BAILLIE GIFFORD & CO Q4 2023 Filing
Filed January 26, 2024
Portfolio Value
$126.2B
Holdings
288
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (288 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MercadoLibre | 5,383,227 | $8.5B | 6.70% | |
| 2 | NVDANVIDIA | 13,771,912 | $6.8B | 5.40% | |
| 3 | AMZNAmazon.Com | 40,667,179 | $6.2B | 4.90% | |
| 4 | PDDPDD Holdings Inc | 37,960,238 | $5.6B | 4.40% | |
| 5 | SHOPShopify 'A' | 64,040,233 | $5.0B | 3.95% | |
| 6 | TSLATesla Inc | 18,693,754 | $4.6B | 3.68% | |
| 7 | MRNAModerna Inc | 45,654,527 | $4.5B | 3.60% | |
| 8 | SPOTSpotify Technology SA | 23,657,094 | $4.4B | 3.52% | |
| 9 | TTDThe Trade Desk | 40,984,017 | $2.9B | 2.34% | |
| 10 | NETCloudflare Inc | 30,938,677 | $2.6B | 2.04% | |
| 11 | NFLXNetflix Inc | 4,840,542 | $2.4B | 1.87% | |
| 12 | CPNGCoupang | 145,524,128 | $2.4B | 1.87% | |
| 13 | RACEFerrari NV | 6,780,755 | $2.3B | 1.81% | |
| 14 | TEAMAtlassian Corp Plc | 8,807,619 | $2.1B | 1.66% | |
| 15 | DC4Dexcom Inc | 16,520,313 | $2.1B | 1.62% | |
| 16 | MSFTMicrosoft | 5,143,453 | $1.9B | 1.53% | |
| 17 | WDAYWorkday Inc | 6,972,854 | $1.9B | 1.53% | |
| 18 | METAMeta Platforms Inc | 5,353,425 | $1.9B | 1.50% | |
| 19 | AMDAdvanced Micro Devices Inc | 10,149,830 | $1.5B | 1.19% | |
| 20 | ELVElevance Health Inc | 3,087,904 | $1.5B | 1.15% | |
| 21 | MCOMoody's Corp | 3,638,551 | $1.4B | 1.13% | |
| 22 | SESea Ltd ADR | 34,183,394 | $1.4B | 1.10% | |
| 23 | ISRGIntuitive Surgical | 4,068,034 | $1.4B | 1.09% | |
| 24 | ALNYAlnylam Pharmaceuticals | 6,967,097 | $1.3B | 1.06% | |
| 25 | MLMMartin Marietta Materials | 2,635,125 | $1.3B | 1.04% | |
| 26 | RBLXRoblox | 27,739,346 | $1.3B | 1.01% | |
| 27 | DASHDoordash Inc | 12,775,622 | $1.3B | 1.00% | |
| 28 | RYAAYRyanair ADR | 9,389,236 | $1.3B | 0.99% | |
| 29 | DDOGDatadog | 9,920,366 | $1.2B | 0.95% | |
| 30 | NIONIO Inc ADR | 114,635,802 | $1.0B | 0.82% | |
| 31 | GOOGAlphabet Inc Class C | 7,133,192 | $1.0B | 0.80% | |
| 32 | MAMastercard Inc-Class A | 2,317,173 | $988.3M | 0.78% | |
| 33 | SCIService Corp.Intl. | 14,050,225 | $961.7M | 0.76% | |
| 34 | WIXWix Com | 7,788,745 | $958.2M | 0.76% | |
| 35 | NUNu Holdings Ltd. | 114,768,499 | $956.0M | 0.76% | |
| 36 | BNTXBioNTech ADR | 8,689,182 | $917.1M | 0.73% | |
| 37 | AFRMAffirm Holdings Inc Class A | 17,983,039 | $883.7M | 0.70% | |
| 38 | ESTCElastic | 7,764,370 | $875.0M | 0.69% | |
| 39 | SNOWSnowflake Inc | 4,236,152 | $843.0M | 0.67% | |
| 40 | CSGPCoStar Group | 9,524,096 | $832.3M | 0.66% | |
| 41 | DUOLDuolingo Inc | 3,593,426 | $815.2M | 0.65% | |
| 42 | ADIAnalog Devices | 3,794,215 | $753.4M | 0.60% | |
| 43 | IOTSamsara | 22,397,390 | $747.6M | 0.59% | |
| 44 | PBRPetrobras Common ADR | 46,720,807 | $746.1M | 0.59% | |
| 45 | ILMNIllumina | 5,275,769 | $734.6M | 0.58% | |
| 46 | TSMTSMC ADR | 6,802,414 | $707.4M | 0.56% | |
| 47 | ONCBeiGene Ltd | 3,866,449 | $697.4M | 0.55% | |
| 48 | HDBHDFC Bank ADR | 9,636,983 | $646.7M | 0.51% | |
| 49 | WSOWatsco Inc | 1,476,317 | $632.6M | 0.50% | |
| 50 | AJGAJ Gallagher & Co | 2,713,709 | $610.3M | 0.48% | |
| 51 | BRBroadridge Finl.Sltn. | 2,803,441 | $576.8M | 0.46% | |
| 52 | SPGIS&P Global Inc | 1,306,606 | $575.6M | 0.46% | |
| 53 | ENPHEnphase Energy Inc | 4,079,776 | $539.1M | 0.43% | |
| 54 | FMXFomento Economico Mexicano Sab ADR | 3,838,639 | $500.4M | 0.40% | |
| 55 | RPRXRoyalty Pharma | 17,590,450 | $494.1M | 0.39% | |
| 56 | TERTeradyne | 4,511,570 | $489.6M | 0.39% | |
| 57 | YETIYETI Holdings | 9,416,441 | $487.6M | 0.39% | |
| 58 | SCHWCharles Schwab | 6,936,695 | $477.2M | 0.38% | |
| 59 | WMSAdvanced Drainage Systems | 3,380,496 | $475.4M | 0.38% | |
| 60 | COURCoursera Inc | 24,156,815 | $467.9M | 0.37% | |
| 61 | CBRECbre Group Inc | 4,953,503 | $461.1M | 0.37% | |
| 62 | XYZBlock Inc | 5,935,002 | $459.1M | 0.36% | |
| 63 | WWayfair Inc Class A | 7,428,995 | $458.4M | 0.36% | |
| 64 | ENQEntegris Inc | 3,751,395 | $449.5M | 0.36% | |
| 65 | TXG10X Genomics Inc Class A | 7,919,976 | $443.2M | 0.35% | |
| 66 | ETNEaton | 1,816,135 | $437.4M | 0.35% | |
| 67 | CHWYChewy Inc | 18,482,764 | $436.7M | 0.35% | |
| 68 | MKLMarkel Corp | 290,056 | $411.8M | 0.33% | |
| 69 | CPACopa Holdings S A | 3,803,340 | $404.3M | 0.32% | |
| 70 | DNAGinkgo Bioworks Holdings Inc | 236,292,183 | $399.3M | 0.32% | |
| 71 | DEDeere & Co | 965,631 | $386.1M | 0.31% | |
| 72 | JOBYJoby Aviation Inc | 56,320,441 | $374.5M | 0.30% | |
| 73 | CXCemex ADR | 48,125,932 | $373.0M | 0.30% | |
| 74 | MTDMettler-Toledo | 307,407 | $372.9M | 0.30% | |
| 75 | MBLYMobileye Global Inc. | 8,424,283 | $364.9M | 0.29% | |
| 76 | TMOThermo Fisher Scientific | 671,165 | $356.2M | 0.28% | |
| 77 | XYLXylem | 3,066,639 | $350.7M | 0.28% | |
| 78 | SITESiteOne Landscape Supply | 2,126,087 | $345.5M | 0.27% | |
| 79 | PINSPinterest | 9,305,759 | $344.7M | 0.27% | |
| 80 | ALBAlbemarle Corp | 2,355,871 | $340.4M | 0.27% | |
| 81 | ADSKAutodesk | 1,322,121 | $321.9M | 0.26% | |
| 82 | BIDUNBaidu.com Sponsored ADR | 2,618,533 | $311.8M | 0.25% | |
| 83 | DNLIDenali Therapeutics | 14,260,724 | $306.0M | 0.24% | |
| 84 | TXNTexas Instruments | 1,795,191 | $306.0M | 0.24% | |
| 85 | TWLOTwilio Inc | 3,863,887 | $293.2M | 0.23% | |
| 86 | ROKURoku | 3,074,831 | $281.8M | 0.22% | |
| 87 | EXASExact Sciences | 3,767,055 | $278.7M | 0.22% | |
| 88 | ADBEAdobe Systems | 443,966 | $264.9M | 0.21% | |
| 89 | PODDInsulet | 1,212,759 | $263.1M | 0.21% | |
| 90 | FNDFloor & Decor Holdings | 2,345,761 | $261.7M | 0.21% | |
| 91 | ODDOddity | 5,479,087 | $254.9M | 0.20% | |
| 92 | SPTSprout Social | 4,114,040 | $252.8M | 0.20% | |
| 93 | INSPInspire Medical Systems | 1,229,879 | $250.2M | 0.20% | |
| 94 | ELEstee Lauder 'A' | 1,694,595 | $247.8M | 0.20% | |
| 95 | ECLEcolab | 1,225,068 | $243.0M | 0.19% | |
| 96 | TMETencent Music Entertainment ADR | 26,745,199 | $241.0M | 0.19% | |
| 97 | POOLSCP Pool Corporation | 603,185 | $240.5M | 0.19% | |
| 98 | RXRXRecursion Pharmaceuticals Inc | 24,179,504 | $238.4M | 0.19% | |
| 99 | FIXComfort Systems USA | 1,146,299 | $235.8M | 0.19% | |
| 100 | RELYRemitly Global Inc | 11,131,233 | $216.2M | 0.17% |
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