13F Notebook
← Dashboard
Fund detail

Baillie Gifford

large-active, growth, lo

Quarters 52
2023-12-31 $126.19B
Positions 288
Showing 30 of 195 rows (filtered from 304)

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 MercadoLibre MELI $8.46B 6.70% 5,383,227 -648,605 -10.75% 6.98% 2013-06-30 $1,572 ~$412 +281.13%
2 NVIDIA NVDA $6.82B 5.40% 13,771,912 -9,855 -0.07% 5.47% 2016-03-31 $495 ~$47 +948.91%
3 Amazon.Com AMZN $6.18B 4.90% 40,667,179 -665,020 -1.61% 4.79% 2013-06-30 $152 ~$25 +516.20%
4 Tesla Inc TSLA $4.65B 3.68% 18,693,754 -3,604,862 -16.17% 5.09% 2013-06-30 $248 ~$14 +1661.66%
5 Spotify Technology SA $4.45B 3.52% 23,657,094 -1,165,028 -4.69% 3.50% 2018-06-30 $188 ~$159 +18.03%
6 The Trade Desk TTD $2.95B 2.34% 40,984,017 -3,710,749 -8.30% 3.19% 2018-09-30 $72 ~$44 +62.43%
7 Cloudflare Inc NET $2.58B 2.04% 30,938,677 -119,547 -0.38% 1.79% 2020-06-30 $83 ~$45 +86.95%
8 Netflix Inc NFLX $2.36B 1.87% 4,840,542 -482,908 -9.07% 1.83% 2015-03-31 $487 ~$153 +217.43%
9 Ferrari NV $2.29B 1.81% 6,780,755 -405,161 -5.64% 1.94% 2016-03-31 $337 ~$49 +585.81%
10 Dexcom Inc DXCM $2.05B 1.62% 16,520,313 -162,191 -0.97% 1.42% 2013-06-30 $124 ~$41 +203.42%
11 Microsoft MSFT $1.93B 1.53% 5,143,453 -250,076 -4.64% 1.55% 2013-06-30 $376 ~$119 +217.26%
12 Workday Inc WDAY $1.92B 1.53% 6,972,854 -112,934 -1.59% 1.39% 2013-06-30 $276 ~$138 +99.35%
13 Advanced Micro Devices Inc AMD $1.50B 1.19% 10,149,830 -122,762 -1.20% 0.96% 2017-06-30 $147 ~$85 +73.01%
14 Moody's Corp MCO $1.42B 1.13% 3,638,551 -153,121 -4.04% 1.09% 2013-06-30 $391 ~$83 +371.06%
15 Intuitive Surgical ISRG $1.37B 1.09% 4,068,034 -26,001 -0.64% 1.09% 2013-06-30 $337 ~$65 +415.31%
16 Alnylam Pharmaceuticals ALNY $1.33B 1.06% 6,967,097 -1,196,042 -14.65% 1.32% 2013-06-30 $191 ~$96 +99.85%
17 Martin Marietta Materials MLM $1.31B 1.04% 2,635,125 -126,063 -4.57% 1.03% 2013-06-30 $499 ~$222 +125.04%
18 Roblox RBLX $1.27B 1.01% 27,739,346 -406,503 -1.44% 0.74% 2022-03-31 $46 ~$38 +19.98%
19 Datadog DDOG $1.20B 0.95% 9,920,366 -230,323 -2.27% 0.84% 2020-09-30 $121 ~$94 +29.43%
20 NIO Inc ADR NIO $1.04B 0.82% 114,635,802 -268,515 -0.23% 0.95% 2018-09-30 $9 ~$9 -3.94%
21 Alphabet Inc Class C GOOG $1.01B 0.80% 7,133,192 -482,103 -6.33% 0.92% 2015-09-30 $141 ~$34 +317.49%
22 Mastercard Inc-Class A MA $988.3M 0.78% 2,317,173 -92,615 -3.84% 0.87% 2013-06-30 $427 ~$95 +350.65%
23 Service Corp.Intl. SCI $961.7M 0.76% 14,050,225 -570,479 -3.90% 0.76% 2018-09-30 $68 ~$50 +36.83%
24 Wix Com $958.2M 0.76% 7,788,745 -118,845 -1.50% 0.66% 2015-12-31 $123 ~$89 +37.75%
25 Nu Holdings Ltd. $956.0M 0.76% 114,768,499 -3,373,759 -2.86% 0.78% 2021-12-31 $8 ~$5 +56.04%
26 Affirm Holdings Inc Class A AFRM $883.7M 0.70% 17,983,039 -1,042,254 -5.48% 0.37% 2021-03-31 $49 ~$76 -35.34%
27 Snowflake Inc SNOW $843.0M 0.67% 4,236,152 -149,189 -3.40% 0.61% 2020-09-30 $199 ~$242 -17.64%
28 CoStar Group CSGP $832.3M 0.66% 9,524,096 -2,114,502 -18.17% 0.82% 2016-09-30 $87 ~$71 +23.78%
29 Duolingo Inc DUOL $815.2M 0.65% 3,593,426 -895,203 -19.94% 0.68% 2021-09-30 $227 ~$126 +80.42%
30 Samsara IOT $747.6M 0.59% 22,397,390 -188,798 -0.84% 0.52% 2023-03-31 $33 ~$21 +62.60%