Baillie Gifford & CO Portfolio Holdings

Baillie Gifford & CO

  • $128 Billion
  • Q2 2025

Baillie Gifford & CO has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 911 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $9.16B, Nvidia Corp with a value of $7.75B, Spotify Technology S.A. with a value of $7.39B, Amazon Com Inc with a value of $7.3B, and Sea LTD with a value of $6.66B.

Examining the 13F form we can see an increase of $16.8B in the current position value, from $111B to 128B.

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

Portfolio value $128 Billion
Consumer Cyclical: $38.5 Billion
Technology: $37.1 Billion
Communication Services: $23.1 Billion
Healthcare: $10.5 Billion
Financial Services: $8.21 Billion
Industrials: $4.79 Billion
Consumer Defensive: $2.19 Billion
Basic Materials: $1.27 Billion
Other: $1.72 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118B
$9.16 Billion 7.17% of portfolio
3,505,672
Q2 2025 Reduced 7.37%
$419B
$7.75 Billion 6.07% of portfolio
49,063,121
Q2 2025 Added 4.63%
$139B
$7.39 Billion 5.78% of portfolio
9,628,910
Q2 2025 Reduced 11.16%
$2.4T
$7.3 Billion 5.72% of portfolio
33,294,360
Q2 2025 Reduced 4.41%
$107B
$6.66 Billion 5.21% of portfolio
41,623,294
Q2 2025 Added 5.31%
$554B
$5.23 Billion 4.09% of portfolio
3,903,505
Q2 2025 Reduced 3.25%
$61.7B
$5 Billion 3.91% of portfolio
25,525,131
Q2 2025 Reduced 6.93%
$50.1B
$4.82 Billion 3.77% of portfolio
160,899,909
Q2 2025 Added 3.63%
$174B
$4.35 Billion 3.41% of portfolio
37,748,072
Q2 2025 Reduced 32.45%
$1.69T
$4.02 Billion 3.15% of portfolio
5,453,213
Q2 2025 Reduced 7.15%
$158B
$3.6 Billion 2.82% of portfolio
34,372,712
Q2 2025 Reduced 14.17%
$54.2B
$3.58 Billion 2.8% of portfolio
260,981,788
Q2 2025 Reduced 1.58%
$3.71T
$3 Billion 2.35% of portfolio
6,029,276
Q2 2025 Reduced 14.14%
$70.1B
$2.78 Billion 2.17% of portfolio
26,378,405
Q2 2025 Reduced 4.0%
$160B
$2.24 Billion 1.75% of portfolio
6,400,229
Q2 2025 Added 21.44%
$23.1B
$2.21 Billion 1.73% of portfolio
30,702,638
Q2 2025 Reduced 2.26%
$87.5B
$2.09 Billion 1.64% of portfolio
4,256,100
Q2 2025 Reduced 7.95%
$4.6B
$1.75 Billion 1.37% of portfolio
43,893,738
Q2 2025 Added 24.42%
$166B
$1.69 Billion 1.32% of portfolio
3,114,665
Q2 2025 Reduced 1.89%
$39.7B
$1.61 Billion 1.26% of portfolio
11,957,462
Q2 2025 Reduced 2.58%
$30.1B
$1.46 Billion 1.14% of portfolio
16,705,195
Q2 2025 Added 17.81%
$56B
$989 Million 0.77% of portfolio
3,031,891
Q2 2025 Reduced 17.11%
$7.23B
$967 Million 0.76% of portfolio
7,770,771
Q2 2025 Reduced 2.12%
$8.3B
$902 Million 0.71% of portfolio
2,198,891
Q2 2025 Reduced 11.25%
$13.6B
$912 Million 0.71% of portfolio
15,820,053
Q2 2025 Reduced 16.95%
$560B
$894 Million 0.7% of portfolio
1,591,049
Q2 2025 Reduced 2.49%
$75.3B
$870 Million 0.68% of portfolio
2,237,022
Q2 2025 Reduced 2.87%
$24.9B
$856 Million 0.67% of portfolio
8,038,872
Q2 2025 Reduced 1.48%
$12.5B
$814 Million 0.64% of portfolio
10,000,054
Q2 2025 Reduced 2.3%
$35.8B
$687 Million 0.54% of portfolio
8,540,369
Q2 2025 Added 1.23%
$30.3B
$687 Million 0.54% of portfolio
12,012,644
Q2 2025 Reduced 4.31%
$24.3B
$671 Million 0.53% of portfolio
2,135,068
Q2 2025 Reduced 5.14%
$39.1B
$676 Million 0.53% of portfolio
1,230,943
Q2 2025 Reduced 1.93%
$12.4B
$654 Million 0.51% of portfolio
47,584,480
Q2 2025 Reduced 1.97%
$15.6B
$649 Million 0.51% of portfolio
18,020,455
Q2 2025 Added 34.46%
$72.5B
$637 Million 0.5% of portfolio
2,848,124
Q2 2025 Reduced 2.75%
$9.71B
$610 Million 0.48% of portfolio
22,094,124
Q2 2025 Reduced 11.44%
$8.16B
$557 Million 0.44% of portfolio
52,824,729
Q2 2025 Reduced 1.95%
$5.92B
$552 Million 0.43% of portfolio
1,938,698
Q2 2025 Reduced 2.09%
$80.5B
$550 Million 0.43% of portfolio
148,109
Q2 2025 Reduced 2.31%
$1.09T
$540 Million 0.42% of portfolio
1,700,116
Q2 2025 Reduced 3.51%
$1.43T
$527 Million 0.41% of portfolio
2,969,828
Q2 2025 Reduced 4.37%
$2.67B
$522 Million 0.41% of portfolio
13,440,113
Q2 2025 Reduced 1.94%
$19.8B
$521 Million 0.41% of portfolio
7,532,410
Q2 2025 Reduced 16.34%
$1.28T
$513 Million 0.4% of portfolio
2,265,239
Q2 2025 Reduced 9.21%
$79.8B
$505 Million 0.4% of portfolio
40,397,064
Q2 2025 Reduced 21.94%
$5.65B
$492 Million 0.39% of portfolio
5,716,130
Q2 2025 Added 10.88%
$8.8B
$473 Million 0.37% of portfolio
2,983,935
Q2 2025 Reduced 7.54%
$177B
$455 Million 0.36% of portfolio
2,335,618
Q2 2025 Reduced 2.42%

Summary

  • Portfolio
  • No. of Stocks 911
  • Current Value $128 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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