BAILLIE GIFFORD & CO Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$109.6B
Holdings
289
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (289 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MercadoLibre | 6,031,832 | $7.6B | 6.98% | |
| 2 | NVDANVIDIA | 13,781,767 | $6.0B | 5.47% | |
| 3 | TSLATesla Inc | 22,298,616 | $5.6B | 5.09% | |
| 4 | AMZNAmazon.Com | 41,332,199 | $5.3B | 4.79% | |
| 5 | MRNAModerna Inc | 45,649,183 | $4.7B | 4.30% | |
| 6 | SPOTSpotify Technology SA | 24,822,122 | $3.8B | 3.50% | |
| 7 | PDDPDD Holdings Inc | 35,668,170 | $3.5B | 3.19% | |
| 8 | TTDThe Trade Desk | 44,694,766 | $3.5B | 3.19% | |
| 9 | SHOPShopify 'A' | 62,620,484 | $3.4B | 3.12% | |
| 10 | RACEFerrari NV | 7,185,916 | $2.1B | 1.94% | |
| 11 | CPNGCoupang | 119,681,094 | $2.0B | 1.86% | |
| 12 | NFLXNetflix Inc | 5,323,450 | $2.0B | 1.83% | |
| 13 | NETCloudflare Inc | 31,058,224 | $2.0B | 1.79% | |
| 14 | MSFTMicrosoft | 5,393,529 | $1.7B | 1.55% | |
| 15 | DC4Dexcom Inc | 16,682,504 | $1.6B | 1.42% | |
| 16 | WDAYWorkday Inc | 7,085,788 | $1.5B | 1.39% | |
| 17 | TEAMAtlassian Corp Plc | 7,296,301 | $1.5B | 1.34% | |
| 18 | ALNYAlnylam Pharmaceuticals | 8,163,139 | $1.4B | 1.32% | |
| 19 | ILMNIllumina | 10,470,303 | $1.4B | 1.31% | |
| 20 | ELVElevance Health Inc | 3,059,918 | $1.3B | 1.22% | |
| 21 | METAMeta Platforms Inc | 4,275,687 | $1.3B | 1.17% | |
| 22 | MCOMoody's Corp | 3,791,672 | $1.2B | 1.09% | |
| 23 | ISRGIntuitive Surgical | 4,094,035 | $1.2B | 1.09% | |
| 24 | SESea Ltd ADR | 26,137,417 | $1.1B | 1.05% | |
| 25 | MLMMartin Marietta Materials | 2,761,188 | $1.1B | 1.03% | |
| 26 | AMDAdvanced Micro Devices Inc | 10,272,592 | $1.1B | 0.96% | |
| 27 | NIONIO Inc ADR | 114,904,317 | $1.0B | 0.95% | |
| 28 | GOOGAlphabet Inc Class C | 7,615,295 | $1.0B | 0.92% | |
| 29 | MAMastercard Inc-Class A | 2,409,788 | $954.1M | 0.87% | |
| 30 | DASHDoordash Inc | 12,002,645 | $953.8M | 0.87% | |
| 31 | BNTXBioNTech ADR | 8,602,839 | $934.6M | 0.85% | |
| 32 | DDOGDatadog | 10,150,689 | $924.6M | 0.84% | |
| 33 | CSGPCoStar Group | 11,638,598 | $894.9M | 0.82% | |
| 34 | NUNu Holdings Ltd. | 118,142,258 | $856.5M | 0.78% | |
| 35 | SCIService Corp.Intl. | 14,620,704 | $835.4M | 0.76% | |
| 36 | RBLXRoblox | 28,145,849 | $815.1M | 0.74% | |
| 37 | RYAAYRyanair ADR | 8,191,424 | $796.3M | 0.73% | |
| 38 | DUOLDuolingo Inc | 4,488,629 | $744.5M | 0.68% | |
| 39 | PBRPetrobras Common ADR | 49,443,500 | $741.2M | 0.68% | |
| 40 | WIXWix Com | 7,907,590 | $725.9M | 0.66% | |
| 41 | WSOWatsco Inc | 1,881,098 | $710.5M | 0.65% | |
| 42 | ONCBeiGene Ltd | 3,871,598 | $696.4M | 0.64% | |
| 43 | SNOWSnowflake Inc | 4,385,341 | $669.9M | 0.61% | |
| 44 | AJGAJ Gallagher & Co | 2,826,867 | $644.3M | 0.59% | |
| 45 | ESTCElastic | 7,552,474 | $613.6M | 0.56% | |
| 46 | TSMTSMC ADR | 6,849,950 | $595.3M | 0.54% | |
| 47 | ADIAnalog Devices | 3,396,462 | $594.7M | 0.54% | |
| 48 | IOTSamsara | 22,586,188 | $569.4M | 0.52% | |
| 49 | HDBHDFC Bank ADR | 9,560,478 | $564.2M | 0.51% | |
| 50 | BRBroadridge Finl.Sltn. | 2,970,254 | $531.8M | 0.49% | |
| 51 | SPGIS&P Global Inc | 1,388,250 | $507.3M | 0.46% | |
| 52 | RPRXRoyalty Pharma | 18,241,284 | $495.1M | 0.45% | |
| 53 | COURCoursera Inc | 25,827,187 | $482.7M | 0.44% | |
| 54 | TERTeradyne | 4,733,104 | $475.5M | 0.43% | |
| 55 | WWayfair Inc Class A | 7,706,935 | $466.8M | 0.43% | |
| 56 | MKLMarkel Corp | 302,681 | $445.7M | 0.41% | |
| 57 | DNAGinkgo Bioworks Holdings Inc | 238,808,823 | $432.2M | 0.39% | |
| 58 | ALBAlbemarle Corp | 2,439,172 | $414.8M | 0.38% | |
| 59 | ETNEaton | 1,899,762 | $405.2M | 0.37% | |
| 60 | AFRMAffirm Holdings Inc Class A | 19,025,293 | $404.7M | 0.37% | |
| 61 | DEDeere & Co | 1,064,364 | $401.7M | 0.37% | |
| 62 | WMSAdvanced Drainage Systems | 3,519,881 | $400.7M | 0.37% | |
| 63 | SCHWCharles Schwab | 7,288,424 | $400.1M | 0.37% | |
| 64 | ADBEAdobe Systems | 766,987 | $391.1M | 0.36% | |
| 65 | CBRECbre Group Inc | 5,228,125 | $386.1M | 0.35% | |
| 66 | ENQEntegris Inc | 3,930,902 | $369.1M | 0.34% | |
| 67 | SITESiteOne Landscape Supply | 2,219,710 | $362.8M | 0.33% | |
| 68 | BIDUNBaidu.com Sponsored ADR | 2,633,850 | $353.9M | 0.32% | |
| 69 | TMOThermo Fisher Scientific | 696,934 | $352.8M | 0.32% | |
| 70 | MBLYMobileye Global Inc. | 8,456,271 | $351.4M | 0.32% | |
| 71 | MTDMettler-Toledo | 311,634 | $345.3M | 0.32% | |
| 72 | TXG10X Genomics Inc Class A | 8,340,898 | $344.1M | 0.31% | |
| 73 | CPACopa Holdings S A | 3,848,117 | $342.9M | 0.31% | |
| 74 | CXCemex ADR | 52,737,893 | $342.8M | 0.31% | |
| 75 | JOBYJoby Aviation Inc | 51,053,005 | $329.3M | 0.30% | |
| 76 | DNLIDenali Therapeutics | 14,681,027 | $302.9M | 0.28% | |
| 77 | YETIYETI Holdings | 6,155,737 | $296.8M | 0.27% | |
| 78 | CHWYChewy Inc | 15,828,388 | $289.0M | 0.26% | |
| 79 | EXASExact Sciences | 4,066,330 | $277.4M | 0.25% | |
| 80 | XYLXylem | 2,997,020 | $272.8M | 0.25% | |
| 81 | FMXFomento Economico Mexicano Sab ADR | 2,495,474 | $272.4M | 0.25% | |
| 82 | ELEstee Lauder 'A' | 1,767,557 | $255.5M | 0.23% | |
| 83 | TWLOTwilio Inc | 4,082,621 | $239.0M | 0.22% | |
| 84 | SEDGSolaredge Technologies Inc | 1,770,501 | $229.3M | 0.21% | |
| 85 | ROKURoku | 3,199,652 | $225.9M | 0.21% | |
| 86 | POOLSCP Pool Corporation | 632,725 | $225.3M | 0.21% | |
| 87 | ZMZoom Video Communications Inc | 3,218,739 | $225.1M | 0.21% | |
| 88 | FNDFloor & Decor Holdings | 2,471,801 | $223.7M | 0.20% | |
| 89 | PINSPinterest | 8,262,586 | $223.3M | 0.20% | |
| 90 | SPTSprout Social | 4,404,402 | $219.7M | 0.20% | |
| 91 | FIXComfort Systems USA | 1,187,920 | $202.4M | 0.18% | |
| 92 | ECLEcolab | 1,173,359 | $198.8M | 0.18% | |
| 93 | STAAStaar Surgical | 4,918,126 | $197.6M | 0.18% | |
| 94 | HHHHoward Hughes ca | 2,548,106 | $188.9M | 0.17% | |
| 95 | RXRXRecursion Pharmaceuticals Inc | 24,551,409 | $187.8M | 0.17% | |
| 96 | ADSKAutodesk | 893,050 | $184.8M | 0.17% | |
| 97 | BAPCredicorp | 1,412,326 | $180.7M | 0.16% | |
| 98 | TMETencent Music Entertainment ADR | 27,594,963 | $176.1M | 0.16% | |
| 99 | —Abcam Plc ADR | 7,307,800 | $165.4M | 0.15% | |
| 100 | PENPenumbra Inc | 679,627 | $164.4M | 0.15% |
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