Baillie Gifford & CO Portfolio Holdings

Baillie Gifford & CO

  • $128 Billion
  • Q3 2025

Baillie Gifford & CO has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 905 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.69B, Mercadolibre Inc with a value of $7.75B, Sea LTD with a value of $7.17B, Amazon Com Inc with a value of $6.95B, and Spotify Technology S.A. with a value of $6.07B.

Examining the 13F form we can see an increase of $160M in the current position value, from $128B to 128B.

Below you can find more details about Baillie Gifford & CO portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
Technology: $39.4 Billion
Consumer Cyclical: $37.8 Billion
Communication Services: $21.5 Billion
Healthcare: $9.71 Billion
Financial Services: $8.8 Billion
Industrials: $5.18 Billion
Consumer Defensive: $2.1 Billion
Basic Materials: $1.42 Billion
Other: $1.74 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$8.69 Billion 6.79% of portfolio
46,549,296
Q3 2025 Reduced 5.12%
$103B
$7.75 Billion 6.06% of portfolio
3,317,443
Q3 2025 Reduced 5.37%
$79.1B
$7.17 Billion 5.6% of portfolio
40,090,290
Q3 2025 Reduced 3.68%
$2.39T
$6.95 Billion 5.43% of portfolio
31,659,114
Q3 2025 Reduced 4.91%
$123B
$6.07 Billion 4.75% of portfolio
8,695,348
Q3 2025 Reduced 9.7%
$174B
$5.27 Billion 4.12% of portfolio
35,443,787
Q3 2025 Reduced 6.1%
$44.9B
$4.84 Billion 3.79% of portfolio
150,382,707
Q3 2025 Reduced 6.54%
$59.6B
$4.69 Billion 3.67% of portfolio
21,848,740
Q3 2025 Reduced 14.4%
$163B
$4.49 Billion 3.51% of portfolio
6,245,960
Q3 2025 Reduced 2.41%
$49.1B
$4.37 Billion 3.42% of portfolio
3,649,047
Q3 2025 Reduced 6.52%
$163B
$4.2 Billion 3.29% of portfolio
31,799,003
Q3 2025 Reduced 7.49%
$56.3B
$4.03 Billion 3.15% of portfolio
251,459,587
Q3 2025 Reduced 3.65%
$1.37T
$3.89 Billion 3.04% of portfolio
5,290,228
Q3 2025 Reduced 2.99%
$55.8B
$3.23 Billion 2.52% of portfolio
23,296,603
Q3 2025 Reduced 11.68%
$3.78T
$3.04 Billion 2.37% of portfolio
5,860,839
Q3 2025 Reduced 2.79%
$74.1B
$2.25 Billion 1.76% of portfolio
8,268,768
Q3 2025 Reduced 8.01%
$53.8B
$1.63 Billion 1.27% of portfolio
11,413,479
Q3 2025 Reduced 4.55%
$4.19B
$1.54 Billion 1.21% of portfolio
41,451,960
Q3 2025 Reduced 5.56%
$18.6B
$1.43 Billion 1.12% of portfolio
29,115,119
Q3 2025 Reduced 5.17%
$55.3B
$1.27 Billion 0.99% of portfolio
2,789,356
Q3 2025 Reduced 8.0%
$193B
$1.16 Billion 0.91% of portfolio
2,602,598
Q3 2025 Reduced 16.44%
$22.4B
$1.07 Billion 0.84% of portfolio
15,882,168
Q3 2025 Reduced 4.93%
$3.85B
$974 Million 0.76% of portfolio
7,349,678
Q3 2025 Reduced 5.42%
$5.67B
$910 Million 0.71% of portfolio
2,827,834
Q3 2025 Added 28.6%
$512B
$887 Million 0.69% of portfolio
1,559,732
Q3 2025 Reduced 1.97%
$8.76B
$814 Million 0.64% of portfolio
50,420,953
Q3 2025 Reduced 4.55%
$14.3B
$812 Million 0.63% of portfolio
13,485,567
Q3 2025 Reduced 14.76%
$12.6B
$806 Million 0.63% of portfolio
9,689,267
Q3 2025 Reduced 3.11%
$25B
$777 Million 0.61% of portfolio
7,879,359
Q3 2025 Reduced 1.98%
$37.2B
$754 Million 0.59% of portfolio
1,195,794
Q3 2025 Reduced 2.86%
$1.29T
$737 Million 0.58% of portfolio
1,657,487
Q3 2025 Reduced 2.51%
$1.74T
$708 Million 0.55% of portfolio
2,906,948
Q3 2025 Reduced 2.12%
$78.2B
$700 Million 0.55% of portfolio
2,166,914
Q3 2025 Reduced 3.13%
$27.7B
$695 Million 0.54% of portfolio
8,241,642
Q3 2025 Reduced 3.5%
$3.22B
$684 Million 0.53% of portfolio
12,683,739
Q3 2025 Reduced 5.63%
$13.3B
$660 Million 0.52% of portfolio
44,937,443
Q3 2025 Reduced 5.56%
$30.3B
$667 Million 0.52% of portfolio
11,655,303
Q3 2025 Reduced 2.97%
$23.1B
$646 Million 0.5% of portfolio
2,091,698
Q3 2025 Reduced 2.03%
$82.2B
$631 Million 0.49% of portfolio
2,795,556
Q3 2025 Reduced 1.85%
$17.1B
$613 Million 0.48% of portfolio
17,372,502
Q3 2025 Reduced 3.6%
$73.2B
$617 Million 0.48% of portfolio
143,931
Q3 2025 Reduced 2.82%
$9.69B
$564 Million 0.44% of portfolio
21,846,666
Q3 2025 Reduced 1.12%
$7.28B
$562 Million 0.44% of portfolio
1,783,679
Q3 2025 Reduced 8.0%
$7.2B
$514 Million 0.4% of portfolio
2,892,145
Q3 2025 Reduced 3.08%
$9.87B
$487 Million 0.38% of portfolio
2,818,609
Q3 2025 Added 96.2%
$49.4B
$446 Million 0.35% of portfolio
2,831,173
Q3 2025 Reduced 5.54%
$177B
$444 Million 0.35% of portfolio
2,283,802
Q3 2025 Reduced 2.22%
$1.46T
$437 Million 0.34% of portfolio
1,564,060
Q3 2025 Reduced 30.95%
$5.65B
$434 Million 0.34% of portfolio
5,040,061
Q3 2025 Reduced 11.83%

Summary

  • Portfolio
  • No. of Stocks 905
  • Current Value $128 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 187 stocks
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