HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MercadoLibre |
6,389,959 | +262,306 | $7,569,545 |
| MELI | 6,389,959 | +262,306 | $7,569,545 |
| NVIDIA |
15,580,742 | -430,739 | $6,590,965 |
| NVDA | 15,580,742 | -430,739 | $6,590,965 |
| Tesla Inc |
23,188,922 | -2,865,561 | $6,070,164 |
| TSLA | 23,188,922 | -2,865,561 | $6,070,164 |
| Moderna Inc |
45,711,095 | -755,076 | $5,553,898 |
| MRNA | 45,711,095 | -755,076 | $5,553,898 |
| Amazon.Com |
40,868,452 | +2,226,514 | $5,327,611 |
| AMZN | 40,868,452 | +2,226,514 | $5,327,611 |
| Shopify &apos A&apos |
65,550,791 | -5,565,433 | $4,234,594 |
| SHOP | 65,550,791 | -5,565,433 | $4,234,594 |
| Spotify Technology SA |
25,177,054 | -2,317,627 | $4,042,176 |
| SPOT | 25,177,054 | -2,317,627 | $4,042,176 |
| The Trade Desk |
45,491,130 | -340,007 | $3,512,825 |
| TTD | 45,491,130 | -340,007 | $3,512,825 |
| Illumina |
13,973,317 | -1,100,041 | $2,619,857 |
| ILMN | 13,973,317 | -1,100,041 | $2,619,857 |
| Netflix Inc |
5,666,795 | -1,021,823 | $2,496,167 |
| NFLX | 5,666,795 | -1,021,823 | $2,496,167 |
| Ferrari NV |
7,213,405 | -145,295 | $2,357,018 |
| RACE | 7,213,405 | -145,295 | $2,357,018 |
| PDD Holdings Inc |
31,167,044 | +2,975,800 | $2,154,889 |
| PDD | 31,167,044 | +2,975,800 | $2,154,889 |
| Dexcom Inc |
16,723,298 | -434,201 | $2,149,111 |
| DXCM | 16,723,298 | -434,201 | $2,149,111 |
| Cloudflare Inc |
31,505,621 | +5,787,888 | $2,059,522 |
| NET | 31,505,621 | +5,787,888 | $2,059,522 |
| Coupang |
111,099,690 | -975,722 | $1,933,135 |
| CPNG | 111,099,690 | -975,722 | $1,933,135 |
| Microsoft |
5,536,767 | -81,879 | $1,885,491 |
| MSFT | 5,536,767 | -81,879 | $1,885,491 |
| Workday Inc |
7,177,891 | -150,597 | $1,621,414 |
| WDAY | 7,177,891 | -150,597 | $1,621,414 |
| Alnylam Pharmaceuticals |
8,392,216 | -246,925 | $1,594,018 |
| ALNY | 8,392,216 | -246,925 | $1,594,018 |
| Intuitive Surgical |
4,120,421 | -58,814 | $1,408,937 |
| ISRG | 4,120,421 | -58,814 | $1,408,937 |
| Elevance Health Inc |
3,134,249 | -63,764 | $1,392,515 |
| ELV | 3,134,249 | -63,764 | $1,392,515 |
| Moody&apos s Corp |
3,933,219 | -203,427 | $1,367,659 |
| MCO | 3,933,219 | -203,427 | $1,367,659 |
| Martin Marietta Materials |
2,821,195 | -66,217 | $1,302,518 |
| MLM | 2,821,195 | -66,217 | $1,302,518 |
| Sea Ltd ADR |
21,795,993 | -195,413 | $1,265,039 |
| SE | 21,795,993 | -195,413 | $1,265,039 |
| Atlassian Corp Plc |
7,366,334 | -109,912 | $1,236,145 |
| TEAM | 7,366,334 | -109,912 | $1,236,145 |
| Advanced Micro Devices Inc |
10,332,624 | +1,604,334 | $1,176,989 |
| AMD | 10,332,624 | +1,604,334 | $1,176,989 |
| NIO Inc ADR |
119,456,115 | -676,501 | $1,157,530 |
| NIO | 119,456,115 | -676,501 | $1,157,530 |
| Roblox |
28,549,298 | -454,363 | $1,150,537 |
| RBLX | 28,549,298 | -454,363 | $1,150,537 |
| Meta Platforms Inc |
3,822,930 | +876,162 | $1,097,104 |
| META | 3,822,930 | +876,162 | $1,097,104 |
| CoStar Group |
11,934,044 | -406,931 | $1,062,130 |
| CSGP | 11,934,044 | -406,931 | $1,062,130 |
| Datadog |
10,391,637 | +4,296,835 | $1,022,329 |
| DDOG | 10,391,637 | +4,296,835 | $1,022,329 |
| Mastercard Inc Class A |
2,458,824 | -42,404 | $967,055 |
| MA | 2,458,824 | -42,404 | $967,055 |
| Service Corp.Intl. |
14,956,508 | -278,306 | $966,041 |
| SCI | 14,956,508 | -278,306 | $966,041 |
| Alphabet Inc Class C |
7,855,055 | -149,376 | $950,226 |
| GOOG | 7,855,055 | -149,376 | $950,226 |
| Nu Holdings Ltd. |
119,788,669 | -5,679,471 | $945,133 |
| NU | 119,788,669 | -5,679,471 | $945,133 |
| Doordash Inc |
12,254,555 | +2,527,951 | $936,493 |
| DASH | 12,254,555 | +2,527,951 | $936,493 |
| Ryanair ADR |
8,262,199 | +273,942 | $913,799 |
| RYAAY | 8,262,199 | +273,942 | $913,799 |
 Petrobras Common ADR |
$883,682 | ||
| PBR | 55,335,342 | -2,338,361 | $765,288 |
| PBR.A | 9,571,088 | -449,126 | $118,394 |
| BioNTech ADR |
7,450,298 | -90,614 | $804,111 |
| BNTX | 7,450,298 | -90,614 | $804,111 |
| Snowflake Inc |
4,443,710 | -125,715 | $782,004 |
| SNOW | 4,443,710 | -125,715 | $782,004 |
| Watsco Inc |
1,937,626 | -44,011 | $739,146 |
| WSO | 1,937,626 | -44,011 | $739,146 |
| TSMC ADR |
6,959,347 | -133,009 | $702,337 |
| TSM | 6,959,347 | -133,009 | $702,337 |
| Analog Devices |
3,483,252 | -42,827 | $678,572 |
| ADI | 3,483,252 | -42,827 | $678,572 |
| AJ Gallagher & Co |
2,941,709 | -1,606,857 | $645,911 |
| AJG | 2,941,709 | -1,606,857 | $645,911 |
| Chewy Inc |
16,070,707 | -457,971 | $634,311 |
| CHWY | 16,070,707 | -457,971 | $634,311 |
| Wix Com |
7,943,960 | -79,992 | $621,535 |
| WIX | 7,943,960 | -79,992 | $621,535 |
| Duolingo Inc |
4,275,077 | -192,547 | $611,080 |
| DUOL | 4,275,077 | -192,547 | $611,080 |
| Samsara |
21,419,199 | +2,606,137 | $593,526 |
| IOT | 21,419,199 | +2,606,137 | $593,526 |
| BeiGene Ltd |
3,283,304 | -34,058 | $585,413 |
| BGNE | 3,283,304 | -34,058 | $585,413 |
| S&P Global Inc |
1,425,005 | -34,192 | $571,270 |
| SPGI | 1,425,005 | -34,192 | $571,270 |
| Royalty Pharma |
18,500,588 | -418,162 | $568,708 |
| RPRX | 18,500,588 | -418,162 | $568,708 |
See Full List: All Stocks Held By Baillie Gifford & Co.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Baillie Gifford & Co.
|
Size ($ in 1000's)
At 06/30/2023: $117,640,865 At 03/31/2023: $110,831,960 Combined Holding Report Includes:
Baillie Gifford & Co. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baillie Gifford & Co. 13F filings. Link to 13F filings: SEC filings |
