,954,024	$427,598,392 ▼	-11.4%	12,658,923	2.5%	Auto/Tires/Trucks
MSFT Microsoft	$3,032,859,394	$956,334,435 ▲	46.1%	7,048,244	2.3%	Computer and Technology
NU NU	$2,867,912,106	$329,516,678 ▲	13.0%	210,103,451	2.1%	Finance
MRNA Moderna	$2,837,473,687	$66,225,723 ▼	-2.3%	42,458,083	2.1%	Medical
RACE Ferrari	$2,750,105,462	$69,393,440 ▼	-2.5%	5,871,198	2.1%	Auto/Tires/Trucks
NET Cloudflare	$2,629,781,787	$17,154,989 ▼	-0.6%	32,510,592	2.0%	Computer and Technology
Doordash Inc	$2,018,583,860	$234,817,398 ▲	13.2%	14,142,674	1.5%	COM
ISRG Intuitive Surgical	$1,890,675,684	$11,880,382 ▲	0.6%	3,848,547	1.4%	Medical
IOT Samsara	$1,628,592,047	$308,505,885 ▲	23.4%	33,844,390	1.2%	Computer and Technology
WDAY Workday	$1,606,657,486	$2,749,857 ▲	0.2%	6,573,616	1.2%	Computer and Technology
ELV Elevance Health	$1,440,175,360	$49,251,280 ▼	-3.3%	2,769,568	1.1%	Medical
TEAM Atlassian	$1,352,114,534	$12,459,280 ▲	0.9%	8,514,039	1.0%	Computer and Technology
ALNY Alnylam Pharmaceuticals	$1,344,071,609	$315,089,769 ▼	-19.0%	4,887,000	1.0%	Medical
RBLX Roblox	$1,274,018,037	$15,831,891 ▼	-1.2%	28,784,863	1.0%	Consumer Discretionary
AMD Advanced Micro Devices	$1,148,856,657	$229,975,348 ▼	-16.7%	7,001,808	0.9%	Computer and Technology
MLM Martin Marietta Materials	$1,140,647,021	$46,366,470 ▼	-3.9%	2,119,177	0.9%	Construction
DDOG Datadog	$1,083,930,899	$8,387,069 ▼	-0.8%	9,420,571	0.8%	Computer and Technology
WIX Wix.com	$1,080,204,395	$121,374,782 ▼	-10.1%	6,461,712	0.8%	Computer and Technology
RYAAY Ryanair	$1,063,939,393	$678,062,480 ▲	175.7%	23,548,902	0.8%	Transportation
MA Mastercard	$1,017,971,663	$34,117,630 ▼	-3.2%	2,061,506	0.8%	Business Services
DXCM DexCom	$1,006,784,328	$20,666,086 ▼	-2.0%	15,017,666	0.8%	Medical
SCI Service Co. International	$988,940,017	$37,096,784 ▼	-3.6%	12,529,330	0.7%	Consumer Staples
BNTX BioNTech	$986,749,594	$3,773,679 ▲	0.4%	8,308,071	0.7%	Medical
MCO Moody's	$973,880,036	$175,032,114 ▼	-15.2%	2,052,045	0.7%	Finance
Duolingo Inc	$902,720,921	$60,688,448 ▼	-6.3%	3,200,911	0.7%	CL A COM
PBR Petróleo Brasileiro S.A. - Petrobras	$894,628,307	$294,396,415 ▲	49.0%	62,083,852	0.7%	Oils/Energy
BGNE BeiGene	$831,979,279	$5,344,910 ▲	0.6%	3,705,756	0.6%	Medical
ADI Analog Devices	$777,848,927	$30,698,463 ▼	-3.8%	3,379,454	0.6%	Computer and Technology
ESTC Elastic	$722,454,834	$28,751,302 ▼	-3.8%	9,411,866	0.5%	Computer and Technology
ENPH Enphase Energy	$716,897,048	$6,559,681 ▲	0.9%	6,343,099	0.5%	Oils/Energy
SQ Block	$686,948,137	$9,926,714 ▲	1.5%	10,233,102	0.5%	Business Services
AJG Arthur J. Gallagher & Co.	$669,927,057	$30,477,717 ▼	-4.4%	2,380,947	0.5%	Finance
CSGP CoStar Group	$663,806,443	$19,059,916 ▼	-2.8%	8,799,131	0.5%	Computer and Technology
GOOG Alphabet	$637,688,741	$272,985,993 ▼	-30.0%	3,814,156	0.5%	Computer and Technology
WSO Watsco	$607,046,815	$91,343,592 ▼	-13.1%	1,234,136	0.5%	Construction
TXN Texas Instruments	$595,826,377	$18,314,703 ▼	-3.0%	2,884,380	0.4%	Computer and Technology
ELF e.l.f. Beauty	$578,479,599	$163,670,494 ▲	39.5%	5,305,692	0.4%	Consumer Staples
RIVN Rivian Automotive	$565,012,037	$194,574,839 ▲	52.5%	50,357,579	0.4%	Auto/Tires/Trucks
CBRE CBRE Group	$552,943,646	$19,039,092 ▼	-3.3%	4,442,028	0.4%	Finance
CHWY Chewy	$543,790,700	$22,475,008 ▼	-4.0%	18,565,746	0.4%	Retail/Wholesale
PODD Insulet	$529,669,407	$90,688,477 ▲	20.7%	2,275,701	0.4%	Medical
HDB HDFC Bank	$522,452,073	$199,065,857 ▼	-27.6%	8,351,216	0.4%	Finance
UNH UnitedHealth Group	$506,625,221	$16,082,208 ▼	-3.1%	866,500	0.4%	Medical
SPGI S&P Global	$502,638,196	$18,063,618 ▼	-3.5%	972,936	0.4%	Business Services
AUR Aurora Innovation	$502,635,510	$73,799,223 ▲	17.2%	84,904,647	0.4%	Business Services
Kaspi.kz ADR	$492,798,810	$138,383,194 ▲	39.0%	4,649,484	0.4%	ADR
WMS Advanced Drainage Systems	$477,592,423	$13,523,461 ▼	-2.8%	3,038,893	0.4%	Construction
ILMN Illumina	$472,451,043	$258,519,828 ▼	-35.4%	3,622,813	0.4%	Medical
RPRX Royalty Pharma	$456,105,271	$6,514,282 ▼	-1.4%	16,122,491	0.3%	Finance
FMX Fomento Económico Mexicano	$425,118,207	$41,562,537 ▲	10.8%	4,306,739	0.3%	Consumer Staples
SG Sweetgreen	$423,875,791	$13,092,819 ▼	-3.0%	11,957,004	0.3%	Retail/Wholesale
ETN Eaton	$417,422,165	$13,594,674 ▼	-3.2%	1,259,420	0.3%	Industrial Products
MKL Markel Group	$406,442,606	$15,106,994 ▼	-3.6%	259,115	0.3%	Multi-Sector Conglomerates
AFRM Affirm	$405,578,050	$141,427,340 ▼	-25.9%	9,935,768	0.3%	Business Services
FIX Comfort Systems USA	$393,134,757	$12,597,766 ▼	-3.1%	1,007,134	0.3%	Construction
AVAV AeroVironment	$391,254,296	$88,163,258 ▲	29.1%	1,951,393	0.3%	Aerospace
DNLI Denali Therapeutics	$388,765,688	$12,167,863 ▼	-3.0%	13,345,887	0.3%	Medical
AZO AutoZone	$378,990,762	$374,855 ▲	0.1%	120,313	0.3%	Retail/Wholesale
TMO Thermo Fisher Scientific	$373,241,426	$11,209,726 ▼	-2.9%	603,394	0.3%	Medical
TSM Taiwan Semiconductor Manufacturing	$369,883,234	$541,485,519 ▼	-59.4%	2,129,805	0.3%	Computer and Technology
MMYT MakeMyTrip	$367,085,669	$11,448,744 ▼	-3.0%	3,949,281	0.3%	Computer and Technology
YETI YETI	$350,708,767	$11,936,981 ▼	-3.3%	8,547,618	0.3%	Consumer Discretionary
SYM Symbotic	$343,191,665	$83,171,119 ▲	32.0%	14,070,999	0.3%	Business Services
CPA Copa	$335,677,691	$2,283,503 ▼	-0.7%	3,577,128	0.3%	Transportation
SNOW Snowflake	$328,600,908	$7,261,679 ▼	-2.2%	2,860,882	0.2%	Computer and Technology
PINS Pinterest	$314,270,490	$13,188,930 ▼	-4.0%	9,708,696	0.2%	Computer and Technology
W Wayfair	$305,569,761	$8,373,460 ▼	-2.7%	5,439,120	0.2%	Retail/Wholesale
ADSK Autodesk	$303,184,197	$29,693,714 ▼	-8.9%	1,100,567	0.2%	Computer and Technology
BAP Credicorp	$302,991,013	$7,493,787 ▲	2.5%	1,674,261	0.2%	Finance
ENTG Entegris	$292,827,592	$8,646,018 ▼	-2.9%	2,602,218	0.2%	Computer and Technology
INSP Inspire Medical Systems	$288,470,525	$12,663,000 ▼	-4.2%	1,366,835	0.2%	Medical
SITE SiteOne Landscape Supply	$284,475,310	$11,064,419 ▼	-3.7%	1,885,066	0.2%	Industrial Products
XYL Xylem	$268,652,177	$26,379,326 ▼	-8.9%	1,989,574	0.2%	Business Services
BLDR Builders FirstSource	$267,131,713	$267,131,713 ▲	New Holding	1,377,962	0.2%	Retail/Wholesale
JOBY Joby Aviation	$265,337,551	$596,332 ▼	-0.2%	52,751,004	0.2%	Transportation
FND Floor & Decor	$261,208,110	$7,581,572 ▼	-2.8%	2,103,633	0.2%	Retail/Wholesale
ECL Ecolab	$259,918,790	$24,629,387 ▼	-8.7%	1,017,972	0.2%	Basic Materials
TME Tencent Music Entertainment Group	$259,322,000	$7,174,859 ▼	-2.7%	21,520,498	0.2%	Computer and Technology
Oddity	$248,713,383	$4,421,448 ▼	-1.7%	6,159,321	0.2%	SHS CLASS A
DOCS Doximity	$233,501,869	$23,409,769 ▼	-9.1%	5,359,235	0.2%	Medical
ALB Albemarle	$227,769,026	$6,779,152 ▼	-2.9%	2,404,910	0.2%	Basic Materials
DE Deere & Company	$226,272,571	$141,292,080 ▼	-38.4%	542,191	0.2%	Industrial Products
BROS Dutch Bros	$224,460,987	$224,460,987 ▲	New Holding	7,007,836	0.2%	Retail/Wholesale
ROKU Roku	$216,400,592	$7,980,034 ▼	-3.6%	2,898,481	0.2%	Consumer Discretionary
MBLY Mobileye Global	$214,200,678	$2,244,868 ▼	-1.0%	15,635,086	0.2%	Auto/Tires/Trucks
CX CEMEX	$200,673,023	$5,560,656 ▲	2.8%	32,897,217	0.2%	Construction
SN SharkNinja	$198,463,802	$195,414,704 ▲	6,408.9%	1,825,626	0.1%	Retail/Wholesale
BC Brunswick	$198,413,675	$5,351,320 ▼	-2.6%	2,367,140	0.1%	Consumer Discretionary
FAST Fastenal	$192,994,124	$77,062 ▲	0.0%	2,702,242	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Baillie Gifford & Co Top Holdings and 13F Report (2024)

About Baillie Gifford & Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Baillie Gifford & Co Top Holdings and 13F Report (2024)

About Baillie Gifford & Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBaillie Gifford & Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools