Baillie Gifford 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Baillie Gifford disclosed 265 US equity positions worth $153.0bn in its Q3 2025 13F filing. The largest position was MELI at 17.3% of the reported book, followed by SE and CPNG. Against the Q2 2025 filing, it opened 0 new positions, added to 4 and reduced 46 among the top 50 holdings.
What did Baillie Gifford own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MercadoLibre | Consumer Cyclical | 17.3% | $26.4bn | 3,317,443 | -5% | reduced |
| 2 | SE Sea Ltd ADR | Consumer Cyclical | 15.6% | $23.8bn | 40,090,290 | -4% | reduced |
| 3 | CPNG Coupang | Consumer Cyclical | 9.4% | $14.3bn | 150,382,707 | -7% | reduced |
| 4 | AMZN Amazon.Com | Consumer Cyclical | 8.4% | $12.8bn | 31,659,114 | -5% | reduced |
| 5 | PDD PDD Holdings Inc | Consumer Cyclical | 6.6% | $10.1bn | 31,799,003 | -7% | reduced |
| 6 | SHOP Shopify 'A' | Technology | 3.7% | $5.7bn | 35,443,787 | -6% | reduced |
| 7 | TTD The Trade Desk | Communication Services | 2.1% | $3.2bn | 29,115,119 | -5% | reduced |
| 8 | NVDA NVIDIA | Technology | 1.9% | $3.0bn | 46,549,296 | -5% | reduced |
| 9 | META Meta Platforms Inc | Communication Services | 1.6% | $2.4bn | 5,290,228 | -3% | reduced |
| 10 | NET Cloudflare Inc | Technology | 1.3% | $2.0bn | 21,848,740 | -14% | reduced |
| 11 | NFLX Netflix Inc | Communication Services | 1.2% | $1.9bn | 3,649,047 | -7% | reduced |
| 12 | MSFT Microsoft | Technology | 1.2% | $1.8bn | 5,860,839 | -3% | reduced |
| 13 | TSM TSMC ADR | Technology | 1.1% | $1.6bn | 1,564,060 | -31% | reduced |
| 14 | DASH Doordash Inc | Consumer Cyclical | 1.0% | $1.5bn | 8,268,768 | -8% | reduced |
| 15 | NU Nu Holdings Ltd. | Financial Services | 0.9% | $1.4bn | 251,459,587 | -4% | reduced |
| 16 | APP AppLovin | Communication Services | 0.9% | $1.4bn | 6,245,960 | -2% | reduced |
| 17 | RBLX Roblox | Communication Services | 0.9% | $1.3bn | 23,296,603 | -12% | reduced |
| 18 | ALNY Alnylam Pharmaceuticals | Healthcare | 0.9% | $1.3bn | 2,789,356 | -8% | reduced |
| 19 | CSGP CoStar Group | Real Estate | 0.9% | $1.3bn | 8,241,642 | -3% | reduced |
| 20 | TSLA Tesla Inc | Consumer Cyclical | 0.8% | $1.2bn | 1,657,487 | -3% | reduced |
| 21 | GOOG Alphabet Inc Class C | Communication Services | 0.7% | $1.0bn | 2,906,948 | -2% | reduced |
| 22 | DXCM Dexcom Inc | Healthcare | 0.6% | $979.6m | 15,882,168 | -5% | reduced |
| 23 | SCI Service Corp.Intl. | Consumer Cyclical | 0.6% | $955.7m | 9,689,267 | -3% | reduced |
| 24 | MakeMyTrip | 0.6% | $943.5m | 5,040,061 | -12% | reduced | |
| 25 | FMX Fomento Economico Mexicano Sab ADR | 0.6% | $925.3m | 3,752,745 | -12% | reduced | |
| 26 | DUOL Duolingo Inc | Technology | 0.6% | $922.6m | 2,827,834 | 29% | added |
| 27 | SPOT Spotify Technology SA | Communication Services | 0.5% | $740.2m | 8,695,348 | -10% | reduced |
| 28 | FIX Comfort Systems USA | Industrials | 0.5% | $704.9m | 412,784 | -5% | reduced |
| 29 | DG Dollar General Corp | Consumer Defensive | 0.4% | $634.7m | 3,247,432 | -3% | reduced |
| 30 | WSO Watsco Inc | Industrials | 0.4% | $594.3m | 944,086 | -3% | reduced |
| 31 | DDOG Datadog | Technology | 0.4% | $593.9m | 11,413,479 | -5% | reduced |
| 32 | IOT Samsara | Technology | 0.3% | $529.4m | 41,451,960 | -6% | reduced |
| 33 | WIX Wix Com | Technology | 0.3% | $513.7m | 2,892,145 | -3% | reduced |
| 34 | ELV Elevance Health Inc | Healthcare | 0.3% | $507.5m | 2,166,914 | -3% | reduced |
| 35 | MA Mastercard Inc-Class A | Financial Services | 0.3% | $506.6m | 1,559,732 | -2% | reduced |
| 36 | XYZ Block Inc | Technology | 0.3% | $503.7m | 11,655,303 | -3% | reduced |
| 37 | SN SharkNinja | Consumer Cyclical | 0.3% | $476.9m | 2,041,075 | -5% | reduced |
| 38 | SPGI S&P Global Inc | Financial Services | 0.3% | $470.0m | 760,240 | -2% | reduced |
| 39 | FTAI Aviation | 0.3% | $456.8m | 2,427,732 | -6% | reduced | |
| 40 | SNOW Snowflake Inc | Technology | 0.3% | $445.7m | 2,795,556 | -2% | reduced |
| 41 | ENSG The Ensign Group | Healthcare | 0.3% | $427.6m | 2,818,609 | 96% | added |
| 42 | MNDY monday.com | Technology | 0.3% | $411.5m | 708,278 | 137% | added |
| 43 | GH Guardant Health | Healthcare | 0.3% | $405.4m | 5,127,692 | 7% | added |
| 44 | MLM Martin Marietta Materials | Basic Materials | 0.3% | $402.7m | 1,195,794 | -3% | reduced |
| 45 | DNLI Denali Therapeutics | Healthcare | 0.3% | $402.1m | 11,591,585 | -3% | reduced |
| 46 | TEM Tempus Ai Inc | Healthcare | 0.3% | $392.7m | 9,692,441 | -20% | reduced |
| 47 | AVAV AeroVironment | Industrials | 0.2% | $382.1m | 1,783,679 | -8% | reduced |
| 48 | Copa Holdings S A | 0.2% | $368.4m | 2,765,296 | -5% | reduced | |
| 49 | AAPL Apple | Technology | 0.2% | $353.9m | 710,870 | -2% | reduced |
| 50 | DOCS Doximity Inc | Healthcare | 0.2% | $351.8m | 3,849,762 | -2% | reduced |
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.