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

In our model

New

Increasing

141

Decreasing

Unchanged

In Our Model Portfolio

These holdings also appear in the Big Money Radar model

NVDA 6.8% AMZN 5.6% META 2.4% GOOGL 0.5% TMO 0.4%

Recent Moves

What Baillie Gifford & Co opened, added to, or trimmed in their latest 13F — 240 position changes

— SPACE EXPLORATION TECHNOLOGIES CORP ● New 8.0% of port. NVDA NVIDIA ▲ Added +3% 7.6% of port. AMZN AMAZON.COM ▼ Trimmed -4% 5.8% of port. MLB1 MERCADOLIBRE ▼ Trimmed -6% 4.7% of port. SE SEA LTD ADR ▼ Trimmed -3% 3.3% of port. SPOT SPOTIFY TECHNOLOGY SA ▼ Trimmed -4% 3.3% of port. NET CLOUDFLARE INC ▼ Trimmed -8% 3.2% of port. APP APPLOVIN ▼ Trimmed -3% 3.0% of port. SHOP SHOPIFY 'A' ▼ Trimmed -2% 2.9% of port. NU NU HOLDINGS LTD. ▼ Trimmed -7% 2.8% 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	MLB1	Other	5.8%	▲ Increasing	+5%
3	AMAZON.COM	AMZN	Consumer	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	PDD	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	NET	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	IOT	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	TEAM1EUR	Other	1.1%	▲ Increasing	+4%
21	REDDIT	RDDT	Other	1.1%	▼ Decreasing	-2%
22	ROCKET LAB CORP	6RJ0	Other	1.0%	▲ Increasing	+47%
23	ALPHABET INC CLASS C	GOOG	Technology	1.0%	▲ Increasing	+29%
24	ALNYLAM PHARMACEUTICALS	ALNY	Other	0.9%	▼ Decreasing	-7%
25	DEXCOM INC	DC4	Other	0.9%	▼ Decreasing	-2%
26	AXON ENTERPRISE INC	AXON	Other	0.8%	▲ Increasing	+1199%
27	COSTAR GROUP	COYA	Healthcare	0.7%	▲ Increasing	+57%
28	RIVIAN AUTOMOTIVE INC	RIVN	Other	0.7%	▼ Decreasing	-3%
29	DUOLINGO INC	DUOL	Other	0.7%	▲ Increasing	+72%
30	THE TRADE DESK	TTD	Other	0.7%	▼ Decreasing	-23%
31	MASTERCARD INC-CLASS A	MA	Financials	0.7%	▼ Decreasing	-6%
32	RYANAIR ADR	RYAAY	Other	0.7%	▼ Decreasing	-16%
33	THE ENSIGN GROUP	ENSG	Other	0.7%	▲ Increasing	+62%
34	SYMBOTIC	SYM	Other	0.6%	— Unchanged	-2%
35	MARTIN MARIETTA MATERIALS	MLM	Other	0.6%	▼ Decreasing	-3%
36	SERVICE CORP.INTL.	SCI	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	MRNA	Other	0.5%	▼ Decreasing	-6%
43	SNOWFLAKE INC	SNOW	Other	0.5%	▼ Decreasing	-2%
44	TESLA INC	TSLA	Consumer	0.5%	▼ Decreasing	-19%
45	INSULET	PODD	Other	0.5%	▼ Decreasing	-2%
46	DATADOG	DDOG	Other	0.5%	▼ Decreasing	-65%
47	E.L.F. BEAUTY	ELF	Other	0.5%	▼ Decreasing	-2%
48	TEMPUS AI INC	TEM	Other	0.4%	▼ Decreasing	-10%
49	GUARDANT HEALTH	GH	Other	0.4%	▼ Decreasing	-5%
50	MSCI	MSCI	Other	0.4%	▲ Increasing	+22%
… and 216 more positions

#1 NVIDIA 6.8%

NVDA · Technology ▼ Decreasing -6%

#2 MERCADOLIBRE 5.8%

MLB1 · Other ▲ Increasing +5%

#3 AMAZON.COM 5.6%

AMZN · Consumer ▼ Decreasing -7%

#4 SHOPIFY 'A' 4.2%

SHOP · Other ▼ Decreasing -12%

#5 SEA LTD ADR 4.1%

SE · Communications ▼ Decreasing -3%

#6 SPOTIFY TECHNOLOGY SA 4.0%

SPOT · Communications ▼ Decreasing -4%

#7 NU HOLDINGS LTD. 3.6%

NU · Other ▲ Increasing +2%

#8 APPLOVIN 3.5%

APP · Technology — Unchanged

#9 PDD HOLDINGS INC 2.9%

PDD · Other ▼ Decreasing -2%

#10 NETFLIX INC 2.9%

NFLX · Communications ▲ Increasing +912%

#11 COUPANG 2.9%

CPNG · Other ▼ Decreasing -3%

#12 CLOUDFLARE INC 2.8%

NET · Other ▼ Decreasing -23%

#13 META PLATFORMS INC 2.4%

META · Technology ▼ Decreasing -17%

#14 MICROSOFT 2.2%

MSFT · Technology ▼ Decreasing -5%

#15 DOORDASH INC 1.5%

DASH · Other ▼ Decreasing -4%

#16 ROBLOX 1.4%

RBLX · Other ▼ Decreasing -8%

#17 SAMSARA 1.4%

IOT · Other ▲ Increasing +15%

#18 FERRARI ADR 1.2%

Other — Unchanged

#19 INTUITIVE SURGICAL 1.2%

ISRG · Other — Unchanged

#20 ATLASSIAN CORP PLC 1.1%

TEAM1EUR · Other ▲ Increasing +4%

#21 REDDIT 1.1%

RDDT · Other ▼ Decreasing -2%

#22 ROCKET LAB CORP 1.0%

6RJ0 · Other ▲ Increasing +47%

#23 ALPHABET INC CLASS C 1.0%

GOOG · Technology ▲ Increasing +29%

#24 ALNYLAM PHARMACEUTICALS 0.9%

ALNY · Other ▼ Decreasing -7%

#25 DEXCOM INC 0.9%

DC4 · Other ▼ Decreasing -2%

#26 AXON ENTERPRISE INC 0.8%

AXON · Other ▲ Increasing +1199%

#27 COSTAR GROUP 0.7%

COYA · Healthcare ▲ Increasing +57%

#28 RIVIAN AUTOMOTIVE INC 0.7%

RIVN · Other ▼ Decreasing -3%

#29 DUOLINGO INC 0.7%

DUOL · Other ▲ Increasing +72%

#30 THE TRADE DESK 0.7%

TTD · Other ▼ Decreasing -23%

#31 MASTERCARD INC-CLASS A 0.7%

MA · Financials ▼ Decreasing -6%

#32 RYANAIR ADR 0.7%

RYAAY · Other ▼ Decreasing -16%

#33 THE ENSIGN GROUP 0.7%

ENSG · Other ▲ Increasing +62%

#34 SYMBOTIC 0.6%

SYM · Other — Unchanged

#35 MARTIN MARIETTA MATERIALS 0.6%

MLM · Other ▼ Decreasing -3%

#36 SERVICE CORP.INTL. 0.6%

SCI · Other ▼ Decreasing -5%

#37 ELEVANCE HEALTH INC 0.6%

ELV · Other ▼ Decreasing -9%

#38 ROYALTY PHARMA 0.6%

Other ▼ Decreasing -2%

#39 JOBY AVIATION INC 0.5%

Other — Unchanged

#40 BLOCK INC 0.5%

SQ · Other ▼ Decreasing -15%

#41 ALPHABET INC CLASS A 0.5%

GOOGL · Technology ▲ Increasing +167%

#42 MODERNA INC 0.5%

MRNA · Other ▼ Decreasing -6%

#43 SNOWFLAKE INC 0.5%

SNOW · Other ▼ Decreasing -2%

#44 TESLA INC 0.5%

TSLA · Consumer ▼ Decreasing -19%

#45 INSULET 0.5%

PODD · Other ▼ Decreasing -2%

#46 DATADOG 0.5%

DDOG · Other ▼ Decreasing -65%

#47 E.L.F. BEAUTY 0.5%

ELF · Other ▼ Decreasing -2%

#48 TEMPUS AI INC 0.4%

TEM · Other ▼ Decreasing -10%

#49 GUARDANT HEALTH 0.4%

GH · Other ▼ Decreasing -5%

#50 MSCI 0.4%

MSCI · Other ▲ Increasing +22%

… 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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