Baillie Gifford 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Baillie Gifford disclosed 264 US equity positions worth $123.3bn in its Q2 2025 13F filing. The largest position was MELI at 20.6% of the reported book, followed by AMZN and SE. Against the Q1 2025 filing, it opened 1 new position, added to 11 and reduced 37 among the top 50 holdings.
What did Baillie Gifford own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MercadoLibre | Consumer Cyclical | 20.6% | $25.4bn | 3,505,672 | -7% | reduced |
| 2 | AMZN Amazon.Com | Consumer Cyclical | 11.3% | $14.0bn | 33,294,360 | -4% | reduced |
| 3 | SE Sea Ltd ADR | Consumer Cyclical | 5.1% | $6.3bn | 41,623,294 | 5% | added |
| 4 | NET Cloudflare Inc | Technology | 4.2% | $5.2bn | 25,525,131 | -7% | reduced |
| 5 | TTD The Trade Desk | Communication Services | 4.2% | $5.1bn | 30,702,638 | -2% | reduced |
| 6 | DDOG Datadog | Technology | 3.1% | $3.8bn | 11,957,462 | -3% | reduced |
| 7 | RACE Ferrari NV | Consumer Cyclical | 2.4% | $3.0bn | 4,256,100 | -8% | reduced |
| 8 | META Meta Platforms Inc | Communication Services | 2.0% | $2.5bn | 5,453,213 | -7% | reduced |
| 9 | NVDA NVIDIA | Technology | 2.0% | $2.4bn | 49,063,121 | 5% | added |
| 10 | NFLX Netflix Inc | Communication Services | 1.8% | $2.2bn | 3,903,505 | -3% | reduced |
| 11 | MSFT Microsoft | Technology | 1.5% | $1.9bn | 6,029,276 | -14% | reduced |
| 12 | PDD PDD Holdings Inc | Consumer Cyclical | 1.5% | $1.9bn | 34,372,712 | -14% | reduced |
| 13 | DASH Doordash Inc | Consumer Cyclical | 1.3% | $1.7bn | 8,988,826 | -25% | reduced |
| 14 | RIVN Rivian Automotive Inc | Consumer Cyclical | 1.3% | $1.6bn | 47,584,480 | -2% | reduced |
| 15 | SCI Service Corp.Intl. | Consumer Cyclical | 1.3% | $1.6bn | 10,000,054 | -2% | reduced |
| 16 | RPRX Royalty Pharma | Healthcare | 1.0% | $1.3bn | 18,020,455 | 34% | added |
| 17 | DUOL Duolingo Inc | Technology | 1.0% | $1.2bn | 2,198,891 | -11% | reduced |
| 18 | PODD Insulet | Healthcare | 1.0% | $1.2bn | 2,135,068 | -5% | reduced |
| 19 | FMX Fomento Economico Mexicano Sab ADR | 0.9% | $1.2bn | 4,257,335 | -0% | held | |
| 20 | MA Mastercard Inc-Class A | Financial Services | 0.9% | $1.1bn | 1,591,049 | -2% | reduced |
| 21 | RBLX Roblox | Communication Services | 0.9% | $1.1bn | 26,378,405 | -4% | reduced |
| 22 | ALNY Alnylam Pharmaceuticals | Healthcare | 0.9% | $1.1bn | 3,031,891 | -17% | reduced |
| 23 | Copa Holdings S A | 0.9% | $1.1bn | 2,903,095 | -3% | reduced | |
| 24 | MRNA Moderna Inc | Healthcare | 0.8% | $994.6m | 22,094,124 | -11% | reduced |
| 25 | CPNG Coupang | Consumer Cyclical | 0.8% | $982.2m | 160,899,909 | 4% | added |
| 26 | SQM SQM ADR | Basic Materials | 0.8% | $948.2m | 9,230,909 | -2% | reduced |
| 27 | HDB HDFC Bank ADR | Financial Services | 0.7% | $905.1m | 3,453,709 | -3% | reduced |
| 28 | TSLA Tesla Inc | Consumer Cyclical | 0.7% | $873.0m | 1,700,116 | -4% | reduced |
| 29 | APP AppLovin | Communication Services | 0.7% | $858.6m | 6,400,229 | 21% | added |
| 30 | NU Nu Holdings Ltd. | Financial Services | 0.7% | $824.3m | 260,981,788 | -2% | reduced |
| 31 | GOOG Alphabet Inc Class C | Communication Services | 0.6% | $782.5m | 2,969,828 | -4% | reduced |
| 32 | ENPH Enphase Energy Inc | Technology | 0.6% | $778.2m | 8,977,315 | -19% | reduced |
| 33 | RDDT Reddit | Communication Services | 0.6% | $777.8m | 6,482,328 | 764% | added |
| 34 | CBRE Cbre Group Inc | Real Estate | 0.6% | $757.8m | 2,997,219 | -3% | reduced |
| 35 | CSGP CoStar Group | Real Estate | 0.5% | $652.2m | 8,540,369 | 1% | added |
| 36 | TEM Tempus Ai Inc | Healthcare | 0.5% | $610.9m | 12,094,029 | – | new |
| 37 | IOT Samsara | Technology | 0.5% | $593.9m | 43,893,738 | 24% | added |
| 38 | Kaspi.kz ADR | 0.5% | $579.0m | 5,031,214 | -4% | reduced | |
| 39 | MakeMyTrip | 0.5% | $560.3m | 5,716,130 | 11% | added | |
| 40 | DXCM Dexcom Inc | Healthcare | 0.4% | $537.4m | 16,705,195 | 18% | added |
| 41 | SPGI S&P Global Inc | Financial Services | 0.4% | $524.8m | 773,670 | -3% | reduced |
| 42 | W Wayfair Inc Class A | Consumer Cyclical | 0.4% | $521.3m | 5,664,163 | -4% | reduced |
| 43 | WDAY Workday Inc | Technology | 0.4% | $509.7m | 1,606,807 | -71% | reduced |
| 44 | ODD Oddity | Consumer Defensive | 0.4% | $485.5m | 6,117,671 | -2% | reduced |
| 45 | XYZ Block Inc | Technology | 0.4% | $485.4m | 12,012,644 | -4% | reduced |
| 46 | WIX Wix Com | Technology | 0.4% | $472.8m | 2,983,935 | -8% | reduced |
| 47 | SHOP Shopify 'A' | Technology | 0.4% | $460.9m | 37,748,072 | -32% | reduced |
| 48 | RYAAY Ryanair ADR | Industrials | 0.3% | $423.5m | 15,820,053 | -17% | reduced |
| 49 | DKNG DraftKings Inc | Consumer Cyclical | 0.3% | $416.1m | 7,931,263 | -5% | reduced |
| 50 | DE Deere & Co | Industrials | 0.3% | $415.8m | 553,898 | 21% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.