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Fund detail

Baillie Gifford

large-active, growth, lo

Quarters 52
2025-09-30 $135.00B
Positions 265
Showing 30 of 283 rows

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 NVIDIA NVDA $8.69B 6.43% 46,549,296 -2,513,825 -5.12% 5.79% 2016-03-31 $187 ~$10 +1693.68%
2 MercadoLibre MELI $7.75B 5.74% 3,317,443 -188,229 -5.37% 6.84% 2013-06-30 $2,337 ~$412 +466.75%
3 Sea Ltd ADR SE $7.17B 5.31% 40,090,290 -1,533,004 -3.68% 4.97% 2017-12-31 $179 ~$84 +113.39%
4 Amazon.Com AMZN $6.95B 5.15% 31,659,114 -1,635,246 -4.91% 5.46% 2013-06-30 $220 ~$25 +790.48%
5 Spotify Technology SA $6.07B 4.50% 8,695,348 -933,562 -9.70% 5.52% 2018-06-30 $698 ~$159 +338.43%
6 Shopify 'A' SHOP $5.27B 3.90% 35,443,787 -2,304,285 -6.10% 3.25% 2017-09-30 $149 ~$30 +390.78%
7 Coupang CPNG $4.84B 3.59% 150,382,707 -10,517,202 -6.54% 3.60% 2021-03-31 $32 ~$27 +19.39%
8 Cloudflare Inc NET $4.69B 3.47% 21,848,740 -3,676,391 -14.40% 3.73% 2020-06-30 $215 ~$48 +346.13%
9 AppLovin APP $4.49B 3.32% 6,245,960 -154,269 -2.41% 1.67% 2024-09-30 $719 ~$253 +184.34%
10 Netflix Inc NFLX $4.37B 3.24% 3,649,047 -254,458 -6.52% 3.90% 2015-03-31 $1,199 ~$164 +629.65%
11 PDD Holdings Inc PDD $4.20B 3.11% 31,799,003 -2,573,709 -7.49% 2.69% 2018-09-30 $132 ~$65 +101.82%
12 Nu Holdings Ltd. $4.03B 2.98% 251,459,587 -9,522,201 -3.65% 2.67% 2021-12-31 $16 ~$9 +85.84%
13 Meta Platforms Inc META $3.89B 2.88% 5,290,228 -162,985 -2.99% 3.01% 2013-06-30 $734 ~$217 +238.26%
14 Roblox RBLX $3.23B 2.39% 23,296,603 -3,081,802 -11.68% 2.07% 2022-03-31 $139 ~$38 +262.51%
15 Microsoft MSFT $3.04B 2.25% 5,860,839 -168,437 -2.79% 2.24% 2013-06-30 $518 ~$229 +126.65%
16 Doordash Inc DASH $2.25B 1.67% 8,268,768 -720,058 -8.01% 1.65% 2020-12-31 $272 ~$118 +130.33%
17 Ferrari ADR $1.91B 1.41% 3,941,830 -314,270 -7.38% 1.55% 2016-03-31 $484 ~$49 +883.80%
18 Datadog DDOG $1.63B 1.20% 11,413,479 -543,983 -4.55% 1.20% 2020-09-30 $142 ~$101 +40.88%
19 Samsara IOT $1.54B 1.14% 41,451,960 -2,441,778 -5.56% 1.30% 2023-03-31 $37 ~$30 +24.78%
20 The Trade Desk TTD $1.43B 1.06% 29,115,119 -1,587,519 -5.17% 1.65% 2018-09-30 $49 ~$47 +4.41%
21 Reddit RDDT $1.40B 1.04% 6,107,185 -375,143 -5.79% 0.73% 2025-03-31 $230 ~$125 +83.86%
22 Atlassian Corp Plc TEAM $1.30B 0.96% 8,115,526 -411,987 -4.83% 1.29% 2022-09-30 $160 ~$204 -21.63%
23 Alnylam Pharmaceuticals ALNY $1.27B 0.94% 2,789,356 -242,535 -8.00% 0.74% 2013-06-30 $456 ~$96 +376.10%
24 Intuitive Surgical ISRG $1.16B 0.86% 2,602,598 -512,067 -16.44% 1.26% 2013-06-30 $447 ~$68 +557.72%
25 Dexcom Inc DXCM $1.07B 0.79% 15,882,168 -823,027 -4.93% 1.09% 2013-06-30 $67 ~$46 +44.79%
26 e.l.f. Beauty ELF $973.7M 0.72% 7,349,678 -421,093 -5.42% 0.72% 2024-06-30 $132 ~$170 -21.91%
27 Duolingo Inc DUOL $910.1M 0.67% 2,827,834 +628,943 +28.60% 0.67% 2021-09-30 $322 ~$179 +79.64%
28 Mastercard Inc-Class A MA $887.2M 0.66% 1,559,732 -31,317 -1.97% 0.67% 2013-06-30 $569 ~$95 +501.00%
29 Block Inc XYZ $842.3M 0.62% 11,655,303 -357,341 -2.97% 0.61% 2020-12-31 $72 ~$69 +4.92%
30 Joby Aviation Inc $813.8M 0.60% 50,420,953 -2,403,776 -4.55% 0.42% 2021-09-30 $16 ~$8 +113.56%