Filed: 10/31/2025ACC: 0001088875-25-000079
📋 What this filing means
BAILLIE GIFFORD & CO filed this quarterly 13F‑HR report disclosing 267 equity positions with a total reported market value of $135.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
267
Positions
$135.00B
Total AUM (reported)
1.63B
Total Shares
Allocation by class
COM$62.89B46.6%
CL A$24.17B17.9%
COM CL A$9.94B7.4%
ADR$7.86B5.8%
SHS$7.71B5.7%
CL A COM$5.66B4.2%
SPONSORED ADS$4.57B3.4%
Portfolio Concentration
Top 3$23.60B17.5%
4–10$36.68B27.2%
11–25$33.33B24.7%
Rest$41.38B30.7%
Top 3 weight
17.5%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 1.63B
Sole
Full voting authority
1.19B
shares
% of voting shares73.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
435.53M
shares
% of voting shares26.8%
Investment Discretion (by position count)
Sole32
Shared0
Other235
Dominant voting typeSole · 73.2% of voting shares
Institutional Holdings267
Rows:
NVIDIA
DFNDShares46.55M
TypeSH
Market value$8.69B
6.43%
Sole
33.69M
Shared
0.00
None
12.86M
MercadoLibre
DFNDShares3.32M
TypeSH
Market value$7.75B
5.74%
Sole
2.49M
Shared
0.00
None
831.52K
Sea Ltd ADR
DFNDShares40.09M
TypeSH
Market value$7.17B
5.31%
Sole
29.14M
Shared
0.00
None
10.95M
Amazon.Com
DFNDShares31.66M
TypeSH
Market value$6.95B
5.15%
Sole
22.08M
Shared
0.00
None
9.58M
Spotify Technology SA
DFNDShares8.70M
TypeSH
Market value$6.07B
4.50%
Sole
6.20M
Shared
0.00
None
2.50M
Shopify 'A'
DFNDShares35.44M
TypeSH
Market value$5.27B
3.90%
Sole
26.76M
Shared
0.00
None
8.69M
Coupang
DFNDShares150.38M
TypeSH
Market value$4.84B
3.59%
Sole
102.58M
Shared
0.00
None
47.80M
Cloudflare Inc
DFNDShares21.85M
TypeSH
Market value$4.69B
3.47%
Sole
14.64M
Shared
0.00
None
7.21M
AppLovin
DFNDShares6.25M
TypeSH
Market value$4.49B
3.32%
Sole
3.66M
Shared
0.00
None
2.59M
Netflix Inc
DFNDShares3.65M
TypeSH
Market value$4.37B
3.24%
Sole
2.43M
Shared
0.00
None
1.21M
PDD Holdings Inc
DFNDShares31.80M
TypeSH
Market value$4.20B
3.11%
Sole
21.85M
Shared
0.00
None
9.95M
Nu Holdings Ltd.
DFNDShares251.46M
TypeSH
Market value$4.03B
2.98%
Sole
171.96M
Shared
0.00
None
79.50M
Meta Platforms Inc
DFNDShares5.29M
TypeSH
Market value$3.89B
2.88%
Sole
4.71M
Shared
0.00
None
583.11K
Roblox
DFNDShares23.30M
TypeSH
Market value$3.23B
2.39%
Sole
15.41M
Shared
0.00
None
7.88M
Microsoft
DFNDShares5.86M
TypeSH
Market value$3.04B
2.25%
Sole
4.76M
Shared
0.00
None
1.11M
Doordash Inc
DFNDShares8.27M
TypeSH
Market value$2.25B
1.67%
Sole
7.42M
Shared
0.00
None
850.36K
Ferrari NV
DFNDShares3.94M
TypeSH
Market value$1.91B
1.41%
Sole
3.42M
Shared
0.00
None
519.47K
Datadog
DFNDShares11.41M
TypeSH
Market value$1.63B
1.20%
Sole
7.13M
Shared
0.00
None
4.28M
Samsara
DFNDShares41.45M
TypeSH
Market value$1.54B
1.14%
Sole
23.23M
Shared
0.00
None
18.22M
The Trade Desk
DFNDShares29.12M
TypeSH
Market value$1.43B
1.06%
Sole
18.32M
Shared
0.00
None
10.80M
Shares6.11M
TypeSH
Market value$1.40B
1.04%
Sole
2.89M
Shared
0.00
None
3.22M
Atlassian Corp Plc
DFNDShares8.12M
TypeSH
Market value$1.30B
0.96%
Sole
4.58M
Shared
0.00
None
3.54M
Alnylam Pharmaceuticals
DFNDShares2.79M
TypeSH
Market value$1.27B
0.94%
Sole
2.38M
Shared
0.00
None
411.46K
Intuitive Surgical
DFNDShares2.60M
TypeSH
Market value$1.16B
0.86%
Sole
1.23M
Shared
0.00
None
1.37M
Dexcom Inc
SOLEShares15.88M
TypeSH
Market value$1.07B
0.79%
Sole
7.93M
Shared
0.00
None
7.96M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIADFND | COM | 46.55M | SH | $8.69B 6.43% | 33.69M | 0.00 | 12.86M |
MercadoLibreDFND | COM | 3.32M | SH | $7.75B 5.74% | 2.49M | 0.00 | 831.52K |
Sea Ltd ADRDFND | ADR | 40.09M | SH | $7.17B 5.31% | 29.14M | 0.00 | 10.95M |
Amazon.ComDFND | COM | 31.66M | SH | $6.95B 5.15% | 22.08M | 0.00 | 9.58M |
Spotify Technology SADFND | SHS | 8.70M | SH | $6.07B 4.50% | 6.20M | 0.00 | 2.50M |
Shopify 'A'DFND | CL A | 35.44M | SH | $5.27B 3.90% | 26.76M | 0.00 | 8.69M |
CoupangDFND | CL A | 150.38M | SH | $4.84B 3.59% | 102.58M | 0.00 | 47.80M |
Cloudflare IncDFND | CL A COM | 21.85M | SH | $4.69B 3.47% | 14.64M | 0.00 | 7.21M |
AppLovinDFND | COM CL A | 6.25M | SH | $4.49B 3.32% | 3.66M | 0.00 | 2.59M |
Netflix IncDFND | COM | 3.65M | SH | $4.37B 3.24% | 2.43M | 0.00 | 1.21M |
PDD Holdings IncDFND | SPONSORED ADS | 31.80M | SH | $4.20B 3.11% | 21.85M | 0.00 | 9.95M |
Nu Holdings Ltd.DFND | ORD SHS CL A | 251.46M | SH | $4.03B 2.98% | 171.96M | 0.00 | 79.50M |
Meta Platforms IncDFND | CL A | 5.29M | SH | $3.89B 2.88% | 4.71M | 0.00 | 583.11K |
RobloxDFND | CL A | 23.30M | SH | $3.23B 2.39% | 15.41M | 0.00 | 7.88M |
MicrosoftDFND | COM | 5.86M | SH | $3.04B 2.25% | 4.76M | 0.00 | 1.11M |
Doordash IncDFND | COM | 8.27M | SH | $2.25B 1.67% | 7.42M | 0.00 | 850.36K |
Ferrari NVDFND | COM | 3.94M | SH | $1.91B 1.41% | 3.42M | 0.00 | 519.47K |
DatadogDFND | COM | 11.41M | SH | $1.63B 1.20% | 7.13M | 0.00 | 4.28M |
SamsaraDFND | COM CL A | 41.45M | SH | $1.54B 1.14% | 23.23M | 0.00 | 18.22M |
The Trade DeskDFND | COM CL A | 29.12M | SH | $1.43B 1.06% | 18.32M | 0.00 | 10.80M |
RedditDFND | CL A | 6.11M | SH | $1.40B 1.04% | 2.89M | 0.00 | 3.22M |
Atlassian Corp PlcDFND | CL A | 8.12M | SH | $1.30B 0.96% | 4.58M | 0.00 | 3.54M |
Alnylam PharmaceuticalsDFND | COM | 2.79M | SH | $1.27B 0.94% | 2.38M | 0.00 | 411.46K |
Intuitive SurgicalDFND | COM NEW | 2.60M | SH | $1.16B 0.86% | 1.23M | 0.00 | 1.37M |
Dexcom IncSOLE | COM | 15.88M | SH | $1.07B 0.79% | 7.93M | 0.00 | 7.96M |
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