Filed: 5/7/2025ACC: 0001088875-25-000049
📋 What this filing means
BAILLIE GIFFORD & CO filed this quarterly 13F‑HR report disclosing 266 equity positions with a total reported market value of $114.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
266
Positions
$114.59B
Total AUM (reported)
1.79B
Total Shares
Allocation by class
COM$53.16B46.4%
CL A$19.75B17.2%
SHS$7.32B6.4%
COM CL A$6.97B6.1%
ADR$5.85B5.1%
SPONSORED ADS$5.05B4.4%
CL A COM$3.92B3.4%
Portfolio Concentration
Top 3$19.97B17.4%
4–10$30.87B26.9%
11–25$26.59B23.2%
Rest$37.16B32.4%
Top 3 weight
17.4%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 1.79B
Sole
Full voting authority
1.33B
shares
% of voting shares74.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
456.27M
shares
% of voting shares25.5%
Investment Discretion (by position count)
Sole19
Shared0
Other247
Dominant voting typeSole · 74.5% of voting shares
Institutional Holdings266
Rows:
MercadoLibre
DFNDShares3.78M
TypeSH
Market value$7.38B
6.44%
Sole
2.85M
Shared
0.00
None
935.01K
Amazon.Com
DFNDShares34.83M
TypeSH
Market value$6.63B
5.78%
Sole
24.69M
Shared
0.00
None
10.15M
Spotify Technology SA
DFNDShares10.84M
TypeSH
Market value$5.96B
5.20%
Sole
7.85M
Shared
0.00
None
2.98M
Shopify 'A'
DFNDShares55.88M
TypeSH
Market value$5.33B
4.66%
Sole
41.34M
Shared
0.00
None
14.53M
Sea Ltd ADR
DFNDShares39.53M
TypeSH
Market value$5.16B
4.50%
Sole
28.04M
Shared
0.00
None
11.48M
NVIDIA
DFNDShares46.89M
TypeSH
Market value$5.08B
4.44%
Sole
33.72M
Shared
0.00
None
13.17M
PDD Holdings Inc
DFNDShares40.05M
TypeSH
Market value$4.74B
4.14%
Sole
29.47M
Shared
0.00
None
10.57M
Netflix Inc
DFNDShares4.03M
TypeSH
Market value$3.76B
3.28%
Sole
2.74M
Shared
0.00
None
1.29M
Coupang
DFNDShares155.26M
TypeSH
Market value$3.40B
2.97%
Sole
109.51M
Shared
0.00
None
45.75M
Meta Platforms Inc
DFNDShares5.87M
TypeSH
Market value$3.38B
2.95%
Sole
5.28M
Shared
0.00
None
590.77K
Cloudflare Inc
DFNDShares27.43M
TypeSH
Market value$3.09B
2.70%
Sole
19.15M
Shared
0.00
None
8.28M
Nu Holdings Ltd.
DFNDShares265.16M
TypeSH
Market value$2.72B
2.37%
Sole
181.48M
Shared
0.00
None
83.68M
Microsoft
DFNDShares7.02M
TypeSH
Market value$2.64B
2.30%
Sole
5.94M
Shared
0.00
None
1.08M
Doordash Inc
SOLEShares11.95M
TypeSH
Market value$2.18B
1.91%
Sole
10.69M
Shared
0.00
None
1.26M
Ferrari NV
DFNDShares4.62M
TypeSH
Market value$1.96B
1.71%
Sole
3.88M
Shared
0.00
None
740.64K
Atlassian Corp Plc
DFNDShares8.69M
TypeSH
Market value$1.85B
1.61%
Sole
4.91M
Shared
0.00
None
3.79M
The Trade Desk
DFNDShares31.41M
TypeSH
Market value$1.72B
1.50%
Sole
19.97M
Shared
0.00
None
11.45M
Roblox
DFNDShares27.48M
TypeSH
Market value$1.60B
1.40%
Sole
19.06M
Shared
0.00
None
8.42M
Intuitive Surgical
DFNDShares3.17M
TypeSH
Market value$1.57B
1.37%
Sole
1.52M
Shared
0.00
None
1.65M
AppLovin
DFNDShares5.27M
TypeSH
Market value$1.40B
1.22%
Sole
2.71M
Shared
0.00
None
2.56M
Samsara
DFNDShares35.28M
TypeSH
Market value$1.35B
1.18%
Sole
20.70M
Shared
0.00
None
14.57M
Workday Inc
DFNDShares5.62M
TypeSH
Market value$1.31B
1.15%
Sole
3.57M
Shared
0.00
None
2.05M
Datadog
DFNDShares12.27M
TypeSH
Market value$1.22B
1.06%
Sole
7.74M
Shared
0.00
None
4.53M
Elevance Health Inc
DFNDShares2.30M
TypeSH
Market value$1.00B
0.87%
Sole
1.79M
Shared
0.00
None
512.75K
BeOne Medicines Ltd
DFNDShares3.63M
TypeSH
Market value$988.17M
0.86%
Sole
1.75M
Shared
0.00
None
1.88M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MercadoLibreDFND | COM | 3.78M | SH | $7.38B 6.44% | 2.85M | 0.00 | 935.01K |
Amazon.ComDFND | COM | 34.83M | SH | $6.63B 5.78% | 24.69M | 0.00 | 10.15M |
Spotify Technology SADFND | SHS | 10.84M | SH | $5.96B 5.20% | 7.85M | 0.00 | 2.98M |
Shopify 'A'DFND | CL A | 55.88M | SH | $5.33B 4.66% | 41.34M | 0.00 | 14.53M |
Sea Ltd ADRDFND | ADR | 39.53M | SH | $5.16B 4.50% | 28.04M | 0.00 | 11.48M |
NVIDIADFND | COM | 46.89M | SH | $5.08B 4.44% | 33.72M | 0.00 | 13.17M |
PDD Holdings IncDFND | SPONSORED ADS | 40.05M | SH | $4.74B 4.14% | 29.47M | 0.00 | 10.57M |
Netflix IncDFND | COM | 4.03M | SH | $3.76B 3.28% | 2.74M | 0.00 | 1.29M |
CoupangDFND | CL A | 155.26M | SH | $3.40B 2.97% | 109.51M | 0.00 | 45.75M |
Meta Platforms IncDFND | CL A | 5.87M | SH | $3.38B 2.95% | 5.28M | 0.00 | 590.77K |
Cloudflare IncDFND | CL A COM | 27.43M | SH | $3.09B 2.70% | 19.15M | 0.00 | 8.28M |
Nu Holdings Ltd.DFND | ORD SHS CL A | 265.16M | SH | $2.72B 2.37% | 181.48M | 0.00 | 83.68M |
MicrosoftDFND | COM | 7.02M | SH | $2.64B 2.30% | 5.94M | 0.00 | 1.08M |
Doordash IncSOLE | COM | 11.95M | SH | $2.18B 1.91% | 10.69M | 0.00 | 1.26M |
Ferrari NVDFND | COM | 4.62M | SH | $1.96B 1.71% | 3.88M | 0.00 | 740.64K |
Atlassian Corp PlcDFND | CL A | 8.69M | SH | $1.85B 1.61% | 4.91M | 0.00 | 3.79M |
The Trade DeskDFND | COM CL A | 31.41M | SH | $1.72B 1.50% | 19.97M | 0.00 | 11.45M |
RobloxDFND | CL A | 27.48M | SH | $1.60B 1.40% | 19.06M | 0.00 | 8.42M |
Intuitive SurgicalDFND | COM NEW | 3.17M | SH | $1.57B 1.37% | 1.52M | 0.00 | 1.65M |
AppLovinDFND | COM CL A | 5.27M | SH | $1.40B 1.22% | 2.71M | 0.00 | 2.56M |
SamsaraDFND | COM CL A | 35.28M | SH | $1.35B 1.18% | 20.70M | 0.00 | 14.57M |
Workday IncDFND | CL A | 5.62M | SH | $1.31B 1.15% | 3.57M | 0.00 | 2.05M |
DatadogDFND | COM | 12.27M | SH | $1.22B 1.06% | 7.74M | 0.00 | 4.53M |
Elevance Health IncDFND | COM | 2.30M | SH | $1.00B 0.87% | 1.79M | 0.00 | 512.75K |
BeOne Medicines LtdDFND | SPONSORED ADR | 3.63M | SH | $988.17M 0.86% | 1.75M | 0.00 | 1.88M |
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