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
$15.3B
$164 Million 0.13% of portfolio
522,293
Q2 2025 Added 12,040.7%
$3.82T
$148 Million 0.12% of portfolio
721,726
Q2 2025 Reduced 8.12%
$377B
$151 Million 0.12% of portfolio
945,395
Q2 2025 Reduced 2.59%
$3.35B
$151 Million 0.12% of portfolio
8,033,147
Q2 2025 Reduced 4.94%
$4.96B
$140 Million 0.11% of portfolio
5,109,735
Q2 2025 Reduced 2.3%
$1.43T
$136 Million 0.11% of portfolio
770,160
Q2 2025 Reduced 3.22%
$128B
$136 Million 0.11% of portfolio
571,160
Q2 2025 Reduced 2.08%
$3.65B
$136 Million 0.11% of portfolio
3,110,282
Q2 2025 Reduced 1.82%
$2.41B
$145 Million 0.11% of portfolio
1,113,888
Q2 2025 Reduced 3.95%
$9.3B
$128 Million 0.1% of portfolio
1,683,949
Q2 2025 Reduced 2.14%
$834M
$122 Million 0.1% of portfolio
24,173,815
Q2 2025 Reduced 0.9%
$94.4B
$130 Million 0.1% of portfolio
470,637
Q2 2025 Added 3.52%
$15B
$111 Million 0.09% of portfolio
3,649,920
Q2 2025 Added 15.78%
$27.6B
$117 Million 0.09% of portfolio
2,775,081
Q2 2025 Added 13.48%
$189B
$110 Million 0.09% of portfolio
139,505
Q2 2025 Added 7.51%
$52.6B
$106 Million 0.08% of portfolio
128,250
Q2 2025 Reduced 11.0%
$101B
$94.6 Million 0.07% of portfolio
212,479
Q2 2025 Added 58.02%
-
$85.8 Million 0.07% of portfolio
6,530,941
Q2 2025 Reduced 3.97%
$33.6B
$88.5 Million 0.07% of portfolio
28,652,167
Q2 2025 Reduced 4.11%
$195B
$90.3 Million 0.07% of portfolio
684,006
Q2 2025 Reduced 2.98%
$3.07B
$84.8 Million 0.07% of portfolio
2,690,733
Q2 2025 Reduced 62.8%
$8.3B
$94.3 Million 0.07% of portfolio
1,051,089
Q2 2025 Reduced 1.47%
$8.34B
$94.2 Million 0.07% of portfolio
299,430
Q2 2025 Reduced 0.69%
$275B
$73.2 Million 0.06% of portfolio
1,055,185
Q2 2025 Reduced 1.11%
$1.69B
$66.4 Million 0.05% of portfolio
7,577,646
Q2 2025 Reduced 4.87%
$96.2B
$65.6 Million 0.05% of portfolio
715,874
Q2 2025 Reduced 10.07%
$161B
$70.1 Million 0.05% of portfolio
234,565
Q2 2025 New
$69.1B
$68.9 Million 0.05% of portfolio
10,148,531
Q2 2025 Reduced 0.65%
$11.8B
$62.4 Million 0.05% of portfolio
346,095
Q2 2025 New
$48.8B
$46.3 Million 0.04% of portfolio
318,223
Q2 2025 Added 77.23%
$15.5B
$47 Million 0.04% of portfolio
670,254
Q2 2025 Reduced 16.98%
$1.74B
$50.5 Million 0.04% of portfolio
876,363
Q2 2025 Added 179.2%
$24.4B
$48.9 Million 0.04% of portfolio
506,947
Q2 2025 Added 17.5%
$292B
$55.3 Million 0.04% of portfolio
782,221
Q2 2025 Reduced 4.37%
$1.42B
$53.3 Million 0.04% of portfolio
1,452,679
Q2 2025 Reduced 4.36%
$70.4B
$53.1 Million 0.04% of portfolio
2,867,601
Q2 2025 Reduced 0.64%
$19.1B
$48 Million 0.04% of portfolio
117,918
Q2 2025 Reduced 0.74%
$430B
$48.5 Million 0.04% of portfolio
132,304
Q2 2025 Reduced 3.82%
$49.6B
$45.6 Million 0.04% of portfolio
582,598
Q2 2025 Added 0.2%
$10.4B
$56.8 Million 0.04% of portfolio
3,185,137
Q2 2025 Reduced 14.14%
$2.31B
$43.8 Million 0.03% of portfolio
1,296,313
Q2 2025 Added 78.0%
$9.54B
$41.5 Million 0.03% of portfolio
780,016
Q2 2025 Reduced 6.31%
$1.19B
$35.5 Million 0.03% of portfolio
10,360,004
Q2 2025 Reduced 7.47%
$124B
$43 Million 0.03% of portfolio
492,854
Q2 2025 Reduced 2.43%
$230B
$39.8 Million 0.03% of portfolio
136,286
Q2 2025 Reduced 5.38%
$2.56B
$39.5 Million 0.03% of portfolio
1,801,620
Q2 2025 Reduced 1.43%
$1.85B
$34.3 Million 0.03% of portfolio
1,037,266
Q2 2025 Reduced 20.94%
$1.77B
$33.2 Million 0.03% of portfolio
599,110
Q2 2025 Reduced 11.64%
$7.04B
$41.7 Million 0.03% of portfolio
186,689
Q2 2025 Reduced 15.62%

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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