Baillie Gifford & Co 13F, Q2 2023
Baillie Gifford · quarter ending 30 June 2023 · filed 28 July 2023 · SEC CIK 1088875
$117.64B
Filed US book
296
Positions
6.4%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
The 25 largest of 296 positions. Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| MercadoLibre | MELI | $7.57B | 6.4% |
| NVIDIA | NVDA | $6.59B | 5.6% |
| Tesla Inc | TSLA | $6.07B | 5.2% |
| Moderna Inc | MRNA | $5.55B | 4.7% |
| Amazon.Com | AMZN | $5.33B | 4.5% |
| Shopify 'A' | SHOP | $4.23B | 3.6% |
| Spotify Technology SA | $4.04B | 3.4% | |
| The Trade Desk | TTD | $3.51B | 3.0% |
| Illumina | ILMN | $2.62B | 2.2% |
| Netflix Inc | NFLX | $2.50B | 2.1% |
| Ferrari NV | $2.36B | 2.0% | |
| PDD Holdings Inc | PDD | $2.15B | 1.8% |
| Dexcom Inc | DXCM | $2.15B | 1.8% |
| Cloudflare Inc | NET | $2.06B | 1.8% |
| Coupang | CPNG | $1.93B | 1.6% |
| Microsoft | MSFT | $1.89B | 1.6% |
| Workday Inc | WDAY | $1.62B | 1.4% |
| Alnylam Pharmaceuticals | ALNY | $1.59B | 1.4% |
| Intuitive Surgical | ISRG | $1.41B | 1.2% |
| Elevance Health Inc | ELV | $1.39B | 1.2% |
| Moody's Corp | MCO | $1.37B | 1.2% |
| Martin Marietta Materials | MLM | $1.30B | 1.1% |
| Sea Ltd ADR | SE | $1.27B | 1.1% |
| Atlassian Corp Plc | TEAM | $1.24B | 1.1% |
| Advanced Micro Devices Inc | AMD | $1.18B | 1.0% |
This is the earliest Baillie Gifford & Co 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0001088875-23-000095, filed by BAILLIE GIFFORD & CO. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.