BG
Baillie Gifford & Co
CIK: 0001088875 · Filing period: 2025-12-31
Innovation Edge
A 116-year-old Scottish firm famous for backing transformational growth companies — they were early into Amazon, Tesla, and Nvidia — and holding for a decade or more.
1.4×
Trust Weight
266
Positions
7
In our model
22
New
61
Increasing
141
Decreasing
42
Unchanged
In Our Model Portfolio
These holdings also appear in the Bogen Capital model
Recent Moves
What Baillie Gifford & Co opened, added to, or trimmed in their latest 13F — 222 position changes
NVDA
NVIDIA
▼ Trimmed -7%
7.3% of port.
AMZN
AMAZON.COM
▼ Trimmed -4%
6.0% of port.
MELI
MERCADOLIBRE
▼ Trimmed -7%
5.7% of port.
NU
NU HOLDINGS LTD.
▼ Trimmed -4%
3.6% of port.
SHOP
SHOPIFY 'A'
▼ Trimmed -7%
3.5% of port.
—
CLOUDFLARE INC
▼ Trimmed -5%
3.4% of port.
SE
SEA LTD ADR
▲ Added +2%
3.4% of port.
—
PDD HOLDINGS INC
▼ Trimmed -9%
3.0% of port.
APP
APPLOVIN
▲ Added +9%
2.7% of port.
META
META PLATFORMS INC
▼ Trimmed -7%
2.4% of port.
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
266 positions, sorted by portfolio weight
← swipe to see all columns
| # | Company | Ticker | Sector | % of Portfolio | Activity | Change |
|---|---|---|---|---|---|---|
| 1 | NVIDIA | NVDA | Technology | 6.8% | ▼ Decreasing | -6% |
| 2 | MERCADOLIBRE | MELI | Other | 5.8% | ▲ Increasing | +5% |
| 3 | AMAZON.COM | AMZN | Technology | 5.6% | ▼ Decreasing | -7% |
| 4 | SHOPIFY 'A' | SHOP | Other | 4.2% | ▼ Decreasing | -12% |
| 5 | SEA LTD ADR | SE | Communications | 4.1% | ▼ Decreasing | -3% |
| 6 | SPOTIFY TECHNOLOGY SA | SPOT | Communications | 4.0% | ▼ Decreasing | -4% |
| 7 | NU HOLDINGS LTD. | NU | Other | 3.6% | ▲ Increasing | +2% |
| 8 | APPLOVIN | APP | Technology | 3.5% | — Unchanged | -1% |
| 9 | PDD HOLDINGS INC | — | Other | 2.9% | ▼ Decreasing | -2% |
| 10 | NETFLIX INC | NFLX | Communications | 2.9% | ▲ Increasing | +912% |
| 11 | COUPANG | CPNG | Other | 2.9% | ▼ Decreasing | -3% |
| 12 | CLOUDFLARE INC | — | Other | 2.8% | ▼ Decreasing | -23% |
| 13 | META PLATFORMS INC | META | Technology | 2.4% | ▼ Decreasing | -17% |
| 14 | MICROSOFT | MSFT | Technology | 2.2% | ▼ Decreasing | -5% |
| 15 | DOORDASH INC | DASH | Other | 1.5% | ▼ Decreasing | -4% |
| 16 | ROBLOX | RBLX | Other | 1.4% | ▼ Decreasing | -8% |
| 17 | SAMSARA | — | Other | 1.4% | ▲ Increasing | +15% |
| 18 | FERRARI ADR | — | Other | 1.2% | — Unchanged | -1% |
| 19 | INTUITIVE SURGICAL | ISRG | Other | 1.2% | — Unchanged | -2% |
| 20 | ATLASSIAN CORP PLC | — | Other | 1.1% | ▲ Increasing | +4% |
| 21 | RDDT | Other | 1.1% | ▼ Decreasing | -2% | |
| 22 | ROCKET LAB CORP | — | Other | 1.0% | ▲ Increasing | +47% |
| 23 | ALPHABET INC CLASS C | GOOG | Technology | 1.0% | ▲ Increasing | +29% |
| 24 | ALNYLAM PHARMACEUTICALS | — | Other | 0.9% | ▼ Decreasing | -7% |
| 25 | DEXCOM INC | — | Other | 0.9% | ▼ Decreasing | -2% |
| 26 | AXON ENTERPRISE INC | — | Other | 0.8% | ▲ Increasing | +1199% |
| 27 | COSTAR GROUP | COYA | Healthcare | 0.7% | ▲ Increasing | +57% |
| 28 | RIVIAN AUTOMOTIVE INC | — | Other | 0.7% | ▼ Decreasing | -3% |
| 29 | DUOLINGO INC | DUOL | Other | 0.7% | ▲ Increasing | +72% |
| 30 | THE TRADE DESK | — | Other | 0.7% | ▼ Decreasing | -23% |
| 31 | MASTERCARD INC-CLASS A | MA | Technology | 0.7% | ▼ Decreasing | -6% |
| 32 | RYANAIR ADR | — | Other | 0.7% | ▼ Decreasing | -16% |
| 33 | THE ENSIGN GROUP | — | Other | 0.7% | ▲ Increasing | +62% |
| 34 | SYMBOTIC | — | Other | 0.6% | — Unchanged | -2% |
| 35 | MARTIN MARIETTA MATERIALS | — | Other | 0.6% | ▼ Decreasing | -3% |
| 36 | SERVICE CORP.INTL. | — | Other | 0.6% | ▼ Decreasing | -5% |
| 37 | ELEVANCE HEALTH INC | ELV | Other | 0.6% | ▼ Decreasing | -9% |
| 38 | ROYALTY PHARMA | — | Other | 0.6% | ▼ Decreasing | -2% |
| 39 | JOBY AVIATION INC | — | Other | 0.5% | — Unchanged | -2% |
| 40 | BLOCK INC | SQ | Other | 0.5% | ▼ Decreasing | -15% |
| 41 | ALPHABET INC CLASS A | GOOGL | Technology | 0.5% | ▲ Increasing | +167% |
| 42 | MODERNA INC | — | Other | 0.5% | ▼ Decreasing | -6% |
| 43 | SNOWFLAKE INC | SNOW | Other | 0.5% | ▼ Decreasing | -2% |
| 44 | TESLA INC | TSLA | Technology | 0.5% | ▼ Decreasing | -19% |
| 45 | INSULET | — | Other | 0.5% | ▼ Decreasing | -2% |
| 46 | DATADOG | DDOG | Other | 0.5% | ▼ Decreasing | -65% |
| 47 | E.L.F. BEAUTY | — | Other | 0.5% | ▼ Decreasing | -2% |
| 48 | TEMPUS AI INC | — | Other | 0.4% | ▼ Decreasing | -10% |
| 49 | GUARDANT HEALTH | — | Other | 0.4% | ▼ Decreasing | -5% |
| 50 | MSCI | — | Other | 0.4% | ▲ Increasing | +22% |
| … and 216 more positions | ||||||
… and 216 more positions
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Baillie Gifford & Co, delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.
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