Filed: 8/6/2025ACC: 0001088875-25-000057
📋 What this filing means
BAILLIE GIFFORD & CO filed this quarterly 13F‑HR report disclosing 265 equity positions with a total reported market value of $133.89B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
265
Positions
$133.89B
Total AUM (reported)
1.72B
Total Shares
Allocation by class
COM$63.67B47.6%
CL A$22.88B17.1%
SHS$8.98B6.7%
COM CL A$8.59B6.4%
ADR$7.36B5.5%
CL A COM$5.98B4.5%
SPONSORED ADS$3.93B2.9%
Portfolio Concentration
Top 3$24.30B18.2%
4–10$37.39B27.9%
11–25$31.90B23.8%
Rest$40.30B30.1%
Top 3 weight
18.2%
Top 10 weight
46.1%
Voting Authority Distribution
Total shares with voting rights: 1.72B
Sole
Full voting authority
1.26B
shares
% of voting shares73.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
455.15M
shares
% of voting shares26.5%
Investment Discretion (by position count)
Sole38
Shared0
Other227
Dominant voting typeSole · 73.5% of voting shares
Institutional Holdings265
Rows:
MercadoLibre
DFNDShares3.51M
TypeSH
Market value$9.16B
6.84%
Sole
2.61M
Shared
0.00
None
891.60K
NVIDIA
DFNDShares49.06M
TypeSH
Market value$7.75B
5.79%
Sole
34.69M
Shared
0.00
None
14.37M
Spotify Technology SA
DFNDShares9.63M
TypeSH
Market value$7.39B
5.52%
Sole
6.81M
Shared
0.00
None
2.81M
Amazon.Com
DFNDShares33.29M
TypeSH
Market value$7.30B
5.46%
Sole
22.98M
Shared
0.00
None
10.32M
Sea Ltd ADR
DFNDShares41.62M
TypeSH
Market value$6.66B
4.97%
Sole
29.94M
Shared
0.00
None
11.69M
Netflix Inc
DFNDShares3.90M
TypeSH
Market value$5.23B
3.90%
Sole
2.58M
Shared
0.00
None
1.33M
Cloudflare Inc
SOLEShares25.53M
TypeSH
Market value$5.00B
3.73%
Sole
17.33M
Shared
0.00
None
8.20M
Coupang
DFNDShares160.90M
TypeSH
Market value$4.82B
3.60%
Sole
109.29M
Shared
0.00
None
51.61M
Shopify 'A'
DFNDShares37.75M
TypeSH
Market value$4.35B
3.25%
Sole
28.56M
Shared
0.00
None
9.18M
Meta Platforms Inc
DFNDShares5.45M
TypeSH
Market value$4.02B
3.01%
Sole
4.89M
Shared
0.00
None
562.56K
PDD Holdings Inc
DFNDShares34.37M
TypeSH
Market value$3.60B
2.69%
Sole
23.66M
Shared
0.00
None
10.71M
Nu Holdings Ltd.
DFNDShares260.98M
TypeSH
Market value$3.58B
2.67%
Sole
176.29M
Shared
0.00
None
84.70M
Microsoft
DFNDShares6.03M
TypeSH
Market value$3.00B
2.24%
Sole
4.99M
Shared
0.00
None
1.04M
Roblox
DFNDShares26.38M
TypeSH
Market value$2.78B
2.07%
Sole
17.71M
Shared
0.00
None
8.67M
AppLovin
DFNDShares6.40M
TypeSH
Market value$2.24B
1.67%
Sole
3.63M
Shared
0.00
None
2.77M
Doordash Inc
DFNDShares8.99M
TypeSH
Market value$2.22B
1.65%
Sole
8.16M
Shared
0.00
None
824.49K
The Trade Desk
DFNDShares30.70M
TypeSH
Market value$2.21B
1.65%
Sole
18.99M
Shared
0.00
None
11.72M
Ferrari NV
DFNDShares4.26M
TypeSH
Market value$2.08B
1.55%
Sole
3.64M
Shared
0.00
None
617.99K
Samsara
DFNDShares43.89M
TypeSH
Market value$1.75B
1.30%
Sole
23.88M
Shared
0.00
None
20.02M
Atlassian Corp Plc
DFNDShares8.53M
TypeSH
Market value$1.73B
1.29%
Sole
4.66M
Shared
0.00
None
3.87M
Intuitive Surgical
DFNDShares3.11M
TypeSH
Market value$1.69B
1.26%
Sole
1.42M
Shared
0.00
None
1.70M
Datadog
DFNDShares11.96M
TypeSH
Market value$1.61B
1.20%
Sole
7.32M
Shared
0.00
None
4.64M
Dexcom Inc
DFNDShares16.71M
TypeSH
Market value$1.46B
1.09%
Sole
8.21M
Shared
0.00
None
8.50M
Alnylam Pharmaceuticals
DFNDShares3.03M
TypeSH
Market value$988.67M
0.74%
Sole
2.64M
Shared
0.00
None
390.87K
Shares6.48M
TypeSH
Market value$976.04M
0.73%
Sole
2.95M
Shared
0.00
None
3.53M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MercadoLibreDFND | COM | 3.51M | SH | $9.16B 6.84% | 2.61M | 0.00 | 891.60K |
NVIDIADFND | COM | 49.06M | SH | $7.75B 5.79% | 34.69M | 0.00 | 14.37M |
Spotify Technology SADFND | SHS | 9.63M | SH | $7.39B 5.52% | 6.81M | 0.00 | 2.81M |
Amazon.ComDFND | COM | 33.29M | SH | $7.30B 5.46% | 22.98M | 0.00 | 10.32M |
Sea Ltd ADRDFND | ADR | 41.62M | SH | $6.66B 4.97% | 29.94M | 0.00 | 11.69M |
Netflix IncDFND | COM | 3.90M | SH | $5.23B 3.90% | 2.58M | 0.00 | 1.33M |
Cloudflare IncSOLE | CL A COM | 25.53M | SH | $5.00B 3.73% | 17.33M | 0.00 | 8.20M |
CoupangDFND | CL A | 160.90M | SH | $4.82B 3.60% | 109.29M | 0.00 | 51.61M |
Shopify 'A'DFND | CL A | 37.75M | SH | $4.35B 3.25% | 28.56M | 0.00 | 9.18M |
Meta Platforms IncDFND | CL A | 5.45M | SH | $4.02B 3.01% | 4.89M | 0.00 | 562.56K |
PDD Holdings IncDFND | SPONSORED ADS | 34.37M | SH | $3.60B 2.69% | 23.66M | 0.00 | 10.71M |
Nu Holdings Ltd.DFND | ORD SHS CL A | 260.98M | SH | $3.58B 2.67% | 176.29M | 0.00 | 84.70M |
MicrosoftDFND | COM | 6.03M | SH | $3.00B 2.24% | 4.99M | 0.00 | 1.04M |
RobloxDFND | CL A | 26.38M | SH | $2.78B 2.07% | 17.71M | 0.00 | 8.67M |
AppLovinDFND | COM CL A | 6.40M | SH | $2.24B 1.67% | 3.63M | 0.00 | 2.77M |
Doordash IncDFND | COM | 8.99M | SH | $2.22B 1.65% | 8.16M | 0.00 | 824.49K |
The Trade DeskDFND | COM CL A | 30.70M | SH | $2.21B 1.65% | 18.99M | 0.00 | 11.72M |
Ferrari NVDFND | COM | 4.26M | SH | $2.08B 1.55% | 3.64M | 0.00 | 617.99K |
SamsaraDFND | COM CL A | 43.89M | SH | $1.75B 1.30% | 23.88M | 0.00 | 20.02M |
Atlassian Corp PlcDFND | CL A | 8.53M | SH | $1.73B 1.29% | 4.66M | 0.00 | 3.87M |
Intuitive SurgicalDFND | COM NEW | 3.11M | SH | $1.69B 1.26% | 1.42M | 0.00 | 1.70M |
DatadogDFND | COM | 11.96M | SH | $1.61B 1.20% | 7.32M | 0.00 | 4.64M |
Dexcom IncDFND | COM | 16.71M | SH | $1.46B 1.09% | 8.21M | 0.00 | 8.50M |
Alnylam PharmaceuticalsDFND | COM | 3.03M | SH | $988.67M 0.74% | 2.64M | 0.00 | 390.87K |
RedditSOLE | CL A | 6.48M | SH | $976.04M 0.73% | 2.95M | 0.00 | 3.53M |
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