Baillie Gifford & Co 13F, Q4 2024
Baillie Gifford · quarter ending 31 December 2024 · filed 31 January 2025 · SEC CIK 1088875
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
The 25 largest of 271 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| Amazon.Com | AMZN | $7.91B | 6.1% | -6% shares |
| MercadoLibre | MELI | $7.31B | 5.6% | -8% shares |
| NVIDIA | NVDA | $7.10B | 5.5% | -17% shares |
| Shopify 'A' | SHOP | $6.36B | 4.9% | -6% shares |
| Spotify Technology SA | $5.89B | 4.5% | -16% shares | |
| Sea Ltd ADR | SE | $4.35B | 3.3% | +4% shares |
| The Trade Desk | TTD | $4.13B | 3.2% | -9% shares |
| Netflix Inc | NFLX | $3.99B | 3.1% | -5% shares |
| PDD Holdings Inc | PDD | $3.69B | 2.8% | +5% shares |
| Coupang | CPNG | $3.54B | 2.7% | -6% shares |
| Meta Platforms Inc | META | $3.44B | 2.6% | -4% shares |
| Cloudflare Inc | NET | $3.43B | 2.6% | unchanged |
| Microsoft | MSFT | $3.11B | 2.4% | +5% shares |
| Tesla Inc | TSLA | $3.00B | 2.3% | -41% shares |
| Ferrari NV | $2.36B | 1.8% | -6% shares | |
| Nu Holdings Ltd. | $2.33B | 1.8% | +7% shares | |
| Doordash Inc | DASH | $2.21B | 1.7% | -7% shares |
| Atlassian Corp Plc | TEAM | $1.98B | 1.5% | -5% shares |
| Intuitive Surgical | ISRG | $1.97B | 1.5% | unchanged |
| Workday Inc | WDAY | $1.63B | 1.3% | -4% shares |
| Roblox | RBLX | $1.62B | 1.3% | -3% shares |
| Moderna Inc | MRNA | $1.62B | 1.2% | -8% shares |
| Datadog | DDOG | $1.56B | 1.2% | +16% shares |
| Samsara | IOT | $1.44B | 1.1% | -3% shares |
| AppLovin | APP | $1.32B | 1.0% | +5421% shares |
What changed since Q3 2024
Against the Q3 2024 filing, Baillie Gifford & Co opened 9 new positions, added to 61, trimmed 156, left 45 unchanged and exited 15. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
and 1 more
Exited
- MTDwas $145.48M
- Zuora Inc Class Awas $21.16M
- Exscientia Ltd ADRwas $18.78M
- VIRwas $17.85M
- CRISPR Therapeutics AGwas $17.14M
- Brookfield Renewablewas $13.66M
- RMDwas $3.78M
- Ascendis Pharma ADR 1:1was $3.20M
and 7 more
Other quarters
Source: SEC Form 13F-HR, accession 0001088875-25-000002, 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.