Baillie Gifford & CO Reduced Holdings in Q2 2025

Baillie Gifford & CO

  • $128 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PDD
Pinduoduo Inc.

Consumer Cyclical
-5.67M
- 14.17%
$88.35 - $122.19 $501M - $693M
34.4M $3.6B
SHOP
Shopify Inc.

Technology
-18.1M
- 32.45%
$76.89 - $115.35 $1.39B - $2.09B
37.7M $4.35B
WDAY
Workday, Inc.

Technology
-4.02M
- 71.43%
$210.47 - $274.71 $845M - $1.1B
1.61M $386M
ENPH
Enphase Energy, Inc.

Technology
-2.08M
- 18.77%
$34.56 - $62.52 $71.7M - $130M
8.98M $356M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-11.4M
- 21.94%
$11.11 - $14.46 $126M - $164M
40.4M $505M
UNH
Unitedhealth Group Inc

Healthcare
-15.9K
- 2.25%
$274.35 - $599.47 $4.37M - $9.56M
692K $216M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-4.54M
- 62.8%
$26.94 - $34.72 $122M - $158M
2.69M $84.8M
XYL
Xylem Inc.

Industrials
-1.27M
- 99.86%
$102.86 - $129.5 $130M - $164M
1.83K $236K
ELV
Elevance Health, Inc.

Healthcare
-66K
- 2.87%
$372.27 - $452.69 $24.6M - $29.9M
2.24M $870M
AUR
Aurora Innovation, Inc.

Technology
-2.03M
- 2.59%
$5.17 - $8.14 $10.5M - $16.6M
76.6M $401M
WSO
Watsco Inc

Industrials
-42.8K
- 4.2%
$421.84 - $520.66 $18M - $22.3M
976K $431M
ILMN
Illumina, Inc.

Healthcare
-1.27M
- 42.17%
$70.3 - $95.41 $89.3M - $121M
1.74M $166M
AJG
Arthur J. Gallagher & Co.

Financial Services
-96.1K
- 9.27%
$310.86 - $348.77 $29.9M - $33.5M
941K $301M
SPT
Sprout Social, Inc.

Technology
-2.5M
- 82.58%
$18.88 - $24.49 $47.1M - $61.1M
527K $11M
WIX
Wix.Com Ltd.

Technology
-243K
- 7.54%
$146.5 - $189.61 $35.6M - $46.1M
2.98M $473M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4.7K
- 0.92%
$390.26 - $489.06 $1.83M - $2.3M
505K $205M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-141K
- 1.5%
$30.03 - $40.05 $4.23M - $5.64M
9.23M $326M
INSP
Inspire Medical Systems, Inc.

Healthcare
-45.9K
- 3.95%
$127.18 - $161.88 $5.83M - $7.42M
1.11M $145M
SQ
Block, Inc.

Technology
-541K
- 4.31%
N/A
12M $687M
AZO
Autozone Inc

Consumer Cyclical
-3.5K
- 2.31%
$3478.38 - $3880.15 $12.2M - $13.6M
148K $550M
AAPL
Apple Inc.

Technology
-63.8K
- 8.12%
$172.42 - $223.89 $11M - $14.3M
722K $148M
RELY
Remitly Global, Inc.

Technology
-418K
- 4.94%
$18.65 - $24.49 $7.79M - $10.2M
8.03M $151M
ENTG
Entegris Inc

Technology
-56.9K
- 2.69%
$62.92 - $86.2 $3.58M - $4.9M
2.06M $166M
BEKE
Ke Holdings Inc.

Real Estate
-843K
- 66.54%
$17.53 - $22.08 $14.8M - $18.6M
424K $7.52M
BLDR
Builders First Source, Inc.

Industrials
-36.7K
- 2.35%
$105.63 - $131.12 $3.88M - $4.81M
1.52M $178M
YMM
Full Truck Alliance Co. Ltd.

Technology
-243K
- 1.65%
$9.67 - $13.01 $2.35M - $3.16M
14.5M $171M
PEP
Pepsico Inc

Consumer Defensive
-21K
- 2.98%
$128.02 - $151.37 $2.69M - $3.18M
684K $90.3M
PG
Procter & Gamble CO

Consumer Defensive
-25.2K
- 2.59%
$157.66 - $172.39 $3.97M - $4.34M
945K $151M
BZ
Kanzhun LTD

Industrials
-524K
- 14.14%
$13.62 - $19.06 $7.14M - $9.99M
3.19M $56.8M
ES
Eversource Energy

Utilities
-218K
- 52.3%
$54.25 - $65.89 $11.8M - $14.4M
199K $12.7M
SBUX
Starbucks Corp

Consumer Cyclical
-80.2K
- 10.07%
$79.69 - $99.41 $6.39M - $7.97M
716K $65.6M
TXN
Texas Instruments Inc

Technology
-57.9K
- 2.42%
N/A
2.34M $455M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-36.8K
- 2.14%
$67.02 - $83.8 $2.47M - $3.09M
1.68M $128M
ADSK
Autodesk, Inc.

Technology
-36.3K
- 4.67%
N/A
742K $182M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-137K
- 16.98%
$60.29 - $71.77 $8.26M - $9.84M
670K $47M
HSY
Hershey CO

Consumer Defensive
-43.3K
- 29.91%
$151.29 - $173.13 $6.55M - $7.49M
101K $16.8M
SCI
Service Corp International

Consumer Cyclical
-236K
- 2.3%
$73.58 - $81.65 $17.3M - $19.2M
10M $814M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-219K
- 0.9%
$3.97 - $5.84 $870K - $1.28M
24.2M $122M
MKTX
Marketaxess Holdings Inc

Financial Services
-34.6K
- 15.62%
$203.19 - $231.09 $7.02M - $7.98M
187K $41.7M
UPWK
Upwork, Inc

Industrials
-493K
- 21.9%
$11.8 - $17.5 $5.82M - $8.63M
1.76M $23.6M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-120K
- 2.3%
$22.25 - $30.3 $2.67M - $3.64M
5.11M $140M
MCD
Mcdonalds Corp

Consumer Cyclical
-7.74K
- 5.38%
$285.55 - $321.23 $2.21M - $2.49M
136K $39.8M
CRM
Salesforce, Inc.

Technology
-34.8K
- 2.9%
$236.26 - $291.15 $8.22M - $10.1M
1.16M $317M
ALB
Albemarle Corp

Basic Materials
-7.54K
- 1.9%
$50.76 - $72.25 $383K - $545K
390K $24.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-5.03K
- 5.15%
$212.1 - $244.27 $1.07M - $1.23M
92.6K $20.3M
PBRA
Petroleo Bras Ads (Ea Reptg 2
-270K
- 3.97%
N/A
6.53M $85.8M
KO
Coca Cola CO

Consumer Defensive
-35.8K
- 4.37%
$68.37 - $73.9 $2.45M - $2.64M
782K $55.3M
MDT
Medtronic PLC

Healthcare
-12.3K
- 2.43%
$80.68 - $88.86 $990K - $1.09M
493K $43M
FTS
Fortis Inc.

Utilities
-63.3K
- 22.14%
$44.42 - $49.76 $2.81M - $3.15M
223K $10.6M
Activity Summary
Buys All Purchases 75 New Holdings 19 Increased Positions 56 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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