HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MercadoLibre |
5,383,227 | -648,605 | $8,459,957 |
| MELI | 5,383,227 | -648,605 | $8,459,957 |
| NVIDIA |
13,771,912 | -9,855 | $6,820,126 |
| NVDA | 13,771,912 | -9,855 | $6,820,126 |
| Amazon.Com |
40,667,179 | -665,020 | $6,178,971 |
| AMZN | 40,667,179 | -665,020 | $6,178,971 |
| PDD Holdings Inc |
37,960,238 | +2,292,068 | $5,553,962 |
| PDD | 37,960,238 | +2,292,068 | $5,553,962 |
| Shopify &apos A&apos |
64,164,758 | +1,419,749 | $4,998,476 |
| SHOP | 64,164,758 | +1,419,749 | $4,998,476 |
| Tesla Inc |
18,693,754 | -3,604,862 | $4,645,024 |
| TSLA | 18,693,754 | -3,604,862 | $4,645,024 |
| Moderna Inc |
45,654,527 | +5,344 | $4,540,343 |
| MRNA | 45,654,527 | +5,344 | $4,540,343 |
| Spotify Technology SA |
23,657,094 | -1,165,028 | $4,445,405 |
| SPOT | 23,657,094 | -1,165,028 | $4,445,405 |
| The Trade Desk |
40,984,017 | -3,710,749 | $2,949,210 |
| TTD | 40,984,017 | -3,710,749 | $2,949,210 |
| Cloudflare Inc |
30,938,677 | -119,547 | $2,575,954 |
| NET | 30,938,677 | -119,547 | $2,575,954 |
| Netflix Inc |
4,840,542 | -482,908 | $2,356,763 |
| NFLX | 4,840,542 | -482,908 | $2,356,763 |
| Coupang |
145,524,128 | +25,843,034 | $2,356,036 |
| CPNG | 145,524,128 | +25,843,034 | $2,356,036 |
| Ferrari NV |
6,780,755 | -405,161 | $2,286,051 |
| RACE | 6,780,755 | -405,161 | $2,286,051 |
| Atlassian Corp Plc |
8,807,619 | +1,511,318 | $2,094,980 |
| TEAM | 8,807,619 | +1,511,318 | $2,094,980 |
| Dexcom Inc |
16,520,313 | -162,191 | $2,050,006 |
| DXCM | 16,520,313 | -162,191 | $2,050,006 |
| Microsoft |
5,143,453 | -250,076 | $1,934,144 |
| MSFT | 5,143,453 | -250,076 | $1,934,144 |
| Workday Inc |
6,972,854 | -112,934 | $1,924,926 |
| WDAY | 6,972,854 | -112,934 | $1,924,926 |
| Meta Platforms Inc |
5,353,425 | +1,077,738 | $1,894,898 |
| META | 5,353,425 | +1,077,738 | $1,894,898 |
| Advanced Micro Devices Inc |
10,149,830 | -122,762 | $1,496,186 |
| AMD | 10,149,830 | -122,762 | $1,496,186 |
| Elevance Health Inc |
3,087,904 | +27,986 | $1,456,132 |
| ELV | 3,087,904 | +27,986 | $1,456,132 |
| Moody&apos s Corp |
3,638,551 | -153,121 | $1,421,072 |
| MCO | 3,638,551 | -153,121 | $1,421,072 |
| Sea Ltd ADR |
34,183,394 | +8,045,977 | $1,384,427 |
| SE | 34,183,394 | +8,045,977 | $1,384,427 |
| Intuitive Surgical |
4,068,034 | -26,001 | $1,372,392 |
| ISRG | 4,068,034 | -26,001 | $1,372,392 |
| Alnylam Pharmaceuticals |
6,967,097 | -1,196,042 | $1,333,572 |
| ALNY | 6,967,097 | -1,196,042 | $1,333,572 |
| Martin Marietta Materials |
2,635,125 | -126,063 | $1,314,690 |
| MLM | 2,635,125 | -126,063 | $1,314,690 |
| Roblox |
27,739,346 | -406,503 | $1,268,243 |
| RBLX | 27,739,346 | -406,503 | $1,268,243 |
| Doordash Inc |
12,775,622 | +772,977 | $1,263,381 |
| DASH | 12,775,622 | +772,977 | $1,263,381 |
| Ryanair ADR |
9,389,236 | +1,197,812 | $1,252,149 |
| RYAAY | 9,389,236 | +1,197,812 | $1,252,149 |
| Datadog |
9,920,366 | -230,323 | $1,204,134 |
| DDOG | 9,920,366 | -230,323 | $1,204,134 |
| NIO Inc ADR |
114,635,802 | -268,515 | $1,039,747 |
| NIO | 114,635,802 | -268,515 | $1,039,747 |
| Alphabet Inc Class C |
7,133,192 | -482,103 | $1,005,281 |
| GOOG | 7,133,192 | -482,103 | $1,005,281 |
| Mastercard Inc Class A |
2,317,173 | -92,615 | $988,297 |
| MA | 2,317,173 | -92,615 | $988,297 |
| Service Corp.Intl. |
14,050,225 | -570,479 | $961,738 |
| SCI | 14,050,225 | -570,479 | $961,738 |
| Wix Com |
7,788,745 | -118,845 | $958,171 |
| WIX | 7,788,745 | -118,845 | $958,171 |
| Nu Holdings Ltd. |
114,768,499 | -3,373,759 | $956,022 |
| NU | 114,768,499 | -3,373,759 | $956,022 |
| BioNTech ADR |
8,689,182 | +86,343 | $917,056 |
| BNTX | 8,689,182 | +86,343 | $917,056 |
| Affirm Holdings Inc Class A |
17,983,039 | -1,042,254 | $883,687 |
| AFRM | 17,983,039 | -1,042,254 | $883,687 |
 Petrobras Common ADR |
$875,766 | ||
| PBR | 46,720,807 | -2,722,693 | $746,131 |
| PBR.A | 8,483,987 | -432,830 | $129,635 |
| Elastic |
7,764,370 | +211,896 | $875,044 |
| ESTC | 7,764,370 | +211,896 | $875,044 |
| Snowflake Inc |
4,236,152 | -149,189 | $842,994 |
| SNOW | 4,236,152 | -149,189 | $842,994 |
| CoStar Group |
9,524,096 | -2,114,502 | $832,311 |
| CSGP | 9,524,096 | -2,114,502 | $832,311 |
| Duolingo Inc |
3,593,426 | -895,203 | $815,169 |
| DUOL | 3,593,426 | -895,203 | $815,169 |
| Analog Devices |
3,794,215 | +397,753 | $753,379 |
| ADI | 3,794,215 | +397,753 | $753,379 |
| Samsara |
22,397,390 | -188,798 | $747,625 |
| IOT | 22,397,390 | -188,798 | $747,625 |
| Illumina |
5,275,769 | -5,194,534 | $734,598 |
| ILMN | 5,275,769 | -5,194,534 | $734,598 |
| TSMC ADR |
6,802,414 | -47,536 | $707,451 |
| TSM | 6,802,414 | -47,536 | $707,451 |
| BeiGene Ltd |
3,866,449 | -5,149 | $697,353 |
| BGNE | 3,866,449 | -5,149 | $697,353 |
| HDFC Bank ADR |
9,636,983 | +76,505 | $646,738 |
| HDB | 9,636,983 | +76,505 | $646,738 |
| Watsco Inc |
1,476,317 | -404,781 | $632,558 |
| WSO | 1,476,317 | -404,781 | $632,558 |
| AJ Gallagher & Co |
2,713,709 | -113,158 | $610,259 |
| AJG | 2,713,709 | -113,158 | $610,259 |
See Full List: All Stocks Held By Baillie Gifford & Co.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Baillie Gifford & Co.
|
Size ($ in 1000's)
At 12/31/2023: $126,191,010 At 09/30/2023: $109,601,993 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 |
