Baillie Gifford & Co 13F, Q3 2025
Baillie Gifford · quarter ending 30 September 2025 · filed 31 October 2025 · SEC CIK 1088875
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
The 25 largest of 265 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| NVIDIA | NVDA | $8.69B | 6.4% | -5% shares |
| MercadoLibre | MELI | $7.75B | 5.7% | -5% shares |
| Sea Ltd ADR | SE | $7.17B | 5.3% | -4% shares |
| Amazon.Com | AMZN | $6.95B | 5.2% | -5% shares |
| Spotify Technology SA | $6.07B | 4.5% | -10% shares | |
| Shopify 'A' | SHOP | $5.27B | 3.9% | -6% shares |
| Coupang | CPNG | $4.84B | 3.6% | -7% shares |
| Cloudflare Inc | NET | $4.69B | 3.5% | -14% shares |
| AppLovin | APP | $4.49B | 3.3% | -2% shares |
| Netflix Inc | NFLX | $4.37B | 3.2% | -7% shares |
| PDD Holdings Inc | PDD | $4.20B | 3.1% | -8% shares |
| Nu Holdings Ltd. | $4.03B | 3.0% | -4% shares | |
| Meta Platforms Inc | META | $3.89B | 2.9% | -3% shares |
| Roblox | RBLX | $3.23B | 2.4% | -12% shares |
| Microsoft | MSFT | $3.04B | 2.3% | -3% shares |
| Doordash Inc | DASH | $2.25B | 1.7% | -8% shares |
| Ferrari ADR | $1.91B | 1.4% | -7% shares | |
| Datadog | DDOG | $1.63B | 1.2% | -5% shares |
| Samsara | IOT | $1.54B | 1.1% | -6% shares |
| The Trade Desk | TTD | $1.43B | 1.1% | -5% shares |
| RDDT | $1.40B | 1.0% | -6% shares | |
| Atlassian Corp Plc | TEAM | $1.30B | 1.0% | -5% shares |
| Alnylam Pharmaceuticals | ALNY | $1.27B | 0.9% | -8% shares |
| Intuitive Surgical | ISRG | $1.16B | 0.9% | -16% shares |
| Dexcom Inc | DXCM | $1.07B | 0.8% | -5% shares |
What changed since Q2 2025
Against the Q2 2025 filing, Baillie Gifford & Co opened 19 new positions, added to 39, trimmed 145, left 62 unchanged and exited 18. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
and 11 more
Exited
- YMMwas $171.08M
- ENTGwas $165.98M
- TRUPwas $33.16M
- OSCRwas $17.63M
- Ambarellawas $17.14M
- HSYwas $16.83M
- SPTwas $11.01M
- BLwas $10.97M
and 10 more
Other quarters
Source: SEC Form 13F-HR, accession 0001088875-25-000079, 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.