Filed: 1/31/2025ACC: 0001088875-25-000002
📋 What this filing means
BAILLIE GIFFORD & CO filed this quarterly 13F‑HR report disclosing 272 equity positions with a total reported market value of $130.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
272
Positions
$130.14B
Total AUM (reported)
1.85B
Total Shares
Allocation by class
COM$64.47B49.5%
CL A$22.10B17.0%
COM CL A$9.49B7.3%
SHS$7.90B6.1%
ADR$4.98B3.8%
CL A COM$4.41B3.4%
SPONSORED ADS$3.96B3.0%
Portfolio Concentration
Top 3$22.32B17.1%
4–10$31.94B24.5%
11–25$33.03B25.4%
Rest$42.85B32.9%
Top 3 weight
17.1%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 1.85B
Sole
Full voting authority
1.39B
shares
% of voting shares74.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
467.18M
shares
% of voting shares25.2%
Investment Discretion (by position count)
Sole30
Shared0
Other242
Dominant voting typeSole · 74.8% of voting shares
Institutional Holdings272
Rows:
Amazon.Com
DFNDShares36.05M
TypeSH
Market value$7.91B
6.08%
Sole
25.69M
Shared
0.00
None
10.36M
MercadoLibre
SOLEShares4.30M
TypeSH
Market value$7.31B
5.61%
Sole
3.31M
Shared
0.00
None
983.16K
NVIDIA
DFNDShares52.89M
TypeSH
Market value$7.10B
5.46%
Sole
39.40M
Shared
0.00
None
13.49M
Shopify 'A'
DFNDShares59.77M
TypeSH
Market value$6.36B
4.88%
Sole
44.56M
Shared
0.00
None
15.22M
Spotify Technology SA
SOLEShares13.16M
TypeSH
Market value$5.89B
4.52%
Sole
9.76M
Shared
0.00
None
3.40M
Sea Ltd ADR
DFNDShares40.95M
TypeSH
Market value$4.35B
3.34%
Sole
29.57M
Shared
0.00
None
11.38M
The Trade Desk
DFNDShares35.18M
TypeSH
Market value$4.13B
3.18%
Sole
24.73M
Shared
0.00
None
10.45M
Netflix Inc
DFNDShares4.48M
TypeSH
Market value$3.99B
3.07%
Sole
3.10M
Shared
0.00
None
1.37M
PDD Holdings Inc
DFNDShares38.06M
TypeSH
Market value$3.69B
2.84%
Sole
28.22M
Shared
0.00
None
9.84M
Coupang
DFNDShares161.04M
TypeSH
Market value$3.54B
2.72%
Sole
114.89M
Shared
0.00
None
46.14M
Meta Platforms Inc
DFNDShares5.88M
TypeSH
Market value$3.44B
2.65%
Sole
5.27M
Shared
0.00
None
615.12K
Cloudflare Inc
DFNDShares31.88M
TypeSH
Market value$3.43B
2.64%
Sole
21.63M
Shared
0.00
None
10.25M
Microsoft
DFNDShares7.37M
TypeSH
Market value$3.11B
2.39%
Sole
6.29M
Shared
0.00
None
1.08M
Tesla Inc
DFNDShares7.42M
TypeSH
Market value$3.00B
2.30%
Sole
5.09M
Shared
0.00
None
2.34M
Ferrari NV
SOLEShares5.52M
TypeSH
Market value$2.36B
1.81%
Sole
4.59M
Shared
0.00
None
935.44K
Nu Holdings Ltd.
DFNDShares224.98M
TypeSH
Market value$2.33B
1.79%
Sole
159.66M
Shared
0.00
None
65.32M
Doordash Inc
DFNDShares13.20M
TypeSH
Market value$2.21B
1.70%
Sole
11.76M
Shared
0.00
None
1.44M
Atlassian Corp Plc
DFNDShares8.12M
TypeSH
Market value$1.98B
1.52%
Sole
4.35M
Shared
0.00
None
3.77M
Intuitive Surgical
DFNDShares3.78M
TypeSH
Market value$1.97B
1.52%
Sole
1.80M
Shared
0.00
None
1.98M
Workday Inc
DFNDShares6.33M
TypeSH
Market value$1.63B
1.26%
Sole
3.94M
Shared
0.00
None
2.39M
Roblox
DFNDShares28.03M
TypeSH
Market value$1.62B
1.25%
Sole
19.48M
Shared
0.00
None
8.55M
Moderna Inc
DFNDShares38.89M
TypeSH
Market value$1.62B
1.24%
Sole
31.42M
Shared
0.00
None
7.47M
Datadog
DFNDShares10.91M
TypeSH
Market value$1.56B
1.20%
Sole
7.21M
Shared
0.00
None
3.70M
Samsara
DFNDShares32.93M
TypeSH
Market value$1.44B
1.11%
Sole
18.15M
Shared
0.00
None
14.78M
AppLovin
DFNDShares4.08M
TypeSH
Market value$1.32B
1.02%
Sole
2.01M
Shared
0.00
None
2.08M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Amazon.ComDFND | COM | 36.05M | SH | $7.91B 6.08% | 25.69M | 0.00 | 10.36M |
MercadoLibreSOLE | COM | 4.30M | SH | $7.31B 5.61% | 3.31M | 0.00 | 983.16K |
NVIDIADFND | COM | 52.89M | SH | $7.10B 5.46% | 39.40M | 0.00 | 13.49M |
Shopify 'A'DFND | CL A | 59.77M | SH | $6.36B 4.88% | 44.56M | 0.00 | 15.22M |
Spotify Technology SASOLE | SHS | 13.16M | SH | $5.89B 4.52% | 9.76M | 0.00 | 3.40M |
Sea Ltd ADRDFND | ADR | 40.95M | SH | $4.35B 3.34% | 29.57M | 0.00 | 11.38M |
The Trade DeskDFND | COM CL A | 35.18M | SH | $4.13B 3.18% | 24.73M | 0.00 | 10.45M |
Netflix IncDFND | COM | 4.48M | SH | $3.99B 3.07% | 3.10M | 0.00 | 1.37M |
PDD Holdings IncDFND | SPONSORED ADS | 38.06M | SH | $3.69B 2.84% | 28.22M | 0.00 | 9.84M |
CoupangDFND | CL A | 161.04M | SH | $3.54B 2.72% | 114.89M | 0.00 | 46.14M |
Meta Platforms IncDFND | CL A | 5.88M | SH | $3.44B 2.65% | 5.27M | 0.00 | 615.12K |
Cloudflare IncDFND | CL A COM | 31.88M | SH | $3.43B 2.64% | 21.63M | 0.00 | 10.25M |
MicrosoftDFND | COM | 7.37M | SH | $3.11B 2.39% | 6.29M | 0.00 | 1.08M |
Tesla IncDFND | COM | 7.42M | SH | $3.00B 2.30% | 5.09M | 0.00 | 2.34M |
Ferrari NVSOLE | COM | 5.52M | SH | $2.36B 1.81% | 4.59M | 0.00 | 935.44K |
Nu Holdings Ltd.DFND | ORD SHS CL A | 224.98M | SH | $2.33B 1.79% | 159.66M | 0.00 | 65.32M |
Doordash IncDFND | COM | 13.20M | SH | $2.21B 1.70% | 11.76M | 0.00 | 1.44M |
Atlassian Corp PlcDFND | CL A | 8.12M | SH | $1.98B 1.52% | 4.35M | 0.00 | 3.77M |
Intuitive SurgicalDFND | COM NEW | 3.78M | SH | $1.97B 1.52% | 1.80M | 0.00 | 1.98M |
Workday IncDFND | CL A | 6.33M | SH | $1.63B 1.26% | 3.94M | 0.00 | 2.39M |
RobloxDFND | CL A | 28.03M | SH | $1.62B 1.25% | 19.48M | 0.00 | 8.55M |
Moderna IncDFND | COM | 38.89M | SH | $1.62B 1.24% | 31.42M | 0.00 | 7.47M |
DatadogDFND | COM | 10.91M | SH | $1.56B 1.20% | 7.21M | 0.00 | 3.70M |
SamsaraDFND | COM CL A | 32.93M | SH | $1.44B 1.11% | 18.15M | 0.00 | 14.78M |
AppLovinDFND | COM CL A | 4.08M | SH | $1.32B 1.02% | 2.01M | 0.00 | 2.08M |
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