BAILLIE GIFFORD & CO Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$120.3B
Holdings
266
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (266 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA | 43,867,705 | $8.2B | 6.80% | |
| 2 | MLB1MercadoLibre | 3,481,563 | $7.0B | 5.83% | |
| 3 | AMZNAmazon.Com | 29,387,070 | $6.8B | 5.64% | |
| 4 | SHOPShopify 'A' | 31,204,012 | $5.0B | 4.17% | |
| 5 | SESea Ltd ADR | 38,758,791 | $4.9B | 4.11% | |
| 6 | SPOTSpotify Technology SA | 8,331,104 | $4.8B | 4.02% | |
| 7 | NUNu Holdings Ltd. | 257,256,952 | $4.3B | 3.58% | |
| 8 | APPAppLovin | 6,166,349 | $4.2B | 3.45% | |
| 9 | PDDPDD Holdings Inc | 31,032,323 | $3.5B | 2.92% | |
| 10 | NFLXNetflix Inc | 36,940,035 | $3.5B | 2.88% | |
| 11 | CPNGCoupang | 146,122,094 | $3.4B | 2.86% | |
| 12 | NETCloudflare Inc | 16,823,947 | $3.3B | 2.76% | |
| 13 | METAMeta Platforms Inc | 4,399,233 | $2.9B | 2.41% | |
| 14 | MSFTMicrosoft | 5,544,839 | $2.7B | 2.23% | |
| 15 | DASHDoordash Inc | 7,970,062 | $1.8B | 1.50% | |
| 16 | RBLXRoblox | 21,543,528 | $1.7B | 1.45% | |
| 17 | IOTSamsara | 47,660,513 | $1.7B | 1.40% | |
| 18 | RACEFerrari NV | 3,889,983 | $1.5B | 1.21% | |
| 19 | ISRGIntuitive Surgical | 2,551,357 | $1.4B | 1.20% | |
| 20 | RDDTReddit | 5,980,918 | $1.4B | 1.14% | |
| 21 | TEAMAtlassian Corp Plc | 8,431,802 | $1.4B | 1.14% | |
| 22 | 6RJ0Rocket Lab Corp | 17,851,446 | $1.2B | 1.03% | |
| 23 | GOOGAlphabet Inc Class C | 3,750,936 | $1.2B | 0.98% | |
| 24 | ALNYAlnylam Pharmaceuticals | 2,600,979 | $1.0B | 0.86% | |
| 25 | DC4Dexcom Inc | 15,552,587 | $1.0B | 0.86% | |
| 26 | AXONAxon Enterprise Inc | 1,642,578 | $932.9M | 0.78% | |
| 27 | CSGPCoStar Group | 12,933,185 | $869.6M | 0.72% | |
| 28 | RIVNRivian Automotive Inc | 43,781,355 | $862.9M | 0.72% | |
| 29 | DUOLDuolingo Inc | 4,861,445 | $853.2M | 0.71% | |
| 30 | TTDThe Trade Desk | 22,305,995 | $846.7M | 0.70% | |
| 31 | MAMastercard Inc-Class A | 1,464,206 | $835.9M | 0.69% | |
| 32 | RYAAYRyanair ADR | 11,343,819 | $818.9M | 0.68% | |
| 33 | ENSGThe Ensign Group | 4,569,254 | $796.0M | 0.66% | |
| 34 | SYMSymbotic | 12,441,000 | $740.2M | 0.62% | |
| 35 | MLMMartin Marietta Materials | 1,159,375 | $721.9M | 0.60% | |
| 36 | SCIService Corp.Intl. | 9,161,409 | $714.3M | 0.59% | |
| 37 | ELVElevance Health Inc | 1,977,899 | $693.4M | 0.58% | |
| 38 | RPRXRoyalty Pharma | 17,008,768 | $657.2M | 0.55% | |
| 39 | JOBYJoby Aviation Inc | 49,570,755 | $654.3M | 0.54% | |
| 40 | XYZBlock Inc | 9,875,845 | $642.8M | 0.53% | |
| 41 | MRNAModerna Inc | 20,580,514 | $606.9M | 0.50% | |
| 42 | TSLATesla Inc | 1,342,801 | $603.9M | 0.50% | |
| 43 | SNOWSnowflake Inc | 2,735,752 | $600.1M | 0.50% | |
| 44 | GOOGLAlphabet Inc Class A | 1,907,296 | $597.0M | 0.50% | |
| 45 | PODDInsulet | 2,048,369 | $582.2M | 0.48% | |
| 46 | ELFe.l.f. Beauty | 7,177,659 | $545.8M | 0.45% | |
| 47 | DDOGDatadog | 3,961,509 | $538.7M | 0.45% | |
| 48 | TEMTempus Ai Inc | 8,741,442 | $516.2M | 0.43% | |
| 49 | GHGuardant Health | 4,890,026 | $499.5M | 0.42% | |
| 50 | MSCIMSCI | 846,844 | $485.9M | 0.40% | |
| 51 | FTAIFTAI Aviation | 2,286,363 | $450.1M | 0.37% | |
| 52 | TMOThermo Fisher Scientific | 770,868 | $446.7M | 0.37% | |
| 53 | DGDollar General Corp | 3,316,155 | $440.3M | 0.37% | |
| 54 | MDLNMedline Inc | 10,410,371 | $437.2M | 0.36% | |
| 55 | CBRECbre Group Inc | 2,687,007 | $432.0M | 0.36% | |
| 56 | SQMSQM ADR | 6,233,717 | $428.9M | 0.36% | |
| 57 | MMYTMakeMyTrip | 5,155,036 | $423.3M | 0.35% | |
| 58 | BAPCredicorp | 1,432,893 | $411.2M | 0.34% | |
| 59 | AFRMAffirm Holdings Inc Class A | 5,482,943 | $408.1M | 0.34% | |
| 60 | TSMTSMC ADR | 1,336,491 | $406.1M | 0.34% | |
| 61 | MKLMarkel Corp | 188,437 | $405.1M | 0.34% | |
| 62 | WWayfair Inc Class A | 4,002,104 | $401.8M | 0.33% | |
| 63 | SPGIS&P Global Inc | 724,613 | $378.7M | 0.31% | |
| 64 | TXNTexas Instruments | 2,177,897 | $377.8M | 0.31% | |
| 65 | KSPIKaspi.kz ADR | 4,673,083 | $365.1M | 0.30% | |
| 66 | FMXFomento Economico Mexicano Sab ADR | 3,496,366 | $353.4M | 0.29% | |
| 67 | MCOMoody's Corp | 687,046 | $351.0M | 0.29% | |
| 68 | PBRPetrobras Common ADR | 29,523,522 | $349.9M | 0.29% | |
| 69 | CPACopa Holdings S A | 2,747,078 | $331.3M | 0.28% | |
| 70 | WMSAdvanced Drainage Systems | 2,244,014 | $325.0M | 0.27% | |
| 71 | UBERUber Technologies | 3,961,818 | $323.7M | 0.27% | |
| 72 | BNBrookfield Corp | 7,013,657 | $321.9M | 0.27% | |
| 73 | WDAYWorkday Inc | 1,464,991 | $314.6M | 0.26% | |
| 74 | WSOWatsco Inc | 917,492 | $309.1M | 0.26% | |
| 75 | MEDPMedpace Holdings | 547,078 | $307.3M | 0.26% | |
| 76 | WIXWix Com | 2,854,611 | $296.6M | 0.25% | |
| 77 | AZOAutoZone | 86,142 | $292.1M | 0.24% | |
| 78 | AURAurora Innovation Class A Common | 74,584,590 | $286.4M | 0.24% | |
| 79 | ODDOddity | 7,122,641 | $286.2M | 0.24% | |
| 80 | JPXAeroVironment | 1,179,811 | $285.4M | 0.24% | |
| 81 | QXOQXO | 14,735,164 | $284.2M | 0.24% | |
| 82 | CRMSalesforce.com | 1,062,815 | $281.5M | 0.23% | |
| 83 | PENPenumbra Inc | 876,325 | $272.5M | 0.23% | |
| 84 | PAYCPaycom Software | 1,638,894 | $261.2M | 0.22% | |
| 85 | DKNGDraftKings Inc | 7,454,948 | $256.9M | 0.21% | |
| 86 | FIXComfort Systems USA | 274,742 | $256.4M | 0.21% | |
| 87 | ONOn Semiconductor Corp | 4,725,516 | $255.9M | 0.21% | |
| 88 | EPAMEpam Systems Inc | 1,193,056 | $244.4M | 0.20% | |
| 89 | DEDeere & Co | 524,786 | $244.3M | 0.20% | |
| 90 | GRABGrab Holdings | 46,212,934 | $230.6M | 0.19% | |
| 91 | TMETencent Music Entertainment ADR | 13,042,381 | $228.6M | 0.19% | |
| 92 | AJGAJ Gallagher & Co | 865,260 | $223.9M | 0.19% | |
| 93 | SNSharkNinja | 1,988,633 | $222.5M | 0.18% | |
| 94 | FIGFigma Inc | 5,763,613 | $215.4M | 0.18% | |
| 95 | ETNEaton | 673,840 | $214.6M | 0.18% | |
| 96 | ILMNIllumina | 1,626,776 | $213.4M | 0.18% | |
| 97 | FNFabrinet | 464,564 | $211.5M | 0.18% | |
| 98 | NYTNew York Times Co | 3,025,119 | $210.0M | 0.17% | |
| 99 | HDBHDFC Bank ADR | 5,746,819 | $210.0M | 0.17% | |
| 100 | ADSKAutodesk | 706,289 | $209.1M | 0.17% |
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