Baillie Gifford & CO Reduced Holdings in Q3 2025

Baillie Gifford & CO

  • $128 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
-188K
- 5.37%
$2292.04 - $2514.05 $431M - $473M
3.32M $7.75B
SPOT
Spotify Technology S.A.

Communication Services
-934K
- 9.7%
$620.01 - $738.53 $579M - $689M
8.7M $6.07B
NFLX
Netflix Inc

Communication Services
-254K
- 6.52%
$1147.87 - $1297.18 $292M - $330M
3.65M $4.37B
TTD
Trade Desk, Inc.

Technology
-1.59M
- 5.17%
$43.93 - $89.76 $69.7M - $142M
29.1M $1.43B
ISRG
Intuitive Surgical Inc

Healthcare
-512K
- 16.44%
$433.66 - $544.47 $222M - $279M
2.6M $1.16B
DXCM
Dexcom Inc

Healthcare
-823K
- 4.93%
$66.46 - $89.53 $54.7M - $73.7M
15.9M $1.07B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.64M
- 4.91%
$211.65 - $238.24 $346M - $390M
31.7M $6.95B
NET
Cloudflare, Inc.

Technology
-3.68M
- 14.4%
$181.39 - $228.28 $667M - $839M
21.8M $4.69B
ENPH
Enphase Energy, Inc.

Technology
-6.31M
- 70.32%
$30.11 - $42.97 $190M - $271M
2.66M $94.3M
IOT
Samsara Inc.

Technology
-2.44M
- 5.56%
$32.22 - $42.09 $78.7M - $103M
41.5M $1.54B
RACE
Ferrari N.V.

Consumer Cyclical
-314K
- 7.38%
$436.24 - $517.65 $137M - $163M
3.94M $1.91B
ELV
Elevance Health, Inc.

Healthcare
-70.1K
- 3.13%
$274.66 - $395.76 $19.3M - $27.7M
2.17M $700M
META
Meta Platforms, Inc.

Communication Services
-163K
- 2.99%
$695.21 - $791.73 $113M - $129M
5.29M $3.89B
SG
Sweetgreen, Inc.

Consumer Cyclical
-1.94M
- 14.91%
$7.98 - $16.26 $15.5M - $31.5M
11.1M $88.3M
RYAAY
Ryanair Holdings PLC

Industrials
-2.33M
- 14.76%
$55.19 - $66.72 $129M - $156M
13.5M $812M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-8.31M
- 20.57%
$11.84 - $13.45 $98.4M - $112M
32.1M $406M
MBLY
Mobileye Global Inc.
-2.73M
- 20.15%
$13.5 - $19.08 $36.8M - $52.1M
10.8M $153M
AFRM
Affirm Holdings, Inc.

Technology
-1.64M
- 21.73%
$64.05 - $92.18 $105M - $151M
5.9M $431M
BCH
Bank Of Chile

Financial Services
-2.71M
- 74.35%
$27.32 - $30.97 $74.1M - $84M
936K $28.4M
BNTX
Bio N Tech Se

Healthcare
-160K
- 1.98%
$96.22 - $115.31 $15.3M - $18.4M
7.88M $777M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-701K
- 30.95%
$224.68 - $282.71 $158M - $198M
1.56M $437M
FMX
Mexican Economic Development Inc

Consumer Defensive
-505K
- 11.85%
$83.67 - $106.19 $42.2M - $53.6M
3.75M $370M
BROS
Dutch Bros Inc.

Consumer Cyclical
-125K
- 3.44%
$52.34 - $74.24 $6.52M - $9.25M
3.5M $183M
INSP
Inspire Medical Systems, Inc.

Healthcare
-29.5K
- 2.65%
$74.2 - $139.25 $2.19M - $4.11M
1.08M $80.5M
MMYT
Make My Trip LTD

Consumer Cyclical
-676K
- 11.83%
N/A
5.04M $434M
DKNG
Draft Kings Inc.

Consumer Cyclical
-243K
- 3.07%
$37.4 - $48.23 $9.1M - $11.7M
7.69M $288M
CRM
Salesforce, Inc.

Technology
-42.8K
- 3.68%
$231.66 - $273.65 $9.9M - $11.7M
1.12M $266M
WSO
Watsco Inc

Industrials
-32.3K
- 3.3%
$381.94 - $489.97 $12.3M - $15.8M
944K $382M
DG
Dollar General Corp

Consumer Defensive
-108K
- 3.23%
$101.86 - $116.32 $11M - $12.6M
3.25M $336M
MRNA
Moderna, Inc.

Healthcare
-247K
- 1.12%
$23.51 - $34.67 $5.82M - $8.58M
21.8M $564M
SPGI
S&P Global Inc.

Financial Services
-13.4K
- 1.74%
$484.94 - $564.15 $6.51M - $7.58M
760K $370M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-253K
- 4.95%
$20.56 - $31.65 $5.2M - $8M
4.86M $103M
RPRX
Royalty Pharma PLC

Healthcare
-648K
- 3.6%
$34.9 - $37.91 $22.6M - $24.6M
17.4M $613M
PINS
Pinterest, Inc.

Communication Services
-209K
- 2.62%
$32.17 - $39.17 $6.74M - $8.21M
7.8M $251M
PBRA
Petroleo Bras Ads (Ea Reptg 2
-2.76M
- 42.22%
N/A
3.77M $49.6M
DE
Deere & CO

Industrials
-11.2K
- 2.02%
$457.26 - $524.37 $5.13M - $5.88M
543K $248M
ON
On Semiconductor Corp

Technology
-271K
- 5.08%
$46.98 - $62.45 $12.7M - $16.9M
5.06M $250M
IBN
Icici Bank LTD

Financial Services
-381K
- 7.24%
$30.23 - $34.41 $11.5M - $13.1M
4.88M $148M
WRBY
Warby Parker Inc.

Healthcare
-1.34M
- 74.65%
$21.37 - $28.56 $28.7M - $38.4M
457K $12.6M
MKL
Markel Corp

Financial Services
-4.74K
- 2.35%
$1898.34 - $2031.8 $8.99M - $9.62M
197K $376M
PODD
Insulet Corp

Healthcare
-43.4K
- 2.03%
$277.3 - $352.82 $12M - $15.3M
2.09M $646M
TME
Tencent Music Entertainment Group

Communication Services
-3.81M
- 22.64%
$19.17 - $26.36 $73M - $100M
13M $304M
RELY
Remitly Global, Inc.

Technology
-165K
- 2.05%
$15.79 - $20.25 $2.6M - $3.34M
7.87M $128M
SQ
Block, Inc.

Technology
-357K
- 2.97%
N/A
11.7M $667M
PRCT
Procept Bio Robotics Corp

Healthcare
-17.5K
- 2.0%
$35.69 - $60.06 $626K - $1.05M
859K $30.7M
CHWY
Chewy, Inc.

Consumer Cyclical
-180K
- 3.15%
$34.27 - $42.33 $6.16M - $7.61M
5.52M $223M
AJG
Arthur J. Gallagher & Co.

Financial Services
-31.6K
- 3.36%
$284.17 - $319.49 $8.99M - $10.1M
909K $282M
WDAY
Workday, Inc.

Technology
-77.9K
- 4.85%
$213.69 - $247.69 $16.6M - $19.3M
1.53M $368M
AXON
Axon Enterprise, Inc.

Industrials
-1.77K
- 1.38%
$698.02 - $870.97 $1.24M - $1.54M
126K $90.8M
Activity Summary
Buys All Purchases 63 New Holdings 19 Increased Positions 44 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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