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
$13.6B
$431 Million 0.34% of portfolio
976,344
Q2 2025 Reduced 4.2%
$31.1B
$438 Million 0.34% of portfolio
4,257,335
Q2 2025 Reduced 0.26%
$52.5B
$420 Million 0.33% of portfolio
2,997,219
Q2 2025 Reduced 2.51%
$178B
$408 Million 0.32% of portfolio
773,670
Q2 2025 Reduced 2.83%
$26.1B
$403 Million 0.32% of portfolio
201,623
Q2 2025 Reduced 4.21%
$187B
$399 Million 0.31% of portfolio
4,278,756
Q2 2025 Added 86.08%
$4.17B
$401 Million 0.31% of portfolio
76,600,315
Q2 2025 Reduced 2.59%
$24.5B
$384 Million 0.3% of portfolio
3,355,848
Q2 2025 New
$46.6B
$386 Million 0.3% of portfolio
1,606,807
Q2 2025 Reduced 71.43%
$93B
$370 Million 0.29% of portfolio
736,778
Q2 2025 Reduced 2.87%
$21B
$366 Million 0.29% of portfolio
1,636,721
Q2 2025 Added 1.2%
$5.28B
$356 Million 0.28% of portfolio
8,977,315
Q2 2025 Reduced 18.77%
$13.5B
$359 Million 0.28% of portfolio
1,549,695
Q2 2025 Reduced 2.2%
$20.8B
$340 Million 0.27% of portfolio
7,931,263
Q2 2025 Reduced 5.47%
$41.6B
$328 Million 0.26% of portfolio
16,813,324
Q2 2025 Reduced 16.67%
$13B
$326 Million 0.25% of portfolio
9,230,909
Q2 2025 Reduced 1.5%
$252B
$317 Million 0.25% of portfolio
1,163,119
Q2 2025 Reduced 2.9%
$62.9B
$301 Million 0.24% of portfolio
940,528
Q2 2025 Reduced 9.27%
$7.02B
$290 Million 0.23% of portfolio
5,664,163
Q2 2025 Reduced 4.13%
$12.4B
$284 Million 0.22% of portfolio
2,472,510
Q2 2025 Reduced 0.79%
$145B
$282 Million 0.22% of portfolio
553,898
Q2 2025 Added 21.37%
$21.2B
$280 Million 0.22% of portfolio
5,335,777
Q2 2025 Reduced 0.86%
$22.3B
$287 Million 0.22% of portfolio
8,009,740
Q2 2025 Reduced 4.73%
$65.7B
$265 Million 0.21% of portfolio
3,453,709
Q2 2025 Reduced 3.04%
$139B
$259 Million 0.2% of portfolio
725,199
Q2 2025 Reduced 2.87%
$6.15B
$250 Million 0.2% of portfolio
4,809,786
Q2 2025 Reduced 4.96%
$0
$243 Million 0.19% of portfolio
13,537,373
Q2 2025 Reduced 1.79%
$10.8B
$237 Million 0.19% of portfolio
922,127
Q2 2025 Added 33.84%
$4.64B
$243 Million 0.19% of portfolio
5,696,990
Q2 2025 Reduced 4.74%
$7.68B
$241 Million 0.19% of portfolio
3,934,031
Q2 2025 Reduced 4.59%
$19.3B
$242 Million 0.19% of portfolio
48,131,916
Q2 2025 Reduced 4.58%
$2.54B
$248 Million 0.19% of portfolio
3,621,656
Q2 2025 Reduced 4.71%
$25.6B
$232 Million 0.18% of portfolio
432,542
Q2 2025 Reduced 3.0%
$9.66B
$222 Million 0.17% of portfolio
1,436,574
Q2 2025 Added 51.92%
$300B
$216 Million 0.17% of portfolio
691,852
Q2 2025 Reduced 2.25%
$191B
$205 Million 0.16% of portfolio
504,676
Q2 2025 Reduced 0.92%
$45.9B
$208 Million 0.16% of portfolio
360,514
Q2 2025 New
$10.6B
$199 Million 0.16% of portfolio
1,072,313
Q2 2025 New
$78.5B
$196 Million 0.15% of portfolio
728,342
Q2 2025 Reduced 4.42%
$794M
$193 Million 0.15% of portfolio
12,997,690
Q2 2025 Added 11.02%
$111B
$177 Million 0.14% of portfolio
5,265,942
Q2 2025 Reduced 5.88%
$13.5B
$174 Million 0.14% of portfolio
589,171
Q2 2025 Reduced 8.59%
$23.1B
$178 Million 0.14% of portfolio
1,524,282
Q2 2025 Reduced 2.35%
$53.1B
$182 Million 0.14% of portfolio
741,833
Q2 2025 Reduced 4.67%
$9.73B
$181 Million 0.14% of portfolio
3,225,252
Q2 2025 Added 6.85%
$12.2B
$166 Million 0.13% of portfolio
2,058,007
Q2 2025 Reduced 2.69%
$15.4B
$166 Million 0.13% of portfolio
1,741,153
Q2 2025 Reduced 42.17%
$14.6B
$171 Million 0.13% of portfolio
14,486,413
Q2 2025 Reduced 1.65%
$2.08B
$167 Million 0.13% of portfolio
11,955,323
Q2 2025 Reduced 1.11%

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
Track This Portfolio

Track Baillie Gifford & CO Portfolio

Follow Baillie Gifford & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baillie Gifford & CO, based on Form 13F filings with the SEC.

News

Stay updated on Baillie Gifford & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email